AgencyZoom + OneDrive

Create new OneDrive folders for every new lead created in AgencyZoom

Streamline your sales process with this workflow. When a new lead is generated in AgencyZoom, a corresponding folder will be created in OneDrive. This automation ensures all pertinent documents relevant to your new leads are organized and stored in the right location, simplifying your lead management. Enhance your productivity and efficiency with this seamless organization method.

When this happens...
TriggerPolling
automatically do this!
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

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
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

- Folder
- Include Shared Files
Trigger
Polling
Try It
- Folder
Trigger
Polling
Try It
- File or FolderRequired
Action
Write
- Folder
- Folder NameRequired
Action
Write
- File or FolderRequired
- Email Address
- Permission ID
Action
Write
- File or Folder
- Link TypeRequired
- Link Scope
- Expiration Date
- Retain Inherited Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search QueryRequired
- Include Shared Files
Action
Search
- Search QueryRequired
- Include Shared Files
Action
Search

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
- Folder
- Include Shared Files
Trigger
Polling
Try It
- File or Folder to Copy
- Destination Folder
- New Name
- Conflict Behavior
- Copy Children Only
- Include Version History
Action
Write
- Folder
- FileRequired
- File Name
Action
Write
- Copy
- File or FolderRequired
- Destination Folder
- New Name
Action
Write
- File or Folder
- RecipientsRequired
- Permission LevelRequired
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
Action
Write
- Folder
- File NameRequired
- Text ContentRequired
Action
Write
- Drive IDRequired
Action
Search
- File IDRequired
Action
Search
- File or FolderRequired
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 Forms

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

About OneDrive

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.

Learn more

AgencyZoom + OneDrive

Create new OneDrive folders for every new lead created in AgencyZoom

Lead Created

New Policy Sold

Service Request Status Change

Create Business Lead

Update Lead

Update Service Request

Find a Lead

New File

New or Updated File

Delete File or Folder

Create Folder

Remove Item Permission

Create Sharing Link

API Request (Beta)

Find File

Find Folder

Lead Status Change

Service Request Created

Create a Note

Create Personal Lead

Create Service Request

Create Task

Find Service Request

New Folder

Copy File or Folder

Upload File

Move or Rename File or Folder

Create Sharing Invitation

Create Text File

Find Drive by ID

Find File or Folder by ID

Get Item Permissions

About AgencyZoom

Related categories

Similar apps

Zapier Forms

About OneDrive

Related categories

Similar apps

Dropbox

Google Drive

Box