Connect AgencyZoom and Brandfolder

Both apps 51AgencyZoom 30Brandfolder 21

• 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
  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 Brandfolder

  Triggers when a new Brandfolder becomes accessible to the connected user.

• Trigger
  New Collection

  Triggers when a new collection becomes accessible to the connected Brandfolder user.

• Trigger
  New Section

  Triggers when a new section is added to a Brandfolder.

• Action
  Create Asset

  Creates an asset in a Brandfolder section, optionally with file attachments imported from public URLs.

• Action
  Create Brandfolder

  Creates a new Brandfolder in the chosen organization.

• Action
  Create Custom Field

  Creates a controlled custom field key in a Brandfolder, optionally restricting its allowed values.

• Action
  Create Section

  Creates a new section in a Brandfolder to organize assets.

• Action
  Create Tag

  Adds one or more tags to a Brandfolder asset and returns all of the asset's tags.

• Action
  Delete asset

  Deletes an asset from Brandfolder.

• Action
  Delete collection

  Deletes a collection from Brandfolder.

• Action
  Get asset

  Returns a single Brandfolder asset by its id, optionally with its related attachments, tags, collections, section and custom fields.

• Action
  Get Brandfolder

  Returns a single Brandfolder by its id, including its name, privacy, slug and tagline.

• Action
  Get collection

  Returns a Brandfolder collection's details, optionally with its asset count and related records.

• Action
  List assets

  Returns the assets in a Brandfolder, optionally narrowed by a search query and expanded with related records such as tags, collections or attachments.

• Action
  List Brandfolders

  Returns all Brandfolders the connected user can access, optionally filtered by a search query.

• Action
  List collections

  Returns every collection your Brandfolder account can access, across all Brandfolders.

• Action
  List sections

  Returns the sections in a Brandfolder, with each section's name, default asset type and position.

• Action
  List tags

  Returns the tags on assets in a Brandfolder.

• Action
  Update Asset

  Updates an existing Brandfolder asset's name, description, thumbnail, approval, availability dates, and can add new attachments.

• Action
  Update attachment

  Updates an attachment's file name or replaces its file from a URL, and returns the updated attachment.

• Action
  Update Brandfolder

  Updates the name, privacy, slug or tagline of a Brandfolder.

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