NextAgency Integrations
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Developer Tools, ZapierGoogle Sheets
Google, SpreadsheetsJotform
Forms & SurveysCalendly
Scheduling & BookingGoogle Forms
Forms & Surveys, GoogleFormstack
Forms & SurveysWebhooks by Zapier
Developer Tools, ZapierQuickBooks Online
AccountingSendHub
Phone & SMSGmail
Email, GoogleTop companies trust Zapier to automate work and free up time
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Create Case
Triggers when a new case is created.
Try ItNameRequired
Last Name
Contact First Name
Contact Last Name
EmailRequired
Phone NumberRequired
Lead Source
Market SegmentRequired
Custom Fields
All ResponsesRequired
Submitted AtRequired
Form Id
Form NameRequired
All ResponsesRequired
Submitted AtRequired
Form IdRequired
Form NameRequired
Create Ticket
Triggers when new ticket is created.
Try ItTitleRequired
Stage
Should be one of following
to do,in progress,waiting,completed,deferredPriority
Should be from 0 to 99
Location
Assigned To
Name/emailof the user in Nextagency, which you want to assign this task.Case NameRequired
Case name in which you want to add this task.
Due Date
Date should be in format
mm/dd/yyyy, if date is invalid then system will automatically set it to 1 day from creation of task.Body
Tags
Tags which you want to attach with this task. ( should be comma separated )
Task Type
Should be one of following
Appointment,Contact,Follow-up,Information,Research,Service Issue,Other
Submitted AtRequired
All ResponsesRequired
Form NameRequired
Form IdRequired
About NextAgency
NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.
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