Connect JenesisNow and Paths by Zapier to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

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

How Zapier works

Zapier makes it easy to integrate JenesisNow with Paths by Zapier - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Client Added" from JenesisNow.

Add your action

An action happens after the trigger—such as "Conditionally run..." in Paths by Zapier.

You’re connected!

Zapier seamlessly connects JenesisNow and Paths by Zapier, automating your workflow.

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.

- Trigger When Users at These Locations Add a New Client (Optional)
Trigger
Instant
Try It
- Trigger When Status Becomes
- Trigger When Users at These Locations Update a Policy (Optional)
Trigger
Instant
Try It
- Agency Location
  Required
- External Source
- First Name
  Required
- Middle Name
- Last Name
- Full Name
- Email
  Required
- Phone
- Date of Birth
- Mailing Street
- Mailing City
- Mailing State
- Mailing ZIP / Postal Code
- Client Status
  Required
- Lead Source
- Customer Type
- Business Name
- Person Tags
Action
Write
- Client Agency Location
  Required
- External Source
- Client Email
  Required
- Policy Type
  Required
- Policy Status
  Required
- Effective Date
- Expiration Date
  Required
- Carrier Name
- Policy Number
- Written Premium
- Internal Notes
Action
Write
- Color
- Emoji
- Rules
  Required
Action
Filter

- Trigger When Users at These Locations Create a New Policy (Optional)
Trigger
Instant
Try It
- Trigger For
- Trigger When Users at These Locations Add a Tag (Optional)
- Trigger Only for These Tag Names (Optional)
Trigger
Instant
Try It
- Agency Location
  Required
- Client
- Policy Type
  Required
- Policy Status
  Required
- Effective Date:
- Expiration Date:
- Carrier Name
- Policy Number:
- Written Premium
- Internal Notes
Action
Write
Conditionally run...
Creates a new branch.
Action
Write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect JenesisNow and Paths by Zapier 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Paths by Zapier on the Zapier blog

Make work flow with AI

Level up your JenesisNow to Paths by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About JenesisNow

JenesisNow is an insurance agency management system that helps manage clients, track policies, and streamline operations

HelpHelp

Related categories

CRM (Customer Relationship Management)

About Paths by Zapier

Conditional logic for your Zapier workflows. Paths let your apps take different actions based on conditions you choose.

Learn moreLearn moreHelpHelp