Connect AgencyZoom and Buddy Punch

Both apps 45AgencyZoom 26Buddy Punch 19

• 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
  Employee Created

  Triggers when a new employee is added to your Buddy Punch account.

• Trigger
  Employee Punched In

  Triggers when an employee punches in, returning the punch with the employee, punch-in time, approval status and hours. Watches the current pay period's time cards.

• Trigger
  Employee Updated

  Triggers when an employee in your Buddy Punch account is added or any of their details change.

• Trigger
  Punch in Changed

  Triggers when an employee's punch-in in the current pay period is recorded or changed (time, approval status or notes).

• Action
  Assign Employee to Department Code

  Assigns one or more employees to a Buddy Punch department code.

• Action
  Assign Employee to Location

  Assigns one or more employees to a Buddy Punch location and returns the location.

• Action
  Create Department Code

  Creates a new department code in Buddy Punch.

• Action
  Create Employee

  Creates a new employee in your Buddy Punch account.

• Action
  Create Location

  Creates a new location in your Buddy Punch account.

• Action
  Create Position

  Creates a new position in your Buddy Punch account.

• Action
  Find Employee

  Finds employees in your Buddy Punch account whose email, username, employee ID or full name matches the value you search for.

• Action
  Get Department Code

  Returns the details of a specific department code in your Buddy Punch account.

• Action
  Get Location

  Returns the details of a specific Buddy Punch location.

• Action
  Get Position

  Returns a single Buddy Punch position by its ID.

• Action
  List Department Code Employees

  Returns the employees assigned to a Buddy Punch department code.

• Action
  List Location Employees

  Returns the employees assigned to a Buddy Punch location.

• Action
  Punch In

  Punches an employee in on Buddy Punch, either the connected user or a chosen employee.

• Action
  Punch Out

  Punches an employee out in Buddy Punch. Defaults to the connected user when no employee is given.

• Action
  Update Employee

  Updates an existing employee in Buddy Punch, such as their name, email, username or active status.

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