AgencyZoom + Cognito Forms

Create tasks in AgencyZoom for new Cognito Forms entries

Easily manage your tasks by connecting Cognito Forms with AgencyZoom. With this seamless workflow, whenever a new entry is submitted in Cognito Forms, a task will be created in AgencyZoom, allowing you to stay organized and up-to-date on important tasks. Save time and improve efficiency by streamlining your task management process with this automation.

When this happens...
New Entry
Triggers when someone fills out your form.
TriggerInstant
automatically do this!
Create Task
Create a task in Agencyzoom.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- FormRequired
Trigger
Instant
Try It
- FormRequired
- IdRequired
Action
Write
- FormRequired
- Availability Start
- Availability End
- Not Available Message
Action
Write
- FormRequired
- Entry IdRequired
- Template NumberRequired
Action
Search

Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It
New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
Try It

- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write

- FormRequired
Trigger
Instant
Try It
- FormRequired
Action
Write
- IdRequired
- FormRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- FormRequired
- IdRequired
Action
Search
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
- TitleRequired
- Lead contact emailRequired
- Activity noteRequired
Action
Write
- NameRequired
Action
Write
- Customer NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Action
Write
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

About AgencyZoom

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

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn more Help

Related categories

Forms & Surveys

Similar apps

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Forms & Surveys

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Forms & Surveys

PRODUCTS

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AgencyZoom + Cognito Forms

Create tasks in AgencyZoom for new Cognito Forms entries

Entry Deleted

Update Entry

FormRequired

Delete Entry

FormRequired

IdRequired

Set Form Availability

FormRequired

Availability Start

Availability End

Not Available Message

Get Document

FormRequired

Entry IdRequired

Template NumberRequired

Lead Created

New Policy Sold

Create Business Lead

Business NameRequired

Contact Name

Update Lead

LeadRequired

Create Task

TitleRequired

Assigned ToRequired

Contact (lead or customer) emailRequired

TypeRequired

Comments

Task Date (and time)Required

New Entry

FormRequired

Create Entry

FormRequired

Update Entry

IdRequired

FormRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Entry

FormRequired

IdRequired

Lead Status Change

Create a Note

TitleRequired

Lead contact emailRequired

Activity noteRequired

Create Personal Lead

NameRequired

Create Service Request

Customer NameRequired

Customer Email AddressRequired

Policy Number

SummeryRequired

CategoryRequired

PriorityRequired

PipelineRequired

StageRequired

Customer Service Representative

CSR Assignment Group

Due after daysRequired

Tag

DescriptionRequired

Find a Lead

Field to Search ByRequired

Create Agencyzoom lead if it doesn't exist yet?Required

About AgencyZoom

Related categories

Similar apps

Zapier Interfaces