AgencyZoom + MessageDesk

Create notes in AgencyZoom for every new message received in MessageDesk

Activate this workflow, and every time you receive a new message in MessageDesk, a corresponding note will be created in AgencyZoom. This one-swoop process ensures all your important communications are documented and easily accessible, keeping you organized and responsive. Perfect for businesses looking to streamline their digital communication and note-taking routines.

When this happens...
Message Received
Triggers when a new message is received.
TriggerInstant
automatically do this!
Create a Note
Create a note for a lead or a customer.
ActionWrite

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Supported triggers and actions

- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Phone NumberRequired
Action
Write

- WorkspaceRequired
- Phone NumberRequired
Action
Write
- WorkspaceRequired
- Phone NumberRequired
Action
Write

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

- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Contact Phone NumberRequired
- Contact First Name
- Contact Last Name
- Contact Email Address
- Extension Value
Action
Write
- Phone NumberRequired
- Message TextRequired
- WorkspaceRequired
- DateRequired
- Before/AfterRequired
- DaysRequired
- Time of DayRequired
- TimezoneRequired
Action
Write
- WorkspaceRequired
- Message TextRequired
- Phone NumberRequired
- Create ContactRequired
Action
Write
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

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 MessageDesk

MessageDesk is a text messaging service that allows you to schedule text messages, save templates, automate recurring message sends, send out mass broadcast sends and more

Related categories

Communication

Related Zap Templates

Create or update MessageDesk contacts when new leads are generated in AgencyZoom

Create tasks in AgencyZoom when new messages are received in MessageDesk

Add or update MessageDesk contacts every time new policies are sold in AgencyZoom

AgencyZoom + MessageDesk

Create notes in AgencyZoom for every new message received in MessageDesk

Supported triggers and actions

Chatbot Form Submitted

Contact Updated

Form Submitted

Message Scheduled

Add Contact to Group

Remove Contact From Group

Send Template to Contact

Lead Created

New Policy Sold

Create Business Lead

Update Lead

Create Task

Contact Added to Group

Custom Field Updated

Message Received

Message Sent

Add or Update Contact

Schedule Message to Contact

Send Message to Contact

Lead Status Change

Create a Note

Create Personal Lead

Create Service Request

Find a Lead

About AgencyZoom

Related categories

Similar apps

Zapier Interfaces

About MessageDesk

Related categories

Related Zap Templates

Related Zap Templates