Zapier allows for connections to thousands of systems so you can share EZLynx data with the other software you use. We are excited to announce an update to the EZLynx Zapier app, available in the Zapier Marketplace! This update allows you to automatically create notes in EZLynx, update existing Applicants, and other useful functions. To learn more about Zapier, check out our Connect Marketplace - Zapier Integration article!


TABLE OF CONTENTS

Commercial Applicant Search - Inbound Action 


Our Zapier app now supports Applicant Searches! You can use the Commercial Applicant Search action to update an existing applicant or perform actions such as creating a note for the applicant. The action included the following data fields: 


  • Applicant ID 
  • Business Name
  • Account Name
  • Address Line 1
  • City
  • State
  • Zip Code
  • Business Phone
  • Business Email
  • Primary Contact First Name
  • Primary Contact Last Name
  • Primary Contact Work Phone
  • Primary Contact Cell Phone
  • Primary Contact Email
  • Lead Status
  • Lead Source
  • Account Type

Personal Applicant Search - Inbound Action


Similar to the Commercial Applicant Search, the Zapier app also supports Personal Applicant Searches. You can search by the following data fields: 


  • Applicant ID
  • Prefix
  • First Name
  • Middle Name
  • Last Name
  • Suffix
  • Gender
  • Date of Birth
  • Marital Status
  • Social Security Number
  • Address Line 1
  • Address Line 2 
  • City
  • State
  • Zip Code
  • Home Phone
  • Work Phone
  • Extension
  • Fax
  • Email
  • Alternative Email
  • Assigned To (Username)
  • Lead Source
  • Lead Status

Applicant (Commercial) Update - Inbound Action


In addition to creating new applicants, you can now update existing applicants with the Zapier app! Use the Search functions described above to identify the correct applicant record, then use the Update Commercial Applicant action to update them. The following fields can be updated: 


  • Applicant ID
  • Business Name
  • Address Type
  • Address Line 1
  • Address Line 2
  • City
  • State
  • Zip Code
  • Business Phone
  • Date Business Started
  • Extension
  • Business Fax
  • Email
  • Assigned To (Username)
  • Lead Source
  • Lead Status
  • Lead Priority

Please note, if a value is not provided for a field, the existing value will be retained.

Applicant (Personal) Update - Inbound Action


Similar to the Update Commercial Applicant action described above, the Zapier app now includes an Update Personal Applicant action. The following fields can be updated: 


  • Applicant ID
  • Prefix
  • First Name
  • Middle Name
  • Last Name
  • Suffix
  • Gender
  • Date of Birth
  • Marital Status
  • Social Security Number
  • Address Line 1
  • Address Line 2
  • City State
  • Zip Code
  • Home Phone
  • Work Phone
  • Extension
  • Fax
  • Email
  • Alternative Email
  • Assigned To (Username)
  • The Username used for logging in
  • Lead Source 
  • Lead Status

Notes - Outbound Trigger When Note is Created


You can now use Notes in EZLynx to trigger actions in your third-party applications with the Note Created trigger in Zapier! This trigger will fire when a note is created in EZLynx. The trigger includes the following data fields: 


  • Applicant ID
  • First Name/Last Name (for Personal Applicants)
  • Business Name (for Commercial Applicants)
  • Discussion ID
  • Discussion Title
  • Note ID
  • Note Description
  • Tasks 
    • Task Status
    • Task Assignee
    • Task Due Date
  • Labels
  • Policy Association
    • Policy Number
    • Policy Effective Date
  • Followers

The note itself is not included in the outbound data. This restriction is due to security concerns, because EZLynx cannot control what data is included in the Note and where the Note is sent. You can use the Discussion Title and Labels to control workflows.

Notes - Inbound Action to Create Note


You can now create a note in EZLynx with the Create Note action! The note can include the following data fields: 


  • Applicant ID*
  • Discussion Title
  • Note Description
  • Tasks
    • Task Assignee
    • Task Due Date
    • Reminders
  • Labels
  • Policy Association


*Use the new Applicant Search Actions  - Commercial Applicant Search (Inbound Action) & Personal Applicant Search (Inbound Action) - to determine the Applicant ID.