EZLynx + Ramsey Pro Portal + Filter by Zapier

Update opportunity statuses in Ramsey Pro Portal from newly modified opportunities in EZLynx

Are you tired of updating your opportunity status values in both EZLynx and the Ramsey Pro Portal? Now with the help of Zapier, the tedious work is done for you! This integration updates your opportunity status values whenever you update them in EZLynx.

Are you tired of updating your opportunity status values in both EZLynx and the Ramsey Pro Portal? Now with the help of Zapier, the tedious work is done for you! This integration updates your opportunity status values whenever you update them in EZLynx.

  1. When this happens...
    EZLynxEZLynx
    Modified Opportunity

    Triggers when an opportunity is modified.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    Ramsey Pro PortalRamsey Pro Portal
    Update Opportunity Status

    Updates an Opportunity Status within the RamseyTrusted Pro Portal.

    ActionWrite
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Supported triggers and actions

What does this mean?
ezlynx logo
ezlynx logo

About EZLynx

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
ramseytrusted-pro-portal-ca20531 logo
ramseytrusted-pro-portal-ca20531 logo

About Ramsey Pro Portal

Ramsey Pro Portal is a tool to view, manage and communicate with RamseyTrusted Referrals.
Help

Related categories

  • CRM (Customer Relationship Management)
filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn moreHelp

Related categories

  • Developer Tools
  • Zapier