Connect 800.com and AgencyZoom

Both apps 57800.com 26AgencyZoom 31

• Trigger
  Completed Call

  Triggers when a call on one of your 800.com numbers is completed.

• Trigger
  New Contact

  Triggers when a new contact is added to an 800.com company.

• Trigger
  Started Call

  Triggers when a call starts on one of your 800.com numbers.

• Action
  Add calendar event

  Creates an event (appointment) on an 800.com calendar, optionally linked to a contact or call.

• Action
  Create Contact

  Creates a contact in an 800.com company.

• Action
  Create Contact List

  Creates a contact list in an 800.com company.

• Action
  Delete Contact

  Deletes an 800.com contact.

• Action
  Delete contact list

  Deletes a contact list from your 800.com account.

• Action
  Find available numbers

  Searches 800.com for toll-free or local phone numbers available to purchase, optionally matching a vanity word or digits.

• Action
  Get call activity

  Returns the activity details of a call, including caller, recipient, duration, recording and marketing source attribution.

• Action
  Get Contact

  Returns one 800.com contact by ID.

• Action
  Get contact list

  Returns the details of a single 800.com contact list, including its name and contact count.

• Action
  Get conversation

  Returns one inbox conversation, including its recipient, number, contact, latest item and unread count.

• Action
  List calendars

  Returns all booking calendars in an 800.com company, with their scheduling and notification settings.

• Action
  List calls

  Returns the calls on an 800.com company, optionally filtered by date range and call state.

• Action
  List Companies

  Returns the 800.com companies your account can access, with their IDs.

• Action
  List Contact Lists

  Returns the contact lists in an 800.com company.

• Action
  List Contacts

  Returns a page of contacts in an 800.com company.

• Action
  List conversation items

  Returns the calls, messages, voicemails, faxes and scheduled messages in an 800.com inbox conversation.

• Action
  List conversations

  Returns the inbox conversations (calls, messages, voicemails, faxes) for an 800.com company, optionally filtered by type, date, recipient, status or search term.

• Action
  List number templates

  Returns the number templates (call routing and notification setups) for an 800.com company, optionally filtered by search text or business unit.

• Action
  Remove contacts from list

  Removes one or more contacts from an 800.com contact list and returns the updated list.

• Action
  Send Message

  Sends an SMS or MMS from one of your 800.com numbers.

• Action
  Update Contact

  Updates fields on an 800.com contact; blank fields are left unchanged.

• Action
  Update contact list

  Updates an 800.com contact list's name and, optionally, its member contacts.

• Action
  Update number

  Updates a phone number's settings in 800.com, such as its label, routing, recording, SMS and notification options.

• Trigger
  Lead Created

  Triggers when a new lead is created in AgencyZoom, optionally limited to a pipeline, stage, lead source, producer or location.

• Trigger
  Lead Stage Change

  Triggers when a lead moves into a different pipeline stage.

• Trigger
  Lead Status Change

  Triggers when a lead's status changes (for example from New to Quoted, Won or Lost) in AgencyZoom.

• Trigger
  New Policy Sold

  Triggers when a lead is marked sold (won) in AgencyZoom, returning the sold lead with its sold date and premium.

• Trigger
  Service Request Created

  Triggers when a new service request (service ticket) is created in AgencyZoom, optionally limited to tickets matching the filters you choose.

• Trigger
  Service Request Status Change

  Triggers when a service request's status changes (for example from open to completed or removed).

• Action
  Add customer

  Creates a new customer in AgencyZoom with contact details, address, assigned producer and CSR, tags and custom field values.

• Action
  Add customer note

  Adds a note to an existing customer's record in AgencyZoom.

• Action
  Add opportunity

  Creates a new opportunity (a quoted policy line such as auto or home) on an existing lead in AgencyZoom.

• Action
  Change lead status

  Changes a lead's status in AgencyZoom to Active, Won, Lost or X-Dated, optionally moving it to a pipeline stage, recording a loss reason or setting a recycle date.

• Action
  Complete service ticket

  Completes an AgencyZoom service ticket with a resolution, optionally adding a resolution description and cancelling the ticket's related tasks.

• Action
  Complete task

  Marks an AgencyZoom task as completed.

• Action
  Create a Note

  Adds a note to a lead in AgencyZoom.

• Action
  Create Business Lead

  Creates a commercial (business) lead in AgencyZoom with its business details, contact information, pipeline stage and assigned producer.

• Action
  Create Personal Lead

  Creates a personal (individual) lead in AgencyZoom in the pipeline and stage you choose, assigned to a producer.

• Action
  Create Service Request

  Creates a service request (service ticket) for a customer in AgencyZoom, placed in the pipeline and stage you choose.

• Action
  Create Task

  Creates a task in AgencyZoom, optionally linked to a lead or customer and assigned to a team member.

• Action
  Delete customer

  Deletes a customer from AgencyZoom.

• Action
  Delete lead

  Deletes a lead in AgencyZoom, optionally deleting its linked contacts too.

• Action
  Find a Lead

  Returns the AgencyZoom leads that match the name, email, phone, status, owner, pipeline or date criteria you supply, plus the first match on its own.

• Action
  Find customers

  Returns the customers in your AgencyZoom agency that match the criteria you give, such as email, phone, name, policy number or assigned agent.

• Action
  Find Service Request

  Returns the service requests (service tickets) that match the household name, policy number, status, pipeline, dates or other criteria you specify.

• Action
  Find tasks

  Returns AgencyZoom tasks matching the criteria you choose, such as status, assignee, task type, due period, lead source or creation date range.

• Action
  Get customer

  Returns one customer's full details, including contact information, custom fields, policies, notes, tasks and files.

• Action
  Get lead

  Returns the full details of one AgencyZoom lead, including its contact information, pipeline stage, opportunities, quotes and custom field values.

• Action
  List customer policies

  Returns the policies written for an AgencyZoom customer, including carrier, policy type, premium, dates, producer, CSR and status.

• Action
  Update customer

  Updates an existing AgencyZoom customer's contact details, address, assigned CSR and producer, tags and custom fields. Fields left blank are not changed.

• Action
  Update Lead

  Updates an existing personal lead in AgencyZoom. Fields you leave blank keep the lead's current values.

• Action
  Update policy

  Updates an existing policy in AgencyZoom, such as its carrier, premium, dates, producer and tags.

• Action
  Update Service Request

  Updates an existing AgencyZoom service request (service ticket), including its pipeline stage, subject, category, priority, assignees, related policies, due date, tags and custom fields.

• Action
  Update task

  Updates an existing AgencyZoom task — its title, type, due date, notes, assignee, linked lead or customer, invitees or open/completed status.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.