Name(Required) First Last Email(Required) Agency Name(Required)Type of requestHelp with existing workflowNew automated workflowPersonnel updateNew campaignOtherNew Lead DemoRequest Title(Required)Existing workflowWhat program(s) are involved with this request? Advisor Evolved AgencyZoom AMS360 BetterAgency Canopy Connect EZLynx Forge3 Gravity Forms Hawksoft InsuredMine Jotform NowCerts PandaDoc RiskAdvisor Salt Wunderite Zapier Other Program(s) List programs if not listed abovePlease explain the problem or concernPlease provide a specific example or two for us to investigateGenerally if the name of a specific client/lead gives us a great starting point.Please upload any files or screenshots you have related to the issue. Drop files here or Select files Max. file size: 100 MB. Personnel UpdateWhat type of personnel update?Gained an employee(s)Lost an employee(s)Employee changed rolesNew Employee(s)NameRoleEmail Add RemoveActions Add to website Add sales workflows Add to service workflows Build new workflow Other Lost Employee(s)NameRoleEmail Add RemoveActions Remove from website Update workflows Other Employee(s) changing rolesNamePrior RoleNew Role Add RemoveActions Add to website Add sales workflows Add to service workflows Build new workflow Other Additional Details & InformationFiles needed to complete change Drop files here or Select files Max. file size: 100 MB. OtherPlease provide the details of your request.(Required)Please upload any necessary files, images or screenshots Drop files here or Select files Max. file size: 100 MB. New Automated Workflow RequestPlease upload any files or screenshots that might help us build this workflow Drop files here or Select files Max. file size: 100 MB. Trigger App/Program(Required)Adapt APIAgencyZoomBetter AgencyBombBombCalendlyCanopy ConnectChatGPTCognito FormsDocuSignDropboxEZLynxFacebookFacebook MessengerFormstackGmail/GsuiteGoogle CalendarGoogle DriveGoogle My BusinessGoogle SheetsGravity FormsHawkSoftInstagramJotFormLinkedInLoomlyMailparserMicrosoftNerdphoneNowCertsOutlookParseyQuote RushRing CentralRiskAdvisorSALTSlackSly BroadcastTeamsThanks.ioTwilioNot ListedDescribe the event that triggers automation(Required)First ActionFirst Action – App/ProgramAdapt APIAgencyZoomBetter AgencyBombBombCalendlyCanopy ConnectChatGPTCognito FormsDocuSignDropboxEZLynxFacebookFacebook MessengerFormstackGmail/GsuiteGoogle CalendarGoogle DriveGoogle My BusinessGoogle SheetsGravity FormsHawkSoftInstagramJotFormLinkedInLoomlyMailparserMicrosoftNerdphoneNowCertsOutlookParseyQuote RushRing CentralSlackSly BroadcastSynthesiaTeamsThanks.ioTwilioNot ListedDescribe the first action after the triggerExample: Create a new lead on PL Sales Pipeline in new stage.Does the first action require paths or conditions?NoYesExample 1: Auto leads are assigned to Sarah and homeowners leads are assigned to Tim. Example 2: If a lead is received after hours we want to send them a different email template.List paths or conditions for first action (use the + to add more rows)IfThen Add RemoveIs the first action the last step of the workflow?YesNoSecond ActionSecond Action – App/ProgramAdapt APIAgencyZoomBetter AgencyBombBombCalendlyCanopy ConnectChatGPTCognito FormsDocuSignDropboxEZLynxFacebookFacebook MessengerFormstackGmail/GsuiteGoogle CalendarGoogle DriveGoogle My BusinessGoogle SheetsGravity FormsHawkSoftInstagramJotFormLinkedInLoomlyMailparserMicrosoftNerdphoneNowCertsOutlookParseyQuote RushRing CentralSlackSly BroadcastSynthesiaTeamsThanks.ioTwilioNot ListedDescribe the second action after the triggerDoes the second action require paths or conditions?NoYesExample 1: Auto leads are assigned to Sarah and homeowners leads are assigned to Tim. Example 2: If a lead is received after hours we want to send them a different email template.List the paths or conditions for second action (use the + to add more rows)IfThen Add RemoveIs the second action the last step of the workflow?YesNoThird ActionThird Action – App/ProgramAdapt APIAgencyZoomBetter AgencyBombBombCalendlyCanopy ConnectChatGPTCognito FormsDocuSignDropboxEZLynxFacebookFacebook MessengerFormstackGmail/GsuiteGoogle CalendarGoogle DriveGoogle My BusinessGoogle SheetsGravity FormsHawkSoftInstagramJotFormLinkedInLoomlyMailparserMicrosoftNerdphoneNowCertsOutlookParseyQuote RushRing CentralSlackSly BroadcastSynthesiaTeamsThanks.ioTwilioNot ListedDescribe the third action after the triggerDoes the third action require paths or conditions?NoYesExample 1: Auto leads are assigned to Sarah and homeowners leads are assigned to Tim. Example 2: If a lead is received after hours we want to send them a different email template.List the paths or conditions for third action (use the + to add more rows)IfThen Add RemoveIs the third action the last step of the workflow?YesNoFourth ActionFourth Action – App/ProgramAdapt APIAgencyZoomBetter AgencyBombBombCalendlyCanopy ConnectChatGPTCognito FormsDocuSignDropboxEZLynxFacebookFacebook MessengerFormstackGmail/GsuiteGoogle CalendarGoogle DriveGoogle My BusinessGoogle SheetsGravity FormsHawkSoftInstagramJotFormLinkedInLoomlyMailparserMicrosoftNerdphoneNowCertsOutlookParseyQuote RushRing CentralSlackSly BroadcastSynthesiaTeamsThanks.ioTwilioNot ListedDescribe the fourth action after the triggerDoes the fourth action require paths or conditions?NoYesExample 1: Auto leads are assigned to Sarah and homeowners leads are assigned to Tim. Example 2: If a lead is received after hours we want to send them a different email template.List the paths or conditions for fourth action (use the + to add more rows)IfThen Add RemoveIs the fourth action the last step of the workflow?YesNoPlease explain the remaining workflow stepsNew Communication CampaignType of campaign(Required)ProspectingServiceRenewalSpecial/OtherCampaign Objective(Required)Campaign Call To ActionTypes of communication Email Text Ringless Voicemail Tasks Number of EmailsPlease enter a number less than or equal to 8.Number of TextsPlease enter a number less than or equal to 4.Number of RVMsTasks Add RemoveClick the + button to add more rows. Only one task per row.New Lead DemoWhat program(s) does the agency utilize? Advisor Evolved AgencyZoom AMS360 BetterAgency Canopy Connect EZLynx Forge3 Gravity Forms Hawksoft InsuredMine Jotform NowCerts PandaDoc RiskAdvisor Salt Wunderite Zapier Other Program(s) CRM Setup/Automation GoalsLevel of interestHotWarmColdNot SureCan you send a video about your request? Additional information if neededCAPTCHA
