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NextAgency Integrations

CRM (Customer Relationship Management)

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Integrate Google Sheets with NextAgencyIntegrate Google Sheets with NextAgency

Google Sheets

Google, Spreadsheets
Integrate Jotform with NextAgencyIntegrate Jotform with NextAgency

Jotform

Forms & Surveys
Integrate Calendly with NextAgencyIntegrate Calendly with NextAgency

Calendly

Scheduling & Booking
Integrate Google Forms with NextAgencyIntegrate Google Forms with NextAgency

Google Forms

Forms & Surveys, Google
Integrate Formstack with NextAgencyIntegrate Formstack with NextAgency

Formstack

Forms & Surveys
Integrate Webhooks by Zapier with NextAgencyIntegrate Webhooks by Zapier with NextAgency

Webhooks by Zapier

Developer Tools, Zapier
Integrate QuickBooks Online with NextAgencyIntegrate QuickBooks Online with NextAgency

QuickBooks Online

Accounting
Integrate SendHub with NextAgencyIntegrate SendHub with NextAgency

SendHub

Phone & SMS
Integrate Gmail with NextAgencyIntegrate Gmail with NextAgency

Gmail

Email, Google
Integrate Google Sheets with NextAgencyIntegrate Google Sheets with NextAgency

Google Sheets

Google, Spreadsheets
Integrate Jotform with NextAgencyIntegrate Jotform with NextAgency

Jotform

Forms & Surveys
Integrate Calendly with NextAgencyIntegrate Calendly with NextAgency

Calendly

Scheduling & Booking
Integrate Google Forms with NextAgencyIntegrate Google Forms with NextAgency

Google Forms

Forms & Surveys, Google
Integrate Formstack with NextAgencyIntegrate Formstack with NextAgency

Formstack

Forms & Surveys
Integrate Webhooks by Zapier with NextAgencyIntegrate Webhooks by Zapier with NextAgency

Webhooks by Zapier

Developer Tools, Zapier
Integrate Google Sheets with NextAgencyIntegrate Google Sheets with NextAgency

Google Sheets

Google, Spreadsheets
Integrate Jotform with NextAgencyIntegrate Jotform with NextAgency

Jotform

Forms & Surveys
Integrate Calendly with NextAgencyIntegrate Calendly with NextAgency

Calendly

Scheduling & Booking
Integrate Google Forms with NextAgencyIntegrate Google Forms with NextAgency

Google Forms

Forms & Surveys, Google
Integrate Formstack with NextAgencyIntegrate Formstack with NextAgency

Formstack

Forms & Surveys
Integrate Webhooks by Zapier with NextAgencyIntegrate Webhooks by Zapier with NextAgency

Webhooks by Zapier

Developer Tools, Zapier
Integrate QuickBooks Online with NextAgencyIntegrate QuickBooks Online with NextAgency

QuickBooks Online

Accounting
Integrate SendHub with NextAgencyIntegrate SendHub with NextAgency

SendHub

Phone & SMS
Integrate Gmail with NextAgencyIntegrate Gmail with NextAgency

Gmail

Email, Google

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Quickly automate NextAgency integrations with Zapier's templates

  • Create NextAgency tasks for new Calendly invitees

    Details
    • Calendly logo
    • NextAgency logo
    Calendly + NextAgency
  • Create leads in NextAgency for new Google Calendar events

    • Google Calendar logo
    • NextAgency logo
    Google Calendar + NextAgency
  • Add new invitees in Calendly to NextAgency

    • Calendly logo
    • NextAgency logo
    Calendly + NextAgency
  • Create tasks in NextAgency for new Zendesk tickets

    Premium
    Details
    • Zendesk logo
    • NextAgency logo
    Zendesk + NextAgency
  • Add new QuickBooks Online invoices as NextAgency tasks

    Premium
    Details
    • QuickBooks Online logo
    • NextAgency logo
    QuickBooks Online + NextAgency
  • Add new files in Dropbox to tasks in NextAgency

    • Dropbox logo
    • NextAgency logo
    Dropbox + NextAgency
  • Add missed RingCentral calls to new tasks in NextAgency

    • RingCentral logo
    • NextAgency logo
    RingCentral + NextAgency
  • Add new Facebook leads to NextAgency

    Premium
    Details
    • Facebook Lead Ads logo
    • NextAgency logo
    Facebook Lead Ads + NextAgency

Create NextAgency tasks for new Calendly invitees

Try it
  • Calendly logo
  • NextAgency logo
Calendly + NextAgency

Create leads in NextAgency for new Google Calendar events

  • Google Calendar logo
  • NextAgency logo
Google Calendar + NextAgency

Add new invitees in Calendly to NextAgency

  • Calendly logo
  • NextAgency logo
Calendly + NextAgency

Create tasks in NextAgency for new Zendesk tickets

Premium
Details
  • Zendesk logo
  • NextAgency logo
Zendesk + NextAgency

Add new QuickBooks Online invoices as NextAgency tasks

Premium
Details
  • QuickBooks Online logo
  • NextAgency logo
QuickBooks Online + NextAgency

Add new files in Dropbox to tasks in NextAgency

  • Dropbox logo
  • NextAgency logo
Dropbox + NextAgency

Add missed RingCentral calls to new tasks in NextAgency

  • RingCentral logo
  • NextAgency logo
RingCentral + NextAgency

Add new Facebook leads to NextAgency

Premium
Details
  • Facebook Lead Ads logo
  • NextAgency logo
Facebook Lead Ads + NextAgency

Supported triggers and actions

What does this mean?
  • NextAgency triggers, actions, and search

    Create Case

    Triggers when a new case is created.

    Trigger
    Instant
    Try It
    • NameRequired

    • Last Name

    • Contact First Name

    • Contact Last Name

    • EmailRequired

    • Phone NumberRequired

    • Lead Source

    • Market SegmentRequired

    • Custom Fields

    Action
    Write
    • All ResponsesRequired

    • Submitted AtRequired

    • Form Id

    • Form NameRequired

    Action
    Write
    • All ResponsesRequired

    • Submitted AtRequired

    • Form IdRequired

    • Form NameRequired

    Action
    Write
    • TitleRequired

    • Stage

      Should be one of following to do, in progress, waiting, completed, deferred

    • Priority

      Should be from 0 to 99

    • Location

    • Assigned To

      Name/email of 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

    Action
    Write
    • Submitted AtRequired

    • All ResponsesRequired

    • Form NameRequired

    • Form IdRequired

    Action
    Write
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nextagency logo

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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