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


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.



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. 


Outbound Data Fields


New or Modified Personal Lines Prospect


FieldComments
IdUnique 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
Email
Alternate Email
Lead Source
X Date
Date Created
Date Modified



New or Modified Commercial Prospect 


FieldComments
IDUnique 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


FieldComments
Applicant IDUnique 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
Email
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 UsernameEZLynx Username of Assigned Staff Member
Lead Source 
Lead Status
Created
Last Modified
New! Assigned Agent Full NameFirst Name and Last Name



New or Modified Commercial Lines Applicant


FieldComments
Applicant IDUnique 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 UsernameEZLynx Username of Assigned Staff Member
Lead Source
Lead Status
Created
Last Modified
New! Assigned Agent Full NameFirst Name and Last Name



New or Modified Opportunity


FieldComments
IdUnique 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 


FieldComments
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


FieldComments
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


FieldComments
Name Prefix
First NameRequired
Middle Name
Last NameRequired
Name Suffix
Gender
Date of Birth
Martial Status
Social Security Number
Address Line 1Required
Address Line 2Required
CityRequired
StateRequired
ZipRequired
Home Phone
Mobile Phone
Work Phone
Extension
Fax
Personal Email
Work Email
Assigned UsernameThe username used for logging in. If blank, the prospect is unassigned.
X Date
Notes
SourceIf blank, the Lead Source will be created as Zapier.



Create Commercial Lines Prospect


FieldComments
Business NameRequired
Website URL
Address Line 1Required
Address Line 2
CityRequired
StateRequired
ZipRequired
Phone
Extension
Fax
Email
Primary Contact
- First NameRequired
- Middle Name
- Last NameRequired
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
Secondary Contact
- First Name
- Middle Name
- Last Name
Assigned UsernameThe username used for logging in. If blank, the prospect is unassigned.
X Date
Notes
SourceIf blank, the Lead Source will be created as Zapier.



Create Personal Lines Applicant with Opportunity


FieldComments
Name Prefix
First NameRequired
Middle Initial
Last nameRequired
Name Suffix
Gender
Date of Birth
Martial Status
Social Security Number
Address Line 1Required
Address Line 2
CityRequired
StateRequired
ZipRequired
Home Phone
Mobile Phone
Work Phone
Extension
Fax 
Personal Email
Work Email
Assigned UsernameThe username used for logging in. If blank, the applicant is assigned to you.
X Date
Notes
New! Lead Source
New! Co-Applicant
- First NameRequired
- Last NameRequired
- Phone TypeIf Phone Type is blank, HOME will be the default type.
- Phone Number
- Email
- Relationship
New! Opportunity 

- Line of Business
- LOB Source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier



Create Commercial Lines Applicant with Opportunity


FieldComments
Business NameRequired
NAICS Code
Website URL
Address Line 1Required
Address Line 2
CityRequired
StateRequired
ZipRequired
Phone
Extension
Fax
Email
Primary Contact
- First NameRequired
- Middle Initial
- Last NameRequired
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
Secondary Contact 
- First Name
- Middle Initial
- Last Name
Assigned UsernameThe 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


FieldComments
Document Name
Folder Path