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 |