Zapier Trigger: Updated Risk Profile
This would be similar to the Updated Client Trigger.
To take into an account for the autosave feature we would wait for 5 minutes to see if there are any changes AND that it hasn't been submitted as of yet before firing the trigger.
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Comments2
David LeFevre
May 8, 2024
I was not aware of the autosave feature. I think the 5 minute wait would work great.
David LeFevre
May 8, 2024
My first need is a trigger for when a new risk profile is created after someone completes a new PolicyLink. I assume at this point, the profile is new but saved in draft mode. This will allow me to update the prospect in our CRM and notify anyone who wants to know that the PolicyLink was completed vs the person the policy link was created for.