EZLynx Integrations

Name: Zapier
Availability: InStock

Put EZLynx to work with AI and enterprise-grade automation

Automate smarter with EZLynx and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

AgencyZoom

CRM (Customer Relationship Management)

RingCentral

Phone & SMS

HubSpot

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

Salesforce

CRM (Customer Relationship Management)

Pipedrive

CRM (Customer Relationship Management)

LeadConnector

Marketing Automation

Agency Elephant

CRM (Customer Relationship Management)

Microsoft Excel

Microsoft, Spreadsheets

AgencyZoom

CRM (Customer Relationship Management)

RingCentral

Phone & SMS

HubSpot

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

Salesforce

CRM (Customer Relationship Management)

Pipedrive

CRM (Customer Relationship Management)

AgencyZoom

CRM (Customer Relationship Management)

RingCentral

Phone & SMS

HubSpot

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

Salesforce

CRM (Customer Relationship Management)

Pipedrive

CRM (Customer Relationship Management)

LeadConnector

Marketing Automation

Agency Elephant

CRM (Customer Relationship Management)

Microsoft Excel

Microsoft, Spreadsheets

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create personal leads in AgencyZoom for new EZLynx applicants
Details
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EZLynx + AgencyZoom
Update opportunity statuses in Ramsey Pro Portal from newly modified opportunities in EZLynx
Details
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EZLynx + Filter by Zapier + Ramsey Pro Portal
Create new EZLynx applicants with opportunities from new Jotform submissions
Details
Try it
Jotform + EZLynx
Create personal applicants in EZLynx for new personal leads in AgencyZoom
Details
Try it
AgencyZoom + Filter by Zapier + EZLynx
Add new commercial applicants from EZLynx to Sembley
Details
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EZLynx + Sembley
Create commercial applicants with opportunities in EZlynx for new insureds in Sembley sent to Zapier
Details
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Sembley + EZLynx

Create personal leads in AgencyZoom for new EZLynx applicants

Details

Try it

EZLynx + AgencyZoom

Update opportunity statuses in Ramsey Pro Portal from newly modified opportunities in EZLynx

Details

Try it

EZLynx + Filter by Zapier + Ramsey Pro Portal

Create new EZLynx applicants with opportunities from new Jotform submissions

Details

Try it

Jotform + EZLynx

Create personal applicants in EZLynx for new personal leads in AgencyZoom

Details

Try it

AgencyZoom + Filter by Zapier + EZLynx

Add new commercial applicants from EZLynx to Sembley

Details

Try it

EZLynx + Sembley

Create commercial applicants with opportunities in EZlynx for new insureds in Sembley sent to Zapier

Details

Try it

Sembley + EZLynx

Create personal applicants with opportunities in Ezlynx from new AgencyZoom leads

Details

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AgencyZoom + EZLynx

Add new EZLynx contacts to Pluto CRM

Details

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EZLynx + Pluto

Create personal prospects in EZLynx for every new submission in Jotform

Details

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Jotform + EZLynx

Create new EZLynx applicants with opportunities from completed Canopy Connect pulls

Details

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Canopy Connect + EZLynx

Update EZLynx personal applicants from new Google Sheets rows

Details

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Google Sheets + EZLynx

Create customers in QuickBooks Online from new EZLynx commercial applicants

Details

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EZLynx + QuickBooks Online

Create personal applicants with opportunities in Ezlynx from new AgencyZoom leads
Details
Try it
AgencyZoom + EZLynx
Add new EZLynx contacts to Pluto CRM
Details
Try it
EZLynx + Pluto
Create personal prospects in EZLynx for every new submission in Jotform
Details
Try it
Jotform + EZLynx
Create new EZLynx applicants with opportunities from completed Canopy Connect pulls
Details
Try it
Canopy Connect + EZLynx
Update EZLynx personal applicants from new Google Sheets rows
Details
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Google Sheets + EZLynx
Create customers in QuickBooks Online from new EZLynx commercial applicants
Premium
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EZLynx + QuickBooks Online

