AgencyZoomCLIAPI@1.0.34 logoPlectoCLIAPI@1.0.0 logo

AZ to Plecto New Business Personal Lines

“Anytime a new policy sold is created in AgencyZoom, create new registration in Plecto.”

Ben Feldmancreated by Ben Feldman
How Zapier works (57 sec)
How Zapier works (57 sec)
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Trusted at companies large and small

This Zap works in 2 steps …

  • Step 1 - Trigger

    Anytime a new policy sold is created in AgencyZoom

  • Step 2 - Action

    Create new registration in Plecto

    • 1 minute to set up
    • Get back 1.9 hrs /week
    • 3 people use this zap

    This Zap uses the following 2 apps

    • AgencyZoom logo
    • Plecto logo

    AgencyZoom + Plecto

    Check out all the other ways you can connect AgencyZoom and Plecto.
    Learn More