Create integrations between RiskAdvisor and Zendesk to automate any workflow
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
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
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 - 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
- Risk ProfileRequired
- Driver ID
- VIN
- Year
- Make
- Model
- Purchased At
- Garaged State
- Annual Miles
- Miles One Way
- Updated Client
Triggers when a client was updated 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
- Client IDRequired
- Co Client
- Insurance TypeRequired
- Type of Business
- EmailRequired
Related categories
Related categories