AgencyZoom + Text Request

Create notes in AgencyZoom from new Text Request messages received

Stay organized and efficient with this helpful workflow. When you receive a new message in Text Request, a note will be immediately created in AgencyZoom. This means you'll never lose track of vital information when switching between systems - enhancing your communication and productivity effortlessly.

When this happens...
New 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

- Text Request PhoneRequired
Trigger
Instant
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- Text Request PhoneRequired
Trigger
Instant
Try It
- MessageRequired
- Recipient PhoneRequired
- Sender PhoneRequired
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

- Text Request PhoneRequired
Trigger
Instant
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- Name
- Contact PhoneRequired
- Text Request PhoneRequired
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