Connect AgencyZoom to Ricochet - Speed to Contact and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Create your first workflow
Quickly connect AgencyZoom to Ricochet - Speed to Contact with a Zapier template.
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Choose a Trigger
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Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Lead Created
Triggers when a new Lead is added.
Try It - New Policy Sold
Triggers when a new policy is sold.
Try It - Business NameRequired
- Contact Name
- LeadRequired
- Lead Status Change
Triggers when the status of a Lead changes.
Try It - TitleRequired
- Lead contact emailRequired
- Activity noteRequired
- Business NameRequired
- Business NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Related categories
Related categories