Connect AgencyZoom and Bento

Both apps 58AgencyZoom 31Bento 27

• 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.

• Trigger
  New Tag

  Triggers when a new tag is created on your Bento site.

• Action
  Add broadcast

  Creates a broadcast email draft in Bento, optionally scheduled and approved for sending to tagged or segmented subscribers.

• Action
  Create Field

  Creates a custom subscriber field on your Bento site.

• Action
  Create or Update User

  Creates a Bento subscriber, or updates the name of an existing one, by email address.

• Action
  Create or Update User and Apply Tag

  Creates or updates a Bento subscriber by email and applies one or more tags, without triggering Flows.

• Action
  Create or Update User and Apply Tag (Trigger Flows)

  Applies a tag to a Bento subscriber (creating them if needed) through an event, so any Flows listening for that tag start.

• Action
  Create Tag

  Creates a tag on your Bento site.

• Action
  Delete tag

  Discards a tag in Bento by name (running it on an already-discarded tag restores it).

• Action
  Fetch Site Metrics

  Returns your Bento site's user, subscriber and unsubscriber counts.

• Action
  Fetch Subscriber

  Returns a Bento subscriber's details, tags and custom fields by email address.

• Action
  Get email template

  Returns one email template, including its name, subject and HTML content.

• Action
  Get segment

  Returns one segment, including its name, description and filter definition.

• Action
  Import subscribers

  Queues up to 1,000 subscribers for import or update in Bento. Imports do not trigger automations.

• Action
  List Broadcasts

  Returns one page of Bento broadcasts with the chosen status, including their send stats.

• Action
  List Fields

  Returns every custom subscriber field on your Bento site.

• Action
  List segments

  Returns all segments in your Bento site.

• Action
  List sequences

  Returns the sequences on your Bento site, including each sequence's email templates.

• Action
  List Tags

  Returns every tag on your Bento site.

• Action
  List workflows

  Returns all workflows on the Bento site, with their name, status and email templates.

• Action
  Remove Tag from Subscriber

  Removes a tag from a Bento subscriber by email.

• Action
  Send Transactional Email

  Sends an email through Bento to one recipient, optionally as transactional so it reaches unsubscribed people.

• Action
  Track Event

  Records a custom event for a Bento subscriber, optionally updating their profile fields; events can start Flows.

• Action
  Track Subscribe Event

  Subscribes or unsubscribes a Bento subscriber by email.

• Action
  Track Unique Event

  Records a purchase for a Bento subscriber with its value, counted once per order ID.

• Action
  Update email template

  Updates the subject, HTML content, or editor type of a Bento email template.

• Action
  Update Subscriber Field

  Sets one custom field value on a Bento subscriber.

• Action
  Validate Email

  Checks whether an email address looks valid and deliverable.

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