AgencyZoom + More Good Reviews

Create or update More Good Reviews customers when new policies are sold in AgencyZoom

Ensure your customer records are always up-to-date with this workflow. When a new policy is sold in AgencyZoom, corresponding client information will be created or updated in the More Good Reviews app with this convenient process. Simplify your client management and keep accurate records with this efficient solution, saving you time and avoiding potential data entry errors.

When this happens...
New Policy Sold
Triggers when a new policy is sold.
TriggerInstant
automatically do this!
Create or Update a Customer
Creates or updates a customer.
ActionWrite

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Supported triggers and actions

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
Try It
Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
Try It
- 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

New Review
Triggers when a new review is created.
Trigger
Polling
Try It
- EmailRequired
- Phone
- AmountRequired
- Currency
- Charge Date
Action
Write

Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
Service Request Created
Triggers when a new Service Request is created.
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
- 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
- First NameRequired
- Last Name
- EmailRequired
- Phone
- Signup Date
- Location Slug
Action
Write
- EmailRequired
- Phone
- ChannelsRequired
- Reminders
- Ask Date
Action
Write