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Create commercial applicants with opportunities in EZlynx for new insureds in Sembley sent to 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.
- New Insured
Triggers when a new insured is created.
Try ItTriggerInstant - Send Insured to Zapier
Triggers when a user shares an insured from the insured index
Try ItTriggerInstant
- Submitted for Review
Triggers when a submission or custom intake is submitted for review.
Try ItTriggerInstant - Insured 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
ActionWrite
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