Create integrations between Great AEP and Radius CRM to automate any workflow
Create your first workflow
Quickly automate workflows with Great AEP and Radius CRM using Zapier's templates.
Our most popular template
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
Now it's time for action
And that's it! You've just created a Zap.
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.
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 Appointment
Triggers when a new appointment is created in Great AEP.
Try ItSelect CampaignRequired
First Name
Last Name
Email
Phone Number
Email
Phone Number
Update Lead/Client
Update an existing lead or client record in Radius.
Fetch Signed Documents
Triggers when a new documentation is signed in Great AEP.
Try ItSelect CampaignRequired
Email
Phone Number
Create Lead/Client
Create a Lead or Client in Radius