Next + NextAgency Integrations
How to connect Next + NextAgency
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New NotificationTriggers on a new notification.Trigger- Upload DocumentUploads a document.Action
Create CaseTriggers when a new case is created.Trigger- Create TicketTriggers when new ticket is created.Trigger
- Create Leadwill create lead in NextAgency.Action
- Create TaskWill create task in nextagency.Action
- Save Form Stack EntrySave Form stack EntriesAction
- Save Google Form EntrySave google form entryAction
- NextAgency
Save Type Form Entry
Scheduled
Action
How Next + NextAgency Integrations Work
- Step 1: Authenticate Next and NextAgency.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.
About Next
Next is a new Cloud-based Compliance platform for educational and vocational (and other) institutions.
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About NextAgency
NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.
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