AgencyZoom + DONNA

AgencyZoom + DONNA integrations

Create tasks in AgencyZoom from new records in DONNA insights

Streamline your workflow with this automation. When a new record appears in the DONNA app, a task will be created instantly within AgencyZoom. This integration simplifies your task management, allowing you to focus on the most important aspects of your work.

When this happens...
New Record in InsightTriggers when a new record has appeared in the insight chosen or created by you.
TriggerInstant
automatically do this!
Create TaskCreate a task in Agencyzoom.
ActionWrite

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More things you can do with DONNA and AgencyZoom

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

- Insight name
- Donna Channel Name
  Required
Trigger
Instant
Try It
New Rolling 30 Day Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account
Trigger
Instant
Try It
New Rolling 30 Day Insight for Home Cross Sell
New Record in Insight defined for Home Cross Sell for Auto Insurance Account.
Trigger
Instant
Try It
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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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 Campaign Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account.
Trigger
Instant
Try It
New Campaign Insight for Home Cross Sell
New Record in Insight defined for Home Cross Sell for Auto Insurance Account
Trigger
Instant
Try It
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

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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About DONNA

Donna brings the power of Artificial Intelligence to Independent Insurance agents with out-of-the-box solutions addressing the top business concerns.

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Related categories

Analytics

Related Zap Templates

Create service requests in AgencyZoom from new records in insights in DONNA

Create personal leads in AgencyZoom for new rolling 30 Day insights for auto cross sales in DONNA