created by David Watson
Try this Zap FREE for 14 days
Trusted at companies large and small
This Zap works in 6 steps …
- 3 minutes to set up
- Get back 1.2 hrs /week
- 5 people use this app pairing
This Zap uses the following 5 apps
Canopy Connect
Canopy Connect is a 1-click solution that enables you to instantly receive Dec Pages and insurance information from your prospects.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.Delay by Zapier
Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.RiskAdvisor
RiskAdvisor helps agents connect their clients with the right insuranceLooping by Zapier
Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.