AgencyZoom + DONNA
Create tasks in AgencyZoom from new records in DONNA insights
Streamline your workflow with this automation. When a new record appears in the DONNA app, a task will be created instantly within AgencyZoom. This integration simplifies your task management, allowing you to focus on the most important aspects of your work.
Streamline your workflow with this automation. When a new record appears in the DONNA app, a task will be created instantly within AgencyZoom. This integration simplifies your task management, allowing you to focus on the most important aspects of your work.
- When this happens...New Record in Insight
Triggers when a new record has appeared in the insight chosen or created by you.
- automatically do this!Create Task
Create a task in Agencyzoom.
- Free forever for core features
- 14 day trial for premium features & apps
Insight name
Donna Channel NameRequired
Try ItNew Rolling 30 Day Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account
Try ItNew Rolling 30 Day Insight for Home Cross Sell
New Record in Insight defined for Home Cross Sell for Auto Insurance Account.
Try ItLead Status Change
Triggers when the status of a Lead changes.
Try It
New Campaign Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account.
Try ItNew Campaign Insight for Home Cross Sell
New Record in Insight defined for Home Cross Sell for Auto Insurance Account
Try ItLead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try It