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 Applicant
Triggers when a new applicant is added.
Trigger
Instant
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New Commercial Applicant
Triggers when a new commercial applicant is added.
Trigger
Instant
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New Commercial Prospect
Triggers when a new commercial prospect is added.
Trigger
Instant
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New Document
Triggers when a new document is added.
Trigger
Instant
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New Note
Triggers when a new note is added.
Trigger
Instant
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Modified Opportunity
Triggers when an opportunity is modified.
Trigger
Instant
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Modified Prospect
Triggers when a prospect is modified.
Trigger
Instant
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- Business Name
  Required
- NAICS Code
- Website URL
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Phone
- Extension
- Fax
- Email
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Initial
- Last Name
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
Action
Write
- Applicant Id
  Required
- Document Name
  Required
- Document-(blob file/doc file)
  Required
- Folder Path
Action
Write
- Prefix
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
- First Name
- Last Name
- Phone Type
- Phone Number
- Email
- Relationship
- Gender
- Date of Birth
Action
Write
- Applicant Id
  Required
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Home Phone
- Work Phone
- Extension
- Fax
- Email
- Alternate Email
- Assigned UserName
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Applicant Id
- Applicant First Name
- Applicant Last Name
- Co-Applicant First Name
- Co-Applicant Last Name
- Street Address
- City
- State
- Zip Code
- Applicant's Email Address
- Co-Applicant's Email Address
- Cell Phone Number
- Home Phone Number
- Lead Status
- Lead Source
- Applicant Type
Action
Search

Modified Applicant
Triggers when an applicant is modified.
Trigger
Instant
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Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Trigger
Instant
Try It
Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Trigger
Instant
Try It
Modified Document
Triggers when a document is modified.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Instant
Try It
New Prospect
Triggers when a new prospect is added.
Trigger
Instant
Try It
- Applicant Id
  Required
- Business Name
- Date Business Started
- Address Type
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- BusinessPhone
- Extension
- Business Fax
- Email
- Assigned To
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Business Name
  Required
- Website URL
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Phone
- Extension
- Fax
- Email
- First Name
  Required
- Middle Name
- Last Name
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Name
- Last Name
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant Id
  Required
- Discussion Title
  Required
- Note Description
  Required
- Labels
- Policy Number
- Task Assignee
- Task due Date
- Reminder Date
- Reminder Time
- Notification Text
- Notification Email
Action
Write
- Prefix
- First Name
  Required
- Middle Name
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant ID
- Business Name
- Account Name
- Address Line 1
- City
- State
- Zip Code
- Business Phone
- Business Email
- Primary Contact First Name
- Primary Contact Last Name
- Primary Contact Work Phone
- Primary Contact Cell Phone
- Primary Contact Email
- Lead Status
- Lead Source
- Account Type
Action
Search

For builders

Let your AI safely access EZLynx

Go beyond Zap workflows. Install Zapier in your AI to call EZLynx actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in EZLynx from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Update Commercial Applicant
Create Commercial Applicant With Opportunity

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose EZLynx actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a EZLynx connection @ https://zapier.com/de/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "ezlynx", owner: "me" });

await zapier.runAction({
  app: 'ezlynx',
  action: 'commercialApplicantUpdate',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

EZLynx Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About EZLynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

EZLynx Integrations

Put EZLynx to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create personal leads in AgencyZoom for new EZLynx applicants

Update opportunity statuses in Ramsey Pro Portal from newly modified opportunities in EZLynx

Create new EZLynx applicants with opportunities from new Jotform submissions

Create personal applicants in EZLynx for new personal leads in AgencyZoom

Add new commercial applicants from EZLynx to Sembley

Create commercial applicants with opportunities in EZlynx for new insureds in Sembley sent to Zapier

Create personal leads in AgencyZoom for new EZLynx applicants

Update opportunity statuses in Ramsey Pro Portal from newly modified opportunities in EZLynx

Create new EZLynx applicants with opportunities from new Jotform submissions

Create personal applicants in EZLynx for new personal leads in AgencyZoom

Add new commercial applicants from EZLynx to Sembley

Create commercial applicants with opportunities in EZlynx for new insureds in Sembley sent to Zapier

Create personal applicants with opportunities in Ezlynx from new AgencyZoom leads

Add new EZLynx contacts to Pluto CRM

Create personal prospects in EZLynx for every new submission in Jotform

Create new EZLynx applicants with opportunities from completed Canopy Connect pulls

Update EZLynx personal applicants from new Google Sheets rows

Create customers in QuickBooks Online from new EZLynx commercial applicants

Create personal applicants with opportunities in Ezlynx from new AgencyZoom leads

Add new EZLynx contacts to Pluto CRM

Create personal prospects in EZLynx for every new submission in Jotform

Create new EZLynx applicants with opportunities from completed Canopy Connect pulls

Update EZLynx personal applicants from new Google Sheets rows

Create customers in QuickBooks Online from new EZLynx commercial applicants

Let your AI safely access EZLynx

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

EZLynx Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular EZLynx Integrations

Popular EZLynx Integrations

Connect Your App Accounts to Zapier