Supported Triggers & Actions

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

Written By David Watson

Last updated Over 1 year 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