EZLynx + Jotform

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.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    EZLynxEZLynx
    Create Commercial Applicant With Opportunity

    Creates a new commercial applicant with opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
ezlynx logo
ezlynx logo

About EZLynx

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

Related categories

  • CRM (Customer Relationship Management)

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jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn moreHelp

Related categories

  • Forms & Surveys

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