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.
      

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

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

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

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

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

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3. Link your Fize Connect account with Zapier.

   1. Follow the steps listed here to authenticate

Available Events:

• Successful Sync

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    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