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Or pick an app to pair with
Salesforce
CRM (Customer Relationship Management)
Google Sheets
Google, Spreadsheets
Google Forms
Forms & Surveys, Google
EZLynx
CRM (Customer Relationship Management)
AgencyZoom
CRM (Customer Relationship Management)
Slack
Team Chat
Salesforce
CRM (Customer Relationship Management)
Google Sheets
Google, Spreadsheets
Google Forms
Forms & Surveys, Google
EZLynx
CRM (Customer Relationship Management)
AgencyZoom
CRM (Customer Relationship Management)
Slack
Team Chat
Join millions worldwide who automate their work using Zapier
Launch your first automated workflow
Create commercial applicants with opportunities in EZlynx for new insureds in Sembley sent to 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.
- New Insured
Triggers when a new insured is created.
Try ItTriggerInstant - Notification TypesRequired
Try ItTriggerInstant- Insured NameRequired
- Insured Email
- Insured NAICS Code
- Insured SIC Code
- Insured Primary Phone Number
- Insured Cell Phone Number
- Insured Tax Identification Number
- Insured Website
- Insured Fax Number
- Insured Contact Full Name
ActionWrite
- Submitted for Review
Triggers when a submission or custom intake is submitted for review.
Try ItTriggerInstant - Send Insured to Zapier
Triggers when a user shares an insured from the insured index
Try ItTriggerInstant
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