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Box
File Management & Storage
Google Drive
File Management & Storage, Google
LeadConnector
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
Box
File Management & Storage
Google Drive
File Management & Storage, Google
LeadConnector
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
Box
File Management & Storage
Google Drive
File Management & Storage, Google
LeadConnector
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
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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.
- Agent Name
- Carrier
- Agent ID
- Agent NPN
- Statement Date
- Client Full Name
- Client First Name
- Client Middle Name Initial
- Client Last Name
- Carrier Member ID
- Policy Number
- Effective Date
- Prior Plan
- Termination Date
- Termination Reason
- Line
- Sub Line
- Plan Type
- Plan
- Contract
- PBP
- Member State
- Member County
- Premium
- Agent Split
- Comp Rate
- Lives
- Commission
- Expected Commission
- Commission Action
- Agent Comp Plan
- Agent Payroll
- Lock Pay
- Upline 1 Name
- Upline 1 Comp Plan
- Upline 1 Payroll
- Upline 2 Name
- Upline 2 Comp Plan
- Upline 2 Payroll
- Upline 3 Name
- Upline 3 Comp Plan
- Upline 3 Payroll
- Upline 4 Name
- Upline 4 Comp Plan
- Upline 4 Payroll
- Upline 5 Name
- Upline 5 Comp Plan
- Upline 5 Payroll
- Upline 6 Name
- Upline 6 Comp Plan
- Upline 6 Payroll
- Upline 7 Name
- Upline 7 Comp Plan
- Upline 7 Payroll
ActionWrite- Note
- FolderRequired
- Enabled
- Order
- Number of Conditions
- Then Action Field
- Then Action Formula
ActionWrite- RuleRequired
ActionWrite- FileRequired
- FilenameRequired
ActionWrite
- FolderRequired
- Number of RulesRequired
ActionWrite- Folder NameRequired
ActionWrite- FolderRequired
ActionWrite- RuleRequired
- Note
- Folder
- Enabled
- Order
- Number of Conditions
- Then Action Field
- Then Action Formula
ActionWrite
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