Apizeal integration with Apizeal
How to Send SMS messages to Apizeal contacts with newly-added Apizeal leads
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 SMS messages to Apizeal contacts with newly-added Apizeal leads" 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 Apizeal integrations
Apizeal actions
Nekton can use any feature that is available in Apizeal API.
Using our advanced AI, you can easily create custom automations for Apizeal.
Here are some typical actions you can do in your automated workflows.
Create/Update Contact
Creates a new contact or updates a contact already exists in Apizeal
Create/Update Lead
Creates a new lead or updates a lead already exists in Apizeal
Send SMS to a Contact
Sends a new SMS to a contact
Get Contact by Personal Information
Finds a contact by personal information
Get Policy by Date of Birth, Zip Code and Last Name
Finds policy by client's date of birth, zip code and last name
Create Calendar Event
Creates an event in your Apizeal calendar
About Apizeal
Apizeal is the Insurance Management System that helps you keep insurance policies, commissions, and clients organized.