AgencyZoom + Krisp

Generate notes in AgencyZoom when new action items are created in Krisp

When an action item is generated in Krisp, inspire efficiency with a seamless connection that directly creates a note in AgencyZoom. This workflow dispenses with manual data entry, allowing you to focus on what truly matters. Enhance productivity and streamline your process with this streamlined and efficient tool.

When this happens...
Action Items Generated
Triggers when action items are automatically generated.
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

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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Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
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- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write

- Service RequestRequired
- SummaryRequired
- Description
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- csrRequired
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

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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Service Request Created
Triggers when a new Service Request is created.
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
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search