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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Quote Request
Triggers when a new quote request (lead) is received on a microsite.
Try ItTriggerPolling - Statuses
Try ItTriggerPolling- Insurance Line Code
ActionSearch
- Quote Accepted
Triggers when a client accepts a quote (the request reaches status "accepted").
Try ItTriggerPolling - Quote RequestRequired
- Insurer NameRequired
- Plan NameRequired
- Monthly Price
- Annual Price
- Currency
- Payment Frequency
- Coverage
- Benefits
- Title
- Description
- Recommended
ActionWrite- Quote Request ID
- Client Email
- Status
- Created After
- Created Before
ActionSearch
Figuro Engage Help & Support
Common questions
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