RiskAdvisor
RiskAdvisor is the all-new smart-form software for insurance agencies that empowers your producers and virtual assistants, while making your agency more commission, and reducing your E&O exposure.
Integrate the RiskAdvisor API with the Zoho CRM API
Setup the RiskAdvisor API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate RiskAdvisor and Zoho CRM remarkably fast. Free for developers.
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Popular RiskAdvisor and Zoho CRM Triggers#
Emit new event each time a client is updated in RiskAdvisor. See the documentation
Emit new event each time a new client is created in RiskAdvisor. See the documentation
Emits an event each time a new contact is created in Zoho CRM
Popular RiskAdvisor and Zoho CRM Actions#
Converts a Lead into a Contact or an Account. See the documentation
Creates a risk profile in RiskAdvisor. See the documentation
Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.
Overview of RiskAdvisor#
The RiskAdvisor API offers a way to integrate insurance advisory services into your applications seamlessly. By leveraging this API within Pipedream, you can automate the process of obtaining insurance quotes, processing claims, and providing personalized insurance advice. Pipedream's serverless execution environment allows you to create workflows that react to various triggers (such as webhooks, emails, or schedules) and interact with the RiskAdvisor API to carry out tasks without manual intervention. This can streamline operations for insurance agencies, fintech apps, or any business that needs to integrate insurance-related services.
Connect RiskAdvisor#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
riskadvisor: {
type: "app",
app: "riskadvisor",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.riskadvisor.insure/api/clients`,
headers: {
Authorization: `Bearer ${this.riskadvisor.$auth.api_token}`,
},
})
},
})
Overview of Zoho CRM#
The Zoho CRM API enables the manipulation and retrieval of data within Zoho CRM, a platform for managing your sales, marketing, support, and inventory in a single system. Leveraging this on Pipedream, you can automate tasks like syncing contacts, updating lead statuses, or creating custom CRM operations that trigger actions in other apps. Pipedream's serverless platform allows for real-time data processing, transforming, and orchestrating workflows that respond to events in Zoho CRM with minimal latency.
Connect Zoho CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_crm: {
type: "app",
app: "zoho_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.zoho_crm.$auth.api_domain}/crm/v2/users?type=CurrentUser`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
},
})
},
})
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