NextAgency Integrations

Name: Zapier
Availability: InStock

Put NextAgency to work with AI and enterprise-grade automation

Automate smarter with NextAgency and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Google Forms (Legacy)

Forms & Surveys, Google

Google Forms

Forms & Surveys, Google

Zoho CRM

CRM (Customer Relationship Management), Zoho

Formstack

Forms & Surveys

SuiteDash

Project Management

InvestNext

CRM (Customer Relationship Management)

Gmail

Email, Google

Slack

Team Chat

HubSpot

Marketing Automation

Google Forms (Legacy)

Forms & Surveys, Google

Google Forms

Forms & Surveys, Google

Zoho CRM

CRM (Customer Relationship Management), Zoho

Formstack

Forms & Surveys

SuiteDash

Project Management

InvestNext

CRM (Customer Relationship Management)

Google Forms (Legacy)

Forms & Surveys, Google

Google Forms

Forms & Surveys, Google

Zoho CRM

CRM (Customer Relationship Management), Zoho

Formstack

Forms & Surveys

SuiteDash

Project Management

InvestNext

CRM (Customer Relationship Management)

Gmail

Email, Google

Slack

Team Chat

HubSpot

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create NextAgency tasks for new Calendly invitees
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Calendly + NextAgency
Create leads in NextAgency for new Google Calendar events
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Google Calendar + NextAgency
Add new invitees in Calendly to NextAgency
Details
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Calendly + NextAgency
Create tasks in NextAgency for new Zendesk tickets
Premium
Details
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Zendesk + NextAgency
Add new QuickBooks Online invoices as NextAgency tasks
Premium
Details
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QuickBooks Online + NextAgency
Add new files in Dropbox to tasks in NextAgency
Details
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Dropbox + NextAgency

Create NextAgency tasks for new Calendly invitees

Details

Try it

Calendly + NextAgency

Create leads in NextAgency for new Google Calendar events

Details

Try it

Google Calendar + NextAgency

Add new invitees in Calendly to NextAgency

Details

Try it

Calendly + NextAgency

Create tasks in NextAgency for new Zendesk tickets

Details

Try it

Zendesk + NextAgency

Add new QuickBooks Online invoices as NextAgency tasks

Details

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QuickBooks Online + NextAgency

Add new files in Dropbox to tasks in NextAgency

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Dropbox + NextAgency

Add missed RingCentral calls to new tasks in NextAgency

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RingCentral + NextAgency

Add new Facebook leads to NextAgency

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Facebook Lead Ads + NextAgency

Create tasks in NextAgency from new files in Google Docs

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Google Docs + NextAgency

Create tasks in NextAgency from new emails in Gmail

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Gmail + NextAgency

Create tasks in NextAgency from new Google Forms responses

Details

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Google Forms + NextAgency

Create tasks in NextAgency from new Google Forms responses

Details

Try it

Google Forms + NextAgency

Add missed RingCentral calls to new tasks in NextAgency
Details
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RingCentral + NextAgency
Add new Facebook leads to NextAgency
Premium
Details
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Facebook Lead Ads + NextAgency
Create tasks in NextAgency from new files in Google Docs
Details
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Google Docs + NextAgency
Create tasks in NextAgency from new emails in Gmail
Details
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Gmail + NextAgency
Create tasks in NextAgency from new Google Forms responses
Details
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Google Forms + NextAgency
Create tasks in NextAgency from new Google Forms responses
Details
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Google Forms + NextAgency

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.

Create Case
Triggers when a new case is created.
Trigger
Instant
Try It
Create Ticket
Triggers when new ticket is created.
Trigger
Instant
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- Title
  Required
- Stage
- Priority
- Location
- Assigned To
- Case Name
  Required
- Due Date
- Body
- Tags
- Task Type
Action
Write
- Submitted At
  Required
- All Responses
  Required
- Form Name
  Required
- Form Id
  Required
Action
Write

Create Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Name
  Required
- Last Name
- Contact First Name
- Contact Last Name
- Email
  Required
- Phone Number
  Required
- Lead Source
- Market Segment
  Required
- Custom Fields
Action
Write
- All Responses
  Required
- Submitted At
  Required
- Form Id
- Form Name
  Required
Action
Write
- All Responses
  Required
- Submitted At
  Required
- Form Id
  Required
- Form Name
  Required
Action
Write

NextAgency Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About NextAgency

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

NextAgency Integrations

Put NextAgency to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create NextAgency tasks for new Calendly invitees

Create leads in NextAgency for new Google Calendar events

Add new invitees in Calendly to NextAgency

Create tasks in NextAgency for new Zendesk tickets

Add new QuickBooks Online invoices as NextAgency tasks

Add new files in Dropbox to tasks in NextAgency

Create NextAgency tasks for new Calendly invitees

Create leads in NextAgency for new Google Calendar events

Add new invitees in Calendly to NextAgency

Create tasks in NextAgency for new Zendesk tickets

Add new QuickBooks Online invoices as NextAgency tasks

Add new files in Dropbox to tasks in NextAgency