How do I connect RiskAdvisor?

Sign up for Conductor Deck, then add a RiskAdvisor step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.

Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and unlock advanced features when you need them.

What's the difference between a trigger and an action?

A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

RiskAdvisor + Stream Deck

Surveys & Forms · 2 triggers · 3 actions

RiskAdvisor is the all-new smart-form software for insurance agencies that empowers your producers and virtual assistants, while making your agency more commission, and reducing your E&O exposure. Add RiskAdvisor to your Stream Deck workflows with guided setup for the connection details it needs.

Build a RiskAdvisor workflow — free See how it works

No code
Free tier
Key press or app-event trigger
Pairs with OBS & Elgato tools
OAuth & keys handled in-builder

Popular ways to use RiskAdvisor

Add RiskAdvisor to a workflow and pair it with a Stream Deck button to run it in one press — handy for surveys & forms tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.

Browse all templates

Triggers & actions

Events that start your workflow automatically.

New Client Created

Emit new event each time a new client is created in RiskAdvisor. View docs

Client Updated

Emit new event each time a client is updated in RiskAdvisor. View docs

About RiskAdvisor

RiskAdvisor is the all-new smart-form software for insurance agencies that empowers your producers and virtual assistants, while making your agency more commission, and reducing your E&O exposure.

Surveys & Forms

How to connect

Sign up for free

Create your Conductor Deck account: no credit card required.

Connect RiskAdvisor

Follow the setup prompts for RiskAdvisor. Conductor Deck handles the app authorization or required connection details inside the workflow builder.

Build a workflow

Add a RiskAdvisor action to your visual workflow canvas. Configure the options you need, then connect it to other steps.

Run it from a key, or let events fire it

Sync your workflow to a Stream Deck button, or skip the button: RiskAdvisor triggers can start it automatically when events happen.

Frequently asked questions

How do I connect RiskAdvisor?: Sign up for Conductor Deck, then add a RiskAdvisor step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.
Is it free?: Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and unlock advanced features when you need them.
What's the difference between a trigger and an action?: A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

Automate RiskAdvisor with your Stream Deck

Get started free View pricing

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