Loading

AgencyZoom + Typeform

Create service requests in AgencyZoom for new Typeform entries

Effortlessly streamline your service request process with this efficient workflow. When a new entry is submitted through Typeform, this automation creates a service request in AgencyZoom for seamless management. Save time, reduce manual workload, and ensure a smooth service request experience for both you and your clients.

Effortlessly streamline your service request process with this efficient workflow. When a new entry is submitted through Typeform, this automation creates a service request in AgencyZoom for seamless management. Save time, reduce manual workload, and ensure a smooth service request experience for both you and your clients.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Service Request

    Create a service request in Agencyzoom.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Form To DuplicateRequired

    • Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)

    • Title of Your Duplicate Form (leave blank for same title)

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • AgencyZoom triggers, actions, and search

    Lead Created

    Triggers when a new Lead is added.

    Trigger
    Instant
    Try It
    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • FormRequired

    • responses submitted since the specified date and time.

    • responses submitted until the specified date and time.

    • search for responses that include the specified string.

    • search for responses that are complete.

    • maximum number of responses to fetch (default: 25, max: 1000)

    Action
    Search
  • AgencyZoom triggers, actions, and search

    Lead Status Change

    Triggers when the status of a Lead changes.

    Trigger
    Instant
    Try It
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

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 integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Related categories

Similar apps

Wufoo integrationsWufoo integrations

Wufoo

Forms & Surveys
Formstack integrationsFormstack integrations

Formstack

Forms & Surveys
Jotform integrationsJotform integrations

Jotform

Forms & Surveys