Connect BackNine Insurance and Better Agency to power AI-driven automation
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How Zapier works
Zapier makes it easy to integrate BackNine Insurance with Better Agency - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Case Created or Updated" from BackNine Insurance.
Add your action
An action happens after the trigger—such as "Create Service Request" in Better Agency.
You’re connected!
Zapier seamlessly connects BackNine Insurance and Better Agency, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Case Created or Updated
Triggers when a case is created or updated
Try ItTriggerInstant - Quote and Apply Application Created With Insured
Triggers when a Quote and Apply Application obtains contact information for the insured.
Try ItTriggerInstant - Note Type
- Assigned Owner
Try ItTriggerPolling- Assigned Owner
- Task priority
- Task due date
Try ItTriggerPolling
- Quote and Apply Application Updated
Triggers when a Quote and Apply Application is updated.
Try ItTriggerInstant - New Contact Added
Triggers when a new contact is added in Better Agency.
Try ItTriggerPolling - TagRequired
Try ItTriggerPolling- Pipeline StageRequired
- Assigned Owner
Try ItTriggerPolling
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