JenesisNow and Salesflare
How to connect JenesisNow
- Via Zapier — 7 operations available. Set it up ↗
What you can automate
- When new Client Added in JenesisNow, find or create account, then find or create contact, then add contact to account in Salesflare.
About JenesisNow
JenesisNow is an insurance agency management system that helps manage clients, track policies, and streamline operations
JenesisNow operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Client Added — Triggers when a new client is added.
- New Policy Created — Triggers when a new policy is created.
- Policy Updated — Triggers when an existing policy is updated.
- Tag Added — Triggers when a tag is added to a Client or Policy in JenesisNow.
Actions (3)
Things Salesflare can make it do
- Create Policy by Reference — Creates a policy in JenesisNow by finding the correct client using an external ID or email and location.
- Create Policy for Selected Client — Creates a policy under the selected client
- Create/Update Client — Creates a new Client In JenesisNow
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