Zapier

IN THIS GUIDE What is Zapier? How does it work? Is it HIPAA compliant? What are the costs? Where can I go to get Zapier training? Who can I contact for assistance? How do I kno...

Video recorded in October 2021 After you watch the video 1. Set goals for what you want to achieve using Zapier Identify the business problems that you want to solve or ...

Overview In this article, you’ll learn how to activate the Zapier integration in AMS+, and create API Keys. Zapier is a third-party workflow automation tool. In Zapier, you can ...

Overview In this article, you'll learn the basics of making a Zap with AMS+. "Zap" is the name of workflows in Zapier. For more in-depth resources on Zap setup, visit Zapier's s...

Overview In this article, you’ll learn about our supported Zap triggers and actions. "Zap" is the name of workflows in the third-party workflow automation app Zapier. With Zaps,...

Note for Enhanced Records accounts: This article references Sales Record functionality. This does not apply to your account. You can check your account's subscription package on...

OverviewAMS+ has Lead Forms that you can put on your website. When someone visits your site and fills out the form, we’ll automatically create a record with the lead’s contact i...

Note for Enhanced Records accounts: This article references Sales Record functionality. This does not apply to your account. You can check your account's subscription package on...

OverviewThis article has instructions for using Zapier to save RingCentral call recordings as Activities in AMS+. New to Zapier? See this article first.To use the Zaps in this a...

Note for Enhanced Records accounts: This article references Sales Record functionality. This does not apply to your account. You can check your account's subscription package on...

OverviewThis article has written instructions and screenshots for using Zapier to save Vonage call recordings as Activities in AMS+. New to Zapier? See this article first.To use...

Note for Enhanced Records accounts: This article references Sales Record functionality. This does not apply to your account. You can check your account's subscription package on...

Overview If you meet with clients over Zoom, you may want to store the recordings in AMS+ for auditing and regulatory purposes. This article has a pre-recorded demo and written ...

Overview If you are using Calendly to schedule meetings with prospects and clients, you can have Zapier add those meetings to AMS+ as Activities. With Activities, you will have ...

Overview Emails have replaced snail mail as the standard communication method for almost every occasion. In turn, snail mail has become something of a unique experience, especia...

Overview Any third-party app or tool that sends communications, such as emails or texts, needs contact information to know where to send them to. When you add leads and clients ...

Using Zapier, you can create new Individuals in AMS+ when something happens in a third-party app, or send Individual data to a third-party app when something happens in AMS+. Se...

Using Zapier, you can create new Groups in AMS+ when something happens in a third-party app, or send Group data to a third-party app when something happens in AMS+. See what Gr...

Using Zapier, you can create new Policies in AMS+ when something happens in a third-party app, or send Policy data to a third-party app when something happens in AMS+. See what ...

Using Zapier, you can create new Activities in AMS+ when something happens in a third-party app, or send Activity data to a third-party app when something happens in AMS+. See w...

Updating the AgencyBloc App in Zapier When we make improvements to the AgencyBloc app in Zapier, its app version changes. If you use the AgencyBloc app in any of your Zaps, you ...