Skip to content

NextAgency Integrations

CRM (Customer Relationship Management)

Do more with NextAgency integrations

Zapier lets you connect NextAgency with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Or pick an app to pair with arrow pointing down

Google Forms

Forms & Surveys, Google

Google Forms (Legacy)

Forms & Surveys, Google

Formstack

Forms & Surveys

HubSpot

Marketing Automation

RingCentral

Gravity Forms

Forms & Surveys, WordPress

Microsoft Outlook

Calendar, Email, Microsoft

Zoho CRM

CRM (Customer Relationship Management), Zoho

Mailchimp

Email Newsletters

Google Forms

Forms & Surveys, Google

Google Forms (Legacy)

Forms & Surveys, Google

Formstack

Forms & Surveys

HubSpot

Marketing Automation

RingCentral

Gravity Forms

Forms & Surveys, WordPress

Google Forms

Forms & Surveys, Google

Google Forms (Legacy)

Forms & Surveys, Google

Formstack

Forms & Surveys

HubSpot

Marketing Automation

RingCentral

Gravity Forms

Forms & Surveys, WordPress

Microsoft Outlook

Calendar, Email, Microsoft

Zoho CRM

CRM (Customer Relationship Management), Zoho

Mailchimp

Email Newsletters

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Sign up with Google

Quickly automate NextAgency integrations with Zapier's templates

Create NextAgency tasks for new Calendly invitees
Details
Try it
Calendly + NextAgency
Create leads in NextAgency for new Google Calendar events
Details
Try it
Google Calendar + NextAgency
Add new invitees in Calendly to NextAgency
Details
Try it
Calendly + NextAgency
Create tasks in NextAgency for new Zendesk tickets
Premium
Details
Try it
Zendesk + NextAgency

Add new QuickBooks Online invoices as NextAgency tasks
Premium
Details
Try it
QuickBooks Online + NextAgency

Add new files in Dropbox to tasks in NextAgency
Details
Try it
Dropbox + NextAgency

Create NextAgency tasks for new Calendly invitees

Calendly + NextAgency

Create leads in NextAgency for new Google Calendar events

Google Calendar + NextAgency

Add new invitees in Calendly to NextAgency

Calendly + NextAgency

Create tasks in NextAgency for new Zendesk tickets

Premium

Zendesk + NextAgency

Add new QuickBooks Online invoices as NextAgency tasks

Premium

QuickBooks Online + NextAgency

Add new files in Dropbox to tasks in NextAgency

Dropbox + NextAgency

Supported triggers and actions

Create Case
Triggers when a new case is created.
Trigger
Instant
Try It
- NameRequired
- Last Name
- Contact First Name
- Contact Last Name
- EmailRequired
- Phone NumberRequired
- Lead Source
- Market SegmentRequired
- Custom Fields
Action
Write
- All ResponsesRequired
- Submitted AtRequired
- Form Id
- Form NameRequired
Action
Write
- All ResponsesRequired
- Submitted AtRequired
- Form IdRequired
- Form NameRequired
Action
Write

Create Ticket
Triggers when new ticket is created.
Trigger
Instant
Try It
- TitleRequired
- Stage
- Priority
- Location
- Assigned To
- Case NameRequired
- Due Date
- Body
- Tags
- Task Type
Action
Write
- Submitted AtRequired
- All ResponsesRequired
- Form NameRequired
- Form IdRequired
Action
Write

About NextAgency

NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Popular NextAgency Integrations

Popular NextAgency Integrations

Email Parser by Zapier