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
Similar apps
Zapier Chrome extension Run workflows right from your browser. Include the URL & Title of the current page or add fields…
MyCase MyCase is legal case management software for unparalleled productivity.
Process Street Make recurring work fun, fast, and faultless
Akiflow Akiflow is an app that allows you to collect tasks from multiple sources and plan them.
Lark Lark is the next-generation collaboration suite that enables teams to do their best work togethe…
Aryeo The Industry Leading Real Estate Content Platform. Manage, share, and collaborate on the content…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free