The intended audience for this article is Agents.
Overview
Wunderite integrates with Zapier, a no-code automation platform that connects over 6,000 software applications . Wunderite's Zapier integration allows Wunderite customers to automatically GET records from Wunderite (pull information out of Wunderite) and POST records into Wunderite (create new information in Wunderite).
Request Private Zapier Invite
For the time being, Wunderite is listed privately in Zapier. This means that agencies need to first contact our team ([email protected]) to get a private invite to build zaps with Wunderite. (For this reason, you will not find Wunderite in Zapier's app library search)
We will continue to expand on the scope of the 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
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 Commercial Risk Profiles
GET Commercial Legal Entities
GET Commercial Legal Entity Business Types
GET Commercial Contacts
GET Commercial Premises
GET Commercial Buildings
GET Commercial Liability
GET Commercial Vehicles
GET Commercial Drivers
GET Commercial Equipment
GET Commercial Workers Comp Exposures
GET Commercial Legal Entity Business Types
GET Commercial Additional Interests
GET Personal Risk Profiles
GET Completed Forms (download link to access PDF)
GET Completed Signature Files (download link to access PDF)
Available Zapier Actions
POST Commercial Risk Profile
POST Commercial Contacts
POST Commercial Legal Entity
POST Commercial Premise
POST Commercial Equipment
POST Commercial Workers Compensation
POST Commercial Vehicles
POST Commercial Drivers
POST Personal Risk Profile
GET Search - Search Commercial Risk Profiles
GET Search - Search Commercial Contacts
GET Search - Search Personal Risk Profiles
Data Validation
Wunderite validates data before accepting it. This means that Zapier could pass data into Wunderite, and Wunderite rejects it. In these cases, the email associated with the Zapier account will get an email notification (or you will be notified in Zapier's online platform) that the Zap did not go through. Take a peek through our AMS360 Data Validation for hints of how Wunderite's validation works (as we build out validation documentation that is Zapier specific).