AgencyZoom + Discord

Create channel messages in Discord for new policies sold in AgencyZoom

Celebrate every new policy sale in your insurance agency with this seamless workflow. When a new policy is sold in AgencyZoom, a channel message will be sent in Discord to keep your team informed and motivated. This automation helps you save time and maintain a positive team spirit by sharing updates efficiently.

When this happens...
New Policy Sold
Triggers when a new policy is sold.
TriggerInstant
automatically do this!
Send Channel Message
Post a new message to a specific #channel you choose.
ActionWrite

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Supported triggers and actions

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

- ChannelRequired
Trigger
Polling
Try It
- Channel typeRequired
- Emoji
- Limitation Notice
Trigger
Polling
Try It

- Forum Channel
- Ignore previously archived Posts?Required
Trigger
Polling
Try It
Role Assigned to User
Triggers when a role is assigned to a user.
Trigger
Polling
Try It
- Forum ChannelRequired
- Post nameRequired
- Initial message contentRequired
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
Action
Write
- ChannelRequired
- New NameRequired
Action
Write
- Dm Bot Info
- UserRequired
- Message TextRequired
- Ping Username, Role and everyone mentions?
- Text to Speech
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- UsernameRequired
Action
Search

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
New User Added
Triggers when a new user joins the Discord Server.
Trigger
Polling
Try It
- Forum ChannelRequired
Trigger
Polling
Try It
- Channel typeRequired
- Member
Trigger
Polling
Try It
- UserRequired
- RoleRequired
Action
Write
- UserRequired
- RoleRequired
Action
Write
- ChannelRequired
- Message TextRequired
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
- File Attachments
- Filename for Attachments
Action
Write
- Forum ChannelRequired
- Forum PostRequired
- Message contentRequired
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
Action
Write
- Channel NameRequired
Action
Search