Better Agency + Wufoo + Formly Integrations

How to connect Better Agency + Wufoo + Formly

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Do even more with Better Agency + Wufoo + Formly

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, Wufoo, and Formly. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Contact Added
Triggers when a new contact is added in Better Agency.
Trigger
Scheduled
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- TagRequired
Trigger
Scheduled
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- Pipeline StageRequired
- Assigned Owner
Trigger
Scheduled
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- Pipeline StageRequired
- Assigned Owner
Trigger
Scheduled
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- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Lead Source
- Referral Partner
- Policy TypeRequired
- 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

- FormRequired
Trigger
Scheduled
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New Form
Triggers when you build a new form.
Trigger
Scheduled
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- FormRequired
Trigger
Instant
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- Form HashRequired
Action
Write
- Select FormRequired
- Include Disqualified Leads?Required
Trigger
Scheduled
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- Note Type
- Assigned Owner
Trigger
Scheduled
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- Assigned Owner
- Task priority
- Task due date
Trigger
Scheduled
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- Pipeline StageRequired
- Assigned Owner
Trigger
Scheduled
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- Choose TypeRequired
- Who Initiated The Claim? (Only for claim request)
- Email
- Policy Type
- Ticket TitleRequired
- Ticket NoteRequired
- 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
- FormRequired
Trigger
Scheduled
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- Form Hash
Trigger
Instant
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- Form HashRequired
Action
Write
- Form HashRequired
- Field TitleRequired
- Search ValueRequired
Action
Search

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How Better Agency + Wufoo + Formly Integrations Work

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