AgencyZoom integration with thanks.io
How to Send Thanks.io postcards for newly sold AgencyZoom policies
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send Thanks.io postcards for newly sold AgencyZoom policies" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate AgencyZoom integrations
AgencyZoom actions
Nekton can use any feature that is available in AgencyZoom API.
Using our advanced AI, you can easily create custom automations for AgencyZoom.
Here are some typical actions you can do in your automated workflows.
Create Business Lead
Create a business lead in Agencyzoom.
Update Lead
Update a lead in Agencyzoom.
Create Task
Create a task in Agencyzoom.
Create a Note
Create a note for a lead or a customer.
Create Personal Lead
Create a personal lines lead in Agencyzoom.
Create Service Request
Create a service request in Agencyzoom.
About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.