NextAgency Integrations

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CRM (Customer Relationship Management)

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Google Forms

Forms & Surveys, Google

Google Sheets

Google, Spreadsheets

Jotform

Forms & Surveys

Formstack

Forms & Surveys

Typeform

Forms & Surveys

Webhooks by Zapier

Developer Tools, Zapier

QuickBooks Online

Accounting

SendHub

Phone & SMS

Gmail

Email, Google

Google Forms

Forms & Surveys, Google

Google Sheets

Google, Spreadsheets

Jotform

Forms & Surveys

Formstack

Forms & Surveys

Typeform

Forms & Surveys

Webhooks by Zapier

Developer Tools, Zapier

Google Forms

Forms & Surveys, Google

Google Sheets

Google, Spreadsheets

Jotform

Forms & Surveys

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Popular ways to use NextAgency workflows

Create NextAgency tasks for new Calendly invitees
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Calendly + NextAgency
More details
When this happens
Step 1: Invitee Created
Then do this
Step 2: Create Task
See Zap details Try it
Create NextAgency tasks for new Calendly invitees
Create NextAgency tasks for new Calendly invitees
Calendly + NextAgency
Create leads in NextAgency for new Google Calendar events
Try it
Google Calendar + NextAgency
More details
When this happens
Step 1: New Event
Then do this
Step 2: Create Lead
See Zap details Try it
Create leads in NextAgency for new Google Calendar events
Create leads in NextAgency for new Google Calendar events
Google Calendar + NextAgency
Add new invitees in Calendly to NextAgency
Try it
Calendly + NextAgency
More details
When this happens
Step 1: Invitee Created
Then do this
Step 2: Create Lead
See Zap details Try it
Add new invitees in Calendly to NextAgency
Add new invitees in Calendly to NextAgency
Calendly + NextAgency
Create tasks in NextAgency for new Zendesk tickets
Premium
Try it
Zendesk + NextAgency
More details
When this happens
Step 1: New Ticket
Then do this
Step 2: Create Task
See Zap details Try it
Create tasks in NextAgency for new Zendesk tickets
Premium
Create tasks in NextAgency for new Zendesk tickets
Zendesk + NextAgency
Add new QuickBooks Online invoices as NextAgency tasks
Premium
Try it
QuickBooks Online + NextAgency
More details
When this happens
Step 1: New Invoice
Then do this
Step 2: Create Task
See Zap details Try it
Add new QuickBooks Online invoices as NextAgency tasks
Premium
Add new QuickBooks Online invoices as NextAgency tasks
QuickBooks Online + NextAgency
Add new files in Dropbox to tasks in NextAgency
Try it
Dropbox + NextAgency
More details
When this happens
Step 1: New File in Folder
Then do this
Step 2: Create Task
See Zap details Try it
Add new files in Dropbox to tasks in NextAgency
Add new files in Dropbox to tasks in NextAgency
Dropbox + NextAgency
Add missed RingCentral calls to new tasks in NextAgency
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RingCentral + NextAgency
More details
When this happens
Step 1: Missed Call
Then do this
Step 2: Create Task
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Add missed RingCentral calls to new tasks in NextAgency
Add missed RingCentral calls to new tasks in NextAgency
RingCentral + NextAgency
Add new Facebook leads to NextAgency
Premium
Try it
Facebook Lead Ads + NextAgency
More details
When this happens
Step 1: New Lead
Then do this
Step 2: Create Lead
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Add new Facebook leads to NextAgency
Premium
Add new Facebook leads to NextAgency
Facebook Lead Ads + NextAgency

Supported triggers and actions

What does this mean?

Create Case
Triggers when a new case is created.
Trigger
Instant
Create Ticket
Triggers when new ticket is created.
Trigger
Instant
Create Lead
will create lead in NextAgency.
Action
Write
Create Task
Will create task in nextagency.
Action
Write
Save Form Stack Entry
Save Form stack Entries
Action
Write
Save Google Form Entry
Save google form entry
Action
Write
Save Type Form Entry
Save Type Form Entry
Action
Write

About NextAgency

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

Related categories

CRM (Customer Relationship Management)

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