AgencyZoom + Synthflow AI

Make phone calls with Synthflow AI when new leads are created in AgencyZoom

Boost your sales process using this workflow. When a new lead is established in AgencyZoom, it triggers SynthFlow AI to initiate a phone call. This is an efficient way to engage potential clients quickly and seamlessly, rather than manually dialing each new lead. This automated process enhances customer outreach while saving significant time.

When this happens...
Lead Created
Triggers when a new Lead is added.
TriggerInstant
automatically do this!
Create Call
Initiates a real-time voice call through the AI assistant.
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

- Agent IDRequired
Trigger
Instant
Try It
- Starting meeting dateRequired
- Max slots
- Hours of difference
- Number of days
- TimezoneRequired
- Calendar IDRequired
- Meeting confirmationRequired
- Booking titleRequired
Action
Write
- Starting meeting dateRequired
- Max slots
- Hours of difference
- Number of days
- TimezoneRequired
- Calendar IDRequired
- Integration
- SMS
- SMS message
- User Email
Action
Write
- IdentifierRequired
- Description
- Choices
Action
Write
- PhoneRequired
- InstructionsRequired
- TimeoutRequired
- Digits
- Initiating Message
- Goodbye Message
- Failed Message
Action
Write
- Action IDRequired
Action
Write
- Model IDRequired
- Actions
Action
Write
List Actions
Get all the actions available
Action
Write
- Model IDRequired
- Phone NumberRequired
- NameRequired
- Custom variables
- Lead Email
- Lead Timezone
- Prompt
Action
Write
List Assistants
Gets all the assistants
Action
Write
- Action IDRequired
- Starting meeting date
- Max slots
- Number of days
- Hours of difference
- Timezone
- Integration
- SMS
- SMS message
- User Email
Action
Write
- Action IDRequired
- Identifier
- Description
- Examples
Action
Write
- Action IDRequired
- Content
- Instructions
Action
Write
- Action IDRequired
- Identifier
- Description
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
- Model IDRequired
- Actions IDs
Action
Write
- TypeRequired
- NameRequired
- PromptRequired
- Large Language ModelRequired
- LanguageRequired
- Greeting MessageRequired
- Voice IDRequired
- Description
- Phone Number
- External Webhook URL
- Record Conversations
Action
Write
- IdentifierRequired
- Description
- Examples
Action
Write
- ContentRequired
- InstructionsRequired
Action
Write
- IdentifierRequired
- Description
Action
Write
- Model IDRequired
Action
Write
- Action IDRequired
Action
Write
- Model IDRequired
- QueryRequired
- User IDRequired
Action
Write
- Model IDRequired
Action
Write
- Model IDRequired
- Name
- Prompt
- Large Language Model
- Language
- Greeting Message
- Voice ID
- Phone Number
- External Webhook URL
- Record Conversations
- Voice Stability
- Voice Similarity Boost
- Voice Optimize Streaming Latency
- Voice Style
- Speaker boost
- Max Idle Duration in Seconds
- Initial Pause Before Speaking
- Custom vocabulary
- Ring Pause Seconds
- Patience Level
- Call duration
- Limit Call Duration
Action
Write
- Action IDRequired
- Starting meeting date
- Max slots
- Number of days
- Hours of difference
- Timezone
- Meeting confirmation
- Booking title
Action
Write
- Action IDRequired
- Identifier
- Description
- Choices
Action
Write
- Action IDRequired
- Phone
- Instructions
- Timeout
- Digits
- Initiating Message
- Goodbye Message
- Failed Message
Action
Write
- Call IDRequired
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 Synthflow AI

Synthflow AI is a scalable no-code platform enabling non-tech users and SMEs to create custom LLM solutions using their own data and ideas.

Learn more

Related categories

AI Assistants

AgencyZoom + Synthflow AI

Make phone calls with Synthflow AI when new leads are created in AgencyZoom

Lead Created

New Policy Sold

Service Request Status Change

Create Business Lead

Update Lead

Update Service Request

Find a Lead

Phone Call Completed

Create Booking GHL Action

Create Booking Calcom Action

Create Information Extractor Single Choice Action

Create Transfer Call Action

Delete Action

Detach Action

List Actions

Create Call

List Assistants

Update Booking Calcom Action

Update Information Extractor Open Question Action

Update SMS Action

Update Information Extractor Yes No Action

Lead Status Change

Service Request Created

Create a Note

Create Personal Lead

Create Service Request

Create Task

Find Service Request

Attach Action

Create Assistant

Create Information Extractor Open Question Action

Create SMS Action

Create Information Extractor Yes No Action

Delete Assistant

Get Action

Text - Generate Response

Get Assistant

Update Assistant

Update Booking GHL Action

Update Information Extractor Single Choice Action

Update Transfer Call Action

Get Call

About AgencyZoom

Related categories

Similar apps

Zapier Forms

About Synthflow AI

Related categories