Zapier Integration
Modified on: Wed, 8 Mar, 2023 at 2:00 PM
With Zapier, we are allowing you to send and receive information to and from EZLynx Sales Center via our webservices. This integration will allow you to configure triggers that will send information out of EZLynx based on newly created or recently updated commercial or personal lines prospects and opportunities. Our new integration will also allow you to send information into EZLynx via Zapier (and its Zaps) related to commercial/personal lines prospects and opportunities.
TABLE OF CONTENTS
- Prerequisites
- Setting Up a Zap
- Available Outbound Triggers
- Available Inbound Actions
- Outbound Data Fields
- Inbound Data Fields
Prerequisites
Before you begin, there are a few prerequisites before you can start using the Zapier interface.
1. You must be licensed to use EZLynx Sales Center. If you do not currently have Sales Center, please contact your EZLynx Sales Representative at sales@ezlynx.com It is also recommended that you have a working knowledge of Sales Center. You can find all our training materials options in this article - Where can I find Training Content?
2. Your agency must be enabled for the Zapier Product. This product is included with a Sales Center license, but is enabled separately. Be sure to request the Zapier interface when you sign up for Sales Center.
3. You must have an account in Zapier (www.zapier.com). Both free and premium (paid) accounts are available. You should be familiar with Zapier and building Zaps. EZLynx cannot provide support on the Zapier platform; you must contact Zapier Support if you have questions or need assistance with setting up Zaps.
Setting Up a Zap
If you cannot find the EZLynx App in the Zapier Marketplace, you can add it by clicking this link:
https://zapier.com/developer/public-invite/9333/dfd54aa1899ec45572885a45b546bfd2/
Follow the steps at https://zapier.com/help/zap-creation/ to setup a Zap. The EZLynx app provides actions for inbound data (i.e., data from another application that you want to load into EZLynx), and triggers for outbound data (i.e., data from EZLynx that you want to send to an external application).
Available Outbound Triggers
The Zapier app provides outbound triggers for the following events. The data available for each event is listed in the linked tables.
- New Personal Lines Prospect is added [data fields available]
- New Commercial lines prospect is added [data fields available]
- New Personal Lines Applicant is added [data fields available]
- New Commercial Lines Applicant is added [data fields available]
- New Opportunity is added [data fields available]
- Personal Lines Prospect is updated [data fields available]
- Commercial Lines Prospect is updated [data fields available]
- Commercial Lines Applicant is updated [data fields available]
- Opportunity is updated [data fields available]
- New! Document Created Trigger [data fields available]
- New! Document Edited Trigger [data fields available]
Attention! - You are responsible for the data you send through the Zapier interface. The available outbound fields are restricted to reduce the chance of exposing Personally Identifiable Information (PII). You should connect the EZLynx Zap only to vendors that you trust. |
Available Inbound Actions
The following actions are available for data sent from other applications. The data available for each action is listed in the linked tables.
- Create Personal Lines Prospect [data fields available]
- Create Commercial Lines Prospect [data fields available]
- Create Personal Lines Applicant with Opportunity [data fields available]
- Create Commercial Lines Applicant with Opportunity [data fields available]
- New! Create Document [data fields available]
Outbound Data Fields
New or Modified Personal Lines Prospect
Field | Comments |
Id | Unique ID within EZLynx. Provided with or without a timestamp to identify different updates. |
Prefix | |
First Name | |
Last Name | |
Suffix | |
Birthday (MM DD) | Year is omitted for security reasons |
Marital Status | |
Home Phone | |
Mobile Phone | |
Work Phone | |
Extension | |
Alternate Email | |
Lead Source | |
X Date | |
Date Created | |
Date Modified |
New or Modified Commercial Prospect
Field | Comments |
ID | Unique ID within EZLynx. Provided with or without a timestamp to identify different updates. |
