AgencyZoom + Coda

Create new rows in Coda when new policies are sold in AgencyZoom

When a new policy is sold via AgencyZoom, this workflow ensures a corresponding row is instantly created in your Coda document. This streamlines your data management, eliminating the need for manual updates. Just like a personal assistant, this process ensures your Coda records always stay up-to-date with your latest AgencyZoom transactions.

When this happens...
New Policy SoldTriggers when a new policy is sold.
TriggerInstant
automatically do this!
Create RowCreates a new row in the selected table.
ActionWrite

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More things you can do with AgencyZoom and Coda

Discover other triggers and actions you can use with AgencyZoom and Coda

Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
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- Title
  Required
- Lead contact email
  Required
- Activity note
  Required
Action
Write
- Name
  Required
Action
Write

- Customer Name
  Required
- Customer Email Address
  Required
- Policy Number
- Summery
  Required
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- Customer Service Representative
- CSR Assignment Group
- Due after days
  Required
- Tag
- Description
  Required
Action
Write
- Title
  Required
- Assigned To
  Required
- Contact (lead or customer) email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write

- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search
- Document
  Required
- Table
  Required
Trigger
Polling
Try It
- Request ID
  Required
Action
Write
- Document
  Required
- Table
  Required
- Row
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document
  Required
- Table
  Required
- Search Column
  Required
- Search Value
  Required
Action
Search

Lead Stage Change
Triggers when the stage of a Lead changes.
Trigger
Instant
Try It
New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
Try It
Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
Try It
- Business Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write
- Service Request
  Required
- Summary
  Required
- Description
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- csr
  Required
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search
- Document
  Required
- Table
  Required
Trigger
Polling
Try It
- Source Doc
  Required
- Title (override)
Action
Write
- Document
  Required
- Table
  Required
Action
Write
- Document
  Required
- Table
  Required
- Matching Columns
Action
Write
- Document
  Required
- Control_instruction
- Control ID
- Control name
Action
Search

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Coda

Coda is a new type of document that blends the flexibility of documents, the power of spreadsheets, and the utility of apps into a single new canvas.

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Related categories

Documents

Similar apps

Microsoft OneNote

Microsoft, Notes

Quip

Documents

Google Sheets

Google, Spreadsheets

Related Zap Templates

Create rows in Coda when new leads are created in AgencyZoom

Related Zap Templates

Create rows in Coda when new leads are created in AgencyZoom