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AgencyZoom + Text Request

AgencyZoom + Text Request integrations

Create notes in AgencyZoom from new Text Request messages received

Stay organized and efficient with this helpful workflow. When you receive a new message in Text Request, a note will be immediately created in AgencyZoom. This means you'll never lose track of vital information when switching between systems - enhancing your communication and productivity effortlessly.

When this happens...
New Message ReceivedTriggers when a new message is received.
TriggerInstant
automatically do this!
Create a NoteCreate a note for a lead or a customer.
ActionWrite

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More things you can do with Text Request and AgencyZoom

Discover other triggers and actions you can use with Text Request and AgencyZoom

- Location_id
  Required
Trigger
Instant
Try It
- Location_id
  Required
Trigger
Instant
Try It
- Text Request line
  Required
Trigger
Instant
Try It
- Location_id
  Required
Trigger
Instant
Try It
- Location_id
  Required
Trigger
Instant
Try It

- Location_id
  Required
- Phone_number
  Required
- Custom_field_id
  Required
- Custom_field_value
- Add_custom_field_to_contact
  Required
Action
Write
- Location_id
  Required
- Phone_number
  Required
- Contact_tag
  Required
- Add_tag_to_contact
  Required
Action
Write

- Location_id
  Required
- Name
  Required
- Notes
  Required
Action
Write
- Location_id
  Required
- Keyword_value
  Required
- Response
  Required
Action
Write
- Message
  Required
- Recipient_phone
  Required
- Sender_phone
  Required
- Status_callback
- Files
- Schedule_date_utc
- Recurring_mode
Action
Write
- Location_id
  Required
- Phone_number
- Custom_field_id
  Required
Action
Write
- Message
  Required
- Recipient_phone
  Required
- Location_id
  Required
- Status_callback
- Files
- Review_campaign_id
  Required
Action
Write
- Location_id
  Required
- Phone_number
  Required
- First Name
- Last Name
- Display Name
- Is Suppressed
- Is Archived
- Is Blocked
- Suppressed Reason
- Note
Action
Write
- Location_id
  Required
- Phone_number
  Required
Action
Search
- Location_id
  Required
- Keyword
Action
Search
- Location_id
  Required
- Name
  Required
- Notes
  Required
Action
Search or write
Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It
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

- Location_id
  Required
Trigger
Instant
Try It
- Text_request_phone
  Required
Trigger
Instant
Try It
- Text Request line
  Required
Trigger
Instant
Try It
- Text_request_phone
  Required
Trigger
Instant
Try It
- Location_id
  Required
- Phone_number
  Required
- First Name
- Last Name
- Display Name
- Is Suppressed
- Is Archived
- Is Blocked
- Suppressed Reason
- Note
Action
Write
- Location_id
  Required
- Phone_number
  Required
- Contact_group
  Required
- Add_group_to_contact
  Required
Action
Write
- Location_id
  Required
- Name
  Required
Action
Write
- Message
  Required
- Location_id
  Required
- Group_ids
- Recipient_phone_numbers
- Excluded_phone_numbers
- Files
- Schedule_date_utc
- Recurring_mode
Action
Write
- Location_id
  Required
- Payment_id
  Required
Action
Write
- Message
- Description
  Required
- Customer_phone
  Required
- Amount_requested
  Required
- Location_id
  Required
- Reference_number
Action
Write
- Location_id
  Required
- Payment_id
  Required
Action
Write
- Location_id
  Required
- Tag_color
  Required
- Tag
  Required
Action
Write
- Location_id
  Required
- Phone_number
- Display Name
- Last message timestamp before date
- Last message timestamp after date
- Contact created before date
- Contact created after date
- Is Resolved
- Has Message History
- Is Blocked
- Is Archived
- Is Suppressed
- Has Opted Out
- Last message sent before date
- Last message sent after date
- Last message received before date
- Last message received after date
- Contact_tag_1
- Contact_tag_2
- Contact_tag_3
- Contact_group_1
- Contact_group_2
- Contact_group_3
- Custom_field_id_1
- Custom_field_value_1
- Custom_field_id_2
- Custom_field_value_2
- Custom_field_id_3
- Custom_field_value_3
Action
Search
- Location_id
  Required
- Name
Action
Search
- Location_id
  Required
- Phone_number
  Required
- Display Name
- Last message timestamp before date
- Last message timestamp after date
- Contact created before date
- Contact created after date
- Is Resolved
- Has Message History
- Is Blocked
- Is Archived
- Is Suppressed
- Has Opted Out
- Last message sent before date
- Last message sent after date
- Last message received before date
- Last message received after date
- Contact_tag_1
- Contact_tag_2
- Contact_tag_3
- Contact_group_1
- Contact_group_2
- Contact_group_3
- Custom_field_id_1
- Custom_field_value_1
- Custom_field_id_2
- Custom_field_value_2
- Custom_field_id_3
- Custom_field_value_3
- First Name
- Last Name
- Suppressed Reason
- Note
Action
Search or write
- Location_id
  Required
- Keyword
  Required
- Response
  Required
Action
Search or write
Lead Stage Change
Triggers when the stage of a Lead changes.
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

About AgencyZoom

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

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Text Request

Text Request is a business texting platform that helps your company communicate via SMS.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS