Wunderite and Salesflare

Team Collaboration wunderite.com ↗

How to connect Wunderite

Via Zapier — 57 operations available. Set it up ↗

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.