EZLynx integration with QuickBooks Online
How to Create customers in QuickBooks Online from new EZLynx commercial applicants
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create customers in QuickBooks Online from new EZLynx commercial applicants" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate EZLynx integrations
EZLynx actions
Nekton can use any feature that is available in EZLynx API.
Using our advanced AI, you can easily create custom automations for EZLynx.
Here are some typical actions you can do in your automated workflows.
Create Commercial Applicant With Opportunity
Creates a new commercial applicant with opportunity.
Create Document
Creates a new document.
Create Personal Applicant With Opportunity
Creates a new personal applicant with opportunity.
Update Personal Applicant
Updates an existing Personal Applicant.
Search Personal Applicants
Searches personal applicants in EZLynx.
Update Commercial Applicant
Updates an existing Commercial Applicant.
About EZLynx
EZLynx provides innovative insurance software that helps streamline your agency’s workflow.