Salesflare Salesflare Integrations

Wunderite and Salesflare

Team Collaboration wunderite.com ↗

How to connect Wunderite

What you can automate

  • When new Completed Signature Form in Wunderite, find or create contact in Salesflare.
  • When new Completed Questionnaire in Wunderite, find or create contact in Salesflare.

About Wunderite

Wunderite is a service that automates insurance applications for insurance agents and their customers.

Wunderite operations on Zapier

Triggers (3)

Start a workflow when this happens

  • New Completed Questionnaire — Triggers when a new questionnaire has been completed and has an available PDF for download.
  • New Completed Signature Form — Triggers when a new signature form has been completed and has an available PDF for download.
  • New Risk Profile — Triggers when a risk profile is found or retrieved using a flexible v1/v2 API lookup.

Actions (40)

Things Salesflare can make it do

  • Create Additional Interest — Create an additional interest for a commercial or personal risk profile.
  • Create Building — Create a building in a commercial risk profile.
  • Create Contact — Creates a new contact with support for multiple emails and phone numbers.
  • Create Driver — Create a driver (personal or commercial) with optional address details.
  • Create Equipment — Create equipment for a commercial or personal risk profile.
Show 35 more actions
  • Create Legal Entity — Create a new legal entity (organization) in a commercial risk profile.
  • Create Liability Exposure — Creates a new liability exposure in a commercial risk profile.
  • Create Premise — Creates a new premise (location) for a commercial risk profile.
  • Create Real Estate (Home) — Create a home in a personal risk profile.
  • Create Risk Profile — Creates a commercial or personal risk profile.
  • Create Subject of Insurance — Add a Subject of Insurance to a specific building
  • Create Vehicle — Create a vehicle (personal or commercial) with optional address details.
  • Create Workers Comp Exposure — Add a new workers compensation exposure to a commercial risk profile.
  • Custom API Request (Advanced) — Advanced: Call any Wunderite API endpoint (v1 or v2) with GET, POST, PATCH, PUT, or DELETE.
  • Delete Additional Interest — Permanently deletes an additional interest.
  • Delete Building — Permanently deletes a building from a risk profile.
  • Delete Contact — Permanently deletes a contact from a risk profile.
  • Delete Driver — Permanently deletes a driver.
  • Delete Equipment — Permanently deletes equipment.
  • Delete Legal Entity — Permanently remove a legal entity.
  • Delete Liability Exposure — Permanently deletes a liability exposure from a risk profile.
  • Delete Premise — Permanently deletes a premise (location) from a commercial risk profile.
  • Delete Real Estate (Home) — Permanently deletes a home from a personal risk profile.
  • Delete Risk Profile — Permanently deletes a commercial or personal risk profile.
  • Delete Subject of Insurance — Permanently deletes a coverage (Subject of Insurance) from a risk profile.
  • Delete Vehicle — Permanently deletes a vehicle.
  • Delete Workers Comp Exposure — Permanently remove a workers compensation exposure.
  • Update Additional Interest — Update an existing additional interest.
  • Update Building — Update an existing building in a commercial risk profile.
  • Update Contact — Updates details for an existing contact.
  • Update Driver — Update an existing driver's details.
  • Update Equipment — Update existing equipment details.
  • Update Legal Entity — Update an existing legal entity.
  • Update Liability Exposure — Updates an existing liability exposure.
  • Update Premise — Update an existing premise (location) in a commercial risk profile.
  • Update Real Estate (Home) — Update a home in a personal risk profile.
  • Update Risk Profile — Updates an existing commercial or personal risk profile.
  • Update Subject of Insurance — Update an existing coverage (e.g. amount, deductible) on a building.
  • Update Vehicle — Update an existing vehicle's details.
  • Update Workers Comp Exposure — Update an existing workers compensation exposure.

Searches (14)

Look up existing records

  • Find Additional Interest — Finds an additional interest by name, description, or address.
  • Find Building — Finds a building in a risk profile by description, address, or specific premise.
  • Find Driver — Finds a driver by first or last name.
  • Find Equipment — Finds equipment by name, make, model, or number.
  • Find Legal Entity — Search for existing legal entities by name, FEIN, or description.
Show 9 more searches
  • Find Liability Class Code — Finds a liability class code by searching for keywords or a specific code number.
  • Find Liability Exposure — Finds a liability exposure by searching class code or premise description.
  • Find Premise — Finds a specific premise in a risk profile by location number or description.
  • Find Real Estate (Home) — Finds a home in a personal risk profile by description or address.
  • Find Vehicle — Finds a vehicle by VIN, Make, Model, or Registration.
  • Find Workers Comp Exposure — Search for existing workers compensation exposures.
  • Search Contacts — Search for a contact using a general search or specific filters (Name, Email, Phone).
  • Search Risk Profiles — Search risk profiles
  • Workers Comp Class Codes — Lists workers compensation class codes from Wunderite.

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