Loading

AgencyZoom + MessageDesk

Create tasks in AgencyZoom when new messages are received in MessageDesk

Keep track of your important conversations and tasks seamlessly. With this workflow, whenever you receive a message in MessageDesk, it will create a new task in AgencyZoom. This means less manual entry, more streamlined work process, and no missed tasks. Keep your customer communications and task status in one view with this efficient workflow.

Keep track of your important conversations and tasks seamlessly. With this workflow, whenever you receive a message in MessageDesk, it will create a new task in AgencyZoom. This means less manual entry, more streamlined work process, and no missed tasks. Keep your customer communications and task status in one view with this efficient workflow.

  1. When this happens...
    MessageDeskMessageDesk
    Message Received

    Triggers when a new message is received.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Task

    Create a task in Agencyzoom.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    • Phone NumberRequired

    Action
    Write
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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About MessageDesk

MessageDesk is a text messaging service that allows you to schedule text messages, save templates, automate recurring message sends, send out mass broadcast sends and more

Related categories