4/2/26 Release
Exclude carriers from service request automation
Block AMS360 sync for unmapped locations
Exclude Carriers from Service Request Automation
You can now exclude specific carriers when setting up service request automations.
This makes it easier to handle exceptions without overcomplicating your workflows. If most carriers follow the same process but a few require something different, you can quickly exclude those outliers. This helps save time and keeps your automation clean and flexible.
How to use it:
Go to Automation > Service and create or edit a touchpoint
When configuring a trigger, locate the new Exclude Carriers option
Select the carriers you want to exclude from that automation
Save your changes and apply the workflow as needed
Block AMS360 Sync for Unmapped Locations
We’ve improved how AgencyZoom handles syncing when locations are not mapped to AMS360.
Now, records tied to unmapped locations won’t sync automatically. This helps prevent them from being assigned to the wrong business unit. It also gives you more control over your data and ensures cleaner, more accurate syncing with AMS360.
How to use it:
Go to Settings → Integrations → AMS360
Review your location mappings to ensure all active locations are properly mapped
When creating or editing a lead, you can still assign any location
If a location is unmapped, the record will remain in AgencyZoom until mapping is completed