Connect Motion.io to Better Agency and automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Motion.io with Better Agency - no code necessary. See how you can get setup in minutes.

Select a trigger from Motion.io

A trigger is an event that starts your Zap and runs the workflow. For example, with Motion.io, a trigger could be "Client Chat Message."

A trigger is the event that kicks off your automated workflow.

Setup an action from Better Agency

An action is what takes place after the automation is triggered. For example, with Better Agency, the action could be "Create Service Request."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Motion.io to Better Agency

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Motion.io and Better Agency to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Motion.io and Better Agency to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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.

Client Chat Message
Triggers when a client adds a message in a project's chat
Trigger
Instant
Try It
- Form
  Required
Trigger
Instant
Try It
Ticket Message
Triggers when someone adds a message to a helpdesk ticket
Trigger
Instant
Try It
- Portal Name
- Project Owner
- Client Email
- Client Name
- Immediately assign tasks to client(s)?
- Tags
- Custom field values
Action
Write
- Portal Name
- Task Title
  Required
- Task Description
- Client Email
- Client Name
- Status
  Required
Action
Write

New Contact Added
Triggers when a new contact is added in Better Agency.
Trigger
Scheduled
Try It
- Tag
  Required
Trigger
Scheduled
Try It

- Pipeline Stage
  Required
- Assigned Owner
Trigger
Scheduled
Try It
- Pipeline Stage
  Required
- Assigned Owner
Trigger
Scheduled
Try It
- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Lead Source
- Referral Partner
- Policy Type
- 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

File Uploaded
Triggers when a file is uploaded to a portal.
Trigger
Instant
Try It
Task Status Change
Triggers when the status of a client task changes.
Trigger
Instant
Try It
Helpdesk Ticket Submission
Triggers when a client submits a helpdesk ticket
Trigger
Instant
Try It
- Portal Name
- Task Title
  Required
- Task Description
- Client Email
- Client Name
- Files
- Filenames
- Files need approval?
- Active?
  Required
- Assign all clients to task?
- Due Date
- Enable reminder emails?
- Internal Task?
Action
Write
- Field to search against
  Required
- Search
  Required
- Exact Match
  Required
Action
Write
- Note Type
- Assigned Owner
Trigger
Scheduled
Try It
- Assigned Owner
- Task priority
- Due Date
Trigger
Scheduled
Try It
- Pipeline Stage
  Required
- Assigned Owner
Trigger
Scheduled
Try It
- Choose Type
  Required
- Who Initiated The Claim? (Only for claim request)
- Email
- Policy Type
- Ticket Title
  Required
- Ticket Note
  Required
- 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

About Motion.io

Motion.io is a client onboarding platform that helps you get what you need from clients to keep your projects moving.

Related categories

Project Management

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

Related categories

Marketing

Connect Motion.io to Better Agency on the world's largest no-code automation platform

Sign up with Google