AgencyZoom + GoTo Connect

Create notes in AgencyZoom for sent messages in GoTo Connect

Easily keep track of SMS messages sent from GoTo Connect by creating a note in AgencyZoom with this seamless workflow. Whenever you send an SMS through GoTo Connect, a new note will be added to your AgencyZoom account, allowing you to have organized records of your text message communications. Simplify your documentation process and streamline your communication tracking with this efficient automation.

When this happens...
SMS Sent
Triggers when a new sms is sent from the given number.
TriggerScheduled
automatically do this!
Create a Note
Create a note for a lead or a customer.
ActionWrite

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Supported triggers and actions

What does this mean?

- Organization IdRequired
- Phone Number or ExtensionRequired
Trigger
Scheduled
Try It
- Organization IdRequired
- Phone Number or ExtensionRequired
Trigger
Scheduled
Try It
- Organization IdRequired
- Phone NumberRequired
Trigger
Scheduled
Try It
- Organization ID
- Owner NumberRequired
- Contact NumberRequired
- Message BodyRequired
Action
Write
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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- 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

- Organization IdRequired
- Phone Number or ExtensionRequired
Trigger
Scheduled
Try It
- Organization IdRequired
- Phone NumberRequired
Trigger
Scheduled
Try It
- Organization IdRequired
- ExtensionRequired
Trigger
Scheduled
Try It
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