3. To generate a password in Insuredmine, login to your agent portal. In the Settings module, click Zapier, you will see username and password, copy the password and paste it in Zapier window.

4. Create new trigger:

Consider a scenario wherein when a new prospect is created in Insuredmine, an email should be triggered to the agent. Below are the steps on how to create this trigger.

4.1 Choose insuredmine2.0.0 application

4.2 Select a trigger event as per your requirement & click Continue

4.3 Click Add account or Add new account

4.4 Enter insuredmine email address and zapier password

4.5 once entered choose that authenticated account and click continue

4.6 Agent Role depends on the role of the onboarded agent in Insuredmine. These options are extracted based on the account details associated with agent email address that was used for authentication.

4.7 If the admin role is chosen, then this trigger subscription request will be added to all the agents linked to the admin account. However, if the agent role is chosen, then this trigger subscription request will be added to the agent email address that was used for authentication.

4.8 Click Test Trigger to view sample result data that will be sent from this trigger to the subscribed email address

4.9 Click continue. Your trigger has now been successfully created.

5. Create an Action: Follow the Steps mentioned below to create an action.

5.1 Choose the application and action event & click continue

5.2 Add your Gmail account

5.3 Use the field options shown in IntelliSense. These options indicate that these are all the fields sent as result of data from the trigger method.

5.4 After entering the required fields click continue

6. Test trigger: After adding the details on app and events, account and agent email ID. Find data to test the trigger by clicking the test trigger. Click on test/retest and continue to view a test email sent to the configuration the was done in step 5.4.

7. Turn zap on: Click done editing and click Turn zap on button.
You have now successfully subscribed to an event in insuredmine. To view the list of available zaps click back to setup

8. Customize prospect: Select the email id for agents who are Zapier users.

Create zap: Select app and event in Do this section to set relevant actions for example you may click Google sheets and set the action as add row in google sheet. Then select the sheets, select sheet name, and add the column descriptions as well. Once it is set, zap is created.

To view the list of all available active/inactive zaps, click the squared icon. Zaps can be turned ON/OFF whenever required.

An image of the home screen after zap is turned on can be seen below.