What you can automate

When contact Created in Apizeal, find or create contact in Salesflare.

When lead Created in Apizeal, find or create contact in Salesflare.

When quote Created in Apizeal, create opportunity in Salesflare.

When task Created in Apizeal, create task in Salesflare.

When policy Payment Status Updated in Apizeal, create opportunity, then find or create contact in Salesflare.

When task Status Updated in Apizeal, create task in Salesflare.

About Apizeal

Apizeal is the Insurance Management System that helps you keep insurance policies, commissions, and clients organized.

Apizeal operations on Zapier

Start a workflow when this happens

Calendar Event Created — Triggers when a calendar event is created in Apizeal.
Contact Created — Triggers when a new contact is created in Apizeal.
Form Signed — Triggers when a form is signed in Apizeal.
Lead Created — Triggers when a new lead is created in Apizeal.
Medical Appointment Confirmed — Triggers when a medical appointment is confirmed in Apizeal.

Show 9 more triggers

Policy Created — Triggers when a policy is created in Apizeal.
Policy Document Status Updated — Triggers when a policy document status is updated in Apizeal.
Policy Payment Status Updated — Triggers when a policy payment status is updated in Apizeal.
Policy Status Updated — Triggers when a policy status is updated in Apizeal.
Quote Created — Triggers when a quote is created in Apizeal.
SMS Received — Triggers when a new SMS is received in Apizeal.
Task Created — Triggers when a new task is created in Apizeal.
Task Status Updated — Triggers when a task status is updated in Apizeal.
User Created — Triggers when a user is created in Apizeal.

Things Salesflare can make it do

Create Calendar Event — Creates an event in your Apizeal calendar
Create Medical Appointment — Creates a new medical appointment for a contact in Apizeal
Create Policy — Creates a new policy in Apizeal
Create Task — Creates a new task in Apizeal
Create/Update Contact — Creates a new contact or updates one that already exists in Apizeal

Show 5 more actions

Create/Update Lead — Creates a new lead or updates a lead already exists in Apizeal
Create/Update User — Creates a new user or updates a user already exists in Apizeal
Send SMS — Sends a new SMS to a contact or user
Update Policy Status — Updates the status of an existing policy in Apizeal
Update Task Status — Updates the status of an existing task in Apizeal

Look up existing records

Find Contact — Finds a contact (or lead) by Email, Phone, Last Name, and/or Date of Birth. Provide at least one criterion; if you provide several, all must match (AND).
Find Task — Finds a task by text in title/description, related contact, and/or assigned agent. Provide at least one criterion; if you provide several, all must match (AND).
Get Last Policy by Contact ID — Finds the contact's last policy by Contact ID provided
Get Policy by Date of Birth, Zip Code and Last Name — Finds policy by client's date of birth, zip code and last name

Apizeal and Salesflare