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Create integrations between Fize Connect and RiskAdvisor to automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Triggers and actions are the main components of every automated workflow.
Connect Fize Connect and RiskAdvisor to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.
Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action
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.

  • RiskAdvisor triggers, actions, and search
    New Client

    Triggers when a client is created in RiskAdvisor.

    Trigger
    Scheduled
    Try It
    • Team
    Trigger
    Scheduled
    Try It
    • Risk Profile
      Required
    • First Name
      Required
    • Middle Name
    • Last Name
      Required
    • Date of birth
    • Relationship
    • Marital Status
    • Gender
    • Education
    • Occupation
    • License Status
    • Licensed State
    • License Number
    • Licensed Age
    • Rated
    • SR22 Required
    • Discounts
    Action
    Write
    • Risk Profile
      Required
    • Driver ID
    • VIN
    • Year
    • Make
    • Model
    • Purchased At
    • Garaged State
    • Annual Miles
    • Miles One Way
    Action
    Write
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fize-connect logo
About Fize Connect
Fize Connect enables users to obtain their prospects' insurance data instantly.
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Related categories
  • Website & App Building
riskadvisor logo
riskadvisor logo
About RiskAdvisor
RiskAdvisor helps agents connect their clients with the right insurance
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