Connect RiskAdvisor to AI by Zapier and automate your work
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
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Choose a Trigger
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Choose an Action
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 Client
Triggers when a client is created in RiskAdvisor.
Try It - New Policy
Triggers when a policy is created 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
- Risk ProfileRequired
- Notes
- Updated Client
Triggers when a client was updated 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
- Client IDRequired
- Co Client
- Insurance TypeRequired
- Type of Business
Related categories
Related categories