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Better Agency + Google Docs + EZLynx Integrations

How to connect Better Agency + Google Docs + EZLynx

Zapier lets you send info between Better Agency and Google Docs and EZLynx automatically—no code required. With 6,000+ 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 + Google Docs + EZLynx

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, Google Docs, and EZLynx. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • Assigned Owner

    • Task priority

    • Task due date

    Trigger
    Scheduled
    Try It
    • Pipeline StageRequired

    • Assigned Owner

    Trigger
    Scheduled
    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 + Google Docs + EZLynx Integrations Work

  1. Step 1: Authenticate Better Agency, Google Docs, and EZLynx.
    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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About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
Learn more

Related categories

  • Marketing
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About EZLynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.

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