Skip to content
Pathway logo
Pathway logo

Pathway Integrations

CRM (Customer Relationship Management)
CRM (Customer Relationship Management)

Put Pathway to work with AI and enterprise-grade automation

Automate smarter with Pathway and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email
Start free with email
Google Logo Continue with Google
Start free with email
Start free with email
Google Logo Continue with Google
  • 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
Pathway logoPathway logo
Or pick an app to pair with
arrow pointing down
Integrate Google Sheets with PathwayIntegrate Google Sheets with Pathway
Google Sheets
Google, Spreadsheets
Integrate Gmail with PathwayIntegrate Gmail with Pathway
Gmail
Email, Google
Integrate Google Calendar with PathwayIntegrate Google Calendar with Pathway
Google Calendar
Calendar, Google
Integrate Google Drive with PathwayIntegrate Google Drive with Pathway
Google Drive
File Management & Storage, Google
Integrate HubSpot with PathwayIntegrate HubSpot with Pathway
HubSpot
Marketing Automation
Integrate Google Forms with PathwayIntegrate Google Forms with Pathway
Google Forms
Forms & Surveys, Google
Integrate Notion with PathwayIntegrate Notion with Pathway
Notion
Task Management
Integrate Facebook Lead Ads with PathwayIntegrate Facebook Lead Ads with Pathway
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Mailchimp with PathwayIntegrate Mailchimp with Pathway
Mailchimp
Marketing Automation
Integrate Google Sheets with PathwayIntegrate Google Sheets with Pathway
Google Sheets
Google, Spreadsheets
Integrate Gmail with PathwayIntegrate Gmail with Pathway
Gmail
Email, Google
Integrate Google Calendar with PathwayIntegrate Google Calendar with Pathway
Google Calendar
Calendar, Google
Integrate Google Drive with PathwayIntegrate Google Drive with Pathway
Google Drive
File Management & Storage, Google
Integrate HubSpot with PathwayIntegrate HubSpot with Pathway
HubSpot
Marketing Automation
Integrate Google Forms with PathwayIntegrate Google Forms with Pathway
Google Forms
Forms & Surveys, Google
Integrate Google Sheets with PathwayIntegrate Google Sheets with Pathway
Google Sheets
Google, Spreadsheets
Integrate Gmail with PathwayIntegrate Gmail with Pathway
Gmail
Email, Google
Integrate Google Calendar with PathwayIntegrate Google Calendar with Pathway
Google Calendar
Calendar, Google
Integrate Google Drive with PathwayIntegrate Google Drive with Pathway
Google Drive
File Management & Storage, Google
Integrate HubSpot with PathwayIntegrate HubSpot with Pathway
HubSpot
Marketing Automation
Integrate Google Forms with PathwayIntegrate Google Forms with Pathway
Google Forms
Forms & Surveys, Google
Integrate Notion with PathwayIntegrate Notion with Pathway
Notion
Task Management
Integrate Facebook Lead Ads with PathwayIntegrate Facebook Lead Ads with Pathway
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Mailchimp with PathwayIntegrate Mailchimp with Pathway
Mailchimp
Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Google Logo Sign up with Google

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.

    • Created From:
      Required
    Trigger
    Polling
    Try It
    • Created From
      Required
    Trigger
    Polling
    Try It
    • First name
      Required
    • Last Name
      Required
    • Date of Birth
    • First Name 2
    • Last Name2
    • Date of Birth 2
    • Account Type
    • Email Address
      Required
    • Agency Code
      Required
    • Branch Code
      Required
    • Type Of Business
      Required
    • Phone Number
      Required
    • Account Name
    • Broker Code
      Required
    • Business Name
    • Bill Broker Net
      Required
    • is Personal
      Required
    • Mailing Address City
    • Mailing Address Country Code
    • Mailing Address County
    • Mailing Address State or Province Code
    • Mailing Address Street 1
    • Mailing Address Street 2
    • Mailing Address Street 3
    • Mailing Address Zip Or Postal Code
    Action
    Write
    • Effective Date
      Required
    • Expiration Date
      Required
    • Insurer Code
    • Status Code
    • Premium
    • Buscode
      Required
    • Description
      Required
    • Agency Code
      Required
    • Branch Code
      Required
    • Department Code
      Required
    • Line Type Code
      Required
    • Profit Center Code
      Required
    • Issuing Location Code
      Required
    • Policy Number
    • ccode
    • Client First Name
      Required
    • Client Last Name
      Required
    • Client Date of Birth
    • Client First Name 2
    • Client Last Name 2
    • Client Date of Birth 2
    • Client Account Type
      Required
    • Client Email Address
      Required
    • Client Agency Code
      Required
    • Client Branch Code
      Required
    • Client Type Of Business
      Required
    • Client Phone Number
      Required
    • Client Account Name
    • Client Broker Code
      Required
    • Client Business Name
    • Client Bill Broker Net
    • Client is Personal
      Required
    • Client Mailing Address city
    • Client Mailing Address Country Code
    • Client Mailing Address County
    • Client Mailing Address State/Province Code
    • Client Mailing Address Street 1
    • Client Mailing Address Street 2
    • Client Mailing Address Street 3
    • Client Mailing Address ZIP/Postal Code
    • Additional Interests City
    • Additional Interests Country Code
    • Additional Interests County
    • Additional Interests State/Province Code
    • Additional Interests Street 1
    • Additional Interests Street 2
    • Additional Interests Street 3
    • Additional Interests ZIP/Postal Code
    • Additional Interests Name
    Action
    Write
    • Days ahead:
      Required
    Trigger
    Polling
    Try It
    • ccode
      Required
    • Activity Title
    • Status
    • Activity Owner
      Required
    • Time
      Required
    • Agency Code
      Required
    • Branch Code
      Required
    • Policy Number
    • Attachment Content
    • Attachment Url
    • Attachment Filename
    • Attachment Folder
    • Activity Code
    • Activity Category
    • Client Accessible
    • Follow Up Start Date
    • Follow Up End Date
    Action
    Write
    • Flow ID
      Required
    • Contact ccode
      Required
    Action
    Write

For builders

Let your AI safely access Pathway

Go beyond Zap workflows. Install Zapier in your AI to call Pathway actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Pathway from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

  • Create New Abeyance
  • Create New Client

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP
Code

Work in code with the Zapier SDK

Expose Pathway actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Pathway connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "pathway-dataport-api", owner: "me" });

await zapier.runAction({
  app: 'pathway-dataport-api',
  action: 'new_abeyance',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});
Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Pathway Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

pathway-dataport-api logo
pathway-dataport-api logo
About Pathway
Pathway creates insurance marketing automation solutions for any insurance agency or brokerage
HelpHelp
Related categories
CRM (Customer Relationship Management)

Popular Pathway Integrations

Popular Pathway Integrations