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Create or update prospects in Better Agency when new company flags are created in InsuranceXDate
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Save
- Contacted
- Quoting
- Written
- Nextyear
- Followup
- Appt
Try ItTriggerInstant- UidRequired
ActionSearch
- UidRequired
ActionSearch- NameRequired
- AddressRequired
- StateRequired
ActionSearch
InsuranceXDate Help & Support
Common questions
Related categories