AgencyZoom + Discord

AgencyZoom + Discord integrations

Create channel messages in Discord for new AgencyZoom leads

Stay updated with new leads from AgencyZoom by receiving Discord channel messages in real time. With this workflow, whenever a lead is created in AgencyZoom, a channel message will be sent in your preferred Discord channel. Keep your team informed and boost lead management by ensuring important lead information is easily accessible and shared with relevant team members.

When this happens...
Lead CreatedTriggers when a new Lead is added.
TriggerInstant
automatically do this!
Send Channel MessagePost a new message to a specific #channel you choose.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with AgencyZoom and Discord

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

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
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

- Channel
  Required
Trigger
Polling
Try It
- Channel type
  Required
- Emoji
- Limitation_notice
Trigger
Polling
Try It
- Forum Channel
- Ignore previously archived Posts?
  Required
Trigger
Polling
Try It
Role Assigned to User
Triggers when a role is assigned to a user.
Trigger
Polling
Try It
- Forum Channel
  Required
- Post name
  Required
- Initial message content
  Required
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
Action
Write
- Channel
  Required
- New Name
  Required
Action
Write
- Dm_bot_info
- User
  Required
- Message Text
  Required
- Ping Username, Role and everyone mentions?
- Text to Speech
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Username
  Required
Action
Search

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
Try It
- 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
New User Added
Triggers when a new user joins the Discord Server.
Trigger
Polling
Try It
- Forum Channel
  Required
Trigger
Polling
Try It
- Channel type
  Required
- Member
Trigger
Polling
Try It
- User
  Required
- Role
  Required
Action
Write
- User
  Required
- Role
  Required
Action
Write
- Channel
  Required
- Message Text
  Required
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
- File Attachments
- Filename for Attachments
Action
Write
- Forum Channel
  Required
- Forum Post
  Required
- Message content
  Required
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
Action
Write
- Channel Name
  Required
Action
Search

About AgencyZoom

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Discord

Discord is an all-in-one voice and text chat for gamers.

HelpHelp

Related categories

Team Chat

Similar apps

Slack

Team Chat

Microsoft Teams

Microsoft, Team Chat

Twitch

Gaming

Related Zap Templates

Create channel messages in Discord for new policies sold in AgencyZoom

Related Zap Templates

Create channel messages in Discord for new policies sold in AgencyZoom