EZLynx + Wunderite
Create personal risk profiles in Wunderite for new EZLynx prospects
When a new prospect is added in EZLynx, this Zap automatically creates a personal risk profile in Wunderite using the prospect’s information. It eliminates manual data entry and helps agencies speed up personal lines intake, reduce errors, and ensure prospects are ready for quoting without extra effort.
When a new prospect is added in EZLynx, this Zap automatically creates a personal risk profile in Wunderite using the prospect’s information. It eliminates manual data entry and helps agencies speed up personal lines intake, reduce errors, and ensure prospects are ready for quoting without extra effort.
- When this happens...
New ProspectTriggers when a new prospect is added.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Risk ProfileCreates a commercial or personal risk profile.
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 appRisk ProfileRequired
Risk Type
Sort
Sort Order
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProfile TypeRequired
Interest NameRequired
Interest Type
Website
Description
Notes
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Address County
Address Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Prefix
First NameRequired
Last NameRequired
Suffix
Job Title
Work Email
Personal Email
Other Email
Work Phone
Mobile Phone
Home Phone
Fax Number
Other Phone
Is Employee?
Contact Roles
Is Primary Contact?
LinkedIn URL
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
NameRequired
Is First Named Insured?
Description
FEIN (Tax ID)
Entity Type
State of Incorporation
Date of Organization
Website
DOT Number
Annual Sales
Annual Payroll
Fiscal Year Start Month
Fiscal Year Start Day
Notes
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Location Number
Description
Notes
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Address County
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
BuildingRequired
Subject of InsuranceRequired
Amount (in Cents)Required
Valuation Method
Coinsurance %
Cause of Loss
Inflation Guard %
Deductible (in Cents)
Deductible Type
Forms and Conditions
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
StateRequired
Class CodeRequired
PremiseRequired
Projected Payroll
Notes
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
Additional InterestRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
EquipmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Legal EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
PremiseRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Filter by BuildingRequired
Subject of InsuranceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Workers Comp ExposureRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
BuildingRequired
Premise
Building Number
Description
Construction Type
Sprinkler System
Year Built
Number of Stories
Floor Area (Sq Ft)
Occupancy
Protection Class
Flood Zone
Insurance-to-Value (ITV)
Assessed Value
Appraised Value
Notes
HazardHub Warning Header
Auto-fill COPE Data?
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
DriverRequired
First Name
Middle Name
Last Name
Driver Number
Date of Birth
License Number
License State
License Expiration
Sex
Marital Status
Year Licensed
Percent Use
Primary Vehicle
Notes
Driver Address Details
Driver Address Line 1
Driver Address Line 2
Driver Address City
Driver Address State
Driver Address Zip Code
Driver Address County
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Personal Risk ProfileRequired
HomeRequired
Description
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Address County
Address Country
Home Details
Construction Type
Sprinkler System
Year Built
Number of Stories
Floor Area (Sq Ft)
Occupancy
Protection Class
Flood Zone
Insurance-to-Value (ITV)
Assessed Value
Appraised Value
Notes
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Liability ExposureRequired
Premise
Class Code
Exposure Amount
Premium Base
Is Foreign?
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
VehicleRequired
VIN
Make
Model
Year
Vehicle Number
Body Type
Gross Combined Weight
Gross Vehicle Weight
Horse Power
Purchase Date
Seat Capacity
Symbol / Age
Registration
Registration State
Cost New
Comprehensive Deductible
Collision Deductible
Vehicle Use
Notes
Auto-fill Data from VIN?
Garaging AddressDetails
Garaging AddressLine 1
Garaging AddressLine 2
Garaging AddressCity
Garaging AddressState
Garaging AddressZip Code
Garaging AddressCounty
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Search QueryRequired
Include Relations
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
General Search
Filter by Name
Filter by Email
Filter by Phone
Filter by Role
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search QueryRequired
Include Relations
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch
Profile Type
Include Address
Risk Profile UUID
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search Query
State
Filter by Class Code (Number)
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 appRisk Profile UUID
Risk Profile Type
Sort
Sort Order
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSearch
Profile Type
Include Address
Risk Profile UUID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRisk ProfileRequired
PremiseRequired
Building Number
Description
Construction Type
Sprinkler System
Year Built
Number of Stories
Floor Area (Sq Ft)
Occupancy
Protection Class
Flood Zone
Insurance-to-Value (ITV)
Assessed Value
Appraised Value
Notes
HazardHub Warning Header
Auto-fill COPE Data?
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Personal Risk ProfileRequired
DescriptionRequired
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Address County
Address Country
Home Details
Construction Type
Sprinkler System
Year Built
Number of Stories
Floor Area (Sq Ft)
Occupancy
Protection Class
Flood Zone
Insurance-to-Value (ITV)
Assessed Value
Appraised Value
Notes
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
PremiseRequired
Class Code
Exposure Amount
Premium Base
Is Foreign?
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
NameRequired
Segment UUID
Phone
Phone Extension
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Add Me as Collaborator
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
Endpoint PathRequired
Query Params (JSON)
Body (JSON)
Additional Headers (JSON)
ID Field Path
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
BuildingRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
DriverRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Personal Risk ProfileRequired
HomeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Liability ExposureRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
VehicleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
ContactRequired
Prefix
First Name
Last Name
Suffix
Job Title
Is Employee?
Contact Roles
Is Primary Contact?
LinkedIn URL
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Legal EntityRequired
Name
Is First Named Insured?
Description
FEIN (Tax ID)
Entity Type
State of Incorporation
Date of Organization
Website
DOT Number
Annual Sales
Annual Payroll
Fiscal Year Start Month
Fiscal Year Start Day
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
PremiseRequired
Location Number
Description
Notes
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Address County
Address Country
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Filter by BuildingRequired
Subject of InsuranceRequired
Subject of Insurance Type
Move to Different Building
Amount (in Cents)
Valuation Method
Coinsurance %
Cause of Loss
Inflation Guard %
Deductible (in Cents)
Deductible Type
Forms and Conditions
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Workers Comp ExposureRequired
State
Class Code
Premise
Projected Payroll
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Search Query
Filter by Premise
Include Related Data
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPersonal Risk ProfileRequired
Search Query
Include Related Data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Query (Fuzzy Match)
Exact Class Code
Description (Exact/Fuzzy Match)
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search Query
Location Number
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStateRequired
Class Code (Filter)
Search (Fuzzy)
Description (Filter)
ActionThis is an event a Zap performs.SearchFind existing data in your app
About EZLynx
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