AgencyZoom + Jotform

Create notes in AgencyZoom for new submissions in Jotform

When a new submission comes in via Jotform, this handy workflow ensures that a corresponding note is instantly created in AgencyZoom. It eliminates the need for manual data shifting, allowing you to stay updated on essential client information in real-time. Enhance your customer service efficiency with this seamless integration between Jotform and AgencyZoom.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create a Note
Create a note for a lead or a customer.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
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

- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write

- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write

- 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
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
- TitleRequired
- Lead contact emailRequired
- Activity noteRequired
Action
Write
- NameRequired
Action
Write
- Customer NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Action
Write
- Field to Search ByRequired
- 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.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more

Related categories

Forms & Surveys

AgencyZoom + Jotform

Create notes in AgencyZoom for new submissions in Jotform

Supported triggers and actions

New Submission

Assign Form

Create Submission

Lead Created

New Policy Sold

Create Business Lead

Update Lead

Create Task

New Signed Document

Assign Prefilled Form

API Request (Beta)

Lead Status Change

Create a Note

Create Personal Lead

Create Service Request

Find a Lead

About AgencyZoom

Related categories

Similar apps

Zapier Interfaces

About Jotform

Related categories

Similar apps

Wufoo

Formstack

Typeform

Related Zap Templates

Related Zap Templates