AgencyZoom + GoCanvas
Create tasks in AgencyZoom for new GoCanvas submissions
Effortlessly manage tasks in your insurance agency with this seamless workflow between GoCanvas and AgencyZoom. When a new submission comes in through GoCanvas, a task is instantly created in AgencyZoom, helping you stay organized and on top of every business opportunity. Improve efficiency and never miss a follow-up in your insurance sales process.
Effortlessly manage tasks in your insurance agency with this seamless workflow between GoCanvas and AgencyZoom. When a new submission comes in through GoCanvas, a task is instantly created in AgencyZoom, helping you stay organized and on top of every business opportunity. Improve efficiency and never miss a follow-up in your insurance sales process.
- When this happens...New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Create Task
Create a task in Agencyzoom.
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Trigger Mid Workflow
App NameRequired
Try ItApp NameRequired
Item Description
Assign Item To
Schedule At
Lead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try It
App NameRequired
Item DescriptionRequired
Reference Data IDRequired
Lead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
