AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

AgencyZoom

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Filter by Zapier

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Trello

Ben Revzin

Anytime a new policy sold is created in AgencyZoom, filter my data in Filter by Zapier and create card in Trello.

Boomer Trello post bind checklist - If Ruthie is marked as rep

“Anytime a new policy sold is created in AgencyZoom, filter my data in Filter by Zapier and create card in Trello.”

Trusted at companies large and small

This Zap works in 3 steps …

Anytime a new policy sold is created in AgencyZoom

Filter my data in Filter by Zapier

Create card in Trello

This Zap uses the following 3 apps

AgencyZoom

Filter by Zapier

Trello

More ways to use these popular apps!