Better Agency Integrations

Name: Zapier
Availability: InStock

Put Better Agency to work with AI and enterprise-grade automation

Automate smarter with Better Agency and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Jotform

Forms & Surveys

Giphy

Images & Design

Google Forms (Legacy)

Forms & Surveys, Google

Mailparser

Microsoft Excel

Microsoft, Spreadsheets

Canopy Connect

Website & App Building

LeadConnector

Marketing Automation

InsuranceXDate

Business Intelligence

Wix

Website Builders

Jotform

Forms & Surveys

Giphy

Images & Design

Google Forms (Legacy)

Forms & Surveys, Google

Mailparser

Microsoft Excel

Microsoft, Spreadsheets

Canopy Connect

Website & App Building

Jotform

Forms & Surveys

Giphy

Images & Design

Google Forms (Legacy)

Forms & Surveys, Google

Mailparser

Microsoft Excel

Microsoft, Spreadsheets

Canopy Connect

Website & App Building

LeadConnector

Marketing Automation

InsuranceXDate

Business Intelligence

Wix

Website Builders

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create or update prospects in Better Agency when new company flags are created in InsuranceXDate
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InsuranceXDate + Better Agency
Create/Update clients in Better Agency from new submissions in Jotform
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Jotform + Better Agency
Create Better Agency prospects with new leads in Insurance Website Builder
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Insurance Website Builder + Better Agency
Add prospects to Better Agency from new Gmail emails
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Gmail + Better Agency
Create Google Sheets spreadsheet rows from new opportunity stage moves in Better Agency
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Better Agency + Google Sheets
Send channel messages in Slack for new contacts added in Better Agency
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Better Agency + Slack

Create or update prospects in Better Agency when new company flags are created in InsuranceXDate

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InsuranceXDate + Better Agency

Create/Update clients in Better Agency from new submissions in Jotform

Details

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Jotform + Better Agency

Create Better Agency prospects with new leads in Insurance Website Builder

Details

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Insurance Website Builder + Better Agency

Add prospects to Better Agency from new Gmail emails

Details

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Gmail + Better Agency

Create Google Sheets spreadsheet rows from new opportunity stage moves in Better Agency

Details

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Better Agency + Google Sheets

Send channel messages in Slack for new contacts added in Better Agency

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Better Agency + Slack

Create/Update prospects in Better Agency from new leads in Facebook Leads Ads

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Facebook Lead Ads + Better Agency

Create/Update prospects in Better Agency from new form submissions in Gravity Forms

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Gravity Forms + Better Agency

Create/Update prospects in Better Agency from new appointment in Acuity Scheduling

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Acuity Scheduling + Better Agency

Create personal prospects in EZLynx from new contacts added in Better Agency

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Better Agency + EZLynx

Send text messages in RingCentral for new opportunity stage moves in Better Agency

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Better Agency + RingCentral

Subscribe new Better Agency contacts to Great AEP enrollment campaigns

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Better Agency + Great AEP

Create/Update prospects in Better Agency from new leads in Facebook Leads Ads
Premium
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Facebook Lead Ads + Better Agency
Create/Update prospects in Better Agency from new form submissions in Gravity Forms
Details
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Gravity Forms + Better Agency
Create/Update prospects in Better Agency from new appointment in Acuity Scheduling
Details
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Acuity Scheduling + Better Agency
Create personal prospects in EZLynx from new contacts added in Better Agency
Details
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Better Agency + EZLynx
Send text messages in RingCentral for new opportunity stage moves in Better Agency
Details
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Better Agency + RingCentral
Subscribe new Better Agency contacts to Great AEP enrollment campaigns
Details
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Better Agency + Great AEP

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.

New Contact Added
Triggers when a new contact is added in Better Agency.
Trigger
Polling
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- Tag
  Required
Trigger
Polling
Try It
- Pipeline Stage
  Required
- Assigned Owner
Trigger
Polling
Try It
- Pipeline Stage
  Required
- Assigned Owner
Trigger
Polling
Try It
- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Lead Source
- Referral Partner
- Policy Type
  Required
- Policy Number
- Assign Owner
- Birth Date
- Note Type
- Note
- Street Address
- City
- State
- Zip
- Business Name
- DBA
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State
- Business Zip
Action
Write

- Note Type
- Assigned Owner
Trigger
Polling
Try It
- Assigned Owner
- Task priority
- Task due date
Trigger
Polling
Try It
- Pipeline Stage
  Required
- Assigned Owner
Trigger
Polling
Try It
- Choose Type
  Required
- Who Initiated The Claim? (Only for claim request)
- Email
- Policy Type
- Ticket Title
  Required
- Ticket Note
  Required
- Assign Owner
- Start Campaign
Action
Write
- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Pipeline Stage
- Lead Source
- Referral Partner
- Policy Type
- Campagin
- Assign Owner
- Birth Date
- Note Type
- Note
- Street Address
- City
- State
- Zip
- Sales Title
- Sales Details
- Additional Notes
- Business Name
- DBA
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State
- Business Zip
Action
Write

For builders

Let your AI safely access Better Agency

Go beyond Zap workflows. Install Zapier in your AI to call Better Agency actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Better Agency from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Service Request
Create/Update a Client

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Better Agency actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Better Agency connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "better-agency", owner: "me" });

await zapier.runAction({
  app: 'better-agency',
  action: 'create_service_request',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Better Agency Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

HelpHelp

Related categories

Marketing

Better Agency Integrations

Put Better Agency to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create or update prospects in Better Agency when new company flags are created in InsuranceXDate

Create/Update clients in Better Agency from new submissions in Jotform

Create Better Agency prospects with new leads in Insurance Website Builder

Add prospects to Better Agency from new Gmail emails

Create Google Sheets spreadsheet rows from new opportunity stage moves in Better Agency

Send channel messages in Slack for new contacts added in Better Agency

Create or update prospects in Better Agency when new company flags are created in InsuranceXDate

Create/Update clients in Better Agency from new submissions in Jotform

Create Better Agency prospects with new leads in Insurance Website Builder

Add prospects to Better Agency from new Gmail emails

Create Google Sheets spreadsheet rows from new opportunity stage moves in Better Agency

Send channel messages in Slack for new contacts added in Better Agency

Create/Update prospects in Better Agency from new leads in Facebook Leads Ads

Create/Update prospects in Better Agency from new form submissions in Gravity Forms

Create/Update prospects in Better Agency from new appointment in Acuity Scheduling

Create personal prospects in EZLynx from new contacts added in Better Agency

Send text messages in RingCentral for new opportunity stage moves in Better Agency

Subscribe new Better Agency contacts to Great AEP enrollment campaigns

Create/Update prospects in Better Agency from new leads in Facebook Leads Ads

Create/Update prospects in Better Agency from new form submissions in Gravity Forms

Create/Update prospects in Better Agency from new appointment in Acuity Scheduling

Create personal prospects in EZLynx from new contacts added in Better Agency

Send text messages in RingCentral for new opportunity stage moves in Better Agency

Subscribe new Better Agency contacts to Great AEP enrollment campaigns

Let your AI safely access Better Agency

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Better Agency Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Better Agency Integrations

Popular Better Agency Integrations

Connect Your App Accounts to Zapier