Sembley and Salesflare
How to connect Sembley
- Via Zapier — 5 operations available. Set it up ↗
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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