created by Casey Nelson
Try this Zap FREE for 14 days
Trusted at companies large and small
This Zap works in 6 steps …
- 3 minutes to set up
- Get back 1.2 hrs /week
- 7 people use this app pairing
This Zap uses the following 5 apps
Canopy Connect
Canopy Connect is a 1-click solution that enables you to instantly receive Dec Pages and insurance information from your prospects.AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.Filter by Zapier
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.Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.