The RiskAdvisor Zapier app is public and does not need an invitation.
Written By David Watson
Last updated 10 months 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 Risk Profile | Triggers when a new Risk Profile 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. |
Supported Actions
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 |