Connect Coupontools and AgencyZoom to Build Intelligent Automations
Choose a Trigger
When this happens...
New Coupon Claim
New Coupon Validation
New Directory Registration
Choose an Action
Automatically do this!
- Request a new Action for AgencyZoom
Enable Integrations or automations with these events of Coupontools and AgencyZoom
Enable Integrations or automations with these events of Coupontools and AgencyZoom
Triggers
New Coupon Claim
Triggers when a coupon has a new claim
New Coupon Validation
Triggers when a coupon has a new validation
New Directory Registration
Triggers when a new user appears in a directory
Actions
Send Coupon by Email
Send a coupon by email
Create Subaccount
Creates a new subaccount
Create Directory User
Creates a new user for a directory
Create a Single Use Session for a coupon
Create a single-use URL for a coupon.
Change Status Directory User
(un)block user to (dis)allow Access to directory
Send Coupon by SMS
Sends a coupon via sms
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Coupontools and AgencyZoom accounts to viaSocket. Once connected, you can set up a workflow where an event in Coupontools triggers actions in AgencyZoom (or vice versa).
Absolutely. You can customize how Coupontools data is recorded in AgencyZoom. This includes choosing which data fields go into which fields of AgencyZoom, setting up custom formats, and filtering out unwanted information.
The data sync between Coupontools and AgencyZoom typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Coupontools and AgencyZoom. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Coupontools
Coupontools is a powerful platform designed to create, distribute, and track digital coupons and vouchers. It offers businesses an efficient way to engage customers, boost sales, and enhance marketing campaigns through customizable and interactive coupon solutions.
Learn MoreAbout AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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