EZLynx + Sembley
Create new commercial prospects in EZLynx for each new entity in Sembley
Streamline your workflow between Sembley and EZLynx with this automation. When a new entity is added in Sembley, a commercial prospect is immediately created in EZLynx. No need for manual data entry, this workflow ensures your prospects are always up to date, improving your efficiency and productivity.
Streamline your workflow between Sembley and EZLynx with this automation. When a new entity is added in Sembley, a commercial prospect is immediately created in EZLynx. No need for manual data entry, this workflow ensures your prospects are always up to date, improving your efficiency and productivity.
- When this happens...New Insured
Triggers when a new insured is created.
- automatically do this!Create Commercial Prospect
Creates a new commercial prospect.
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New Insured
Triggers when a new insured is created.
Try ItNotification TypesRequired
Try ItInsured NameRequired
Insured Email
Insured NAICS Code
Insured SIC Code
Insured Primary Phone Number
Insured Cell Phone Number
Insured Tax Identification Number
Insured Website
Insured Fax Number
Insured Contact Full Name
Modified Applicant
Triggers when an applicant is modified.
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Submitted for Review
Triggers when a submission or custom intake is submitted for review.
Try ItSend Insured to Zapier
Triggers when a user shares an insured from the insured index
Try ItNew Applicant
Triggers when a new applicant is added.
Try ItNew Commercial Applicant
Triggers when a new commercial applicant is added.
Try It
