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Choose a Trigger

Choose an Action

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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 Policy" from Pathway.

Add your action

An action happens after the trigger—such as "Only continue if..." in Filter by Zapier.

You’re connected!

Zapier seamlessly connects Pathway and Filter by Zapier, 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.

- Created From:
  Required
Trigger
Polling
Try It
- Created From
  Required
Trigger
Polling
Try It
- First name
  Required
- Last Name
  Required
- Date of Birth
- First Name 2
- Last Name2
- Date of Birth 2
- Account Type
- Email Address
  Required
- Agency Code
  Required
- Branch Code
  Required
- Type Of Business
  Required
- Phone Number
  Required
- Account Name
- Broker Code
  Required
- Business Name
- Bill Broker Net
  Required
- is Personal
  Required
- Mailing Address City
- Mailing Address Country Code
- Mailing Address County
- Mailing Address State or Province Code
- Mailing Address Street 1
- Mailing Address Street 2
- Mailing Address Street 3
- Mailing Address Zip Or Postal Code
Action
Write
- Effective Date
  Required
- Expiration Date
  Required
- Insurer Code
- Status Code
- Premium
- Buscode
  Required
- Description
  Required
- Agency Code
  Required
- Branch Code
  Required
- Department Code
  Required
- Line Type Code
  Required
- Profit Center Code
  Required
- Issuing Location Code
  Required
- Policy Number
- ccode
- Client First Name
  Required
- Client Last Name
  Required
- Client Date of Birth
- Client First Name 2
- Client Last Name 2
- Client Date of Birth 2
- Client Account Type
  Required
- Client Email Address
  Required
- Client Agency Code
  Required
- Client Branch Code
  Required
- Client Type Of Business
  Required
- Client Phone Number
  Required
- Client Account Name
- Client Broker Code
  Required
- Client Business Name
- Client Bill Broker Net
- Client is Personal
  Required
- Client Mailing Address city
- Client Mailing Address Country Code
- Client Mailing Address County
- Client Mailing Address State/Province Code
- Client Mailing Address Street 1
- Client Mailing Address Street 2
- Client Mailing Address Street 3
- Client Mailing Address ZIP/Postal Code
- Additional Interests City
- Additional Interests Country Code
- Additional Interests County
- Additional Interests State/Province Code
- Additional Interests Street 1
- Additional Interests Street 2
- Additional Interests Street 3
- Additional Interests ZIP/Postal Code
- Additional Interests Name
Action
Write

- Days ahead:
  Required
Trigger
Polling
Try It
- ccode
  Required
- Activity Title
- Status
- Activity Owner
  Required
- Time
  Required
- Agency Code
  Required
- Branch Code
  Required
- Policy Number
- Attachment Content
- Attachment Url
- Attachment Filename
- Attachment Folder
- Activity Code
- Activity Category
- Client Accessible
- Follow Up Start Date
- Follow Up End Date
Action
Write
- Flow ID
  Required
- Contact ccode
  Required
Action
Write
- Only continue if...
  Required
Action
Filter

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Pathway and Filter by Zapier 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 Filter by Zapier on the Zapier blog

Make work flow with AI

Level up your Pathway to Filter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Pathway

Pathway creates insurance marketing automation solutions for any insurance agency or brokerage

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Related categories

CRM (Customer Relationship Management)

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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