EZLynx + Great AEP

Subscribe new EZLynx contacts to Great AEP enrollment campaigns

Automate your scheduling during enrollment periods! With this Zapier integration, you can make sure you meet with every customer you should during enrollment periods such as Medicare AEP and ACA Open Enrollment. Add a tag to every contact in EZLynx you want to meet with during the enrollment period, and Great AEP will automatically reach out and schedule an appointment with them during the enrollment window. It's like magic!

When this happens...
Modified Prospect
Triggers when a prospect is modified.
TriggerInstant
automatically do this!
Add Contact to Specific Campaign
Creates a Contact to Specific Campaign in Great AEP.
ActionWrite

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Supported triggers and actions

What does this mean?

New Applicant
Triggers when a new applicant is added.
Trigger
Instant
Try It
New Commercial Applicant
Triggers when a new commercial applicant is added.
Trigger
Instant
Try It
New Commercial Prospect
Triggers when a new commercial prospect is added.
Trigger
Instant
Try It
New Document
Triggers when a new document is added.
Trigger
Instant
Try It
New Note
Triggers when a new note is added.
Trigger
Instant
Try It

Modified Opportunity
Triggers when an opportunity is modified.
Trigger
Instant
Try It
Modified Prospect
Triggers when a prospect is modified.
Trigger
Instant
Try It

- 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
Fetch Signed Documents
Triggers when a new documentation is signed in Great AEP.
Trigger
Scheduled
Try It
- Select CampaignRequired
- Email
- Phone Number
Action
Write

Modified Applicant
Triggers when an applicant is modified.
Trigger
Instant
Try It
Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Trigger
Instant
Try It
Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Trigger
Instant
Try It
Modified Document
Triggers when a document is modified.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Instant
Try It
New Prospect
Triggers when a new prospect is added.
Trigger
Instant
Try It
- 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
New Appointment
Triggers when a new appointment is created in Great AEP.
Trigger
Scheduled
Try It
- Select CampaignRequired
- First Name
- Last Name
- Email
- Phone Number
Action
Write
- Email
- Phone Number
Action
Write

About EZLynx

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Great AEP

Great AEP is automated scheduling for insurance agents.

Related categories

Scheduling & Booking

EZLynx + Great AEP

Subscribe new EZLynx contacts to Great AEP enrollment campaigns

Supported triggers and actions

New Applicant

New Commercial Applicant

New Commercial Prospect

New Document

New Note

Modified Opportunity

Modified Prospect

Create Commercial Applicant With Opportunity

Create Document

Create Personal Applicant With Opportunity

Update Personal Applicant

Search Personal Applicants

Fetch Signed Documents

Archive Contact From Specific Campaign

Modified Applicant

Modified Commercial Applicant

Modified Commercial Prospect

Modified Document

New Opportunity

New Prospect

Update Commercial Applicant

Create Commercial Prospect

Create Note

Create Personal Prospect

Search Commercial Applicants

New Appointment

Add Contact to Specific Campaign

Archive Contact From All Campaigns

About EZLynx

Related categories

Similar apps

Zapier Interfaces

About Great AEP

Related categories