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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Result a Contact" from VanillaSoft.

Add your action

An action happens after the trigger—such as "Create Agent" in AgencyComp.

You’re connected!

Zapier seamlessly connects VanillaSoft and AgencyComp, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- VanillaSoft Zap Name
  Required
- Description
- VanillaSoft Project Name
  Required
- Select VanillaSoft Result Codes to associate with this Trigger
- Email on Error
  Required
- Send Data Email on Last Error
- Email last error data to
Trigger
Instant
Try It
- Last Name
  Required
- First Name
  Required
- Middle Name
- User Defined Field
- Notes
Action
Write
- Carrier Name
  Required
- Contact Last Name
- Contact First Name
- User Defined Field
- Notes
Action
Write
- AgencyComp Policy ID (internal)
- Policy Number
- AgencyComp Carrier ID (internal)
- Carrier Name
- AgencyComp Agent ID (internal)
- Agent Name
- Agent Last Name
- Agent First Name
- Agent Middle Name or Initial
- Client Type
  Required
- Individual ID
- Individual Name
- Individual Last Name
- Individual First Name
- Individual Middle Name
- Group ID
- Group Name
- Comp Plan Type
  Required
- AgencyComp Comp Plan ID (internal)
- Comp Plan Name
- Status
- Payment Mode
- Policy Effective Date
- Policy Term Date
- AgencyComp Product Type ID (internal)
- Product Type Name
- AgencyComp Product Subtype ID (internal)
- Product Subtype Name
- AgencyComp Carrier Product ID (internal)
- Carrier Product Name
- Gross Premium
- Modal Fee
- Target Premium Lump Sum
- Target Premium
- Target Premium Number of Years
- MA/PDP Enrollment Type
- Fee Number of Lives
Action
Write
- Carrier Name
  Required
Action
Search

- Last Name
  Required
- First Name
  Required
- Middle Name
Action
Search
- Last Name
  Required
- First Name
  Required
- Middle Name
- User Defined Field
- Notes
Action
Search or write

- Carrier Name
  Required
- Contact Last Name
- Contact First Name
- User Defined Field
- Notes
Action
Search or write
- Policy Number
- AgencyComp Policy ID (internal)
- AgencyComp Carrier ID (internal)
- Carrier Name
- AgencyComp Agent ID (internal)
- Agent Name
- Agent Last Name
- Agent First Name
- Agent Middle Name or Initial
- Client Type
  Required
- Individual ID
- Individual Name
- Individual Last Name
- Individual First Name
- Individual Middle Name
- Group ID
- Group Name
- Comp Plan Type
  Required
- AgencyComp Comp Plan ID (internal)
- Comp Plan Name
- Status
- Payment Mode
- Policy Effective Date
- Policy Term Date
- AgencyComp Product Type ID (internal)
- Product Type Name
- AgencyComp Product Subtype ID (internal)
- Product Subtype Name
- AgencyComp Carrier Product ID (internal)
- Carrier Product Name
- Gross Premium
- Modal Fee
- Target Premium Lump Sum
- Target Premium
- Target Premium Number of Years
- MA/PDP Enrollment Type
- Fee Number of Lives
Action
Search or write

- VanillaSoft Zap Name
  Required
- Description
  Required
- VanillaSoft Project Name
  Required
- Email on Success
- Email on Error
  Required
- Create New Contacts
  Required
- Flag New Contacts
  Required
- Route New Contacts as a First Priority
  Required
- Delay Routing of New Contacts
- Create Duplicates For Contacts That Share The Same Phone Number
  Required
- Flag Duplicates
  Required
- Error response for duplicate contact
- Update existing contacts
  Required
- Update Key Field
  Required
- Route Updated as a First Priority
  Required
- Reopen and flag updated contacts (Recommended)
  Required
Action
Write
- Carrier Name
  Required
Action
Write
- Last Name
  Required
- First Name
  Required
- Middle Name
- User Defined Field
- Notes
Action
Write
- Last Name
  Required
- First Name
  Required
- Middle Name
Action
Search
- Carrier Name
  Required
Action
Search
- Policy Number
Action
Search
- Carrier Name
  Required
Action
Search or write
- Last Name
  Required
- First Name
  Required
- Middle Name
- User Defined Field
- Notes
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect VanillaSoft and AgencyComp to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your VanillaSoft to AgencyComp integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About VanillaSoft

VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About AgencyComp

AgencyComp is an online tool that can calculate, project, analyze, and track commissions for any insurance product without the cost of an expensive CRM.

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