If you’re looking to connect Sembley with other apps you use daily, you’re in the right place. Sembley integrates with Zapier, a tool that helps you automate tasks by connecting Sembley with thousands of other apps, like EZLynx, AgencyZoom, and more.
This article explains how to connect your Sembley account with Zapier so you can automate tasks across multiple applications. You will learn about Sembley’s Triggers (the events that start a Zap) and Actions (the tasks a Zap performs).
Prerequisites
• You need an active Sembley account.
• You need a Zapier account.
Connecting Sembley to Zapier
Log into Zapier. Go to your Zapier dashboard and click Create Zap.
Select Sembley as your App. When creating a new Zap, search for “Sembley” in the app selection.
Allow Zapier to access Sembley. If this is your first time using Sembley on Zapier, you will be prompted to connect your Sembley account. Follow the instructions to provide your credentials or API key.
Once your account is connected, you can configure your triggers and actions.
Sembley Triggers
New Insured
Triggers when a submission is created in Sembley that includes a new “Insured.”
Submitted for Review
Triggers when a submission or custom intake is submitted for review.
Sembley Actions
Create New Insured
Creates a new Insured in Sembley. Use this action if you want to add an Insured to Sembley from another source (e.g., from a form submission on a website, or from a record in your CRM).
Fields
When you use Sembley’s triggers, you will see a list of output fields that Zapier can pass to other apps in your Zap. Here are some of the key fields available to Zapier:
• insured_business_name (string)
• insured_mailing_address_line_1 (string)
• insured_mailing_address_line_2 (string)
• insured_mailing_address_city (string)
• insured_mailing_address_state (string)
• insured_mailing_address_zip (string)
• insured_contact_full_name (string)
• insured_contact_first_name (string)
• insured_contact_last_name (string)
• insured_fein (string)
• insured_naics_code (string)
• insured_total_employees (string)
• insured_email (string)
• insured_phone_number (string)
• insured_website (string)
• insured_fax_number (string)