Create integrations between incident.io and RiskAdvisor to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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.
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
Start here
Start here
Choose an Action
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 Incident
Triggers when a new incident is declared.
Try It - New Client
Triggers when a client is created in RiskAdvisor.
Try It - Team
Try It- Risk ProfileRequired
- First NameRequired
- Middle Name
- Last NameRequired
- Date of birth
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- License Status
- Licensed State
- License Number
- Licensed Age
- Rated
- SR22 Required
- Discounts
- Idempotency KeyRequired
- SeverityRequired
- Who should be able to see this incident?Required
- Incident Type
- Name (optional)
- Summary (optional)
- Updated Client
Triggers when a client was updated in RiskAdvisor.
Try It - First NameRequired
- Middle Name
- Last NameRequired
- Suffix
- Date of birth
- Phone NumberRequired
- EmailRequired
- Contact Preference
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- Lead Source
- Client IDRequired
- Co Client
- Insurance TypeRequired
- Type of Business
Related categories
Related categories