Our APIs make it easy to customize NextAgency for your company. From creating new leads to custom apps for backend data, we'll walk you through the tools you need to build new integrations and extend the power of NextAgency. While our Zapier integration gives you the ability to sync NextAgency with over 3500+ application in the Zapier marketplace, users may find that their use case requires more sophistication and complexity than a simple "if this happens, then do that". In a nutshell, Zapier is a one-way workflow, while APIs are two-way.
For example, suppose you have a large general agency, and you've built your own custom proprietary process to manage your clients and your agency's workflow.
Use Case Example #1:
It's renewal season. You've received PDF proposals from Anthem for your group's renewal. Your staff logs them into the customer's record within your legacy system.
You're using NextAgency as well, however. Your NextAgency portal informs the customer via SMS and Email that their renewal is ready. PDFs stored in your legacy system are also stored simultaneously in NextAgency.
NextAgency also notifies your own internal team that a renewal proposal from Anthem has been received and queues a task (with pre-set notification alerts) for your support team to call the customer. After the call, your rep posts a disposition/outcome of the call within NextAgency, which automatically posts the same exact note in your own legacy system.
Use Case Example #2:
Your agency uses a VOIP solution such as RingCentral or Five9. When your agency receives an inbound call, you would like the customer's record to automatically pull up in your NextAgency portal, and additionally see an overlay window whereby you can input the call disposition (ie: notes/outcome). The disposition is then stored, complete with date/timestamp to your customer's record, as well as a recording of the conversation in .mp3/wav format (assuming opt-in compliance).
In addition, you'd like to make sure that when you access a customer record, that you're able to click on a contact's phone number and automatically pull up your VOIP window. Any information entered in this window will also be stored in your VOIP's platform.
As you can see, tapping into NextAgency's API can unleash a world of new functionality and workflow that previously was hidden.
We have resources for each API to help you understand their use case, how to build with them, and a complete API reference. If you have any questions, feel free to reach out to us at firstname.lastname@example.org.