Zapier is an automation hub that helps you move information between Riskalyze and other web apps. Follow the steps below to add Riskalyze to your Zapier account and create your first Zap with Riskalyze.
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Step 1: Add Riskalyze to Zapier
Use this link to add Riskalyze to your Zapier account: https://zapier.com/developer/invite/34986/ad39137270313101f48ea55549983d01/
Follow the instructions to log in to Zapier and accept the Riskalyze invitation.
Step 2: Authorize your Riskalyze Account
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Log in to your Zapier account.
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In the banner, click on “My Apps”, and begin typing Riskalyze.
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Click on Riskalyze, and enter your Riskalyze login credentials.
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Authorize the request.
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Once Riskalyze has been added, you should now see Riskalyze listed under your connected accounts.
Now you're ready to create your first Zap!
Step 3: Create a Zap
There are two components to every Zap: a trigger and an action. The trigger is the event that initiates a zap. The action is what the zap causes to happen.
Riskalyze has one trigger, "New Lead", which launches a zap any time a new Lead Generation Questionnaire is filled out. Riskalyze also has one action, "Create Client", which creates a new client in Riskalyze whenever your zap is triggered.
The best way to use Zapier is to combine a trigger from one system, such as Riskalyze, with an action from a separate system, such as a CRM or marketing tool. For now, here's an example that walks you through using the Riskalyze trigger. I chose to have my "New Lead" trigger create a calendar event on my Google Calendar. Follow the steps below.
Go to your Zapier dashboard and select Make a Zap!
Select Riskalyze for your trigger app.
Select the "New Lead" as your trigger. Click Save + Continue.
Select your Riskalyze account. Click Save + Continue.
Select Save & Continue to test the connection.
Select Skip This Step.
Select Continue With Default Sample.
Now it's time to set up the action portion of your zap.
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Select your action app.
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Select your action. Save + Continue
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Select the correct account. Save + Continue
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Complete the fields shown to specify how the action is completed.
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Select Create & Continue to test the account creation.
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Your Zap is now completed! Name the Zap and turn it on.
Note:
In practice remember to use a trigger from one system, such as Riskalyze, and an action from another system of your choice. If you need help implementing your chosen workflow, reach out to Riskalyze Customer Care at [email protected].
Need some inspiration? You'll find suggested workflows below to get you started.
Riskalyze + Microsoft Outlook: When a prospect completes an LGQ (Trigger), automatically create a calendar event to follow up with that prospect, or have an email sent to them (Actions).
Riskalyze + Gmail: When a prospect completes an LGQ (Trigger), have an email sent to them (Action).
Riskalyze + Google Calendar: When a prospect completes an LGQ (Trigger), automatically create a calendar event to follow up with that prospect.
Riskalyze + Microsoft Office 365: When a prospect completes an LGQ (Trigger), create a calendar event on a calendar of your choice (Action).
Riskalyze + Wealthbox CRM: When a prospect completes an LGQ (Trigger), create a contact, event, or task in Wealthbox CRM.
Riskalyze + PreciseFP: When a prospect completes an LGQ (Trigger), create a client or engagement in PreciseFP.