Put JenesisNow to work with AI and enterprise-grade automation
Automate smarter with JenesisNow and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
HubSpot
Marketing Automation
Gmail
Email, Google
Jotform
Forms & Surveys
Google Sheets
Google, Spreadsheets
Google Calendar
Calendar, Google
Airtable
Databases
ActiveCampaign
Marketing Automation
AgencyZoom
CRM (Customer Relationship Management)
EZLynx
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Gmail
Email, Google
Jotform
Forms & Surveys
Google Sheets
Google, Spreadsheets
Google Calendar
Calendar, Google
Airtable
Databases
HubSpot
Marketing Automation
Gmail
Email, Google
Jotform
Forms & Surveys
Google Sheets
Google, Spreadsheets
Google Calendar
Calendar, Google
Airtable
Databases
ActiveCampaign
Marketing Automation
AgencyZoom
CRM (Customer Relationship Management)
EZLynx
CRM (Customer Relationship Management)
Join millions worldwide who automate their work using Zapier
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.
- Trigger When Users at These Locations Add a New Client (Optional)
Try ItTriggerInstant- Trigger When Status Becomes
- Trigger When Users at These Locations Update a Policy (Optional)
Try ItTriggerInstant- Agency LocationRequired
- External Source
- First NameRequired
- Middle Name
- Last Name
- Full Name
- EmailRequired
- Phone
- Date of Birth
- Mailing Street
- Mailing City
- Mailing State
- Mailing ZIP / Postal Code
- Client StatusRequired
- Lead Source
- Customer Type
- Business Name
- Person Tags
ActionWrite- Client Agency LocationRequired
- External Source
- Client EmailRequired
- Policy TypeRequired
- Policy StatusRequired
- Effective Date
- Expiration DateRequired
- Carrier Name
- Policy Number
- Written Premium
- Internal Notes
ActionWrite
- Trigger When Users at These Locations Create a New Policy (Optional)
Try ItTriggerInstant- Trigger For
- Trigger When Users at These Locations Add a Tag (Optional)
- Trigger Only for These Tag Names (Optional)
Try ItTriggerInstant- Agency LocationRequired
- Client
- Policy TypeRequired
- Policy StatusRequired
- Effective Date:
- Expiration Date:
- Carrier Name
- Policy Number:
- Written Premium
- Internal Notes
ActionWrite
For builders
Let your AI safely access JenesisNow
Go beyond Zap workflows. Install Zapier in your AI to call JenesisNow actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in JenesisNow from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose JenesisNow actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a JenesisNow connection @ https://zapier.com/ja/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "jenesisnow", owner: "me" });
await zapier.runAction({
app: 'jenesisnow',
action: 'create_client',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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