Salesforce + Wunderite
Create Wunderite risk profiles from new Salesforce records
When a new record is added in Salesforce, this Zap creates a corresponding risk profile in Wunderite automatically. Customer and prospect details are added in real time, keeping risk data aligned across systems. The result is a faster, more consistent workflow from CRM to underwriting.
When a new record is added in Salesforce, this Zap creates a corresponding risk profile in Wunderite automatically. Customer and prospect details are added in real time, keeping risk data aligned across systems. The result is a faster, more consistent workflow from CRM to underwriting.
- When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Risk ProfileCreates a commercial or personal risk profile.
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FlowRequired
Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query TypeRequired
Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your appParent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundRisk Profile UUID
Risk Profile Type
Sort
Sort Order
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSearch
Profile Type
Include Address
Risk Profile UUID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRisk ProfileRequired
PremiseRequired
Building Number
Description
Construction Type
Sprinkler System
Year Built
Number of Stories
Floor Area (Sq Ft)
Occupancy
Protection Class
Flood Zone
Insurance-to-Value (ITV)
Assessed Value
Appraised Value
Notes
HazardHub Warning Header
Auto-fill COPE Data?
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Personal Risk ProfileRequired
DescriptionRequired
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Address County
Address Country
Home Details
Construction Type
Sprinkler System
Year Built
Number of Stories
Floor Area (Sq Ft)
Occupancy
Protection Class
Flood Zone
Insurance-to-Value (ITV)
Assessed Value
Appraised Value
Notes
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
PremiseRequired
Class Code
Exposure Amount
Premium Base
Is Foreign?
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
NameRequired
Segment UUID
Phone
Phone Extension
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Add Me as Collaborator
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
Endpoint PathRequired
Query Params (JSON)
Body (JSON)
Additional Headers (JSON)
ID Field Path
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
BuildingRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
DriverRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Personal Risk ProfileRequired
HomeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Liability ExposureRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
VehicleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
ContactRequired
Prefix
First Name
Last Name
Suffix
Job Title
Is Employee?
Contact Roles
Is Primary Contact?
LinkedIn URL
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Legal EntityRequired
Name
Is First Named Insured?
Description
FEIN (Tax ID)
Entity Type
State of Incorporation
Date of Organization
Website
DOT Number
Annual Sales
Annual Payroll
Fiscal Year Start Month
Fiscal Year Start Day
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
PremiseRequired
Location Number
Description
Notes
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Address County
Address Country
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Filter by BuildingRequired
Subject of InsuranceRequired
Subject of Insurance Type
Move to Different Building
Amount (in Cents)
Valuation Method
Coinsurance %
Cause of Loss
Inflation Guard %
Deductible (in Cents)
Deductible Type
Forms and Conditions
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Workers Comp ExposureRequired
State
Class Code
Premise
Projected Payroll
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Search Query
Filter by Premise
Include Related Data
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPersonal Risk ProfileRequired
Search Query
Include Related Data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Query (Fuzzy Match)
Exact Class Code
Description (Exact/Fuzzy Match)
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search Query
Location Number
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStateRequired
Class Code (Filter)
Search (Fuzzy)
Description (Filter)
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SOSL QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundRisk ProfileRequired
Risk Type
Sort
Sort Order
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProfile TypeRequired
Interest NameRequired
Interest Type
Website
Description
Notes
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Address County
Address Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Prefix
First NameRequired
Last NameRequired
Suffix
Job Title
Work Email
Personal Email
Other Email
Work Phone
Mobile Phone
Home Phone
Fax Number
Other Phone
Is Employee?
Contact Roles
Is Primary Contact?
LinkedIn URL
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
NameRequired
Is First Named Insured?
Description
FEIN (Tax ID)
Entity Type
State of Incorporation
Date of Organization
Website
DOT Number
Annual Sales
Annual Payroll
Fiscal Year Start Month
Fiscal Year Start Day
Notes
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Location Number
Description
Notes
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Address County
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
BuildingRequired
Subject of InsuranceRequired
Amount (in Cents)Required
Valuation Method
Coinsurance %
Cause of Loss
Inflation Guard %
Deductible (in Cents)
Deductible Type
Forms and Conditions
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
StateRequired
Class CodeRequired
PremiseRequired
Projected Payroll
Notes
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
Additional InterestRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
EquipmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Legal EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
PremiseRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Filter by BuildingRequired
Subject of InsuranceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Workers Comp ExposureRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
BuildingRequired
Premise
Building Number
Description
Construction Type
Sprinkler System
Year Built
Number of Stories
Floor Area (Sq Ft)
Occupancy
Protection Class
Flood Zone
Insurance-to-Value (ITV)
Assessed Value
Appraised Value
Notes
HazardHub Warning Header
Auto-fill COPE Data?
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
DriverRequired
First Name
Middle Name
Last Name
Driver Number
Date of Birth
License Number
License State
License Expiration
Sex
Marital Status
Year Licensed
Percent Use
Primary Vehicle
Notes
Driver Address Details
Driver Address Line 1
Driver Address Line 2
Driver Address City
Driver Address State
Driver Address Zip Code
Driver Address County
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Personal Risk ProfileRequired
HomeRequired
Description
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Address County
Address Country
Home Details
Construction Type
Sprinkler System
Year Built
Number of Stories
Floor Area (Sq Ft)
Occupancy
Protection Class
Flood Zone
Insurance-to-Value (ITV)
Assessed Value
Appraised Value
Notes
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Liability ExposureRequired
Premise
Class Code
Exposure Amount
Premium Base
Is Foreign?
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
VehicleRequired
VIN
Make
Model
Year
Vehicle Number
Body Type
Gross Combined Weight
Gross Vehicle Weight
Horse Power
Purchase Date
Seat Capacity
Symbol / Age
Registration
Registration State
Cost New
Comprehensive Deductible
Collision Deductible
Vehicle Use
Notes
Auto-fill Data from VIN?
Garaging AddressDetails
Garaging AddressLine 1
Garaging AddressLine 2
Garaging AddressCity
Garaging AddressState
Garaging AddressZip Code
Garaging AddressCounty
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Search QueryRequired
Include Relations
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
General Search
Filter by Name
Filter by Email
Filter by Phone
Filter by Role
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search QueryRequired
Include Relations
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch
Profile Type
Include Address
Risk Profile UUID
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search Query
State
Filter by Class Code (Number)
ActionThis is an event a Zap performs.SearchFind existing data in your app
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