AgencyZoom + Krisp

Generate tasks in AgencyZoom when new action items are generated in Krisp

Streamline your work process with this handy automation. When action items are identified in the Krisp app, tasks are instantly created in the AgencyZoom app. No more manual task entries - maintain productivity while this workflow handles repetitive duties for you. Perfect for busy professionals wanting to optimize work efficiency.

When this happens...
Action Items Generated
Triggers when action items are automatically generated.
TriggerInstant
automatically do this!
Create Task
Create a task in Agencyzoom.
ActionWrite

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Supported triggers and actions

Action Items Generated
Triggers when action items are automatically generated.
Trigger
Instant
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Outline Generated
Triggers when a meeting outline is automatically generated.
Trigger
Instant
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Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
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- 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

Key Points Generated
Triggers when key points are automatically generated.
Trigger
Instant
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Transcript Created
Triggers when transcript has been created.
Trigger
Instant
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Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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- 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