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AgencyZoom + Jotform

Create new AgencyZoom service requests from Jotform submissions

Effortlessly manage service requests with this Jotform and AgencyZoom integration. Whenever a new submission is received in your Jotform account, a service request will be created in AgencyZoom. With this seamless connection, you can conveniently track and address client needs, improving your efficiency and customer satisfaction.

Effortlessly manage service requests with this Jotform and AgencyZoom integration. Whenever a new submission is received in your Jotform account, a service request will be created in AgencyZoom. With this seamless connection, you can conveniently track and address client needs, improving your efficiency and customer satisfaction.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Service Request

    Create a service request in Agencyzoom.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
  • AgencyZoom triggers, actions, and search

    Lead Created

    Triggers when a new Lead is added.

    Trigger
    Instant
    Try It
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • AgencyZoom triggers, actions, and search

    Lead Status Change

    Triggers when the status of a Lead changes.

    Trigger
    Instant
    Try It
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

About AgencyZoom

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

Related categories

  • CRM (Customer Relationship Management)

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