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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Applicant" from EZLynx.

Add your action

An action happens after the trigger—such as "Upload Media" in WordPress.

You’re connected!

Zapier seamlessly connects EZLynx and WordPress, automating your workflow.

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.

New Applicant
Triggers when a new applicant is added.
Trigger
Instant
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New Commercial Applicant
Triggers when a new commercial applicant is added.
Trigger
Instant
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New Commercial Prospect
Triggers when a new commercial prospect is added.
Trigger
Instant
Try It
New Document
Triggers when a new document is added.
Trigger
Instant
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New Note
Triggers when a new note is added.
Trigger
Instant
Try It

Modified Opportunity
Triggers when an opportunity is modified.
Trigger
Instant
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Modified Prospect
Triggers when a prospect is modified.
Trigger
Instant
Try It

- Business Name
  Required
- NAICS Code
- Website URL
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Phone
- Extension
- Fax
- Email
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Initial
- Last Name
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
Action
Write
- Applicant Id
  Required
- Document Name
  Required
- Document-(blob file/doc file)
  Required
- Folder Path
Action
Write
- Prefix
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
- First Name
- Last Name
- Phone Type
- Phone Number
- Email
- Relationship
- Gender
- Date of Birth
Action
Write
- Applicant Id
  Required
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Home Phone
- Work Phone
- Extension
- Fax
- Email
- Alternate Email
- Assigned UserName
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Applicant Id
- Applicant First Name
- Applicant Last Name
- Co-Applicant First Name
- Co-Applicant Last Name
- Street Address
- City
- State
- Zip Code
- Applicant's Email Address
- Co-Applicant's Email Address
- Cell Phone Number
- Home Phone Number
- Lead Status
- Lead Source
- Applicant Type
Action
Search
New Media
Triggers when a new media is uploaded.
Trigger
Polling
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- Post_types
- Post_statuses
- Trigger only when state changes?
Trigger
Instant
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New User
Triggers when a new user is created.
Trigger
Polling
Try It
- Post_type
  Required
Action
Write
- Email
  Required
- Username
  Required
- Password
  Required
- First_name
- Last_name
- Name
- Nickname
- Description
- Website
- Role
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy_search_keyword
- Search Keyword
  Required
Action
Search

Modified Applicant
Triggers when an applicant is modified.
Trigger
Instant
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Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Trigger
Instant
Try It
Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Trigger
Instant
Try It
Modified Document
Triggers when a document is modified.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Instant
Try It
New Prospect
Triggers when a new prospect is added.
Trigger
Instant
Try It
- Applicant Id
  Required
- Business Name
- Date Business Started
- Address Type
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- BusinessPhone
- Extension
- Business Fax
- Email
- Assigned To
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Business Name
  Required
- Website URL
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Phone
- Extension
- Fax
- Email
- First Name
  Required
- Middle Name
- Last Name
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Name
- Last Name
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant Id
  Required
- Discussion Title
  Required
- Note Description
  Required
- Labels
- Policy Number
- Task Assignee
- Task due Date
- Reminder Date
- Reminder Time
- Notification Text
- Notification Email
Action
Write
- Prefix
- First Name
  Required
- Middle Name
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant ID
- Business Name
- Account Name
- Address Line 1
- City
- State
- Zip Code
- Business Phone
- Business Email
- Primary Contact First Name
- Primary Contact Last Name
- Primary Contact Work Phone
- Primary Contact Cell Phone
- Primary Contact Email
- Lead Status
- Lead Source
- Account Type
Action
Search
- Status
Trigger
Polling
Try It
- Post_status
- Post_type
Trigger
Polling
Try It
Updated User
Triggers when a user is updated.
Trigger
Instant
Try It
- File
  Required
- Post
- Filename
- Title
- Author
- Caption
- Description
- Alt_text
- Comment_status
- Ping_status
Action
Write
- Post_type
  Required
Action
Write
- User ID
  Required
- Email
- First_name
- Last_name
- Name
- Nickname
- Description
- Website
- Role
- Meta
Action
Write
- Title
  Required
Action
Search
- Copy_search_keyword
- Search Keyword
  Required
- Email
  Required
- Username
  Required
- Password
  Required
- First_name
- Last_name
- Name
- Nickname
- Description
- Website
- Role
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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Connect EZLynx and WordPress to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate WordPress on the Zapier blog

Make work flow with AI

Level up your EZLynx to WordPress integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about EZLynx + WordPress integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with EZLynx and WordPress

How can I integrate EZLynx with WordPress?

To integrate EZLynx with WordPress, we recommend using automation tools that offer connectors for both platforms, allowing you to define specific triggers and actions. For instance, whenever a new lead is captured through your WordPress site, it can automatically create or update a contact in EZLynx.

What are the common triggers available for integrating EZLynx with WordPress?

Common triggers when integrating EZLynx with WordPress include receiving a new web form submission on your website or capturing new lead data. These actions can prompt an automated response to update or create records in the EZLynx system.

Are there any specific actions I can automate between WordPress and EZLynx?

Yes, you can automate several actions such as creating or updating contact information within EZLynx when a visitor submits their details via forms on your WordPress site. The automation tool will pick up these triggers to perform the specified tasks seamlessly.

Do I need coding skills to set up the integration between EZLynx and WordPress?

No, coding skills are not required. We employ user-friendly interfaces that allow you to set up the integration between EZLynx and WordPress through simple steps involving drag-and-drop features for setting triggers and actions.

Can data from my WordPress site be automatically synced with my EZLynx account?

Absolutely, data from your WordPress site such as form submissions or lead captures can be automatically synced with your EZLynx account. This is usually done by setting up corresponding triggers and actions that handle these updates efficiently.

What troubleshooting steps should I take if my integration isn't working smoothly?

If your integration isn't working smoothly, we recommend first reviewing your trigger and action configurations for any discrepancies. Ensure all necessary permissions are granted and check for any updates needed on either platform that might affect connectivity.

What types of data can be transferred from WordPress to EZLynx?

You can transfer various types of data such as lead contact information, submission dates, and custom field entries from forms filled out on your WordPress site directly into your EZLynx records.

About EZLynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

About WordPress

WordPress is web software you can use to create a beautiful website or blog. Nearly 20% of the top 10 million websites and over 60 million people have chosen WordPress to power the place on the web they call "home".