Create new EZLynx applicants with opportunities from completed Canopy Connect pulls
Streamline your insurance process by integrating Canopy Connect with EZLynx. This workflow springs into action once a pull is finished in Canopy Connect, ensuring a swift generation of a new personal applicant coupled with an opportunity in EZLynx. Wave goodbye to monotonous data entry and quicken your welcoming procedure for clients. Benefit from enhanced efficiency and an overall boost to your insurance operation's productivity.
Streamline your insurance process by integrating Canopy Connect with EZLynx. This workflow springs into action once a pull is finished in Canopy Connect, ensuring a swift generation of a new personal applicant coupled with an opportunity in EZLynx. Wave goodbye to monotonous data entry and quicken your welcoming procedure for clients. Benefit from enhanced efficiency and an overall boost to your insurance operation's productivity.
- When this happens...Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
- automatically do this!Create Personal Applicant With Opportunity
Creates a new personal applicant with opportunity.
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Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
Try ItModified Applicant
Triggers when an applicant is modified.
Try ItModified Commercial Applicant
Triggers when a commercial applicant is modified.
Try ItModified Commercial Prospect
Triggers when a commercial prospect is modified.
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