Zapier Automation: Ezlynx to Microsoft Excel Database
What is the purpose of Ezlynx Database:
Database from EZLynx are used to track policies for both Personal Lines and Commercial Lines. These will be entered through an Excel file and it should automatically add or update applicants information.
Steps on how to create the database:
Create two separate Excel files titled as "Ezlynx Database" and "Ezlynx Commercial Database" this is where we want our Personal and Commercial Lines Applicants to be stored.
Note: In creating a database through an Excel file, it is important to define the table headers for our database.
Click here to get Excel Files Templates:
Step1: Set-up Trigger
Step 2: Set-up Action
As you continue building the automation, you will be prompted to choose an Action; this will happen after the trigger.
In the Set up action tab you will be required to select the Excel file directory you have created for the database.
In this section, you would want to add a new Applicant information if the "ID" does not exist in the database.
Note: It is important to add the Values of each corresponding boxes.
Step 3: Set-up Action
By this point the Automation is not yet complete. We need to add another Action if the previous action was able to look up/match an Applicant ID from the Database.
Note: It is also important to add the Values of each boxes.