RiskAdvisor and Salesflare
How to connect RiskAdvisor
- Via Zapier — 17 operations available. Set it up ↗
What you can automate
- When call-In Quote Submitted in RiskAdvisor, create opportunity in Salesflare.
- When new Client in RiskAdvisor, find or create account, then find or create contact, then add contact to account in Salesflare.
- When updated Client in RiskAdvisor, find or create account, then find or create contact, then add contact to account in Salesflare.
- When quoteForms [BETA] Submitted in RiskAdvisor, create opportunity in Salesflare.
- When quoteForm Submitted in RiskAdvisor, create opportunity in Salesflare.
About RiskAdvisor
RiskAdvisor helps agents connect their clients with the right insurance
RiskAdvisor operations on Zapier
Triggers (7)
Start a workflow when this happens
- Call-In Quote Submitted — Triggers when a Call-In Quote is submitted.
- New Client — Triggers when a client is created in RiskAdvisor.
- New Policy — Triggers when a policy is created in RiskAdvisor.
- New Risk Profile — Triggers when a new Risk Profile is created in RiskAdvisor.
- QuoteForm Submitted — Triggers when a QuoteForm is submitted.
Show 2 more triggers
- QuoteForms [BETA] Submitted — Triggers when a QuoteForms [BETA] is submitted.
- Updated Client — Triggers when a client was updated in RiskAdvisor.
Actions (7)
Things Salesflare can make it do
- Add Notes — Adds notes to a Risk Profile.
- Create Client — Creates a client
- Create Driver — Adds a driver to a Risk Profile.
- Create Risk Profile — Creates a risk profile
- Create Vehicle — Adds a vehicle to a Risk Profile.
Show 2 more actions
- Find or Create Client — Finds a client.
- Find or Create RiskProfile — Finds a risk profile.
Searches (3)
Look up existing records
- Find Client — Finds a client.
- Find Policy — Finds a policy.
- Find Risk Profile — Finds a risk profile.
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