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,...

Overview Sales Workflows in AMS+ allow you to send Sales Record data to external systems using an API endpoint with an HTTP Trigger action. The setup process starts in AMS+ by c...

Note: The Zap examples and templates covered in this article support Individual Records only. See this article if you want Zap examples for Sales Records.. Overview AMS+ has Lea...

Note: The Zap examples covered in this article support Sales Records only. Refer to this article for Individual Records. Overview AMS+ has Lead Forms that you can put on your we...

Note: The Zap examples covered in this article support Individual Records only. See this article if you want Zap examples for Sales Records. If you're looking to save your call ...

Note: The Zap examples covered in this article support Sales Records only. Refer to this article for Individual Records. Overview This article has written instructions and scree...

Note: The Zap examples and templates covered in this article support Individual Records only. See this article if you want Zap examples for Sales Records. If you're looking to s...

Note: The Zap examples covered in this article support Sales Records only. Refer to this article for Individual Records. Overview This article has written instructions and scree...

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 ...