Connect RiskAdvisor to Synap

Both apps 32RiskAdvisor 23Synap 9

• Trigger
  Call-In Quote Submitted

  Triggers when a call-in quote is submitted to the current RiskAdvisor team.

• Trigger
  Custom QuoteForm Submitted

  Triggers when a custom quote form is submitted to the current RiskAdvisor team.

• Trigger
  New Client

  Triggers when a new client is created in RiskAdvisor.

• Trigger
  New Policy

  Triggers when a new policy-link result is captured in RiskAdvisor.

• Trigger
  New Risk Profile

  Triggers when a new risk profile is created in RiskAdvisor.

• Trigger
  QuoteForm Submitted

  Triggers when a quote form is submitted to the current RiskAdvisor team.

• Trigger
  Updated Client

  Triggers when a client is created or updated in RiskAdvisor.

• Action
  Add Notes

  Appends notes to a RiskAdvisor risk profile; existing notes are kept.

• Action
  Archive Client

  Archives a RiskAdvisor client together with its related risk profiles.

• Action
  Create Client

  Creates a client on the connected user's current RiskAdvisor team.

• Action
  Create Driver

  Adds a driver to a risk profile that has auto insurance.

• Action
  Create Risk Profile

  Creates a draft risk profile for an existing client on the current RiskAdvisor team.

• Action
  Create Vehicle

  Adds a vehicle to a risk profile that has auto insurance.

• Action
  Find Client

  Finds RiskAdvisor clients by exact email, or by a search over name, email and phone.

• Action
  Find Policy

  Finds policy-link results by client email or client ID.

• Action
  Find Risk Profile

  Finds risk profiles by the primary client's email, draft status or insurance type.

• Action
  Get Client

  Returns one RiskAdvisor client by its ID, with name, contact details and lead source.

• Action
  Get current user

  Returns the RiskAdvisor user who owns the connected account's API token.

• Action
  List call-in quotes

  Returns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.

• Action
  List Drivers

  Returns the drivers on a risk profile's auto insurance.

• Action
  List Teams

  Returns the teams (agencies) the connected RiskAdvisor user belongs to.

• Action
  List Vehicles

  Returns the vehicles on a risk profile's auto insurance.

• Action
  Update Client

  Updates an existing RiskAdvisor client; fields left blank stay unchanged.

• Action
  Add User to User Group

  Adds an existing user to a user group in Synap.

• Action
  Create Flag

  Plants a flag on a quiz question in Synap, optionally with a comment and the issue being reported.

• Action
  Generate User

  Generates a new user account with the given name and email and places it in a user group, optionally setting its password and custom attributes. Returns the generated account, or the background job when Synap finishes the work later.

• Action
  Get Attempt

  Returns one quiz or exam attempt, including its status, score, marks, grade and timing, and the records it links to such as the user and exam.

• Action
  Get User by ID

  Returns a Synap user by their ID, including their details, custom attribute values and links to related records.

• Action
  Invite User

  Sends an invitation by email to people who need a Synap account and adds them to the chosen user group. People who already have an account are added to the group straight away.

• Action
  Remove User From User Group

  Removes a user from a Synap user group. The user's account stays in place; only their membership of that group ends.

• Action
  Submit Attempt

  Submits a user's in-progress attempt in Synap, as if the user had finished and handed it in.

• Action
  Update User

  Updates an existing user's details, such as their name, email address, external ID, time zone, disabled status, groups and custom attributes.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.