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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
triggers, actions, or triggers and actions
- New Incident
Triggers when a new incident is declared.
Try It - New Client
Triggers when a client is created in RiskAdvisor.
Try It - New Policy
Triggers when a policy is created in RiskAdvisor.
Try It - Team
Try It
- Idempotency KeyRequired
- SeverityRequired
- Who should be able to see this incident?Required
- Incident Type
- Name (optional)
- Summary (optional)
- Updated Client
Triggers when a client was updated in RiskAdvisor.
Try It - QuoteForm Submitted
Triggers when a QuoteForm is submitted.
Try It - First NameRequired
- Middle Name
- Last NameRequired
- Suffix
- Date of birth
- Phone NumberRequired
- EmailRequired
- Contact Preference
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- Lead Source
Related categories
Related categories