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Start with a template that brings JenesisNow and Wunderite together. Build enterprise-grade automation in minutes.

Our most popular template

Create risk profiles in Wunderite for new clients added in JenesisNow
Details
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JenesisNow + Wunderite

Create risk profiles in Wunderite for new clients added in JenesisNow

Details

Try it

JenesisNow + Wunderite

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Zapier makes it easy to integrate JenesisNow with Wunderite - no code necessary. See how you can get setup in minutes.

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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 Added" from JenesisNow.

Add your action

An action happens after the trigger—such as "Create Additional Interest" in Wunderite.

You’re connected!

Zapier seamlessly connects JenesisNow and Wunderite, 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.

- Trigger When Users at These Locations Add a New Client (Optional)
Trigger
Instant
Try It
- Trigger When Status Becomes
- Trigger When Users at These Locations Update a Policy (Optional)
Trigger
Instant
Try It
- Risk Type
  Required
- Risk Profile
- Sort
- Sort Order
Trigger
Polling
Try It
- Profile Type
  Required
- Interest Name
  Required
- Interest Type
- Website
- Description
- Notes
- Address Details
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zip Code
- Address County
- Address Country
Action
Write
- Risk Profile
  Required
- Prefix
- First Name
  Required
- Last Name
  Required
- 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
Action
Write

- Profile Type
  Required
Action
Write
- Risk Profile
  Required
- Name
  Required
- 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
Action
Write

- Risk Profile
  Required
- Location Number
- Description
- Notes
- Address Details
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zip Code
- Address County
Action
Write
- Risk Profile
  Required
- Building
  Required
- Subject of Insurance
  Required
- Amount (in Cents)
  Required
- Valuation Method
- Coinsurance %
- Cause of Loss
- Inflation Guard %
- Deductible (in Cents)
- Deductible Type
- Forms and Conditions
- Include Related Data
Action
Write
- Risk Profile
  Required
- State
  Required
- Class Code
  Required
- Premise
  Required
- Projected Payroll
- Notes
- Include Related Data
Action
Write
- Profile Type
  Required
- Additional Interest
  Required
Action
Write
- Risk Profile
  Required
- Contact
  Required
Action
Write
- Profile Type
  Required
- Equipment
  Required
Action
Write
- Risk Profile
  Required
- Legal Entity
  Required
Action
Write
- Risk Profile
  Required
- Premise
  Required
Action
Write
- Risk Profile
  Required
- Filter by Building
  Required
- Subject of Insurance
  Required
Action
Write
- Risk Profile
  Required
- Workers Comp Exposure
  Required
Action
Write
- Risk Profile
  Required
- Building
  Required
- 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
Action
Write
- Profile Type
  Required
- Driver
  Required
- 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
Action
Write
- Personal Risk Profile
  Required
- Home
  Required
- 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
Action
Write
- Risk Profile
  Required
- Liability Exposure
  Required
- Premise
- Class Code
- Exposure Amount
- Premium Base
- Is Foreign?
- Notes
Action
Write
- Profile Type
  Required
Action
Write
- Profile Type
  Required
- Vehicle
  Required
- 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
Action
Write
- Risk Profile
  Required
- Search Query
  Required
- Include Relations
Action
Search
- Risk Profile
  Required
- General Search
- Filter by Name
- Filter by Email
- Filter by Phone
- Filter by Role
Action
Search
- Risk Profile
  Required
- Search Query
  Required
- Include Relations
Action
Search
- Risk Profile
  Required
- Search Query
Action
Search
- Risk Profile
  Required
- Search Query
  Required
Action
Search
- Search
- Profile Type
- Include Address
- Risk Profile UUID
Action
Search
- Risk Profile
  Required
- Search Query
- State
- Filter by Class Code (Number)
Action
Search

- Trigger When Users at These Locations Create a New Policy (Optional)
Trigger
Instant
Try It
- Risk Profile UUID
- Risk Profile Type
- Sort
- Sort Order
Trigger
Polling
Try It
- Search
- Profile Type
- Include Address
- Risk Profile UUID
Trigger
Polling
Try It
- Risk Profile
  Required
- Premise
  Required
- 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
Action
Write
- Profile Type
  Required
Action
Write
- Personal Risk Profile
  Required
- Description
  Required
- 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
Action
Write
- Risk Profile
  Required
- Premise
  Required
- Class Code
- Exposure Amount
- Premium Base
- Is Foreign?
- Notes
Action
Write
- Profile Type
  Required
- Name
  Required
- Segment UUID
- Phone
- Phone Extension
- Address Details
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zip Code
- Add Me as Collaborator
Action
Write
- Profile Type
  Required
Action
Write
- HTTP Method
  Required
- Endpoint Path
  Required
- Query Params (JSON)
- Body (JSON)
- Additional Headers (JSON)
- ID Field Path
Action
Write
- Risk Profile
  Required
- Building
  Required
Action
Write
- Profile Type
  Required
- Driver
  Required
Action
Write
- Personal Risk Profile
  Required
- Home
  Required
Action
Write
- Risk Profile
  Required
- Liability Exposure
  Required
Action
Write
- Profile Type
  Required
Action
Write
- Profile Type
  Required
- Vehicle
  Required
Action
Write
- Profile Type
  Required
Action
Write
- Risk Profile
  Required
- Contact
  Required
- Prefix
- First Name
- Last Name
- Suffix
- Job Title
- Is Employee?
- Contact Roles
- Is Primary Contact?
- LinkedIn URL
- Notes
Action
Write
- Profile Type
  Required
Action
Write
- Risk Profile
  Required
- Legal Entity
  Required
- 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
Action
Write
- Risk Profile
  Required
- Premise
  Required
- 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
Action
Write
- Risk Profile
  Required
- Filter by Building
  Required
- Subject of Insurance
  Required
- 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
Action
Write
- Risk Profile
  Required
- Workers Comp Exposure
  Required
- State
- Class Code
- Premise
- Projected Payroll
- Notes
Action
Write
- Risk Profile
  Required
- Search Query
- Filter by Premise
- Include Related Data
Action
Search
- Risk Profile
  Required
- Search Name
  Required
Action
Search
- Personal Risk Profile
  Required
- Search Query
- Include Related Data
Action
Search
- Search Query (Fuzzy Match)
- Exact Class Code
- Description (Exact/Fuzzy Match)
Action
Search
- Risk Profile
  Required
- Search Query
- Location Number
Action
Search
- Risk Profile
  Required
- Search Query
  Required
Action
Search
- State
  Required
- Class Code (Filter)
- Search (Fuzzy)
- Description (Filter)
Action
Search

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Connect JenesisNow and Wunderite 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 JenesisNow to Wunderite integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About JenesisNow

JenesisNow is an insurance agency management system that helps manage clients, track policies, and streamline operations

HelpHelp

Related categories

CRM (Customer Relationship Management)

About Wunderite

Wunderite is a service that automates insurance applications for insurance agents and their customers.

HelpHelp

Related categories

Team Collaboration

Connect JenesisNow and Wunderite to power AI-driven automation

Launch your first automated workflow

Create risk profiles in Wunderite for new clients added in JenesisNow

Create risk profiles in Wunderite for new clients added in JenesisNow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect JenesisNow and Wunderite to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect JenesisNow to Wunderite on the world's largest no-code automation platform