Connect nextagency and Gist to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for nextagency
Choose an Action
Automatically do this!
Create or Update Contact
Add Tag to an Existing Contact
Remove Tag From Existing Contact
Subscribe to a Campaign
Unsubscribe From a Campaign
Find a Contact
Enable Integrations or automations with these events of nextagency and Gist
Enable Integrations or automations with these events of nextagency and Gist
Actions
Create or Update Contact
Creates a new Contact or updates an existing one.
Add Tag to an Existing Contact
Apply a tag to an existing contact.
Remove Tag From Existing Contact
Removes a tag from an existing contact.
Subscribe to a Campaign
Subscribe a contact to a specific campaign.
Unsubscribe From a Campaign
Unsubscribe a contact from a specific Campaign.
Find a Contact
Find an Existing Contact.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your nextagency and Gist accounts to viaSocket. Once connected, you can set up a workflow where an event in nextagency triggers actions in Gist (or vice versa).
Absolutely. You can customize how nextagency data is recorded in Gist. This includes choosing which data fields go into which fields of Gist, setting up custom formats, and filtering out unwanted information.
The data sync between nextagency and Gist 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 nextagency and Gist. 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 nextagency
NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.
Learn MoreAbout Gist
Gist is a comprehensive customer engagement platform that helps businesses manage customer interactions, automate marketing, and provide exceptional support. With Gist, you can streamline your communication channels, track customer behavior, and enhance your overall customer experience.
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