AgencyZoom + Firebase / Firestore

Create new AgencyZoom service requests when new documents are added to a Firebase / Firestore collection

Create seamless automation between your Firebase / Firestore and AgencyZoom with this workflow. When a new document appears within a Firestore collection, a service request is promptly created in AgencyZoom. This efficient process not only saves time but also enhances record keeping and enables proactive service management. Benefit from a streamlined workflow that puts valuable time back in your day.

When this happens...
New Document Within a Firestore CollectionTriggers when a Structured Query returns new documents within a Cloud Firestore collection.
TriggerPolling
automatically do this!
Create Service RequestCreate a service request in Agencyzoom.
ActionWrite

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More things you can do with Firebase / Firestore and AgencyZoom

Discover other triggers and actions you can use with Firebase / Firestore and AgencyZoom

- Path
  Required
- Order
- Location of newest objects
Trigger
Polling
Try It
- Path
  Required
- Convert Numerics
- NewId
- Data
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Collection
  Required
- Query
  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

- Collection
  Required
Trigger
Polling
Try It
- Collection
  Required
- Convert Numerics
- Document ID
- Data
Action
Write
- Path
  Required
- Child key
  Required
- Search value
  Required
- Wrap search value in quotes
- Location of best match
Action
Search
Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It
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

About AgencyZoom

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

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About Firebase / Firestore

Firebase Realtime Database and Google Cloud Firestore are flexible databases that give you the ability to easily store and sync app data at global scale.

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