The intended audience for this article is Agents.
Overview
Wunderite integrates with Zapier, a no-code automation platform that connects thousands of applications. This integration allows Wunderite customers to automatically GET records from Wunderite (pull information out), POST records (create new information), PUT records (update information), and DELETE records.
And we're expanding the scope of our Zapier integration based on customer feedback.
Intended Use Case
Zapier is best for sending data one way. They share as much in a recent support article:
Does Zapier support two-way syncing?
No. Zapier does not support two-way syncing between apps right now. Think of Zaps like one-way workflows.
In certain scenarios, you can fake two-way syncing by setting up two different Zaps that perform opposite actions. For instance, you could have one Zap that creates a new spreadsheet row for every new contact created and another that creates a new contact for every new spreadsheet
We recommend outlining how you want to "zap" data into or out of Wunderite. For example:
when a new customer is created in your sales CRM, Zapier could automatically create the customer in Wunderite.
when a form is submitted on your website, Zapier could automatically create a new risk profile and add a form in Wunderite with the data captured in your webform
Best practice is to use Zapier to send data one-way into or out of Wunderite, and not to use Zapier to keep Wunderite "in sync" with another application
To get started
Log in to your Zapier account.
Click "Create Zap" or navigate to the "Apps" tab.
Search for "Wunderite" in the search bar.
When prompted, connect your Wunderite account using your API Key (found in your Wunderite Settings). For help, please see How do I find my API key?
Additionally, you can also reach our integration home page here.
Wunderite API Key
Steps to enable Wunderite Zapier Connection
Important: treat your Wunderite API key securely like you would your password
setup zapier account
admin at your agency messages Wunderite support (with the chat window or email [email protected]) to enable API access for your Wunderite account
generate API key in Wunderite.
login as admin
(Account > Settings > Generate API Key)
Copy + Paste the API key into the appropriate field in Zapier to authenticate Zapier into Wunderite
Build your Zaps!
Available Zapier Triggers
Wunderite relies on Zapier polling (as opposed to native webhooks) for GET methods
GET New Risk Profile (Unified trigger for both Commercial & Personal)
GET New Completed Questionnaire
GET New Completed Signature Form
Available Zapier Actions
Actions use POST for creation, PATCH for updates, and DELETE for removals.
Record Creation (POST)
POST Create Risk Profile
POST Create Contact
POST Create Legal Entity
POST Create Premise
POST Create Building
POST Create Real Estate (Home)
POST Create Subject of Insurance
POST Create Liability Exposure
POST Create Workers Comp Exposure
POST Create Vehicle
POST Create Driver
POST Create Equipment
POST Create Additional Interest
POST Custom API Request (Advanced)
Record Updates (PATCH)
PATCH Update Risk Profile
PATCH Update Contact
PATCH Update Legal Entity
PATCH Update Premise
PATCH Update Building
PATCH Update Real Estate (Home)
PATCH Update Subject of Insurance
PATCH Update Liability Exposure
PATCH Update Workers Comp Exposure
PATCH Update Vehicle
PATCH Update Driver
PATCH Update Equipment
PATCH Update Additional Interest
Record Deletion (DELETE)
DELETE Delete Risk Profile
DELETE Delete Contact
DELETE Delete Legal Entity
DELETE Delete Premise
DELETE Delete Building
DELETE Delete Real Estate (Home)
DELETE Delete Subject of Insurance
DELETE Delete Liability Exposure
DELETE Delete Workers Comp Exposure
DELETE Delete Vehicle
DELETE Delete Driver
DELETE Delete Equipment
DELETE Delete Additional Interest
Available Zapier Searches
GET Search Risk Profiles
GET Search Contacts
GET Find Legal Entity
GET Find Premise
GET Find Building
GET Find Real Estate (Home)
GET Find Liability Exposure
GET Find Liability Class Code
GET Find Workers Comp Exposure
GET Workers Comp Class Codes (Lists by State)
GET Find Vehicle
GET Find Driver
GET Find Equipment
GET Find Additional Interest
Below are some of the most common systems customers connect to Wunderite using Zapier:
Salesforce
AgencyZoom
Better Agency
EZLynx
Nowcerts
Zoho CRM
To view the full list of apps available in Zapier, click here.
Data Validation
Wunderite validates data before saving it. If Zapier sends invalid data, Wunderite will reject the request.
When this happens, you’ll be notified either by:
An email sent to the Zapier account email address, or
An error message in Zapier’s activity log.
For guidance on common validation rules, review our AMS360 Data Validation. Zapier-specific validation docs are coming soon.