Supported Triggers & Actions

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

Written By David Watson

Last updated 16 days 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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