Connect AgencyZoom and Blueshift

Both apps 50AgencyZoom 31Blueshift 19

• 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
  Campaign Execution Status

  Triggers when a Blueshift campaign's status changes (for example launched, paused or completed).

• Trigger
  New Campaign Activity

  Triggers when a customer has new Blueshift campaign activity, such as a send, open or click.

• Action
  Add campaign

  Creates a one-time or event-triggered campaign with a single message trigger, optionally launching it immediately.

• Action
  Add events in bulk

  Sends up to 30 customer events to Blueshift in a single call, such as purchases, views or custom events.

• Action
  Add user to list

  Adds a single user, identified by email or customer ID, to a Blueshift custom user list.

• Action
  Create Catalog

  Creates a new product catalog in Blueshift and returns its UUID.

• Action
  Delete a Customer

  Deletes a customer profile from Blueshift by email or customer ID.

• Action
  Get catalog

  Returns the details of one catalog, including its name, type, upload method, update frequency, column mappings and when it was last processed.

• Action
  Get customer

  Returns a Blueshift customer's full profile, including contact details, engagement metrics and custom attributes, looked up by the customer's UUID.

• Action
  List campaigns

  Returns the campaigns in your Blueshift account, optionally filtered by name, author, creation or start date, status, type and archived status.

• Action
  List catalogs

  Returns all catalogs in your Blueshift account, including each catalog's UUID, name, item count, status and archived flag.

• Action
  List email templates

  Returns the email templates in your Blueshift account, optionally filtered by name, archived status or editor type.

• Action
  List segments

  Returns the segments in your Blueshift account, optionally filtered by name and archived status.

• Action
  Merge Customers

  Merges two Blueshift customer profiles into one customer ID.

• Action
  Remove user from list

  Removes a single user, identified by email or customer ID, from a Blueshift custom user list.

• Action
  Send an Event

  Sends a customer event to Blueshift, authenticated with your Event API Key.

• Action
  Track Customer Start

  Resumes Blueshift tracking for a previously forgotten customer.

• Action
  Track Customer Stop

  Stops Blueshift from tracking a customer (forget the customer).

• Action
  Trigger Campaign

  Triggers an API-triggered Blueshift campaign for one recipient.

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