How to connect AgencyZoom + Formstack
Zapier lets you send info between AgencyZoom and Formstack automatically—no code required.
Triggers when a new Lead is added.
Create a business lead in Agencyzoom.
Supported triggers and actionsWhat does this mean?
- Lead CreatedTriggers when a new Lead is added.TriggerInstant
- Lead Status ChangeTriggers when the status of a Lead changes.TriggerInstant
- New Policy SoldTriggers when a new policy is sold.TriggerInstant
- Create a NoteCreate a note for a lead or a customer.ActionScheduled
- Create Business LeadCreate a business lead in Agencyzoom.ActionScheduled
- Create Personal LeadCreate a personal lines lead in Agencyzoom.ActionScheduled
- Update LeadUpdate a lead in Agencyzoom.ActionScheduled
Create a service request in Agencyzoom.
Create a task in Agencyzoom.
Search for Lead by id, email, phone, or name.
Triggers when a new form is added.
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
Creates a submission for a form in FormStack.
- Step 1: Authenticate AgencyZoom + Formstack.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Get started for free
You can't add more hours to the day. Zapier is the next best thing.