AgencyZoom + thanks.io

Add recipients in thanks.io for every new policy sold in AgencyZoom

Boost your customer relations effortlessly with this streamlined workflow. When a new policy is sold in your AgencyZoom app, a recipient will be promptly added to your thanks.io system. This well-timed automation can help maintain a strong connection with your clients by keeping the communication lines open and active. Enhance your insurance business's productivity and customer engagement today.

When this happens...
New Policy Sold
Triggers when a new policy is sold.
TriggerInstant
automatically do this!
Add Recipient
Adds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted.
ActionWrite

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Supported triggers and actions

What does this mean?

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
- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write

- Order IDRequired
Trigger
Scheduled
Try It
- Mailing List (if not selected, trigger will apply to all recipients)
Trigger
Instant
Try It

- Mailing ListRequired
- Recipient Full Name
- Recipient First Name
- Recipient Last Name
- Recipient Company
- Street or Complete AddressRequired
- Address Line 2
- City
- State / Province
- Postal Code
- Country Code
- Birthday
- Email
- Phone
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image URL
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Additional Pages URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- QR Code URL
- Sub Account
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Image URL
- Custom Background Image URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- QR Code URL
- Sub Account
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Image URL
- Custom Background Image URL
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Postcard Size
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Return Postal Code
- QR Code URL
- Sub Account
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image URL
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Additional Pages URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- QR Code URL
- Sub Account
Action
Write
- Mailing ListRequired
- Street AddressRequired
- State / Province
- Address Line 2
- City
- Postal CodeRequired
- Country Code
- Email
Action
Write

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
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search
- Mailing List (if not selected, trigger will apply to all recipients)
Trigger
Instant
Try It
- Mailing List (if not selected, trigger will apply to all recipients)
Trigger
Instant
Try It
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Image URL
- Custom Background Image URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- Sub Account
- Giftcard Amount in Cents
- Giftcard Brand
Action
Write
- Radius Search AddressRequired
- Radius Search Record CountRequired
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image URL
- Image Template
- Custom Field #1
- Custom Field #2
- Envelope
- Additional Pages URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- Sub Account
- Append Data
Action
Write
- Radius Search AddressRequired
- Radius Search Record CountRequired
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Image URL
- Custom Field #1
- Custom Field #2
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- Sub Account
- Append Data
Action
Write
- Radius Search AddressRequired
- Radius Search Record CountRequired
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Image URL
- Custom Background Image
- Custom Field #1
- Custom Field #2
- Postcard Size
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Return Postal Code
- QR Code URL
- Sub Account
- Append Data
Action
Write
- Radius Search AddressRequired
- Radius Search Record CountRequired
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image URL
- Image Template
- Custom Field #1
- Custom Field #2
- Additional Pages URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- Sub Account
- Append Data
Action
Write

About AgencyZoom

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

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About thanks.io

Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.

Learn more

Related categories

Printing

PRODUCTS

CAPABILITIES

By team

AgencyZoom + thanks.io

Add recipients in thanks.io for every new policy sold in AgencyZoom

Lead Created

New Policy Sold

Create Business Lead

Contact Name

Update Lead

LeadRequired

Create Task

TitleRequired

Assigned ToRequired

Contact (lead or customer) emailRequired

TypeRequired

Comments

Task Date (and time)Required

Get Order Details

Order IDRequired

New Recipient Added

Mailing List (if not selected, trigger will apply to all recipients)

Add Recipient

Mailing ListRequired

Recipient Full Name

Recipient First Name

Recipient Last Name

Recipient Company

Street or Complete AddressRequired

Address Line 2

City

State / Province

Postal Code

Country Code

Birthday

Email

Phone

Custom Field #1

Custom Field #2

Custom Field #3

Custom Field #4

Send Letter

Recipient First Name

Recipient Last Name

Recipient Full Name

Full Address

Street Address

Unit or Apt (Address Line 2)

City

Postal Code

State / Province

Country Code

Recipient Email

Recipient Phone

Recipient Company Name

Message

Message Template

Message Handwriting Style

Image URL

Image Template

Custom Field #1

Custom Field #2

Custom Field #3

Custom Field #4

Additional Pages URL

Custom Return Name

Custom Return Street

Custom Return Unit or Apt

Custom Return City

Custom Return State

Custom Postal Code

QR Code URL

Sub Account

Send Notecard

Recipient First Name

Recipient Last Name

Recipient Full Name

Full Address

Street Address

Unit or Apt (Address Line 2)