Every time a pending policy appears in EZLynx, your agency needs to decide what happens next. Many teams choose to sync EZLynx pending policies to Google Sheets. This makes it easier to review changes—like premium increases or account updates—and decide if customer follow-up is needed.
With a Workload automation, those policy details flow into your spreadsheet automatically. Everything stays organized, accurate, and ready for review.
The workflow sends over key fields like policy ID, account number, dates, premium, and address. You don’t need to format anything or switch between tabs. Just clean, structured data—delivered in real time.
🧩 Essentials #
Before you build, here’s what you’ll need:
⭐ EZLynx account
Used to trigger the automation when a new pending policy appears.
📈 Google Sheets account
Used to log policy details like ID, premium, and expiration date into a structured spreadsheet.
🤖 Workload account
Create your automation with no code and connect EZLynx to Google Sheets instantly.
Workload makes connecting these tools seamless. Just sign in and grant access when prompted.
🎨 Make It Yours #
Customize your automation with ideas like these:
📊 Highlight Big Premium Changes
Use a formula step to find large premium increases—like anything over 15%. Flag them so your team can follow up.
📬 Route by Assigned Agent
Filter by producer or CSR and send alerts to the right person. No more manual sorting.
🚨 Escalate Urgent Policies
Check if a policy starts or ends soon. If so, mark it as urgent or notify the team.
📂 Sort by Type or Carrier
Split personal and commercial lines into separate sheets. You can also sort by carrier name.
⚙️ How to Sync EZLynx Pending Policies to Google Sheets #
Every app expects data in a specific format—whether it’s how dates are written, how names are separated, or how fields are labeled. You can use our in-house tool AI Wizard by Workload to clean up or adjust data between steps. If your trigger already sends clean data, you may not need formatting at all.
Step 1: Start a new workflow #
Go to the Workload dashboard and click Create Workflow
Give your automation a title like EZLynx to Google Sheets
Step 2: Set up the trigger #
Select EZLynx as the trigger app
Choose New Pending Policy as the trigger event
Click Sign in to connect your EZLynx account if you haven’t done so already. For help, follow our step-by-step guide on how to connect EZLynx to Workload. Once connected, click Continue.
Confirm that sample policy data loads successfully, then click Continue
Step 3: Review the available data #
Look through the trigger output to see what fields are available, decide which ones you want to include in your spreadsheet, and make sure your Google Sheet has columns that match those fields.
Step 4: Add the Google Sheets action #
Click into the action step and then choose Google Sheets as the action app
Select Create Spreadsheet Row as the event, then click Continue
Click Sign in to connect your Google Sheets account if you haven’t done so already. For help, follow our step-by-step guide on how to connect Google Sheets to Workload. Once connected, click Continue.
Step 5: Configure the spreadsheet #
Choose the spreadsheet and worksheet you want to use for the pending policy data from the dropdown menus
In the rowData box, click the + Add To and then map the data from the EZLynx trigger to the appropriate column name from the worksheet. You can add as many as you would like. Once you are finished, click Continue.
Step 6: Test and activate the workflow #
Click Test action to make sure the data moves to the worksheet successfully
Once you get a successful response, click Continue. Now, open your worksheet and confirm that a new row appears with the correct data
Go back to the Workload Editor and make sure that each step has a green light indicator. If everything looks good, click the On/Off toggle in the upper right corner to activate the automation.
⚡ Power-Up Your Sync EZLynx Pending Policies to Google Sheets Automation #
Once your automation is running, you can extend it to handle more of your agency’s workflow—saving even more time and keeping your team proactive.
📢 Instant Team Alerts
Send a Slack or email notification to your team when a high-value or urgent pending policy is detected.
📊 Automated Reports
Feed your spreadsheet into a reporting tool like Google Data Studio to track premium changes, expirations, and other trends over time.
🗂 Carrier-Based Organization
Add a filter to separate pending policies by carrier, sending each set to a dedicated tab or even a different spreadsheet.
📅 Renewal Reminders
Trigger a calendar event or task in your CRM when a pending policy is nearing its effective or expiration date.
🧠 Learn More with Workload #
Keep exploring automation and save even more time:
🎓 Visit Workload University
🆘 Browse setup guides in our Help Center
🔄 More EZLynx automation tutorials
🌐 More Google Sheets automation tutorials
