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Better Agency + EZLynx + Google Docs Integrations

How to connect Better Agency + EZLynx + Google Docs

Zapier lets you send info between Better Agency and EZLynx and Google Docs automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
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Do even more with Better Agency + EZLynx + Google Docs

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Better Agency, EZLynx, and Google Docs. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

  • Better Agency triggers, actions, and search

    New Contact Added

    Triggers when a new contact is added in Better Agency.

    Trigger
    Polling
    Try It
    • TagRequired

    Trigger
    Polling
    Try It
    • Pipeline StageRequired

    • Assigned Owner

    Trigger
    Polling
    Try It
    • Pipeline StageRequired

    • Assigned Owner

    Trigger
    Polling
    Try It
    • Note Type

    • Assigned Owner

    Trigger
    Polling
    Try It
    • Assigned Owner

    • Task priority

    • Task due date

    Trigger
    Polling
    Try It
    • Pipeline StageRequired

    • Assigned Owner

    Trigger
    Polling
    Try It
    • Choose TypeRequired

    • Who Initiated The Claim? (Only for claim request)

    • Email

    • Policy Type

    • Ticket TitleRequired

    • Ticket NoteRequired

    • Assign Owner

    • Start Campaign

    Action
    Write

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How Better Agency + EZLynx + Google Docs Integrations Work

  1. Step 1: Authenticate Better Agency, EZLynx, and Google Docs.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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better-agency logo

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

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ezlynx logo

About EZLynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.
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google-docs logo

About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

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