Apizeal + WhatsApp Notifications

Send message on WhatsApp Notifications when new leads are created in Apizeal

When a new lead is created in Apizeal, this workflow ensures you stay connected by sending an immediate message via WhatsApp Notifications. Eliminating the need for manual entries, it fosters prompt, efficient communication, effectively keeping your leads warmed up and engaged. Utilize this workflow to ensure a seamless interaction between Apizeal and WhatsApp Notifications, making your lead management process more efficient.

When this happens...
Lead Created
Triggers when a new lead is created in Apizeal
TriggerInstant
automatically do this!
Send Message
Sends a message to a WhatsApp user.
ActionWrite

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Supported triggers and actions

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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- TitleRequired
- Description
- StartRequired
- EndRequired
- Link (URL)
- Location
- Attendees emails
- Color
- All day
- Source (Integration Name)
- Event ID in your Calendar
Action
Write

- Product TypeRequired
- Effective DateRequired
- Household Income
- Number of Members
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- First NameRequired
- Middle Name
- Last NameRequired
- 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 AddressRequired
- Phone Number
- Gender
- Date of Birth
- National Producer Number (NPN)
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Access RoleRequired
- Source (Integration Name)
Action
Write
- Policy IDRequired
- Status IDRequired
Action
Write
- Last NameRequired
- Email addressRequired
- PhoneRequired
- Date of BirthRequired
- Search in Contacts, Leads, or both
Action
Search
- Last NameRequired
- Date of BirthRequired
- Zip CodeRequired
- Product Type
Action
Search

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
- TitleRequired
- Description
- Priority
- Due Date
- Contact ID
- Policy ID
- Assigned Contact ID
- Assigned User ID
- Source (Integration Name)
Action
Write
- Phone NumberRequired
- DescriptionRequired
- Source (Integration Name)
Action
Write
- Task IDRequired
- Status IDRequired
Action
Write
- Contact IDRequired
- Product Type
Action
Search
- TemplateRequired
Action
Write

About Apizeal

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About WhatsApp Notifications

Receive notifications on WhatsApp.

Related categories

Related Zap Templates

Send a WhatsApp Notifications message for every new contact created in Apizeal

Related Zap Templates

Send a WhatsApp Notifications message for every new contact created in Apizeal

Apizeal + WhatsApp Notifications

Send message on WhatsApp Notifications when new leads are created in Apizeal

Supported triggers and actions

Contact Created

Lead Created

Quote Created

User Created

Task Created

Task Status Updated

Create Calendar Event

Create Policy

Create/Update User

Update Policy Status

Get Contact by Personal Information

Get Policy by Date of Birth, Zip Code and Last Name

Calendar Event Created

Policy Created

SMS Received

Form Signed

Policy Status Updated

Create/Update Contact

Create/Update Lead

Create Task

Send SMS

Update Task Status

Get Last Policy by Contact ID

Send Message

About Apizeal

Related categories

Similar apps

Zapier Interfaces

About WhatsApp Notifications

Related categories

Related Zap Templates

Related Zap Templates