Connect AgencyZoom and Bookingmood

Both apps 58AgencyZoom 26Bookingmood 32

• 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
  Product Updated

  Triggers when a product was updated.

• Trigger
  Widget Updated

  Triggers when a widget was updated.

• Action
  Create Attribute

  Create a new attribute

• Action
  Create Attribute Option

  Create a new attribute option

• Action
  Create Booking

  Creates a booking for a product over a date range through the Bookingmood booking flow.

• Action
  Create Contact

  Create a new contact

• Action
  Create Coupon

  Create a new coupon

• Action
  Create Coupon Product

  Limits a coupon to a specific product in Bookingmood.

• Action
  Create Coupon Service

  Limits a coupon to a specific service in Bookingmood.

• Action
  Create Email Template

  Create a new email template

• Action
  Create External Calendar

  Create a new external calendar

• Action
  Create Occupancy Group

  Creates an occupancy (capacity) group in Bookingmood, such as adults, children or pets.

• Action
  Create Occupancy Group Dependency

  Create a new occupancy group dependency

• Action
  Create Permission

  Create a new permission

• Action
  Create Product

  Register a new unit in your organization. This action will automatically update your subscription.

• Action
  Create Product Attribute Option

  Create a new product attribute option

• Action
  Create Product Email Template

  Create a new product email template

• Action
  Create Product Occupancy

  Sets how many guests of one occupancy group a Bookingmood product accepts.

• Action
  Create Product Reply-To Address

  Create a new product reply to address

• Action
  Create Product Service

  Offers a service on a Bookingmood product.

• Action
  Create Product Task

  Create a new product task

• Action
  Create Reply-To Address

  Create a new reply to address

• Action
  Create Season

  Creates a season in Bookingmood for seasonal pricing and availability.

• Action
  Create Service

  Create a new service

• Action
  Create Service Deposit Moment

  Create a new service deposit moment

• Action
  Create Service Discount

  Create a new service discount

• Action
  Create Service Payment Moment

  Create a new service payment moment

• Action
  Create Service Tax

  Create a new service tax

• Action
  Create Tax

  Create a new tax

• Action
  Create Widget

  Create a new widget

• Action
  Create Widget Listing

  Create a new widget listing

• Action
  Invite Member

  Invites someone to the Bookingmood organization by email.

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