Create integrations between Tango and AgencyZoom to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
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.
- AccountRequired
Try It- Lead Created
Triggers when a new Lead is added.
Try It - New Policy Sold
Triggers when a new policy is sold.
Try It - Business NameRequired
- Contact Name
- Platform Customer NameRequired
- Platform Account NameRequired
- Reward TypeRequired
- AmountRequired
- Recipient First NameRequired
- Recipient Last Name
- Recipient Email AddressRequired
- Email Template ID
- Message
- Notes
- Lead Status Change
Triggers when the status of a Lead changes.
Try It - TitleRequired
- Lead contact emailRequired
- Activity noteRequired
- Business NameRequired
Related categories
Related categories