EZLynx Integrations

EZLynx Help & Support

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Create personal leads in AgencyZoom for new EZLynx applicants
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EZLynx + AgencyZoom
Create personal applicants in EZLynx for new personal leads in AgencyZoom
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AgencyZoom + Filter by Zapier + EZLynx
Add new EZLynx commercial applicants as entities in Sembley
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EZLynx + Sembley
Create new EZLynx applicants with opportunities from new Jotform submissions
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Jotform + EZLynx

Create personal applicants with opportunities in Ezlynx from new AgencyZoom leads
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AgencyZoom + EZLynx

Create customers in QuickBooks Online from new EZLynx commercial applicants
Premium
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EZLynx + QuickBooks Online

Create personal leads in AgencyZoom for new EZLynx applicants

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EZLynx + AgencyZoom

Create personal applicants in EZLynx for new personal leads in AgencyZoom

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AgencyZoom + Filter by Zapier + EZLynx

Add new EZLynx commercial applicants as entities in Sembley

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EZLynx + Sembley

Create new EZLynx applicants with opportunities from new Jotform submissions

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Jotform + EZLynx

Create personal applicants with opportunities in Ezlynx from new AgencyZoom leads

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AgencyZoom + EZLynx

Create customers in QuickBooks Online from new EZLynx commercial applicants

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EZLynx + QuickBooks Online

Supported triggers and actions

What does this mean?

New Applicant
Triggers when a new applicant is added.
Trigger
Instant
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New Commercial Applicant
Triggers when a new commercial applicant is added.
Trigger
Instant
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New Commercial Prospect
Triggers when a new commercial prospect is added.
Trigger
Instant
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New Document
Triggers when a new document is added.
Trigger
Instant
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New Note
Triggers when a new note is added.
Trigger
Instant
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Modified Opportunity
Triggers when an opportunity is modified.
Trigger
Instant
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Modified Prospect
Triggers when a prospect is modified.
Trigger
Instant
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- Business NameRequired
- NAICS Code
- Website URL
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Phone
- Extension
- Fax
- Email
- First NameRequired
- Middle Initial
- Last NameRequired
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Initial
- Last Name
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
Action
Write
- Applicant IdRequired
- Document NameRequired
- Document-(blob file/doc file)Required
- Folder Path
Action
Write
- Prefix
- First NameRequired
- Middle Initial
- Last NameRequired
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
- First Name
- Last Name
- Phone Type
- Phone Number
- Email
- Relationship
- Gender
- Date of Birth
Action
Write
- Applicant IdRequired
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Home Phone
- Work Phone
- Extension
- Fax
- Email
- Alternate Email
- Assigned UserName
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Applicant Id
- Applicant First Name
- Applicant Last Name
- Co-Applicant First Name
- Co-Applicant Last Name
- Street Address
- City
- State
- Zip Code
- Applicant's Email Address
- Co-Applicant's Email Address
- Cell Phone Number
- Home Phone Number
- Lead Status
- Lead Source
- Applicant Type
Action
Search

Modified Applicant
Triggers when an applicant is modified.
Trigger
Instant
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Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Trigger
Instant
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Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Trigger
Instant
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Modified Document
Triggers when a document is modified.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is added.
Trigger
Instant
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New Prospect
Triggers when a new prospect is added.
Trigger
Instant
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- Applicant IdRequired
- Business Name
- Date Business Started
- Address Type
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- BusinessPhone
- Extension
- Business Fax
- Email
- Assigned To
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Business NameRequired
- Website URL
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Phone
- Extension
- Fax
- Email
- First NameRequired
- Middle Name
- Last NameRequired
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Name
- Last Name
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant IdRequired
- Discussion TitleRequired
- Note DescriptionRequired
- Labels
- Policy Number
- Task Assignee
- Task due Date
- Reminder Date
- Reminder Time
- Notification Text
- Notification Email
Action
Write
- Prefix
- First NameRequired
- Middle Name
- Last NameRequired
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant ID
- Business Name
- Account Name
- Address Line 1
- City
- State
- Zip Code
- Business Phone
- Business Email
- Primary Contact First Name
- Primary Contact Last Name
- Primary Contact Work Phone
- Primary Contact Cell Phone
- Primary Contact Email
- Lead Status
- Lead Source
- Account Type
Action
Search

About EZLynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

EZLynx Integrations

EZLynx Help & Support

Do more with EZLynx integrations

AgencyZoom

Google Sheets

RingCentral

Jotform

Gravity Forms

Canopy Connect

Microsoft Outlook

LeadConnector

HubSpot

AgencyZoom

Google Sheets

RingCentral

Jotform

Gravity Forms

Canopy Connect

AgencyZoom

Google Sheets

RingCentral

Jotform

Gravity Forms

Canopy Connect

Microsoft Outlook

LeadConnector

HubSpot

Create personal leads in AgencyZoom for new EZLynx applicants

Create personal applicants in EZLynx for new personal leads in AgencyZoom

Add new EZLynx commercial applicants as entities in Sembley

Create new EZLynx applicants with opportunities from new Jotform submissions

Create personal applicants with opportunities in Ezlynx from new AgencyZoom leads

Create customers in QuickBooks Online from new EZLynx commercial applicants

Create personal leads in AgencyZoom for new EZLynx applicants

Create personal applicants in EZLynx for new personal leads in AgencyZoom

Add new EZLynx commercial applicants as entities in Sembley

Create new EZLynx applicants with opportunities from new Jotform submissions

Create personal applicants with opportunities in Ezlynx from new AgencyZoom leads

Create customers in QuickBooks Online from new EZLynx commercial applicants

New Applicant

New Commercial Applicant

New Commercial Prospect

New Document

New Note

Modified Opportunity

Modified Prospect

Create Commercial Applicant With Opportunity

NAICS Code

Website URL

Address Line 2

Phone

Extension

Fax

Email

Middle Initial

Home Phone

Mobile Phone

Work Phone

Personal Email

Work Email

First Name

Middle Initial

Last Name

Assigned Username

X Date

Notes

Source

LOB source

Prior Carrier

Prior Premium

Finalized Premium

Finalized Carrier

Line of Business

Create Document

Folder Path

Create Personal Applicant With Opportunity

Prefix

Middle Initial

Suffix

Gender