EZLynx + Sembley
Create commercial applicants with opportunities in EZlynx for new insureds in Sembley sent to Zapier
Automatically create a commercial applicant with opportunity in EZLynx by clicking "Send to Zapier" on any insured in Sembley.
Automatically create a commercial applicant with opportunity in EZLynx by clicking "Send to Zapier" on any insured in Sembley.
- When this happens...Send Insured to Zapier
Triggers when a user shares an insured from the insured index
- automatically do this!Create Commercial Applicant With Opportunity
Creates a new commercial applicant with opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
New Insured
Triggers when a new insured is created.
Try ItSend Insured to Zapier
Triggers when a user shares an insured from the insured index
Try ItNew Applicant
Triggers when a new applicant is added.
Try ItNew Commercial Applicant
Triggers when a new commercial applicant is added.
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Submitted for Review
Triggers when a submission or custom intake is submitted for review.
Try ItInsured NameRequired
Insured Email
Insured NAICS Code
Insured SIC Code
Insured Primary Phone Number
Insured Cell Phone Number
Insured Tax Identification Number
Insured Website
Insured Fax Number
Insured Contact Full Name
Modified Applicant
Triggers when an applicant is modified.
Try ItModified Commercial Applicant
Triggers when a commercial applicant is modified.
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