Add Fize Connect to your Zapier account

To integrate Fize Connect into your Zapier setup, follow these steps:

  1. Login/Signup to your Zapier dashboard.

  2. Create the zap that uses Fize Connect as a trigger.

    1. On the Zapier dashboard, select the "Create Zap" button to initiate the creation of a new zap.
      Click on create zap button to create a new zap

    2. Modify the name of your zap, and then click on the "Trigger" button to configure the trigger.

      1. πŸ“˜

        The name you give to your zap will be utilized by the Fize platform for manual exporting of the details.

    3. In the search bar, find "Fize Connect," and select the latest version of Fize Connect from the dropdown menu.

    4. Search for the particular events you wish to incorporate into other applications.

    5. After selecting the "Successful Sync" event above, proceed by clicking on the "Continue" button.

  3. Link your Fize Connect account with Zapier.

    1. Follow the steps listed here to authenticate

Available Events:

  • Successful Sync

    • πŸ“˜

      This event will provide data on successful policy syncs when prospects link their policies through the Fize Connect application.

Or checkout our Zapier integration page