Supported Triggers & Actions

The RiskAdvisor Zapier app is public and does not need an invitation.

Written By David Watson

Last updated 1 day ago

Use the RiskAdvisor Zapier App to connect RiskAdvisor to your favorite tools.

Supported Triggers

Trigger	Description
New Client	Triggers when a client is created in RiskAdvisor.
New RiskProfile	Triggers when a new RiskProfile is created in RiskAdvisor.
New Policy(Link)	Triggers when a Policy(Link) is created in RiskAdvisor.
Updated Client	Triggers when a client was updated in RiskAdvisor.
QuoteForm Submitted	Triggers when a client submits one of your QuoteForms.
QuoteForms [BETA] Submitted	Triggers when a client submits one of your new (beta) QuoteForms. This is separate from QuoteForm Submitted.
Call-In Quote Submitted	Triggers when an agent logs a quote taken by phone.

Action	Description
Create Client	Creates a Client in RiskAdvisor
Create Risk Profile	Creates a Risk Profile in RiskAdvisor
Find Client	Finds a Client in RiskAdvisor (Option to create Client)
Find Risk Profile	Finds a Risk Profile in RiskAdvisor (Option to create Risk Profile)
Create Driver	Adds a Driver to an existing Risk Profile
Create Vehicle	Adds a Vehicle to an existing Risk Profile
Find Policy(Link)	Finds a completed PolicyLink
Add Notes	Adds a note to an existing Risk Profile.

See all the possible apps that Zapier offers integrations with here.

And that's it! 🎉 If you have any ideas about how we can improve the Zapier integration, please post on our feedback board.

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