Connect AgencyZoom and Carbon Voice

Both apps 57AgencyZoom 26Carbon Voice 31

• 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
  Action Item Deleted

  Triggers when an action item is deleted.

• Trigger
  New Action Item Created

  Triggers when an action item is created.

• Trigger
  New AI Prompt Response Generated

  Triggers when AI Prompt happened to a message(s).

• Trigger
  New AI System Prompt Response Generated

  Triggers when AI System Prompt happened to a message(s).

• Trigger
  New Message Posted to Conversation

  Triggers when a message is posted into a conversation.

• Trigger
  New Message Received

  Triggers when a message is received in any conversation (Not includes your own messages).

• Trigger
  New Voice Memo Created

  Triggers when a voice memo is created.

• Action
  Add folder

  Create a folder.

• Action
  Add Link Attachments to Message

  Add one or more link attachments to a Message.

• Action
  Create Action Item

  Create an Action Item.

• Action
  Create AI Prompt Response

  Creates a new Ai response for given prompt and message(s).

• Action
  Create Message Share Link

  Create a share link for a message.

• Action
  Create Voice Memo

  Create a Voice Memo from audio file, transcript or links.

• Action
  Delete action item

  Delete an action item.

• Action
  Delete folder

  Delete a folder and nested content.

• Action
  Find users by email, phone or name

  Search users by email, phone or name.

• Action
  Get AI Prompt Response

  Returns one AI prompt response (prompt, generated responses per language, source messages) by id.

• Action
  Get conversation

  Get a conversation by id.

• Action
  Get message

  Get a message by id.

• Action
  Get Message Share Link

  Returns one message share link by id.

• Action
  Get user

  Get a user by id.

• Action
  List AI Prompts

  /prompts (optional owner_type=user|workspace|system, workspace_id) — lists the AI prompts available to the account, returning each prompt's id. Read-only.

• Action
  List conversations

  List all of the user's conversations (id and name only).

• Action
  List conversation users

  List users in a conversation.

• Action
  List folders

  List root folders.

• Action
  List messages

  List messages.

• Action
  List workspaces

  List workspaces the user can access.

• Action
  Send Direct Message to User(s)

  Send a Direct Message to specific User(s).

• Action
  Send Message to Conversation

  Send a Message to specific Conversation.

• Action
  Update Action Item

  Update an Action Item.

• Action
  Update folder

  Rename a folder.

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