Connect GAIL and RiskAdvisor to power AI-driven automation

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Choose a Trigger

Choose an Action

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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 Call Completed" from GAIL.

Add your action

An action happens after the trigger—such as "Create Client" in RiskAdvisor.

You’re connected!

Zapier seamlessly connects GAIL and RiskAdvisor, 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.

New Call Completed
Triggers when new calls are completed by GAIL.
Trigger
Instant
Try It
Agency Details
Get Agency ID and details
Action
Write
- Phone Number
  Required
Action
Write
Call-In Quote Submitted
Triggers when a Call-In Quote is submitted.
Trigger
Polling
Try It
Updated Client
Triggers when a client was updated in RiskAdvisor.
Trigger
Polling
Try It

QuoteForm Submitted
Triggers when a QuoteForm is submitted.
Trigger
Polling
Try It
- First Name
  Required
- Middle Name
- Last Name
  Required
- Suffix
- Date of birth
- Phone Number
  Required
- Email
  Required
- Contact Preference
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- Lead Source
Action
Write

- Risk Profile ID
  Required
- Notes
Action
Write
- Risk Profile ID
  Required
- Driver ID
- VIN
- Year
- Make
- Model
- Purchased At
- Garaged State
- Annual Miles
- Miles One Way
- How do you use this vehicle
- Comprehensive Deductible
- Collision Deductible
- Towing & Labor Coverage
- Rental Expense
Action
Write
- Client Email
  Required
Action
Search
- Email
  Required
- First Name
  Required
- Middle Name
- Last Name
  Required
- Suffix
- Date of birth
- Phone Number
  Required
- Contact Preference
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- Lead Source
Action
Search or write

New Call in List
Triggers when a new call is added to the Calls List.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
- Business Name
Action
Write
- Agency ID
  Required
- Call Script ID
  Required
- First name of Callee
  Required
- Phone Number
  Required
Action
Write
New Client
Triggers when a client is created in RiskAdvisor.
Trigger
Polling
Try It
New Policy
Triggers when a policy is created in RiskAdvisor.
Trigger
Polling
Try It
- Team
Trigger
Polling
Try It
- Risk Profile ID
  Required
- First Name
- Middle Name
- Last Name
- Date of birth
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- License Status
- Licensed State
- License Number
- Licensed Age
- Rated
- SR22 Required
- Discounts
Action
Write
- Client
  Required
- Co Client
- Insurance Type
  Required
- Type of Business
Action
Write
- Email
  Required
Action
Search
- Client Email
  Required
- Risk Profile Status
  Required
Action
Search
- Client Email
  Required
- Risk Profile Status
  Required
- Client
  Required
- Co Client
- Insurance Type
  Required
- Type of Business
Action
Search or write

For AI agents & developers

Use GAIL and RiskAdvisor with AI agents and code

Beyond Zap workflows. Call GAIL and RiskAdvisor actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose GAIL and RiskAdvisor actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Agency Details
Create Client

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger GAIL and RiskAdvisor actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* gail / riskadvisor action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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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 GAIL and RiskAdvisor 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.

Make work flow with AI

Level up your GAIL to RiskAdvisor integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About GAIL

GAIL is a tool built for the Financial Services industry that will help you sell more, serve Customers 24/7, and give your team their very own expert.

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Related categories

AI Assistants

About RiskAdvisor

RiskAdvisor helps agents connect their clients with the right insurance