EZLynx + Zapier Forms

Create EZLynx commercial applicants with opportunities from new Zapier Forms form submissions

Create a seamless workflow between your Form Submission events in Zapier Forms and EZLynx. Upon each new form submission within Zapier Forms, this automation instantly creates commercial applicants with opportunities in EZLynx. This streamlines data entry tasks, ensuring no potential client slips through the cracks and simplifying your record-keeping process.

When this happens...
Form Submission Created
Triggers when a new form submission is created.
TriggerInstant
automatically do this!
Create Commercial Applicant With Opportunity
Creates a new commercial applicant with opportunity.
ActionWrite

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Supported triggers and actions

- Form ProjectRequired
- PageRequired
- ButtonRequired
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Instant
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- Form ProjectRequired
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Instant
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- Form ProjectRequired
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- Form ProjectRequired
- PageRequired
- Stripe PaymentRequired
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Instant
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- Form ProjectRequired
- Email AddressRequired
Action
Write

- Form ProjectRequired
- Email AddressRequired
- NameRequired
Action
Search or write
Modified Applicant
Triggers when an applicant is modified.
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Instant
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Modified Commercial Applicant
Triggers when a commercial applicant is modified.
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Instant
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Modified Commercial Prospect
Triggers when a commercial prospect is modified.
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Instant
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Modified Document
Triggers when a document is modified.
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Instant
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New Opportunity
Triggers when a new opportunity is added.
Trigger
Instant
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New Prospect
Triggers when a new prospect is added.
Trigger
Instant
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- 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
Action
Write
- 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
Action
Write
- Applicant IdRequired
- Discussion TitleRequired
- Note DescriptionRequired
- Labels
- Policy Number
- Task Assignee
- Task due Date
- Reminder Date
- Reminder Time
- Notification Text
- Notification Email
Action
Write
- 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
Action
Write
- 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
Action
Search

- Form ProjectRequired
- PageRequired
- Block Type
Trigger
Instant
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- Form ProjectRequired
- PageRequired
- FormRequired
Trigger
Instant
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Form Project Created
Triggers when a new Form Project is created.
Trigger
Instant
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- Form ProjectRequired
- NameRequired
- Email AddressRequired
Action
Write
- Form ProjectRequired
- Email AddressRequired
Action
Search
New Applicant
Triggers when a new applicant is added.
Trigger
Instant
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New Commercial Applicant
Triggers when a new commercial applicant is added.
Trigger
Instant
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New Commercial Prospect
Triggers when a new commercial prospect is added.
Trigger
Instant
Try It
New Document
Triggers when a new document is added.
Trigger
Instant
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New Note
Triggers when a new note is added.
Trigger
Instant
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Modified Opportunity
Triggers when an opportunity is modified.
Trigger
Instant
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Modified Prospect
Triggers when a prospect is modified.
Trigger
Instant
Try It
- 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
Action
Write
- Applicant IdRequired
- Document NameRequired
- Document-(blob file/doc file)Required
- Folder Path
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Search

About EZLynx

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zapier Forms

Zapier Forms is an automated way to collect data and integrate your form with workflows that can connect to 8,000+ apps.

Learn more

Related categories

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new EZLynx applicants with opportunities from new Zapier Forms form submissions

Create new EZLynx prospects from new Zapier Forms form submissions

EZLynx + Zapier Forms

Create EZLynx commercial applicants with opportunities from new Zapier Forms form submissions

Button Clicked

User Created

Page Created

Stripe Payment Processed

Remove User

Find or Create User.

Modified Applicant

Modified Commercial Applicant

Modified Commercial Prospect

Modified Document

New Opportunity

New Prospect

Update Commercial Applicant

Create Commercial Prospect

Create Note

Create Personal Prospect

Search Commercial Applicants

Block Created

Form Submission Created

Form Project Created

Create User

Find User

New Applicant

New Commercial Applicant

New Commercial Prospect

New Document

New Note

Modified Opportunity

Modified Prospect

Create Commercial Applicant With Opportunity

Create Document

Create Personal Applicant With Opportunity

Update Personal Applicant

Search Personal Applicants

About EZLynx

Related categories

Similar apps

Zapier Forms

About Zapier Forms

Related categories

Similar apps

Zapier Forms

Related Zap Templates

Related Zap Templates