Gravity Forms + Better Agency + Slybroadcast Integrations

How to connect Gravity Forms + Better Agency + Slybroadcast

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Do even more with Gravity Forms + Better Agency + Slybroadcast

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 Gravity Forms, Better Agency, and Slybroadcast. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- FormRequired
- Use Admin Field Labels?
Trigger
Instant
Try It
- FormRequired
Action
Write
- Note Type
- Assigned Owner
Trigger
Scheduled
Try It
- Assigned Owner
- Task priority
- Task due date
  Accepted Date Format : MM/DD/YYYY (05/25/2019)
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
- Choose Contact Type
- EmailRequired
- 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

- Campaign Name
  Name of your campaign. This is optional.
- Destination Number(s)Required
  Phone number or numbers you wish to send a voice message to. Multiple phone numbers should be separated by a comma. (Example: 6173999980,6173999981,6173999982, etc.).
- Caller IDRequired
  Phone number that you want the voice mail to come from. This number will appear within the recipient's voice mailbox.
- Campaign Start TimeRequired
  Time will be automatically converted into EST.
- Send to Mobile Phones OnlyRequired
- Audio File Format TypeRequired
- Audio File URLRequired
  WAV file format preferred. 20MB maximum.
- Webhook URL
  URL that will receive call status post backs. Must be URL encoded.
Action
Write

- FormRequired
Action
Write
New Contact Added
Triggers when a new contact is added in Better Agency.
Trigger
Scheduled
Try It
- TagRequired
Trigger
Scheduled
Try It
- Pipeline StageRequired
- Assigned Owner
Trigger
Scheduled
Try It
- Pipeline StageRequired
- Assigned Owner
Trigger
Scheduled
Try It
- Choose Contact Type
- EmailRequired
- First Name
- Last Name
- Phone
- Tag Names
- Lead Source
- Referral Partner
- Policy TypeRequired
- Policy Number
  Policy Number add if lead type is client
- 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
- Campaign Name
  Name of your campaign. This is optional.
- Audio FileRequired
- Destination Number(s)Required
  Phone number or numbers you wish to send a voice message to. Multiple phone numbers should be separated by a comma. (Example: 6173999980,6173999981,6173999982, etc.).
- Caller IDRequired
  Phone number that you want the voice mail to come from. This number will appear within the recipient's voice mailbox.
- Campaign Start TimeRequired
  Time will be automatically converted into EST.
- Send to Mobile Phones OnlyRequired
- Webhook URL
  URL that will receive call status post backs. Must be URL encoded.
Action
Write

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How Gravity Forms + Better Agency + Slybroadcast Integrations Work

Step 1: Authenticate Gravity Forms, Better Agency, and Slybroadcast.
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.

Connect apps

Connect Gravity Forms + Better Agency + Slybroadcast

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Learn more

Related categories

Similar apps

Formdesk

Forms & Surveys

Zoho Creator

App Builder, Zoho

Formidable Forms

Forms & Surveys, WordPress

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

Related categories

Marketing

About Slybroadcast

Slybroadcast is an application that allows you to send a voice message directly to the voice-mailboxes of thousands of phones, within minutes.

Learn more

Related categories

Phone & SMS

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Gravity Forms + Better Agency + Slybroadcast Integrations

How to connect Gravity Forms + Better Agency + Slybroadcast

Do even more with Gravity Forms + Better Agency + Slybroadcast

Form Submission

Use Admin Field Labels?

Submit Form

FormRequired

New Note Created

Note Type

Assigned Owner

New Task Created

Assigned Owner

Task priority

Task due date

Renewal Pipeline Stage Move

Pipeline StageRequired

Assigned Owner

Create Service Request

Choose TypeRequired

Who Initiated The Claim? (Only for claim request)

Email

Policy Type

Ticket TitleRequired

Ticket NoteRequired

Assign Owner

Start Campaign

Create/Update a Prospect

Choose Contact Type

EmailRequired

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

Start New Campaign Using an Audio URL

Campaign Name

Destination Number(s)Required

Caller IDRequired

Campaign Start TimeRequired

Send to Mobile Phones OnlyRequired

Audio File Format TypeRequired

Audio File URLRequired

Webhook URL

Create Entry

FormRequired

New Contact Added

New Tag Added to Contact

TagRequired

Opportunity Stage Move

Pipeline StageRequired

Assigned Owner

Service Pipeline Stage Move

Pipeline StageRequired

Assigned Owner

Create/Update a Client

Choose Contact Type

EmailRequired

First Name