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AgencyZoom + thanks.io

Send Thanks.io postcards for newly sold AgencyZoom policies

Do you want to send a personal 'handwritten' postcard right away when new customers are added to AgencyZoom? With thanks.io you can thank your customer, ask for reviews, up-sell offers and; much more. Just set up this integration and it will automatically send a postcard when a new customer is added.

Do you want to send a personal 'handwritten' postcard right away when new customers are added to AgencyZoom? With thanks.io you can thank your customer, ask for reviews, up-sell offers and; much more. Just set up this integration and it will automatically send a postcard when a new customer is added.

  1. When this happens...
    AgencyZoomAgencyZoom
    New Policy Sold

    Triggers when a new policy is sold.

    TriggerInstant
  2. automatically do this!
    thanks.iothanks.io
    Send Postcard

    Sends a postcard to a customer using the provided template ID or a body, as well as contact and address information.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • AgencyZoom triggers, actions, and search

    Lead Created

    Triggers when a new Lead is added.

    Trigger
    Instant
    Try It
    • Business NameRequired

    • Contact Name

    Action
    Write
    • LeadRequired

    Action
    Write
  • AgencyZoom triggers, actions, and search

    Lead Status Change

    Triggers when the status of a Lead changes.

    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
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

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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