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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