Connect Apizeal and Paths by Zapier 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 "Contact Created" from Apizeal.

Add your action

An action happens after the trigger—such as "Conditionally run..." in Paths by Zapier.

You’re connected!

Zapier seamlessly connects Apizeal and Paths by Zapier, 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.

Contact Created
Triggers when a new contact is created in Apizeal
Trigger
Instant
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Lead Created
Triggers when a new lead is created in Apizeal
Trigger
Instant
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Quote Created
Triggers when a quote is created in Apizeal
Trigger
Instant
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User Created
Triggers when a user is created in Apizeal
Trigger
Instant
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Task Created
Triggers when a new task is created in Apizeal
Trigger
Instant
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Task Status Updated
Triggers when a task status is updated in Apizeal
Trigger
Instant
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- Title
  Required
- Description
- Start
  Required
- End
  Required
- Link (URL)
- Location
- Attendees emails
- Color
- All day
- Source (Integration Name)
- Event ID in your Calendar
Action
Write

- Product Type
  Required
- Effective Date
  Required
- Household Income
- Number of Members
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- First Name
  Required
- Middle Name
- Last Name
  Required
- Second Last Name
- Email
- Phone
- Preferred Language
- Date of Birth
- Age
- Gender
- Pregnant
- Tobacco User
- Is Applicant
- Start Index
- Source (Integration Name)
Action
Write
- First Name
- Last Name
- Full Name
- Email Address
  Required
- Phone Number
- Gender
- Date of Birth
- National Producer Number (NPN)
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Access Role
  Required
- Source (Integration Name)
Action
Write
- Policy ID
  Required
- Status ID
  Required
Action
Write
- Last Name
  Required
- Email address
  Required
- Phone
  Required
- Date of Birth
  Required
- Search in Contacts, Leads, or both
Action
Search
- Last Name
  Required
- Date of Birth
  Required
- Zip Code
  Required
- Product Type
Action
Search
- Color
- Emoji
- Rules
  Required
Action
Filter

Calendar Event Created
Triggers when a calendar event is created in Apizeal
Trigger
Instant
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Policy Created
Triggers when a policy is created in Apizeal
Trigger
Instant
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SMS Received
Triggers when a new SMS is received in Apizeal
Trigger
Instant
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Form Signed
Triggers when a form is signed in Apizeal
Trigger
Instant
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Policy Status Updated
Triggers when a policy status is updated in Apizeal
Trigger
Instant
Try It
- First Name
- Middle Name
- Last Name
- Second Last Name
- Full Name
- Email Address
- Phone Number
- Gender
- Date of Birth
- Annual Income
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Notes
- Source (Integration Name)
Action
Write
- First Name
- Middle Name
- Last Name
- Second Last Name
- Full Name
- Email Address
- Phone Number
- Gender
- Date of Birth
- Annual Income
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Notes
- Source (Integration Name)
Action
Write
- Title
  Required
- Description
- Priority
- Due Date
- Contact ID
- Policy ID
- Assigned Contact ID
- Assigned User ID
- Source (Integration Name)
Action
Write
- Phone Number
  Required
- Description
  Required
- Source (Integration Name)
Action
Write
- Task ID
  Required
- Status ID
  Required
Action
Write
- Contact ID
  Required
- Product Type
Action
Search
Conditionally run...
Creates a new branch.
Action
Write

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Customers have created over 25 million Zaps on the platform

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Connect Apizeal and Paths by Zapier 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.

Learn how to automate Paths by Zapier on the Zapier blog

Make work flow with AI

Level up your Apizeal to Paths by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Apizeal

Apizeal is the Insurance Management System that helps you keep insurance policies, commissions, and clients organized.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Paths by Zapier

Conditional logic for your Zapier workflows. Paths let your apps take different actions based on conditions you choose.

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