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2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Applicant" from EZLynx.

Add your action

An action happens after the trigger—such as "Add Comment" in Front.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Connect EZLynx and Front to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

New Applicant
Triggers when a new applicant is added.
Trigger
Instant
Try It
New Commercial Applicant
Triggers when a new commercial applicant is added.
Trigger
Instant
Try It
New Commercial Prospect
Triggers when a new commercial prospect is added.
Trigger
Instant
Try It
New Document
Triggers when a new document is added.
Trigger
Instant
Try It
New Note
Triggers when a new note is added.
Trigger
Instant
Try It
Modified Opportunity
Triggers when an opportunity is modified.
Trigger
Instant
Try It
Modified Prospect
Triggers when a prospect is modified.
Trigger
Instant
Try It
- Business Name
- NAICS Code
- Website URL
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- BusinessPhone
- Extension
- Fax
- Email
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Initial
- Last Name
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
Action
Write
- Applicant Id
  Required
- Document Name
  Required
- Document-(blob file/doc file)
  Required
- Folder Path
Action
Write
- Prefix
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Business Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
- First Name
- Last Name
- Phone Type
- Phone Number
- Email
- Relationship
- Gender
- Date of Birth
Action
Write
- Applicant Id
  Required
- Prefix
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Home Phone
- Work Phone
- Extension
- Business Fax
- Email
- Alternate Email
- Assigned To
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Applicant Id
  Required
- Applicant First Name
- Applicant Last Name
- Co-Applicant First Name
- Co-Applicant Last Name
- Street Address
- City
- State
- Zip Code
- Applicant's Email Address
- Co-Applicant's Email Address
- Cell Phone Number
- Home Phone
- Lead Status
- Lead Source
- Account Type
Action
Search
- Team
- Rule
  Required
Trigger
Instant
Try It
- Team
- Inboxes
Trigger
Instant
Try It
- Conversation ID
  Required
- Author
- Body
  Required
Action
Write
- Conversation ID
  Required
- Links External URLs
  Required
Action
Write
- Conversation ID
  Required
- Teammate
Action
Write
- Team
- Account Name
  Required
- Description
- Email Addresses
- Phone Numbers
- Links
- Groups
- Picture
- Custom Attributes
Action
Write
- Conversation ID
  Required
- Author
- To
- cc
- bcc
- Subject
- Body
  Required
- Sharing
- Custom Channel
  Required
- Quote Body
- Signature ID
- Should add default signature
Action
Write
- Conversation ID
  Required
Action
Write
- Link ID
  Required
Action
Write
- Conversation ID
  Required
- Link IDs
  Required
Action
Write
- Custom Channel
  Required
- Sender Name
- To
- cc
- bcc
- Subject
- Body
  Required
- Attachment
- Author
- Archive the Conversation
- Tags
- Tag IDs
Action
Write
- Account ID
  Required
- Account Name
  Required
- Description
- Email Domains
- Custom Attributes
Action
Write
- Inbox
  Required
- Conversation ID
  Required
- Teammate
- Status
  Required
- Tag IDs
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
  Required
Action
Write
- Handle Source
  Required
- Handle
  Required
Action
Search
- Email Domain
- External ID
- Account ID
  Required
- Account Name
  Required
- Description
- Email Domains
- Custom Attributes
Action
Search or write

Modified Applicant
Triggers when an applicant is modified.
Trigger
Instant
Try It
Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Trigger
Instant
Try It
Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Trigger
Instant
Try It
Modified Document
Triggers when a document is modified.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Instant
Try It
New Prospect
Triggers when a new prospect is added.
Trigger
Instant
Try It
- Applicant Id
  Required
- Business Name
- Date Business Started
- Address Type
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- BusinessPhone
- Extension
- Business Fax
- Email
- Assigned To
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Business Name
- Website URL
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- BusinessPhone
- Extension
- Fax
- Email
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Initial
- Last Name
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant Id
  Required
- Discussion Title
  Required
- Note Description
  Required
- Labels
- Policy Number
- Task Assignee
- Task due Date
- Reminder Date
- Reminder Time
- Notification Text
- Notification Email
Action
Write
- Prefix
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Business Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant Id
  Required
- Business Name
- Account Name
- Address Line 1
- City
- State
- Zip Code
- BusinessPhone
- Email
- First Name
  Required
- Last Name
  Required
- Primary Contact Work Phone
- Primary Contact Cell Phone
- Primary Contact Email
- Lead Status
- Lead Source
- Account Type
Action
Search
- Team
- Inboxes
Trigger
Instant
Try It
- Team
- Inboxes
Trigger
Instant
Try It
- Team
- Tags
Trigger
Instant
Try It
- Contact ID
  Required
- Handle
  Required
- Handle Source
  Required
Action
Write
- Conversation ID
  Required
- Tag IDs
  Required
Action
Write
- Account Name
  Required
- Description
- Email Domains
- External ID
- Custom Attributes
Action
Write
- Custom Channel
  Required
- Author
- To
- cc
- bcc
- Subject
- Body
  Required
- Sharing
Action
Write
- Account Name
  Required
- External URL
  Required
Action
Write
- Inbox
  Required
- Sender Name
- Sender Handle
  Required
- Sender Handle Type
  Required
- To
- Subject
- Body Format
- Body
  Required
- Date
  Required
- Attachment
- External ID
- Message Type
- Message Direction
- Author
- Is Archived
  Required
- Should Skip Rules
  Required
- Thread Reference
Action
Write
- Contact ID
  Required
- Handle
  Required
- Handle Source
  Required
- Force
Action
Write
- Conversation ID
  Required
- Tag IDs
  Required
Action
Write
- Conversation ID
  Required
- To
- cc
- bcc
- Subject
- Body
  Required
- Attachment
- Custom Channel
  Required
- Tags
- Tag IDs
- Archive the Conversation
Action
Write
- Contact ID
  Required
- Account Name
  Required
- Description
- Links
- Groups
- Remove Contact From Every Group
- Picture
- Custom Attributes
Action
Write
- Link ID
  Required
- Account Name
  Required
Action
Write
- Email Domain
- External ID
- Account ID
  Required
Action
Search
- Search Text
- Inbox
- Tag
- Contact
- Recipient
- From
- To
- cc
- bcc
- Participant
- Assignee
- Author
- Mention
- Commenter
- Conversation Status
Action
Search
- Handle Source
  Required
- Handle
  Required
- Team
- Account Name
  Required
- Description
- Email Addresses
- Phone Numbers
- Links
- Groups
- Picture
- Custom Attributes
Action
Search or write

About EZLynx

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Front

Front is the AI-powered customer service platform built for collaboration that enables 9,000 businesses to deliver five-star service at scale.

Learn moreLearn moreHelpHelp

Related categories

Customer Support

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Zendesk

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Gmail

Email, Google

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