Sembley and Salesflare

How to connect Sembley

What you can automate

  • When submitted for Review in Sembley, create internal note in Salesflare.

About Sembley

Sembley is a modern, cloud-based platform that streamlines insurance submissions and renewals with simple intakes that populate complete applications.

Sembley operations on Zapier

Triggers (4)

Start a workflow when this happens

  • New Insured — Triggers when a new insured is created.
  • New Nofication — Triggers when a new Sembley notification is created for the selected notification type(s).
  • Send Insured to Zapier — Triggers when a user shares an insured from the insured index
  • Submitted for Review — Triggers when a submission or custom intake is submitted for review.

Actions (1)

Things Salesflare can make it do

  • Create New Insured — Creates a new insured in Sembley

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