EZLynx + Slack
Send messages in Slack for new EZLynx Applicants
Get notifications over Slack when a new Applicant is created in EZLynx. The Slack message links directly to the Applicant overview for quick access.
Get notifications over Slack when a new Applicant is created in EZLynx. The Slack message links directly to the Applicant overview for quick access.
- When this happens...
New ApplicantTriggers when a new applicant is added.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
ActionWriteCreate a new record or update an existing record in your app.
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New Applicant
Triggers when a new applicant is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Commercial Applicant
Triggers when a new commercial applicant is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Commercial Prospect
Triggers when a new commercial prospect is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document
Triggers when a new document is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Opportunity
Triggers when an opportunity is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Prospect
Triggers when a prospect is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Business NameRequired
NAICS Code
Website URL
Address Line 1Required
Address Line 2
CityRequired
StateRequired
ZipRequired
Phone
Extension
Fax
Email
First NameRequired
Middle Initial
Last NameRequired
Home Phone
Mobile Phone
Work Phone
Personal Email
Work Email
First Name
Middle Initial
Last Name
Assigned Username
X Date
Notes
Source
LOB source
Prior Carrier
Prior Premium
Finalized Premium
Finalized Carrier
Line of Business
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant IdRequired
Document NameRequired
Document-(blob file/doc file)Required
Folder Path
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prefix
First NameRequired
Middle Initial
Last NameRequired
Suffix
Gender
Date of Birth
Marital Status
Social Security Number
Address Line 1Required
Address Line 2
CityRequired
StateRequired
ZipRequired
Home Phone
Mobile Phone
Work Phone
Extension
Fax
Personal Email
Work Email
Assigned Username
X Date
Notes
Source
LOB source
Prior Carrier
Prior Premium
Finalized Premium
Finalized Carrier
Line of Business
First Name
Last Name
Phone Type
Phone Number
Email
Relationship
Gender
Date of Birth
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant IdRequired
Prefix
First Name
Middle Name
Last Name
Suffix
Gender
Date of Birth
Marital Status
Social Security Number
Address Line 1
Address Line 2
City
State
Zip Code
Home Phone
Work Phone
Extension
Fax
Email
Alternate Email
Assigned UserName
Lead Source
Lead Status
Lead Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant Id
Applicant First Name
Applicant Last Name
Co-Applicant First Name
Co-Applicant Last Name
Street Address
City
State
Zip Code
Applicant's Email Address
Co-Applicant's Email Address
Cell Phone Number
Home Phone Number
Lead Status
Lead Source
Applicant Type
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Channel
Triggers when a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Username
Highlight Word
Trigger for Bot Messages?
Only Public Channels?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Saved Message
Triggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TextRequired
Remind when?Required
Remind who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Scheduled AsRequired
Scheduled Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Add Zapier app to channel automatically?
Message TextRequired
Send as a bot?
Bot Name
Bot Icon
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
File
Thread
Send Channel Message?
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Multi Message
Message TextRequired
Send as a bot?
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Copy
Approval request messageRequired
Send message asRequired
Approval typeRequired
Zap Id
Include a link to this Zap?
Approve button URL
Approve button label
Add decline button
Add details button
Require confirmation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Title
Email
Display Name
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Private Channel
This action creates a private channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message TS (ID)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
Modified Applicant
Triggers when an applicant is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Document
Triggers when a document is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Prospect
Triggers when a new prospect is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Applicant IdRequired
Business Name
Date Business Started
Address Type
Address Line 1
Address Line 2
City
State
Zip Code
BusinessPhone
Extension
Business Fax
Email
Assigned To
Lead Source
Lead Status
Lead Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business NameRequired
Website URL
Address Line 1Required
Address Line 2
CityRequired
StateRequired
ZipRequired
Phone
Extension
Fax
Email
First NameRequired
Middle Name
Last NameRequired
Home Phone
Mobile Phone
Work Phone
Personal Email
Work Email
First Name
Middle Name
Last Name
Assigned Username
X Date
Notes
Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant IdRequired
Discussion TitleRequired
Note DescriptionRequired
Labels
Policy Number
Task Assignee
Task due Date
Reminder Date
Reminder Time
Notification Text
Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prefix
First NameRequired
Middle Name
Last NameRequired
Suffix
Gender
Date of Birth
Marital Status
Social Security Number
Address Line 1Required
Address Line 2
CityRequired
StateRequired
ZipRequired
Home Phone
Mobile Phone
Work Phone
Extension
Fax
Personal Email
Work Email
Assigned Username
X Date
Notes
Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant ID
Business Name
Account Name
Address Line 1
City
State
Zip Code
Business Phone
Business Email
Primary Contact First Name
Primary Contact Last Name
Primary Contact Work Phone
Primary Contact Cell Phone
Primary Contact Email
Lead Status
Lead Source
Account Type
ActionThis is an event a Zap performs.SearchFind existing data in your appTrigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Channel
User Name
Shared
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Search QueryRequired
Optimized data
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planConversation ID
Reaction
Member ID
Message Author ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Zap Identifier
Access type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Conversation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allowed Delete Copy
Conversation IDRequired
Message TS (ID)Required
Posted By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allowed Edit Copy
Conversation IDRequired
Message TS (ID)Required
Posted By
Content Type
Reply Broadcast
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Add Zapier app to channel automatically?
Message TextRequired
Send as a bot?
Bot Name
Bot Icon
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
File
Thread
Send Channel Message?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
Topic set by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Text
Status Emoji
Expiration Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove User from Channel
This action removes a specified user from a specified channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch QueryRequired
Sort By
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
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