NextAgency + Wix Automations Integrations
How to connect NextAgency + Wix Automations
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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
- Save Type Form EntrySave Type Form EntryAction
Automation RuleUses of your pre-defined automation rules as a trigger.Trigger
How NextAgency + Wix Automations Integrations Work
- Step 1: Authenticate NextAgency and Wix Automations.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 NextAgency
NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.
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About Wix Automations
Wix Automations uses actions visitors do on your site, like submit a form, sign up, or purchase, to trigger actions like sending an email or a chat message & more.
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