Create commercial applicants with opportunities in EZLynx for every new submission in Jotform
Streamline your insurance application process by bridging your Jotform and EZLynx applications. This workflow springs into action when a new submission is received on Jotform, seamlessly creating a commercial applicant with opportunity in EZLynx. Save time, reduce manual data entry, and enhance your productivity with this efficient process.
Streamline your insurance application process by bridging your Jotform and EZLynx applications. This workflow springs into action when a new submission is received on Jotform, seamlessly creating a commercial applicant with opportunity in EZLynx. Save time, reduce manual data entry, and enhance your productivity with this efficient process.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Commercial Applicant With Opportunity
Creates a new commercial applicant with opportunity.
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FormRequired
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Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
New Applicant
Triggers when a new applicant is added.
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DocumentRequired
Try ItSelect a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Api Docs Info
Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
Modified Applicant
Triggers when an applicant is modified.
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