Cyfe + RiskAdvisor
Push new client data from RiskAdvisor to Cyfe values for streamlined management
This workflow instantly sends new client data from RiskAdvisor to Cyfe. Whenever a new client is added in RiskAdvisor, this automation pushes value to Cyfe, saving you time and ensuring your Cyfe dashboard is always up-to-date with the latest client information. Ideal for enhancing data accessibility and monitoring your business growth with ease.
This workflow instantly sends new client data from RiskAdvisor to Cyfe. Whenever a new client is added in RiskAdvisor, this automation pushes value to Cyfe, saving you time and ensuring your Cyfe dashboard is always up-to-date with the latest client information. Ideal for enhancing data accessibility and monitoring your business growth with ease.
- When this happens...New Client
Triggers when a client is created in RiskAdvisor.
- automatically do this!Push Value
Pushes new value to Cyfe Push API widget.
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Call-In Quote Submitted
Triggers when a Call-In Quote is submitted.
Try ItUpdated Client
Triggers when a client was updated in RiskAdvisor.
Try ItQuoteForm Submitted
Triggers when a QuoteForm is submitted.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Suffix
Date of birth
Phone NumberRequired
EmailRequired
Contact Preference
Relationship
Marital Status
Gender
Education
Occupation
Lead Source
New Client
Triggers when a client is created in RiskAdvisor.
Try ItNew Policy
Triggers when a policy is created in RiskAdvisor.
Try ItTeam
Try ItRisk Profile IDRequired
First Name
Middle Name
Last Name
Date of birth
Relationship
Marital Status
Gender
Education
Occupation
License Status
Licensed State
License Number
Licensed Age
Rated
SR22 Required
Discounts