AgencyZoom + SalesScreen

Create activities in SalesScreen when new policies are sold in AgencyZoom

When a new policy gets sold via AgencyZoom, this automation initiatively creates an activity in SalesScreen. This speeds up your workflow, allowing your sales team to track their success instantly. This method efficiently solves the problem of manual data entry between the two platforms, improving productivity and enhancing your sales monitoring process.

When this happens...
New Policy Sold
Triggers when a new policy is sold.
TriggerInstant
automatically do this!
Create Activity
Creates a new record in SalesScreen.
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
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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

- External User IDRequired
- EmailRequired
- NameRequired
- External Team
- App
Action
Write
- External User IDRequired
- App
Action
Search

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
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
- External Record IDRequired
- External User IDRequired
- Activity TypeRequired
- Date
- App
Action
Write
- External User IDRequired
- App
- EmailRequired
- NameRequired
- External Team
Action
Search or write