Connect EZLynx to Helpwise and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Zapier makes it easy to integrate EZLynx with Helpwise - no code necessary. See how you can get setup in minutes.

Select a trigger from EZLynx

A trigger is an event that starts your Zap and runs the workflow. For example, with EZLynx, a trigger could be "New Applicant."

A trigger is the event that kicks off your automated workflow.

Setup an action from Helpwise

An action is what takes place after the automation is triggered. For example, with Helpwise, the action could be "Apply Tag on Thread."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected EZLynx to Helpwise

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect EZLynx and Helpwise to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect EZLynx and Helpwise to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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 Name
- NAICS Code
- Website URL
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- BusinessPhone
- Extension
- Fax
- Email
- First Name
  Required
- Middle Initial
- Last Name
  Required
- 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 Id
  Required
- Document Name
  Required
- Document-(blob file/doc file)
  Required
- Folder Path
Action
Write
- Prefix
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Business 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 Id
  Required
- Prefix
- First Name
  Required
- Middle Initial
- Last Name
  Required
- 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
- Business Fax
- Email
- Alternate Email
- Assigned To
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Applicant Id
  Required
- 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
- Lead Status
- Lead Source
- Account Type
Action
Search
- Mailbox
  Required
Trigger
Scheduled
Try It
- Your WhatsApp Number (with +)
  Required
Trigger
Scheduled
Try It
- Mailbox
  Required
Trigger
Scheduled
Try It
- Mailbox
  Required
Trigger
Scheduled
Try It
- First Name
  Required
- Middle Name
- Last Name
- Email
  Required
- Phone
- Company Name
- Job title
Action
Write
- From Address
  Required
- To Address
  Required
- Cc email address
- Bcc
- Suject
  Required
- Email Body
  Required
- Tag Name
  Required
- Tag Color
Action
Write
- Your SMS Number
  Required
- Customer SMS Number
  Required
- Email Body
  Required
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 Id
  Required
- 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 Name
- Website URL
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- BusinessPhone
- Extension
- Fax
- Email
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Initial
- Last Name
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant Id
  Required
- Discussion Title
  Required
- Note Description
  Required
- Labels
- Policy Number
- Task Assignee
- Task due Date
- Reminder Date
- Reminder Time
- Notification Text
- Notification Email
Action
Write
- Prefix
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Business Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant Id
  Required
- Business Name
- Account Name
- Address Line 1
- City
- State
- Zip Code
- BusinessPhone
- Email
- First Name
  Required
- Last Name
  Required
- Primary Contact Work Phone
- Primary Contact Cell Phone
- Primary Contact Email
- Lead Status
- Lead Source
- Account Type
Action
Search
Assigned in a Conversation
Triggers when your team member assigned you in a conversation.
Trigger
Scheduled
Try It
- SMS Number
  Required
Trigger
Scheduled
Try It
Mention in Note
Triggers when there's a new mention for you.
Trigger
Scheduled
Try It
- Facebook mailbox Id
  Required
Trigger
Scheduled
Try It
- Tag Name
  Required
- Tag Color
- Mailbox id
  Required
- Thread Id
  Required
Action
Write
- mailbox Id
  Required
- Thread Id
  Required
- Suject
  Required
- Email Body
  Required
- From address
  Required
- Cc email address
- Bcc
- Assigned To
Action
Write
- Your SMS Number
  Required
- Customer SMS Number
  Required
- Email Body
  Required
Action
Write

About EZLynx

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Helpwise

Helpwise is an easy-to-use customer service platform that helps you manage all customer communication from a single place.

Help

Related categories

Communication

Zapier Automation Platform

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By use case

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Learn more

Get help

Developer resources

Connect EZLynx to Helpwise and automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from EZLynx

Setup an action from Helpwise

That’s it! You just connected EZLynx to Helpwise

Connect EZLynx and Helpwise to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect EZLynx and Helpwise to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

PRODUCTS

CAPABILITIES

By team

By app

By use case

Connect @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}EZLynx to Helpwise and automate any workflow

How Zapier works

Select a trigger from EZLynx

Setup an action from Helpwise

That’s it! You just connected EZLynx to Helpwise

Connect EZLynx and Helpwise to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect EZLynx and Helpwise to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

Connect EZLynx to Helpwise and automate any workflow