AgencyZoom + Read AI
Create new notes in AgencyZoom from new meeting notes in Read AI
This workflow offers a streamlined solution for agency users who want to transfer and save their meeting notes from Read AI to AgencyZoom. When new meeting notes are generated in Read AI, the information will be smoothly transferred and a new note will be created in AgencyZoom. This automation helps save valuable time, increasing efficiency by cutting down the steps needed to manually copy and create notes in AgencyZoom.
This workflow offers a streamlined solution for agency users who want to transfer and save their meeting notes from Read AI to AgencyZoom. When new meeting notes are generated in Read AI, the information will be smoothly transferred and a new note will be created in AgencyZoom. This automation helps save valuable time, increasing efficiency by cutting down the steps needed to manually copy and create notes in AgencyZoom.
- When this happens...New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
- automatically do this!Create a Note
Create a note for a lead or a customer.
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New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
Try ItLead Status Change
Triggers when the status of a Lead changes.
Try ItService Request Created
Triggers when a new Service Request is created.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
