Connect AgencyZoom and Attio

Both apps 46AgencyZoom 26Attio 20

• 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
  Service Request Created

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

• 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
  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
  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.

• Trigger
  List Entry Created

  Triggered when a record is added to an Attio list. Attio registers and removes the webhook automatically when the automation is turned on and off.

• Trigger
  List Entry Deleted

  Triggers when a record is removed from a list in Attio, giving you the deleted list entry's ID along with the list and the parent record it pointed at.

• Trigger
  List Entry Updated

  Triggers when a list attribute on an existing Attio list entry is changed, giving you the entry, the list, the parent record and the attribute that changed.

• Trigger
  Record Created

  Triggers when a new record is created in Attio, giving you the new record's ID and the object it belongs to.

• Trigger
  Record Deleted

  Triggers when a record is deleted in Attio, giving you the deleted record's ID and the object it belonged to.

• Trigger
  Record Updated

  Triggers when an attribute on an Attio record changes, giving you the record, the object it belongs to and the attribute that changed.

• Trigger
  Task Created

  Triggers when a new task is created in Attio, giving you the new task's ID and who created it.

• Action
  Create List Entry

  Adds a record to an Attio list as a new list entry and returns the entry.

• Action
  Create Note

  Creates a note on an Attio record and returns the new note.

• Action
  Create or Update List Entry by Parent Record

  Adds a record to an Attio list, or updates its existing entry if it is already on the list.

• Action
  Create or Update Record

  Creates a record in Attio, or updates the existing record that matches on the chosen field.

• Action
  Create Record

  Creates a new record on the chosen Attio object and returns it.

• Action
  Create Storage Location

  Attaches a folder to an Attio record — either a folder stored in Attio or one linked from Dropbox, Box, Google Drive or OneDrive.

• Action
  Create Task

  Creates a task in Attio, optionally linked to a record and assigned to a workspace member.

• Action
  Delete List Entry

  Removes an entry from an Attio list.

• Action
  Find List Entries

  Returns the entries on an Attio list.

• Action
  Find Records

  Searches records on the chosen Attio object and returns the matches.

• Action
  Update List Entry

  Updates the list-specific field values on an existing Attio list entry. Fields you leave blank are left untouched.

• Action
  Update Record

  Updates the field values on an existing Attio record. Fields you leave blank are left untouched.

• Action
  Update Task

  Updates an existing Attio task's due date, done state, linked records or assignee. Anything you leave blank stays as it is. Attio does not allow the task's text to be changed.

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