AgencyZoom + Rosie

Create new tasks in AgencyZoom from new calls in Rosie

Elevate your workflow efficiency with this seamless connection between Rosie app and AgencyZoom. When a New Call occurs in Rosie, it swiftly generates a Create Task event in AgencyZoom. This process ensures high-speed communication with clients, helping you stay organized and optimally efficient.

When this happens...
New Call
Triggers when a new call has been added.
TriggerInstant
automatically do this!
Create Task
Create a task in Agencyzoom.
ActionWrite

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Supported triggers and actions

New Booking
Triggers when a new booking is created.
Trigger
Instant
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Updated Call
Triggers when an existing call has been updated.
Trigger
Instant
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Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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- 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

New Call
Triggers when a new call has been added.
Trigger
Instant
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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