AgencyZoom + Spinify
Create or update Spinify deals when new policies are sold in AgencyZoom
When a new policy is sold in AgencyZoom, this workflow ensures your Spinify records are up-to-date immediately. By swiftly creating or updating a deal in Spinify, it streamlines your process and helps maintain accurate sales tracking. It's an efficient way to effectively manage your insurance sales and to stay organized, enhancing your productivity.
When a new policy is sold in AgencyZoom, this workflow ensures your Spinify records are up-to-date immediately. By swiftly creating or updating a deal in Spinify, it streamlines your process and helps maintain accurate sales tracking. It's an efficient way to effectively manage your insurance sales and to stay organized, enhancing your productivity.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Create or Update Deal
Add a new Deal record to Spinify or update particular values of an existing record - note the ObjectId should match the initial request to update the value.
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