Connect AgencyZoom and Breezy HR

Both apps 38AgencyZoom 26Breezy HR 12

• 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 Candidate

  Triggers when a new candidate is added to the selected position in Breezy HR.

• Trigger
  New Candidate in Stage

  Triggers when a candidate on the chosen position is in the chosen pipeline stage.

• Action
  Add candidate note

  Adds an internal team note to a candidate's activity stream on a position. The note is not visible to the candidate.

• Action
  Add position

  Creates a new position (job opening) in a Breezy HR company and returns the created position.

• Action
  Find candidates by criteria

  Returns candidates across the whole Breezy HR company that match a free-text search on name, email, phone, headline, tags, questionnaire answers, work history, education or position location.

• Action
  Get position

  Returns a single Breezy HR position with its full details, including name, type, state, location, department, description, application form and salary.

• Action
  List candidate activity

  Returns a candidate's activity stream on a position: stage moves, notes, interviews, documents, questionnaires and other events, newest first.

• Action
  List candidates

  Returns the candidates on a Breezy HR position, with each candidate's name, contact details, pipeline stage, source and score.

• Action
  List pipelines

  Returns the hiring pipelines configured for a Breezy HR company, including each pipeline's stages.

• Action
  List positions

  Returns the positions (job openings) in a Breezy HR company, optionally limited to one state such as published or draft.

• Action
  Update candidate stage

  Moves a candidate to a different stage in their position's hiring pipeline and returns the updated candidate.

• Action
  Update position

  Updates an existing Breezy HR position (job requisition). Only the details you fill in are changed; everything else on the position is left as it is.

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