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In-ProgressCross-vertical

Automate EZLynx with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with EZLynx. It runs the EZLynx steps your team does by hand today, and connects it to Vertafore, Applied Epic, and HawkSoft. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost EZLynx integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across EZLynx and every tool it touches, including the screens with no API.

How to automate EZLynx

  1. Connect EZLynx to Caddi

    Allow

    1Sign in to EZLynx

    One click with your own EZLynx login. No API keys.

  2. Automate quote & application intake in EZLynx.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

EZLynx integrations

Connect EZLynx with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with EZLynx

Why teams automate EZLynx

EZLynx runs quoting and agency management, but pulling applicant data in and keeping records in sync still takes manual work. Caddi AI Agents automate the loops around EZLynx so quoting and servicing move faster.

Quoting and servicing both start with data entry from email and forms. Caddi captures that data and keeps the records in sync automatically.

Loops Caddi runs against EZLynx

  • Quote & application intake

    Recommended pattern
    1. EZLynx
    2. Gmail

    Caddi pulls applicant data from inbound email and forms into EZLynx to speed quoting.

  • Policy & document sync

    Recommended pattern
    1. EZLynx
    2. Google Drive

    Caddi keeps EZLynx records and documents in sync with the rest of your agency stack.

Where professional services teams use it

  • Inbound triage

    Watch EZLynx for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.

  • Cross-tool data sync

    Keep EZLynx in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using EZLynx alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right EZLynx update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating EZLynx

Does Caddi have a real EZLynx integration?

Yes. Caddi runs verified code against EZLynx's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for EZLynx is reviewed before it runs in production.

Do I need engineering help to automate EZLynx with Caddi?

No. You demonstrate the workflow, clicking through EZLynx the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my EZLynx data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against EZLynx, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect EZLynx to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating EZLynx, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in EZLynx?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside EZLynx

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See it on your stack

Ready to automate EZLynx?

Drop your work email and we'll show you Caddi running end-to-end against EZLynx and the rest of your stack.