Connect BackNine Insurance and Aerion to power AI-driven automation

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Choose a Trigger

Choose an Action

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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 "Case Created or Updated" from BackNine Insurance.

Add your action

An action happens after the trigger—such as "Create or Update Absence" in Aerion.

You’re connected!

Zapier seamlessly connects BackNine Insurance and Aerion, 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.

Case Created or Updated
Triggers when a case is created or updated
Trigger
Instant
Try It
Quote and Apply Application Created With Insured
Triggers when a Quote and Apply Application obtains contact information for the insured.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
Updated Client
Triggers when a client is updated or created.
Trigger
Polling
Try It
- UserId
- Tracking Type
Trigger
Polling
Try It

- Name
  Required
- Short Code
- Client Id
- Status
  Required
- Notes
- Hourly Rate
- Website
- External Id
- External Billing Provider Id
Action
Write
- Name
  Required
- Short Code
- Project Id
- External Id
- Status
  Required
- Client Id
  Required
- Contact Id
- Start Date
- End Date
- Project State
- Hourly Rate
- Billing Mode
- Budget Mode
- Budget
- Budget Hours
- Notes
- Is Super Project?
- Parent Project
- Project Manager User Ids
- Project Manager User Names
- Assigned User Ids
- Assigned user names
- Task Ids
- Task names
- Tag Id
- Tag Names
Action
Write

- Absence Type Id
- Label
Action
Search
- Full Name
- First Name
- Last Name
- Contact Id
- Client Id
Action
Search
- Email
- Full Name
- First Name
- Last Name
- User Id
Action
Search

Quote and Apply Application Updated
Triggers when a Quote and Apply Application is updated.
Trigger
Instant
Try It
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
- UserId
- Tracking Type
Trigger
Polling
Try It
Updated Project
Triggers when a project is updated or created.
Trigger
Polling
Try It
- Absence Id
- Absence Type Id
  Required
- User Id
  Required
- External Id
- Range Type
  Required
- Start Date
  Required
- End Date
  Required
- Subtract one day from End Date
Action
Write
- Contact Id
- Client Id
  Required
- Email
  Required
- Title
- First Name
  Required
- Last Name
  Required
- Position
- Department
- Street
- Post Code
- City
- Country
- Address Addon
- Phone
- Mobile Phone
- Fax
- Note
Action
Write
- Absence Id
- External Id
Action
Search
- Name
- ClientId
- ExternalId
Action
Search
- Name
- ProjectId
- Code
- ExternalId
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Connect BackNine Insurance and Aerion 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 BackNine Insurance to Aerion integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About BackNine Insurance

BackNine is a tech enabled general agency geared towards selling life insurance that enables its users with a free to use CRM and online quoting software.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Aerion

Aerion is an extension for your product management software that supercharges your workflow with budget, cost- and team capacity management and billing.