AgencyZoom + Cognito Forms

Create notes in AgencyZoom for new entries in Cognito Forms

Ensure all new entries made in Cognito Forms are instantly sent to AgencyZoom by setting up this workflow. As soon as a new entry is made in Cognito Forms, a note is created in AgencyZoom, improving your record keeping efficiency and saving valuable time. Experience smooth and hassle-free data transfer between your preferred apps.

When this happens...
New Entry
Triggers when someone fills out your form.
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

- FormRequired
Trigger
Instant
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- FormRequired
Trigger
Instant
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- FormRequired
- IdRequired
Action
Write
- FormRequired
- Availability Start
- Availability End
- Not Available Message
Action
Write
- FormRequired
- Entry IdRequired
- Template NumberRequired
Action
Search

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
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- 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

- FormRequired
Trigger
Instant
Try It
- FormRequired
Action
Write
- IdRequired
- FormRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- FormRequired
- IdRequired
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

About AgencyZoom

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn more