Connect AgencyZoom and BigMailer

Both apps 62AgencyZoom 26BigMailer 36

• 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
  New Contact

  Triggered when a new contact is created in a BigMailer brand.

• Action
  Add/Update Contact

  Creates a BigMailer contact, or updates the existing contact with that email address. Custom fields for the selected brand can be mapped alongside list membership and unsubscribe settings.

• Action
  Create a bulk campaign

  Creates a bulk email campaign in a BigMailer brand — name, subject, sender, content, recipient lists, tracking and optional schedule.

• Action
  Create an RSS campaign

  Creates an RSS-to-email campaign in a BigMailer brand: watches a feed URL and emails new items on the schedule you choose.

• Action
  Create a transactional campaign

  Creates a transactional campaign in a BigMailer brand — the reusable email template and settings you later send one-off emails with.

• Action
  Create list

  Creates a new contact list inside a BigMailer brand.

• Action
  Create segment

  Creates a segment in a BigMailer brand: a saved set of conditions that picks out the contacts you want to target.

• Action
  Create template

  Creates a reusable email or landing-page template in a BigMailer brand.

• Action
  Delete contact

  Deletes a contact from a BigMailer brand, by contact ID or email address.

• Action
  Delete list

  Deletes a contact list from a BigMailer brand.

• Action
  Delete segment

  Deletes a segment from a BigMailer brand.

• Action
  Delete template

  Deletes a template from a BigMailer brand.

• Action
  Get brand

  Returns one BigMailer brand: its name, default sender, bounce settings, contact count and engagement stats.

• Action
  Get bulk campaign

  Returns one bulk campaign from a BigMailer brand, including its content, recipients and send statistics.

• Action
  Get contact

  Returns one BigMailer contact by ID or email address, including its custom field values.

• Action
  Get list

  Returns one contact list from a BigMailer brand.

• Action
  Get RSS campaign

  Returns one RSS campaign from a BigMailer brand, including its feed URL, schedule and content.

• Action
  Get segment

  Returns one segment from a BigMailer brand, including the conditions that define it.

• Action
  Get template

  Returns one template from a BigMailer brand, including its HTML.

• Action
  Get transactional campaign

  Returns one transactional campaign from a BigMailer brand, including its content and send statistics.

• Action
  List brands

  Lists the brands in your BigMailer account.

• Action
  List bulk campaigns

  Lists the bulk campaigns in a BigMailer brand.

• Action
  List contacts

  Lists the contacts in a BigMailer brand, optionally limited to one list.

• Action
  List lists

  Lists the contact lists in a BigMailer brand.

• Action
  List RSS campaigns

  Lists the RSS campaigns in a BigMailer brand.

• Action
  List segments

  Lists the segments in a BigMailer brand.

• Action
  List senders

  Lists the sending identities in a BigMailer brand.

• Action
  List templates

  Lists the templates in a BigMailer brand.

• Action
  List transactional campaigns

  Lists the transactional campaigns in a BigMailer brand.

• Action
  Update a bulk campaign

  Updates an existing bulk campaign in a BigMailer brand. Only the fields you fill in are changed.

• Action
  Update an RSS campaign

  Updates an existing RSS campaign in a BigMailer brand. Only the fields you fill in are changed.

• Action
  Update a transactional campaign

  Updates an existing transactional campaign in a BigMailer brand. Only the fields you fill in are changed.

• Action
  Update brand

  Updates an existing BigMailer brand — its name, default sender name and email, website URL, unsubscribe text, bounce thresholds, contact limit and logo. Only the fields you fill in are changed.

• Action
  Update list

  Renames an existing contact list inside a BigMailer brand.

• Action
  Update segment

  Updates an existing BigMailer segment — its name, match operator (all/any) and its list of conditions. Only the fields you fill in are changed.

• Action
  Update template

  Updates an existing BigMailer template — its name, type, HTML content and account-wide sharing. Only the fields you fill in are changed.

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