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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 Client" from RiskAdvisor.

Add your action

An action happens after the trigger—such as "API Request (Beta)" in WPForms.

You’re connected!

Zapier seamlessly connects RiskAdvisor and WPForms, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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

Make work flow with AI

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

Learn about AI automation

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Connect RiskAdvisor and WPForms 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.

Integration categories

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.

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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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

triggers, actions, or triggers and actions

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
  Required
- First Name
  Required
- Middle Name
- Last Name
  Required
- Date of birth
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- License Status
- Licensed State
- License Number
- Licensed Age
- Rated
- SR22 Required
- Discounts
Action
Write
- Client ID
  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 ID
  Required
- Co Client
- Insurance Type
  Required
- Type of Business
Action
Search or write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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
  Required
- Notes
Action
Write
- Risk Profile
  Required
- Driver ID
- VIN
- Year
- Make
- Model
- Purchased At
- Garaged State
- Annual Miles
- Miles One Way
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
- Form
  Required
Trigger
Instant
Try It

About RiskAdvisor

RiskAdvisor helps agents connect their clients with the right insurance

Related categories

CRM (Customer Relationship Management)

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

Learn moreLearn moreHelpHelp

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Forms & Surveys WordPress

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