Connect Great AEP and NextAgency to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Great AEP and NextAgency together. Build enterprise-grade automation in minutes.

Our most popular template

Create leads and tasks in NextAgency from new Great AEP appointments
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Great AEP + NextAgency

Create leads and tasks in NextAgency from new Great AEP appointments

Details

Try it

Great AEP + NextAgency

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Great AEP with NextAgency - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Appointment" from Great AEP.

Add your action

An action happens after the trigger—such as "Create Lead" in NextAgency.

You’re connected!

Zapier seamlessly connects Great AEP and NextAgency, automating your workflow.

Supported triggers and actions

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.

New Appointment
Triggers when a new appointment is created in Great AEP.
Trigger
Polling
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- Select Campaign
  Required
- 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
- Name
  Required
- Last Name
- Contact First Name
- Contact Last Name
- Email
  Required
- Phone Number
  Required
- Lead Source
- Market Segment
  Required
- Custom Fields
Action
Write

- All Responses
  Required
- Submitted At
  Required
- Form Id
- Form Name
  Required
Action
Write
- All Responses
  Required
- Submitted At
  Required
- Form Id
  Required
- Form Name
  Required
Action
Write

Fetch Signed Documents
Triggers when a new documentation is signed in Great AEP.
Trigger
Polling
Try It
- Select Campaign
  Required
- 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
- Title
  Required
- Stage
- Priority
- Location
- Assigned To
- Case Name
  Required
- Due Date
- Body
- Tags
- Task Type
Action
Write
- Submitted At
  Required
- All Responses
  Required
- Form Name
  Required
- Form Id
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Great AEP and NextAgency to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Great AEP to NextAgency integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Great AEP

Great AEP is automated scheduling for insurance agents.

HelpHelp

Related categories

Scheduling & Booking

About NextAgency

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Connect Great AEP and NextAgency to power AI-driven automation

Launch your first automated workflow

Create leads and tasks in NextAgency from new Great AEP appointments

Create leads and tasks in NextAgency from new Great AEP appointments

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Great AEP and NextAgency to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Great AEP to NextAgency on the world's largest no-code automation platform