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EZLynx + InsurGrid

Create new EZLynx applicants with opportunities from new InsurGrid clients

Enhance efficiency in your insurance process with this InsurGrid to EZLynx automation. Each time a new client is added in your InsurGrid system, it sets up a personal applicant with an opportunity in EZLynx. This seamless operation streamlines customer onboarding by saving you the trouble of manual data entry and ensuring consistent opportunity creation.

Enhance efficiency in your insurance process with this InsurGrid to EZLynx automation. Each time a new client is added in your InsurGrid system, it sets up a personal applicant with an opportunity in EZLynx. This seamless operation streamlines customer onboarding by saving you the trouble of manual data entry and ensuring consistent opportunity creation.

  1. When this happens...
    InsurGridInsurGrid
    New Client

    Triggers when a client is created.

    TriggerScheduled
  2. automatically do this!
    EZLynxEZLynx
    Create Personal Applicant With Opportunity

    Creates a new personal applicant with opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • InsurGrid triggers, actions, and search

    New Client

    Triggers when a client is created.

    Trigger
    Scheduled
    Try It
  • EZLynx triggers, actions, and search

    New Commercial Applicant

    Triggers when a new commercial applicant is added.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    New Commercial Prospect

    Triggers when a new commercial prospect is added.

    Trigger
    Instant
    Try It
  • InsurGrid triggers, actions, and search

    New Declaration Page

    Triggers when a new client declaration page is created.

    Trigger
    Scheduled
    Try It
  • EZLynx triggers, actions, and search

    Modified Applicant

    Triggers when an applicant is modified.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    Modified Commercial Applicant

    Triggers when a commercial applicant is modified.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    Modified Commercial Prospect

    Triggers when a commercial prospect is modified.

    Trigger
    Instant
    Try It
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About EZLynx

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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

InsurGrid is your hub for verifying insurance policy data and documents professionally and efficiently.

Related categories