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

- Text_request_phone
  Required
Trigger
Instant
Try It
- Text_request_phone
  Required
Trigger
Instant
Try It
- Message
  Required
- Recipient_phone
  Required
- Sender_phone
  Required
Action
Write
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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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

- Text_request_phone
  Required
Trigger
Instant
Try It
- Name
- Contact_phone
  Required
- Text_request_phone
  Required
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
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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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About Text Request

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

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS