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AgencyZoom + thanks.io

Create tasks in AgencyZoom when new items are delivered in thanks.io

Effortlessly manage your tasks with this seamless workflow. With this integration, whenever an item is delivered in thanks.io, a corresponding task is instantly created in AgencyZoom. This simplifies your task management, ensuring that you stay on top of all deliveries without having to manually transfer information between the two platforms.

Effortlessly manage your tasks with this seamless workflow. With this integration, whenever an item is delivered in thanks.io, a corresponding task is instantly created in AgencyZoom. This simplifies your task management, ensuring that you stay on top of all deliveries without having to manually transfer information between the two platforms.

  1. When this happens...
    thanks.iothanks.io
    Item Delivered

    Triggers when a postcard, letter, notecard, or giftcard is delivered to a recipient.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Task

    Create a task in Agencyzoom.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Order IDRequired

    Trigger
    Scheduled
    Try It
    • Mailing List (if not selected, trigger will apply to all recipients)

    Trigger
    Instant
    Try It
    • Mailing ListRequired

    • Recipient Full Name

    • Recipient First Name

    • Recipient Last Name

    • Recipient Company

    • Street or Complete AddressRequired

    • Address Line 2

    • City

    • State / Province

    • Postal Code

    • Country Code

    • Birthday

    • Email

    • Phone

    • Custom Field #1

    • Custom Field #2

    • Custom Field #3

    • Custom Field #4

    Action
    Write
    • Recipient First Name

    • Recipient Last Name

    • Recipient Full Name

    • Full Address

    • Street Address

    • Unit or Apt (Address Line 2)

    • City

    • Postal Code

    • State / Province

    • Country Code

    • Recipient Email

    • Recipient Phone

    • Recipient Company Name

    • Message

    • Message Template

    • Message Handwriting Style

    • Image URL

    • Image Template

    • Custom Field #1

    • Custom Field #2

    • Custom Field #3

    • Custom Field #4

    • Additional Pages URL

    • Custom Return Name

    • Custom Return Street

    • Custom Return Unit or Apt

    • Custom Return City

    • Custom Return State

    • Custom Postal Code

    • QR Code URL

    • Sub Account

    Action
    Write
    • Mailing List (if not selected, trigger will apply to all recipients)

    Trigger
    Instant
    Try It
    • Mailing List (if not selected, trigger will apply to all recipients)

    Trigger
    Instant
    Try It
    • Recipient First Name

    • Recipient Last Name

    • Recipient Full Name

    • Full Address

    • Street Address

    • Unit or Apt (Address Line 2)

    • City

    • Postal Code

    • State / Province

    • Country Code

    • Recipient Email

    • Recipient Phone

    • Recipient Company Name

    • Message

    • Message Template

    • Message Handwriting Style

    • Image Template

    • Custom Field #1

    • Custom Field #2

    • Custom Field #3

    • Custom Field #4

    • Image URL

    • Custom Background Image URL

    • Custom Return Name

    • Custom Return Street

    • Custom Return Unit or Apt

    • Custom Return City

    • Custom Return State

    • Custom Postal Code

    • Sub Account

    • Giftcard Amount in Cents

    • Giftcard Brand

    Action
    Write
    • Radius Search AddressRequired

    • Radius Search Record CountRequired

    • Record Types

    • Include Condos

    • Use Property Owner

    • Message

    • Message Template

    • Message Handwriting Style

    • Image URL

    • Image Template

    • Custom Field #1

    • Custom Field #2

    • Custom Field #3

    • Custom Field #4

    • Envelope

    • Additional Pages URL

    • Custom Return Name

    • Custom Return Street

    • Custom Return Unit or Apt

    • Custom Return City

    • Custom Return State

    • Custom Postal Code

    • Sub Account

    • Append Data

    Action
    Write
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About AgencyZoom

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

Related categories

  • CRM (Customer Relationship Management)

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thanksio logo

About thanks.io

Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.

Related categories