AgencyZoom + Schedule by Zapier

Create weekly tasks in AgencyZoom with the Schedule by Zapier app

Automate your task creation process with this handy workflow. When the scheduled day of the week arrives, a new task is generated in AgencyZoom, helping you stay on top of your workload. This process saves you the manual labor of inputting tasks, freeing up time for other important duties. Ideal for those who want a seamless, organized way to manage tasks week by week.

When this happens...
Every Week
Triggers every week, on the day(s) selected.
TriggerInstant
automatically do this!
Create Task
Create a task in Agencyzoom.
ActionWrite

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Supported triggers and actions

- Frequency TypeRequired
- Interval
- Start DateRequired
- Time of DayRequired
- Timezone Override (Optional)
Trigger
Instant
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- Time Offset
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the WeekRequired
- Time of DayRequired
Trigger
Instant
Try It
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
- TitleRequired
- Lead contact emailRequired
- Activity noteRequired
Action
Write

- NameRequired
Action
Write
- Customer NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Action
Write

- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

- Time of DayRequired
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the MonthRequired
- Time of DayRequired
Trigger
Instant
Try It
Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
Try It
- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

Learn more

AgencyZoom + Schedule by Zapier

Create weekly tasks in AgencyZoom with the Schedule by Zapier app

Supported triggers and actions

Custom Frequency

Every Hour

Every Week

Lead Status Change

Create a Note

Create Personal Lead

Create Service Request

Find a Lead

Every Day

Every Month

Lead Created

New Policy Sold

Create Business Lead

Update Lead

Create Task

About AgencyZoom

Related categories

Similar apps

Zapier Interfaces

About Schedule by Zapier

Related categories