Shorten.REST + NextAgency Integrations

How to connect Shorten.REST + NextAgency

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Supported triggers and actions

What does this mean?
    • Continue From

      An ID returned by a previous query to continue clicks retrieval (see lastId in response)

    • limit

  • NextAgency triggers, actions, and search

    Create Case

    Triggers when a new case is created.

    Try It
    • NameRequired

    • 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

  • Action
    • 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

    • Submitted AtRequired

    • All ResponsesRequired

    • Form NameRequired

    • Form IdRequired


How Shorten.REST + NextAgency Integrations Work

  1. Step 1: Authenticate Shorten.REST and NextAgency.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
shorten-rest logo
shorten-rest logo

About Shorten.REST

Shorten.REST is a flexible, robust, scale-able and transactional URL Shortening app.

Related categories

  • URL Shortener
nextagency logo
nextagency logo

About NextAgency

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

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