Connect AgencyZoom and Buttondown

Both apps 59AgencyZoom 26Buttondown 33

• 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 Draft

  Triggers when a new draft is created.

• Trigger
  New Scheduled Email

  Triggers when a new email is scheduled.

• Trigger
  Newsletters

  Triggers when a new newsletter is created.

• Trigger
  New Tag

  Triggers when a new tag is created.

• Action
  Add Segment

  Create a new subscriber segment.

• Action
  Add Survey

  Create a new survey.

• Action
  Create Draft

  Creates a draft.

• Action
  Create Email

  Creates an email.

• Action
  Create Subscriber

  Creates a subscriber.

• Action
  Delete Automation

  Delete an automation by id.

• Action
  Delete Email

  Delete an email by id.

• Action
  Delete Newsletter

  Delete a newsletter by id.

• Action
  Delete Segment

  Delete a subscriber segment by id.

• Action
  Delete Subscriber

  Remove a subscriber by id or email address.

• Action
  Delete Survey

  Delete a survey by id.

• Action
  Delete Tag

  Delete a tag by id.

• Action
  Find Tag

  Finds a tag given its name.

• Action
  Get Automation

  Retrieve a single automation by id.

• Action
  Get Email

  Retrieve a single email by id.

• Action
  Get Newsletter

  Retrieve a single newsletter by id.

• Action
  Get Segment

  Retrieve a single subscriber segment by id.

• Action
  Get Survey

  Retrieve a single survey by id.

• Action
  Get Tag

  Retrieve a single tag by id.

• Action
  List Automations

  List all automations configured on the account.

• Action
  List Segments

  List all subscriber segments.

• Action
  List Surveys

  List all surveys on the account.

• Action
  Publish Email

  Publish a drafted email so it is sent and made public.

• Action
  Update Automation

  Update an automation's configuration.

• Action
  Update Email

  Update an existing email's content or metadata.

• Action
  Update Newsletter

  Update a newsletter's settings.

• Action
  Update Segment

  Update a subscriber segment's definition.

• Action
  Update Survey

  Update a survey's configuration.

• Action
  Update Tag

  Update a tag's name or metadata.

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