Business Name | |
Business Website URL | |
Business Phone | |
Business Phone Extension | |
Business Fax | |
Business Email | |
Primary Contact First Name | |
Primary Contact Last Name | |
Mobile Phone | |
Work Phone | |
Contact Email 1 | |
Contact Email 2 | |
Secondary Contact First Name | |
Secondary Contact Last Name | |
Lead Source | |
X Date | |
Date Created | |
Date Modified |
New or Modified Personal Lines Applicant
Field | Comments |
Applicant ID | Unique ID within EZLynx. Provided with or without a timestamp to identify different updates. |
Applicant Type | |
Account Name | |
Prefix | |
First Name | |
Middle Initial | |
Last Name | |
Suffix | |
Maiden Name | |
Nick Name | |
Gender | |
Birthday (MM DD) | Year is omitted for security reasons. |
Martial Status | |
Customer Since | |
Education | |
Industry | |
Occupation | |
Years at Occupation | |
Years at Prior Employer | |
Home Phone | |
Cell Phone | |
Work Phone | |
Alternate Email | |
Preferred Contact Method | |
Preferred Contact Time | |
Driver License State | |
Co-Applicant Relationship | |
Co-Applicant Prefix | |
Co-Applicant First Name | |
Co-Applicant Middle Initial | |
Co-Applicant Last Name | |
Co-Applicant Suffix | |
Co-Applicant Maiden Name | |
Co-Applicant Nick Name | |
Co-Applicant Gender | |
Co-Applicant Birthday (MM DD) | Year is omitted for security reasons |
Co-Applicant Marital Status | |
Co-Applicant Customer Since | |
Co-Applicant Education | |
Co-Applicant Industry | |
Co-Applicant Occupation | |
Co-Applicant Years at Occupation | |
Co-Applicant Years at Prior Employer | |
Co-Applicant Home Phone | |
Co-Applicant Cell Phone | |
Co-Applicant Work Phone | |
Co-Applicant Email | |
Co-Applicant Alternate Email | |
Co-Applicant Preferred Contact Method | |
Co-Applicant Preferred Contact Time | |
Co-Applicant Driver License State | |
Co-Applicant Driver License Status | |
Assigned Username | EZLynx Username of Assigned Staff Member |
Lead Source | |
Lead Status | |
Created | |
Last Modified | |
New! Assigned Agent Full Name | First Name and Last Name |
New or Modified Commercial Lines Applicant
Field | Comments |
Applicant ID | Unique ID within EZLynx. Provided with or without a timestamp to identify different updates. |
Applicant Type | |
Business Name | |
Account Name | |
Business Website URL | |
Address Line 1 | |
Address Line 2 | |
Address City | |
Address State | |
Address Zip | |
Business Phone | |
Business Phone Extension | |
Business Fax | |
Business Email | |
Customer Since | |
Tax ID | |
Rating State | |
Primary Contact | |
- Primary Contact Prefix | |
- Primary Contact First Name | |
- Primary Contact Last Name | |
- Primary Contact Suffix | |
- Primary Contact Home Phone | |
- Primary Contact Work Phone | |
- Primary Contact Extension | |
- Primary Contact Cell Phone | |
- Primary Contact Fax | |
- Primary Contact Email | |
- Primary Contact Alternate Email | |
- Primary Contact Driver License State | |
- Primary Contact Driver License Status | |
Secondary Contact | |
- Secondary Contact Prefix | |
- Secondary Contact First Name | |
- Secondary Contact Last Name | |
- Secondary Contact Suffix | |
- Secondary Contact Home Phone | |
- Secondary Contact Work Phone | |
- Secondary Contact Extension | |
- Secondary Contact Cell Phone | |
- Secondary Contact Fax | |
- Secondary Contact Email | |
- Secondary Contact Alternate Email | |
- Secondary Contact Driver License State | |
- Secondary Contact Driver License Status | |
Assigned Username | EZLynx Username of Assigned Staff Member |
Lead Source | |
Lead Status | |
Created | |
Last Modified | |
New! Assigned Agent Full Name | First Name and Last Name |
New or Modified Opportunity
Field | Comments |
Id | Unique ID within EZLynx. Provided with or without a timestamp to identify different updates. |
Opportunity Status | |
Opportunity Source | |
Name | |
Is Commercial | |
Estimated Value | |
X Date | |
Notes | |
LOBs | |
- LOB Code | |
- LOB Status | |
- X Date | |
- Prior Carrier | |
- Prior Premium | |
- Finalized Premium | |
- Finalized Master Company | |
- Quoted Premium | |
Primary Contact Prefix | |
Primary Contact First Name | |
Primary Contact Last Name | |
Primary Contact Suffix | |
Primary Contact Home Phone | |
Primary Contact Work Phone | |
Primary Contact Extension | |
