AgencyZoom + Synthflow AI

AgencyZoom + Synthflow AI integrations

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 CreatedTriggers when a new Lead is added.
TriggerInstant
automatically do this!
Create CallInitiates a real-time voice call through the AI assistant.
ActionWrite

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More things you can do with AgencyZoom and Synthflow AI

Discover other triggers and actions you can use with AgencyZoom and Synthflow AI

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 Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write

- Service Request
  Required
- Summary
  Required
- Description
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- csr
  Required
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search

- Agent ID
  Required
Trigger
Instant
Try It
- Starting meeting date
  Required
- Max slots
- Hours of difference
- Number of days
- Timezone
  Required
- Calendar ID
  Required
- Meeting confirmation
  Required
- Booking title
  Required
Action
Write
- Starting meeting date
  Required
- Max slots
- Hours of difference
- Number of days
- Timezone
  Required
- Calendar ID
  Required
- Integration
- SMS
- SMS message
- User Email
Action
Write
- Identifier
  Required
- Description
- Choices
Action
Write
- Phone
  Required
- Instructions
  Required
- Timeout
  Required
- Digits
- Initiating Message
- Goodbye Message
- Failed Message
Action
Write
- Action ID
  Required
Action
Write
- Model ID
  Required
- Actions
Action
Write
List Actions
Get all the actions available
Action
Write
- Model ID
  Required
- Phone Number
  Required
- Name
  Required
- Custom variables
- Lead Email
- Lead Timezone
- Prompt
Action
Write
List Assistants
Gets all the assistants
Action
Write
- Action ID
  Required
- Starting meeting date
- Max slots
- Number of days
- Hours of difference
- Timezone
- Integration
- SMS
- SMS message
- User Email
Action
Write
- Action ID
  Required
- Identifier
- Description
- Examples
Action
Write
- Action ID
  Required
- Content
- Instructions
Action
Write
- Action ID
  Required
- 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
- Title
  Required
- Lead contact email
  Required
- Activity note
  Required
Action
Write
- Name
  Required
Action
Write
- Customer Name
  Required
- Customer Email Address
  Required
- Policy Number
- Summery
  Required
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- Customer Service Representative
- CSR Assignment Group
- Due after days
  Required
- Tag
- Description
  Required
Action
Write
- Title
  Required
- Assigned To
  Required
- Contact (lead or customer) email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search
- Model ID
  Required
- Actions IDs
Action
Write
- Type
  Required
- Name
  Required
- Prompt
  Required
- Large Language Model
  Required
- Language
  Required
- Greeting Message
  Required
- Voice ID
  Required
- Description
- Phone Number
- External Webhook URL
- Record Conversations
Action
Write
- Identifier
  Required
- Description
- Examples
Action
Write
- Content
  Required
- Instructions
  Required
Action
Write
- Identifier
  Required
- Description
Action
Write
- Model ID
  Required
Action
Write
- Action ID
  Required
Action
Write
- Model ID
  Required
- Query
  Required
- User ID
  Required
Action
Write
- Model ID
  Required
Action
Write
- Model ID
  Required
- 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 ID
  Required
- Starting meeting date
- Max slots
- Number of days
- Hours of difference
- Timezone
- Meeting confirmation
- Booking title
Action
Write
- Action ID
  Required
- Identifier
- Description
- Choices
Action
Write
- Action ID
  Required
- Phone
- Instructions
- Timeout
- Digits
- Initiating Message
- Goodbye Message
- Failed Message
Action
Write
- Call ID
  Required
Action
Search

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

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CRM (Customer Relationship Management)

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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.

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Related categories

AI Assistants