AgencyZoom + SignNow

Update leads in AgencyZoom when documents are completed in SignNow

Stay on top of your sales process with this workflow that activates when a document is finalised in SignNow. It instantly updates the lead status in AgencyZoom, ensuring your pipeline reflects the most recent interactions. You no longer need to manually switch between platforms or worry about outdated information; this automation handles the seamless update, so you can focus on turning those leads into customers.

When this happens...
Document Completed
Triggers when all signers have filled in and signed the document.
TriggerInstant
automatically do this!
Update Lead
Update a lead in Agencyzoom.
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

- Template
- Return PDF of DocumentRequired
- Return Document HistoryRequired
- Return ZIPRequired
Trigger
Instant
Try It
Document Deleted
Triggers when a document has been deleted.
Trigger
Instant
Try It
- Return PDF of DocumentRequired
- Return Document HistoryRequired
Trigger
Instant
Try It
- TemplateRequired
- Document NameRequired
- FromRequired
- ToRequired
- Subject
- Message
- Redirect After Signing
Action
Write
- Template GroupRequired
- Document Group NameRequired
- FromRequired
- CC
- Subject
- Message
- Redirect After Signing
- On Completion
- Line Wrapping
Action
Write

- FileRequired
- Document Name
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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

- Document Group Template
- Return PDF of Document GroupRequired
- Return Document Group HistoryRequired
- Return ZIPRequired
Trigger
Instant
Try It
- Return PDF of DocumentRequired
- Return Document HistoryRequired
Trigger
Instant
Try It
- DocumentRequired
- ActionRequired
Action
Write
- TemplateRequired
- Document NameRequired
- FromRequired
- CC
- Subject
- Message
- Redirect After Signing
- Payment Settings | Merchant Account
- Payment Settings | Payer
- Payment Settings | Currency
- Payment Settings | Payment Amount
- On Completion
- Line Wrapping
Action
Write
- DocumentRequired
- From Email AddressRequired
- To Email AddressRequired
- Subject
- Message
- Redirect After Signing
Action
Write
- FileRequired
- Document Name
Action
Write
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