Primary Contact Cell Phone | |
Primary Contact Fax | |
Primary Contact Email | |
Primary Contact Alternate Email | |
Primary Contact Driver License State | |
Primary Contact Driver License Status | |
Secondary Contact Prefix | |
Secondary Contact First Name | |
Secondary Contact Last Name | |
Secondary Contact Suffix | |
Secondary Contact Home Phone | |
Secondary Contact Work Phone | |
Secondary Contact Extension | |
Secondary Contact Cell Phone | |
Secondary Contact Fax | |
Secondary Contact Email | |
Secondary Contact Alternate Email | |
Secondary Contact Driver License State | |
Secondary Contact Driver License Status | |
Date Created | |
Date Modified | |
New! Producer |
New! Document Created
Field | Comments |
Organization ID | |
Applicant ID | |
Applicant First Name | |
Applicant Last Name | |
Document ID | |
Document Type | |
Document Name | |
Folder Path | |
Document Properties | |
- Date Created | |
- Date Modified | |
- Policy Number | |
- Policy ID | |
- Certificate Master Name | |
- Document Size |
New! Document Edited
Field | Comments |
Organization ID | |
Applicant ID | |
Applicant First Name | |
Applicant Last Name | |
Document ID | |
Document Type | |
Document Name | |
Folder Path | |
Document Properties | |
- Date Created | |
- Date Modified | |
- Policy Number | |
- Policy ID | |
- Certificate Master | |
- Document Size |
Inbound Data Fields
Create Personal Lines Prospect
Field | Comments |
Name Prefix | |
First Name | Required |
Middle Name | |
Last Name | Required |
Name Suffix | |
Gender | |
Date of Birth | |
Martial Status | |
Social Security Number | |
Address Line 1 | Required |
Address Line 2 | Required |
City | Required |
State | Required |
Zip | Required |
Home Phone | |
Mobile Phone | |
Work Phone | |
Extension | |
Fax | |
Personal Email | |
Work Email | |
Assigned Username | The username used for logging in. If blank, the prospect is unassigned. |
X Date | |
Notes | |
Source | If blank, the Lead Source will be created as Zapier. |
Create Commercial Lines Prospect
Field | Comments |
Business Name | Required |
Website URL | |
Address Line 1 | Required |
Address Line 2 | |
City | Required |
State | Required |
Zip | Required |
Phone | |
Extension | |
Fax | |
Primary Contact | |
- First Name | Required |
- Middle Name | |
- Last Name | Required |
- Home Phone | |
- Mobile Phone | |
- Work Phone | |
- Personal Email | |
- Work Email | |
Secondary Contact | |
- First Name | |
- Middle Name | |
- Last Name | |
Assigned Username | The username used for logging in. If blank, the prospect is unassigned. |
X Date | |
Notes | |
Source | If blank, the Lead Source will be created as Zapier. |
Create Personal Lines Applicant with Opportunity
Field | Comments |
Name Prefix | |
First Name | Required |
Middle Initial | |
Last name | Required |
Name Suffix | |
Gender | |
Date of Birth | |
Martial 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 | The username used for logging in. If blank, the applicant is assigned to you. |
X Date | |
Notes | |
New! Lead Source | |
New! Co-Applicant | |
- First Name | Required |
- Last Name | Required |
- Phone Type | If Phone Type is blank, HOME will be the default type. |
- Phone Number | |
- Relationship | |
New! Opportunity | |
- Line of Business | |
- LOB Source | |
- Prior Carrier | |
- Prior Premium | |
- Finalized Premium | |
- Finalized Carrier |
Create Commercial Lines Applicant with Opportunity
Field | Comments |
Business Name | Required |
NAICS Code | |
Website URL | |
Address Line 1 | Required |
Address Line 2 | |
City | Required |
State | Required |
Zip | Required |
Phone | |
Extension | |
Fax | |
Primary Contact | |
- First Name | Required |
- Middle Initial | |
- Last Name | Required |
- Home Phone | |
- Mobile Phone | |
- Work Phone | |
- Personal Email | |
- Work Email | |
Secondary Contact | |
- First Name | |
- Middle Initial | |
- Last Name | |
Assigned Username | The username used for logging in. If blank, the applicant is assigned to you. |
X Date | |
Notes | |
New! Lead Source | |
New! Opportunity | |
- Line of Business | |
- LOB Source | |
- Prior Carrier | |
- Prior Premium | |
- Finalized Premium | |
- Finalized Carrier |
New! Create Document
Field | Comments |
Document Name | |
Folder Path |
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