EZLynx Integrations

CRM (Customer Relationship Management)

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AgencyZoom

CRM (Customer Relationship Management)

Filter by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Paths by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

RingCentral

Phone & SMS

Microsoft Excel

Microsoft, Spreadsheets

Better Agency

Marketing

AgencyZoom

CRM (Customer Relationship Management)

Filter by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Paths by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

AgencyZoom

CRM (Customer Relationship Management)

Filter by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

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Popular ways to use EZLynx workflows

Create customers in QuickBooks Online from new EZLynx commercial applicants
Premium
Try it
EZLynx + QuickBooks Online
More details
When this happens
Step 1: New Commercial Applicant
Then do this
Step 2: Create Customer
See Zap details Try it
Create customers in QuickBooks Online from new EZLynx commercial applicants
Premium
Create customers in QuickBooks Online from new EZLynx commercial applicants
EZLynx + QuickBooks Online
Create tasks in Google Tasks from new EZLynx applicants
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EZLynx + Google Tasks
More details
When this happens
Step 1: New Applicant
Then do this
Step 2: Create Task
See Zap details Try it
Create tasks in Google Tasks from new EZLynx applicants
Create tasks in Google Tasks from new EZLynx applicants
EZLynx + Google Tasks
Create EZLynx personal applicants from new Keap Max Classic contacts
Premium
Try it
Keap Max Classic + EZLynx
More details
When this happens
Step 1: New Contact
Then do this
Step 2: Create Personal Applicant With Opportunity
See Zap details Try it
Create EZLynx personal applicants from new Keap Max Classic contacts
Premium
Create EZLynx personal applicants from new Keap Max Classic contacts
Keap Max Classic + EZLynx
Create personal leads in AgencyZoom for new EZLynx applicants
Try it
EZLynx + AgencyZoom
More details
When this happens
Step 1: New Applicant
Then do this
Step 2: Create Personal Lead
See Zap details Try it
Create personal leads in AgencyZoom for new EZLynx applicants
Create personal leads in AgencyZoom for new EZLynx applicants
EZLynx + AgencyZoom
Create personal applicants in EZLynx for new personal leads in AgencyZoom
Try it
AgencyZoom + Filter by Zapier + EZLynx
More details
When this happens
Step 1: Lead Created
Then do this
Step 2: Only continue if...
Then do this
Step 3: Create Personal Applicant With Opportunity
See Zap details Try it
Create personal applicants in EZLynx for new personal leads in AgencyZoom
Create personal applicants in EZLynx for new personal leads in AgencyZoom
AgencyZoom + Filter by Zapier + EZLynx
Create commercial applicants in EZLynx for new business leads in AgencyZoom
Try it
AgencyZoom + Filter by Zapier + EZLynx
More details
When this happens
Step 1: Lead Created
Then do this
Step 2: Only continue if...
Then do this
Step 3: Create Commercial Applicant With Opportunity
See Zap details Try it
Create commercial applicants in EZLynx for new business leads in AgencyZoom
Create commercial applicants in EZLynx for new business leads in AgencyZoom
AgencyZoom + Filter by Zapier + EZLynx
Send messages in Slack for new EZLynx Applicants
Try it
EZLynx + Slack
More details
When this happens
Step 1: New Applicant
Then do this
Step 2: Send Channel Message
See Zap details Try it
Send messages in Slack for new EZLynx Applicants
Send messages in Slack for new EZLynx Applicants
EZLynx + Slack
Send Microsoft Teams messages for new EZLynx opportunities
Try it
EZLynx + Microsoft Teams
More details
When this happens
Step 1: New Opportunity
Then do this
Step 2: Send Channel Message
See Zap details Try it
Send Microsoft Teams messages for new EZLynx opportunities
Send Microsoft Teams messages for new EZLynx opportunities
EZLynx + Microsoft Teams

Supported triggers and actions

What does this mean?

New Applicant
Triggers when a new applicant is added.
Trigger
Instant
Modified Applicant
Triggers when an applicant is modified.
Trigger
Instant
New Commercial Applicant
Triggers when a new commercial applicant is added.
Trigger
Instant
Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Trigger
Instant
New Commercial Prospect
Triggers when a new commercial prospect is added.
Trigger
Instant

Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Trigger
Instant
New Document
Triggers when a new document is added.
Trigger
Instant

Modified Document
Triggers when a document is modified.
Trigger
Instant

EZLynx
Triggers when a new note is added
Instant
Trigger
EZLynx
Triggers when a new opportunity is added.
Instant
Trigger
EZLynx
Triggers when an opportunity is modified.
Instant
Trigger
EZLynx
Triggers when a new prospect is added.
Instant
Trigger
EZLynx
Triggers when a prospect is modified.
Instant
Trigger
EZLynx
Updates an existing Commercial Applicant.
Scheduled
Action
EZLynx
Creates a new commercial applicant with opportunity.
Scheduled
Action
EZLynx
Creates a new commercial prospect.
Scheduled
Action
EZLynx
Creates a new document.
Scheduled
Action
EZLynx
Creates a new Note.
Scheduled
Action
EZLynx
Creates a new personal applicant with opportunity.
Scheduled
Action
EZLynx
Creates a new personal prospect.
Scheduled
Action
EZLynx
Updates an existing Personal Applicant.
Scheduled
Action
EZLynx
Searches commercial applicants in EZLynx.
Scheduled
Action
EZLynx
Searches personal applicants in EZLynx.
Scheduled
Action

About EZLynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.

Related categories

CRM (Customer Relationship Management)

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Popular EZLynx Integrations