Great AEP + NextAgency

Great AEP + NextAgency integrations

Create leads and tasks in NextAgency from new Great AEP appointments

Great AEP automates appointment scheduling for insurance agents. With this integration, you can keep track of new appointments scheduled by Great AEP within NextAgency. Appointments with prospects show up on your calendar and NextAgency without any data entry!

When this happens...
New AppointmentTriggers when a new appointment is created in Great AEP.
TriggerPolling
automatically do this...
Create Leadwill create lead in NextAgency.
ActionWrite
then do this!
Create TaskWill create task in nextagency.
ActionWrite

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More things you can do with Great AEP and NextAgency

Discover other triggers and actions you can use with Great AEP and NextAgency

New Appointment
Triggers when a new appointment is created in Great AEP.
Trigger
Polling
Try It
- Select Campaign
  Required
- First Name
- Last Name
- Email
- Phone Number
Action
Write
- Email
- Phone Number
Action
Write
Create Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Name
  Required
- Last Name
- Contact First Name
- Contact Last Name
- Email
  Required
- Phone Number
  Required
- Lead Source
- Market Segment
  Required
- Custom Fields
Action
Write

- All Responses
  Required
- Submitted At
  Required
- Form Id
- Form Name
  Required
Action
Write
- All Responses
  Required
- Submitted At
  Required
- Form Id
  Required
- Form Name
  Required
Action
Write

Fetch Signed Documents
Triggers when a new documentation is signed in Great AEP.
Trigger
Polling
Try It
- Select Campaign
  Required
- Email
- Phone Number
Action
Write
Create Case
Triggers when a new case is created.
Trigger
Instant
Try It
Create Ticket
Triggers when new ticket is created.
Trigger
Instant
Try It
- Title
  Required
- Stage
- Priority
- Location
- Assigned To
- Case Name
  Required
- Due Date
- Body
- Tags
- Task Type
Action
Write
- Submitted At
  Required
- All Responses
  Required
- Form Name
  Required
- Form Id
  Required
Action
Write

About Great AEP

Great AEP is automated scheduling for insurance agents.

HelpHelp

Related categories

Scheduling & Booking

About NextAgency

NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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