AgencyZoom + Trello

Create Trello cards for new policies sold in AgencyZoom

Stay organized and efficient with this workflow that connects AgencyZoom and Trello. Whenever a new policy is sold in AgencyZoom, a card will be created in Trello. This seamless connection allows you to keep track of your sales in a more visual and manageable way, streamlining your sales process and enhancing your productivity.

When this happens...
New Policy Sold
Triggers when a new policy is sold.
TriggerInstant
automatically do this!
Create Card
Adds a new card on a specific board and list.
ActionWrite

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Supported triggers and actions

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 NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write

- Service RequestRequired
- SummaryRequired
- Description
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- csrRequired
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

New Board
Triggers when a new board is added.
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Polling
Try It
- ActivityRequired
- Board ID
- List ID
- Card ID
Trigger
Instant
Try It
- Info
- Board ID
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Polling
Try It
- Board IDRequired
Trigger
Polling
Try It
- Board IDRequired
- Label ID
Trigger
Instant
Try It
- Board IDRequired
Trigger
Polling
Try It
- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- Checklist Item NameRequired
- Checklist Item Position
Action
Write
- Organization ID
- NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board ID
- List ID
- Card IDRequired
- File Attachments
- URL Attachments
Action
Write
- Board IDRequired
- From List ID
- Card IDRequired
- To Board ID
- To List IDRequired
Action
Write
- Board ID
- List ID
- Card IDRequired
- Card Name
- Card Description
- Overwrite Description
- Card Start Date
- Card Due Date
- Due Complete
- Card Position
- Card Closed
- Cover Info
- Card Color
- Brightness
- Attachment ID
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board ID
- List ID
- Card IDRequired
- Checklist NameRequired
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Write
- Board ID
- List ID
- Card IDRequired
- Comment TextRequired
Action
Write
- Board IDRequired
- NameRequired
- Organization ID
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board IDRequired
- Label NameRequired
- Color
Action
Write
- Board IDRequired
- List ID
- Card IDRequired
- Label IDRequired
Action
Write
- Board IDRequired
Action
Search
- Board IDRequired
- List NameRequired
Action
Search
- Card IDRequired
Action
Search
- Checklist IDRequired
Action
Search
- Checklist IDRequired
- Checklist Item IDRequired
Action
Search
- List IDRequired
Action
Search
- Organization IDRequired
- Board NameRequired
Action
Search
- Trello Query StringRequired
- Organization ID
- Cards Limit
Action
Search
- Organization IDRequired
- Member NameRequired
Action
Search
- Board IDRequired
- List NameRequired
Action
Search or write
- Organization IDRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or 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
- 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
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search
- Board ID
- List ID
- Filter
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Instant
Try It
- Board ID
- Card ID
Trigger
Instant
Try It
- Board IDRequired
Trigger
Polling
Try It
- Board IDRequired
Trigger
Polling
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Polling
Try It
- Board IDRequired
- Member IDRequired
- Membership TypeRequired
- Allow Billable Guest
Action
Write
- Board ID
- List ID
- Card IDRequired
Action
Write
- Board IDRequired
- Label IDRequired
- List ID
- Card IDRequired
Action
Write
- Board IDRequired
- Member ID(s)Required
- List ID
- Card IDRequired
Action
Write
- Board IDRequired
- List IDRequired
- NameRequired
- Description
- Label ID
- Custom Labels
- Card Position
- Member ID(s)
- Start Date
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
- Cover Info
- Card Color
- Brightness
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board IDRequired
Action
Write
- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- Checklist Item IDRequired
Action
Write
- Board ID
- List ID
- Card ID
- Checklist IDRequired
Action
Write
- BoardRequired
- NameRequired
Action
Write
- Action IDRequired
Action
Search
- Board IDRequired
- Label NameRequired
Action
Search
- Card IDRequired
Action
Search
- Board IDRequired
- List ID
- Card ID
- SearchRequired
Action
Search
- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- SearchRequired
Action
Search
- Label IDRequired
Action
Search
- Member IDRequired
Action
Search
- Organization IDRequired
Action
Search
- Organization
- Board
- List Name
- Keyword
- Member
- Label
- Due Date Filter
- Has Filter
- Only Starred Boards
- Open Cards Only
- Cards Limit
Action
Search
- Board IDRequired
- Label NameRequired
- Color
Action
Search or write
- Board IDRequired
- List ID
- Card IDRequired
- SearchRequired
- Checklist NameRequired
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Search or write

About AgencyZoom

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Learn more

Related categories

Project Management

Similar apps

Related Zap Templates

Create new Trello cards from newly created service requests in AgencyZoom

Related Zap Templates

Create new Trello cards from newly created service requests in AgencyZoom

AgencyZoom + Trello

Create Trello cards for new policies sold in AgencyZoom

Lead Created

New Policy Sold

Service Request Status Change

Create Business Lead

Update Lead

Update Service Request

Find a Lead

New Board

New Card Archived

New Activity

Card Due

New Checklist

New Label Added to Card

New Member on Board

Create Checklist Item in Card

Create Board

Add Attachment to Card

Move Card to List

Update Card

Add Checklist to Card

Create Comment

Copy Board

Create Label

Remove Label From Card

Find Board by ID

Find List on a Board

Find Card by ID

Find Checklist by ID

Find Checklist Item by ID

Find List by ID

Find Board

Find Card by Custom Query

Find Member

Find or Create List on a Board

Find or Create Board

Lead Status Change

Service Request Created

Create a Note

Create Personal Lead

Create Service Request

Create Task

Find Service Request

New Card

New Comment in Card

Card Moved to List

Card Updated

New Label

New List

New Notification

Add Member to Board

Archive Card

Add Label to Card

Add Members to Card

Create Card

Close Board

Complete Checklist Item in Card

Delete Checklist in Card

Create List

Find Action by ID

Find Label on Board

Find Card Attachments by Card ID

Find Checklist

Find Checklist Item

Find Label by ID

Find Member by ID

Find Organization by ID

Find Card

Find or Create Label

Find or Create Checklist

About AgencyZoom

Related categories

Similar apps

Zapier Forms

About Trello

Related categories

Similar apps

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