Great AEP integration with NextAgency
How to Create leads and tasks in NextAgency from new Great AEP appointments
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 "Create leads and tasks in NextAgency from new Great AEP appointments" 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 Great AEP integrations
Great AEP actions
Nekton can use any feature that is available in Great AEP API.
Using our advanced AI, you can easily create custom automations for Great AEP.
Here are some typical actions you can do in your automated workflows.
Archive Contact From Specific Campaign
Archives a Contact from Specific Campaign in Great AEP.
Add Contact to Specific Campaign
Creates a Contact to Specific Campaign in Great AEP.
Archive Contact From All Campaigns
Archives a Contact from All Campaigns in Great AEP.
New Appointment
Triggers when a new appointment is created in Great AEP.
About Great AEP
Great AEP is automated scheduling for insurance agents.