How do I connect “Canopy Connect” to “Risk Advisior”. I am an insurance agent and Canopy Connect makes its easier for us to collect customer insurance documents. Risk Advisior allows us to quote through several different at once. I am trying to have each customer use Canopy Connect then automatically have all of their information Zapped to Risk Advisor to automatically quote. Any suggestions on how I can do this? First time zapier user :)
Question
How do I automate data transfer from Canopy Connect to Risk Advisor using Zapier?
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
+14- Zapier Orchestrator & Solution Partner
To help us have more context, post screenshots with how your Zap steps are outlined and configured.
Check the screenshots.
- Beginner
This is what I currently have. Canopy Connect and RiskAvisor are correctly logged in. Again I am new at Zaping so I’m probably missing something easy here. What do I need to do to get this accomplished?
+14- Zapier Orchestrator & Solution Partner
Help articles for configuring Zap action steps: https://zapier.com/help/create/basics/set-up-your-zap-action
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.