Connect AgencyZoom and Bitly

Both apps 59AgencyZoom 26Bitly 33

• 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 Bitlink in Group

  Triggers when a new Bitlink appears in the group.

• Trigger
  New Branded Short Domain

  Triggers when a new branded short domain is added.

• Trigger
  New Channel

  Triggers when a new channel is created.

• Trigger
  New Group

  Triggers when a new group is created.

• Trigger
  New Organization

  Triggers when a new organization is created.

• Trigger
  New QR Code in Group

  Triggers when a new QR code appears in the group.

• Trigger
  New Sorted Bitlink in Group

  Triggers when a new Bitlink appears in the group's sorted ranking.

• Trigger
  New Tag in Group

  Triggers when a new tag appears in the group.

• Action
  Add Custom Bitlink

  create a custom (branded) Bitlink

• Action
  Bulk update bitlinks

  bulk update Bitlinks in a group

• Action
  Create an inline CSV export for a group

  create an inline CSV export for a group

• Action
  Create Bitlink

  Shortens a long URL into a Bitlink. Optionally set a title and a branded custom domain.

• Action
  Delete a Bitlink

  delete a Bitlink

• Action
  Expand Bitlink

  Returns the long destination URL for a Bitlink ID.

• Action
  Generate a static QR Code image

  generate a static QR code image

• Action
  Get Group Limit Usage

  Returns a Bitly group's current feature limit usage, with the count used for each limit.

• Action
  Get Plan Limits

  Returns all plan limits and their current usage counts for a Bitly organization.

• Action
  Get Platform Limits

  Returns the organization's platform limits and current usage counts per API endpoint.

• Action
  Get QR Code Image

  Fetches a QR code's rendered image by QR code ID. The image is saved to APIANT temporary storage and returned as a file reference, so it can be emailed, uploaded or attached in a later step. An error occurs if the QR code is not found.

• Action
  Get Top Links and QR Codes by Engagement

  Returns a group's top-performing bitlinks and decoupled QR codes ranked by engagement count over a chosen reporting window.

• Action
  Retrieve Bitlink

  Fetches the details of a single Bitlink by its ID.

• Action
  Retrieve Custom Bitlink

  Returns the Bitlink that a custom (branded) short link points to, along with that Bitlink's details — destination URL, title, tags, and created timestamp. An error occurs if the custom Bitlink is not found.

• Action
  Retrieve Group

  Fetches a single Bitly group (workspace) by its GUID, returning the group's name, organization, role, status, and branded short domains. An error occurs if the group is not found.

• Action
  Retrieve Group Preferences

  Fetches the preferences for a single Bitly group (workspace) by its GUID, returning the group's default short domain. An error occurs if the group is not found.

• Action
  Retrieve Organization

  Fetches a single Bitly organization by its GUID, returning the organization's name, subscription tier, role, status, and branded short domains. An error occurs if the organization is not found.

• Action
  Retrieve QR Code

  Returns the details of a single QR code by its ID — title, the Bitlink and destination URLs it encodes, its type, tags, and created/updated timestamps. This returns the QR code's information only, not the scannable image file; use Get QR Code Image for that. An error occurs if the QR code is not found.

• Action
  Retrieve User

  Returns the Bitly user account the connection is authenticated as, including its login, name, email addresses, activity flags and default group.

• Action
  Shorten a Link

  shorten a long URL into a Bitlink

• Action
  Update a Group

  update a group

• Action
  Update a QR Code

  update a QR code

• Action
  Update a User

  update the authenticated user

• Action
  Update Bitlink

  Updates a Bitlink's title, tags, or archived state.

• Action
  Update Group Preferences

  update group preferences

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