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AgencyZoom + fynk

AgencyZoom + fynk integrations

Draft fynk documents when new policies are sold in AgencyZoom

Insurance agencies on AgencyZoom need signed documents once a policy is sold. When a policy sale is recorded, this integration triggers fynk automatically to draft the matching document from your template. Producers deliver paperwork faster, without manual updates.

When this happens...
New Policy SoldTriggers when a new policy is sold.
TriggerInstant
automatically do this!
Create Document From TemplateCreate a new document from an existing template.
ActionWrite

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More things you can do with AgencyZoom and fynk

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

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
- Document UUID
  Required
Trigger
Polling
Try It
New Template
Triggers when a new template is created.
Trigger
Polling
Try It
- PDF File
  Required
- File Name
- Document Name
- Initial Stage
- Template
- Team
- Tags
- Owner Emails
- AI Analysis
Action
Write
- Tag Name
  Required
- Color
  Required
Action
Write
- Document UUID
  Required
- Signature Type
- Sequential Signing
  Required
- Message
Action
Write
- Document UUID
  Required
- Party UUID
  Required
- Reference
- Entity Type
- Entity Name
- Address
- Scope
Action
Write
- Document UUID
  Required
- Metadata Name
  Required
Action
Search
- Document UUID
  Required
Action
Search
- Document UUID
  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
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
New Signed Document
Triggers when a document is signed.
Trigger
Polling
Try It
- Document UUID
  Required
- Party UUID
  Required
- Email
  Required
- First Name
- Last Name
- Mobile Phone
- Title / Position
Action
Write
- Document Name
- Template
  Required
- Move to Signing Stage
Action
Write
- Document UUID
  Required
Action
Write
- Document UUID
  Required
- Dynamic Field UUID
  Required
- Value
Action
Write
- Document UUID
  Required
Action
Search
- Document UUID
  Required
Action
Search
- Document UUID
  Required
- Dynamic Field
  Required
Action
Search
- Document UUID
  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)

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About fynk

fynk is an intelligent document management tool to create, organize and digitally sign legal documents.

HelpHelp

Related categories

Documents