Plumsail Documents + EZLynx Integrations

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Supported triggers and actions

What does this mean?

- Process NameRequired
Trigger
Instant
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New Applicant
Triggers when a new applicant is added.
Trigger
Instant
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New Commercial Applicant
Triggers when a new commercial applicant is added.
Trigger
Instant
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New Commercial Prospect
Triggers when a new commercial prospect is added.
Trigger
Instant
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New Document
Triggers when a new document is added.
Trigger
Instant
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New Note
Triggers when a new note is added.
Trigger
Instant
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Modified Opportunity
Triggers when an opportunity is modified.
Trigger
Instant
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Modified Prospect
Triggers when a prospect is modified.
Trigger
Instant
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- Business NameRequired
- NAICS Code
- Website URL
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Phone
- Extension
- Fax
- Email
- First NameRequired
- Middle Initial
- Last NameRequired
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Initial
- Last Name
- Assigned Username
  The username used for logging in. If blank, the applicant is assigned to you.
- X Date
- Notes
- Source
  The source from which this applicant was created from. If blank, the applicant will have a source of "Zapier".
- LOB source
- Prior Carrier
- Prior Premium
  Premium should be decimal value.
- Finalized Premium
  Premium should be decimal value.
- Finalized Carrier
- Line of Business
  The Lob code should match with Ezlynx standards. Ex: FLOOD
Action
Write
- Applicant IdRequired
- Document NameRequired
- Document-(blob file/doc file)Required
  Only Word, DOC, TXT, PDF, PNG, JPG and JPEG formats are supported
- Folder Path
  Mention the folder names folowed by Slash(/). For Ex:Folder/FolderOne
Action
Write
- Prefix
- First NameRequired
- Middle Initial
- Last NameRequired
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
  The username used for logging in. If blank, the applicant is assigned to you.
- X Date
- Notes
- Source
  The source from which this applicant was created from. If blank, the applicant will have a source of "Zapier".
- LOB source
- Prior Carrier
- Prior Premium
  Premium should be decimal value.
- Finalized Premium
  Premium should be decimal value.
- Finalized Carrier
- Line of Business
  The Lob code should match with Ezlynx standards. Ex: AUTOP
- First Name
- Last Name
- Phone Type
- Phone Number
- Email
- Relationship
- Gender
- Date of Birth
Action
Write
- Applicant IdRequired
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Home Phone
- Work Phone
- Extension
- Fax
- Email
- Alternate Email
- Assigned UserName
  Example:webcet_test
- Lead Source
- Lead Status
  Example :New,Renewal,Assigned Etc
- Lead Priority
  Example :Low,Medium,High
Action
Write
- Applicant Id
- Applicant First Name
- Applicant Last Name
- Co-Applicant First Name
- Co-Applicant Last Name
- Street Address
- City
- State
  State Code ex: TX
- Zip Code
- Applicant's Email Address
- Co-Applicant's Email Address
- Cell Phone Number
- Home Phone Number
- Lead Status
- Lead Source
- Applicant Type
Action
Search

- Process NameRequired
Action
Write
Modified Applicant
Triggers when an applicant is modified.
Trigger
Instant
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Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Trigger
Instant
Try It
Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Trigger
Instant
Try It
Modified Document
Triggers when a document is modified.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is added.
Trigger
Instant
Try It
New Prospect
Triggers when a new prospect is added.
Trigger
Instant
Try It
- Applicant IdRequired
- Business Name
- Date Business Started
  Enter the date in MM/dd/yyyy format
- Address Type
- Address Line 1
- Address Line 2
- City
- State
  Example :RA,TX,PA Etc
- Zip Code
- BusinessPhone
- Extension
- Business Fax
- Email
- Assigned To
  Example: webcet_test
- Lead Source
- Lead Status
  Example :New,Renewal,Assigned Etc
- Lead Priority
  Example :Low,Medium,High
Action
Write
- Business NameRequired
- Website URL
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Phone
- Extension
- Fax
- Email
- First NameRequired
- Middle Name
- Last NameRequired
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Name
- Last Name
- Assigned Username
  The username used for logging in. If blank, the prospect is unassigned.
- X Date
- Notes
- Source
  The source from which this prospect was created from. If blank, the prospect will have a source of "Zapier".
Action
Write
- Applicant IdRequired
- Discussion TitleRequired
- Note DescriptionRequired
- Labels
  Multiple labels can be added.
- Policy Number
- Task Assignee
  Assignee login username ex: "webcet_username."
- Task due Date
- Reminder Date
- Reminder Time
  Time should be in "06:15 AM" format
- Notification Text
  To send a notification by Text, select True.
- Notification Email
  To send a notification by Email, select True.
Action
Write
- Prefix
- First NameRequired
- Middle Name
- Last NameRequired
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
  The username used for logging in. If blank, the prospect is unassigned.
- X Date
- Notes
- Source
  The source from which this prospect was created from. If blank, the prospect will have a source of "Zapier".
Action
Write
- Applicant ID
- Business Name
- Account Name
- Address Line 1
- City
- State
  State Code ex: TX
- Zip Code
- Business Phone
- Business Email
- Primary Contact First Name
- Primary Contact Last Name
- Primary Contact Work Phone
- Primary Contact Cell Phone
- Primary Contact Email
- Lead Status
- Lead Source
- Account Type
Action
Search

How to connect Plumsail Documents + EZLynx

Step 1: Authenticate Plumsail Documents and EZLynx.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Plumsail Documents + EZLynx

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Learn more

Related categories

Documents

About EZLynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.

Learn more

Related categories

CRM (Customer Relationship Management)

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Plumsail Documents + EZLynx Integrations

Connect your apps and automate workflows

Process Finished

New Applicant

New Commercial Applicant

New Commercial Prospect

New Document

New Note

Modified Opportunity

Modified Prospect

Create Commercial Applicant With Opportunity

Business NameRequired

NAICS Code

Website URL

Address Line 1Required

Address Line 2

CityRequired

StateRequired

ZipRequired

Phone

Extension

Fax

Email

First NameRequired

Middle Initial

Last NameRequired

Home Phone

Mobile Phone

Work Phone

Personal Email

Work Email

First Name

Middle Initial

Last Name

Assigned Username

X Date

Notes

Source

LOB source

Prior Carrier

Prior Premium

Finalized Premium

Finalized Carrier

Line of Business

Create Document

Applicant IdRequired

Document NameRequired

Document-(blob file/doc file)Required

Folder Path

Create Personal Applicant With Opportunity

Prefix

First NameRequired

Middle Initial

Last NameRequired

Suffix

Gender

Date of Birth

Marital Status

Social Security Number

Address Line 1Required

Address Line 2

CityRequired

StateRequired

ZipRequired

Home Phone

Mobile Phone

Work Phone

Extension

Fax

Personal Email

Work Email

Assigned Username

X Date

Notes

Source

LOB source

Prior Carrier

Prior Premium

Finalized Premium

Finalized Carrier