Great AEP + NextAgency

Create leads and tasks in NextAgency from new Great AEP appointments

Great AEP automates appointment scheduling for insurance agents. With this integration, you can keep track of new appointments scheduled by Great AEP within NextAgency. Appointments with prospects show up on your calendar and NextAgency without any data entry!

When this happens...
New Appointment
Triggers when a new appointment is created in Great AEP.
TriggerPolling
automatically do this...
Create Lead
will create lead in NextAgency.
ActionWrite
then do this!
Create Task
Will create task in nextagency.
ActionWrite

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Supported triggers and actions

New Appointment
Triggers when a new appointment is created in Great AEP.
Trigger
Polling
Try It
- Select CampaignRequired
- First Name
- Last Name
- Email
- Phone Number
Action
Write
- Email
- Phone Number
Action
Write
Create Contact
Triggers when a new contact 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

Fetch Signed Documents
Triggers when a new documentation is signed in Great AEP.
Trigger
Polling
Try It
- Select CampaignRequired
- Email
- Phone Number
Action
Write
Create Case
Triggers when a new case is created.
Trigger
Instant
Try It
Create Ticket
Triggers when new ticket is created.
Trigger
Instant
Try It
- TitleRequired
- Stage
- Priority
- Location
- Assigned To
- Case NameRequired
- Due Date
- Body
- Tags
- Task Type
Action
Write
- Submitted AtRequired
- All ResponsesRequired
- Form NameRequired
- Form IdRequired
Action
Write