Create integrations between Insurance Website Builder and iMIS (iAppConnector) to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
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.
- New Lead
Triggers when a form is filled on you insurance website builder website.
Try It - New Contact Record Added
Triggers when a new contact is added in iMIS.
Try It - Event CodeRequired
- Registration Option CodeRequired
- Registrant IDRequired
- Add or UpdateRequired
- First NameRequired
- Middle Name
- Last NameRequired
- Informal Name
- Email
- Member Type
- Major Key
- Phone Number
- Title
- Functional Title
- Website
- Country Code
- IQA PathRequired
- Parameter List
Try It- Track Fields
Try It- notice
- Batch Id
- Batch Date
- TypeRequired
- Donor IDRequired
- List As
- Anonymous Gift
- Request
- AmountRequired
- Gift ItemRequired
- Source Code
- Soft Credit Notice
- Contact ID
- Percentage
- Amount
- Moves Manager ID
- Tribute Type
- Tributee Name
- Tribute Message
- Notify Contact ID
- Payment method
- Check Number
- Do not reciept
- CodeRequired
- TitleRequired
- Description
- CategoryRequired
- Standard PriceRequired
- Discount PriceRequired
Related categories
Related categories