Keep AgencyZoom and Texada aligned: when project management events happen in one, update the other automatically.
Example: when AgencyZoom's "Watch New Leads" fires, WEXTL can "Add User Security Role" in Texada. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Texada has 110 actions (including Add User Security Role, Create a Contract Custom Field, and Create a Customer).
Common questions about connecting AgencyZoom and Texada.