Connect AgencyZoom and Confluence Cloud

Both apps 71AgencyZoom 26Confluence Cloud 45

• 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 Blog Post

  Triggers when a new blog post is published in your Confluence site, optionally limited to specific spaces.

• Trigger
  New Footer Comment

  Triggers when a new footer comment is added to any page, blog post or attachment on the Confluence site.

• Trigger
  New or Updated Page

  Triggers when a page is created or edited in your Confluence site.

• Trigger
  New Page

  Triggers when a new page is created in Confluence.

• Trigger
  New Page or Blog Post

  Triggers when a new page or blog post is created in your Confluence site.

• Trigger
  New Space

  Triggers when a new space is created on the selected Confluence site.

• Trigger
  New Task

  Triggers when a new task is added to a Confluence page or blog post.

• Trigger
  Updated Page

  Triggers when an existing Confluence page is edited (a new version is saved).

• Action
  Add Label to Content

  Adds a label to a Confluence page, blog post or attachment and returns the content's labels.

• Action
  Create Blog Post

  Creates a new blog post in a Confluence space, published or as a draft.

• Action
  Create Folder

  Creates a folder in a Confluence space, optionally under a parent page or folder.

• Action
  Create Footer Comment

  Adds a footer comment to a Confluence page, blog post, attachment or custom content, or posts a reply to an existing footer comment.

• Action
  Create Page

  Creates a page in a Confluence space, published or as a draft, optionally under a parent page.

• Action
  Create Page or Blog Post

  Creates a new page or blog post in a Confluence space.

• Action
  Create Space

  Creates a new Confluence space with a name and key or alias, optionally private or from a template.

• Action
  Delete Attachment

  Deletes an attachment, moving it to the trash, or permanently purges an attachment already in the trash.

• Action
  Delete Blog Post

  Deletes a Confluence blog post, moving it to the trash, or permanently purges a trashed blog post or discards a draft.

• Action
  Delete Folder

  Deletes a folder in Confluence, moving it to the space's trash.

• Action
  Delete Footer Comment

  Permanently deletes a footer comment from a Confluence page or blog post.

• Action
  Delete Inline Comment

  Permanently deletes an inline comment from a Confluence page or blog post.

• Action
  Delete Page

  Deletes a Confluence page, moving it to the trash, or permanently purges a page that is already in the trash.

• Action
  Get Attachment

  Returns a Confluence attachment's details, including its file name, media type, size, container and download link.

• Action
  Get Blog Post

  Returns a Confluence blog post by its ID, optionally with its body content, labels, properties, likes and versions.

• Action
  Get Folder

  Returns a Confluence folder by its ID, including its title, space, parent and version details.

• Action
  Get Footer Comment

  Returns a footer comment on a Confluence page, blog post or attachment by its ID, including its body, status and version.

• Action
  Get Inline Comment

  Returns an inline comment on a Confluence page or blog post, including its body, resolution status, highlighted text and version.

• Action
  Get Page

  Returns a Confluence page by its ID, optionally with its body, labels, properties, versions and other details.

• Action
  Get Space

  Returns a Confluence space by its ID, including its key, name, type, status, homepage and any requested extras such as labels, properties or permissions.

• Action
  Get Task

  Returns a Confluence task by its ID, including its status, assignee, due date and the page or blog post it belongs to.

• Action
  List Blog Posts

  Returns blog posts across the Confluence site, optionally filtered by space, ID, title or status.

• Action
  List Child Pages

  Returns the child pages directly under a Confluence page, with each child's title, status, space and position.

• Action
  List Page Attachments

  Returns the attachments on a Confluence page, optionally filtered by status, media type or file name.

• Action
  List Page Footer Comments

  Returns the top-level footer comments on a Confluence page.

• Action
  List Page Labels

  Returns the labels on a Confluence page, with each label's ID, name and prefix.

• Action
  List Pages

  Returns pages from a Confluence site, optionally filtered by page IDs, spaces, title, status or subtype.

• Action
  List Spaces

  Returns the Confluence spaces you can view, optionally filtered by ID, key, type, status or label.

• Action
  List Tasks

  Returns the tasks in a Confluence site, optionally filtered by status, space, page, blog post, people and dates.

• Action
  Remove Label from Content

  Removes a label from a Confluence page, blog post or attachment.

• Action
  Search Content

  Searches Confluence content (pages, blog posts, attachments, comments and more) using a Confluence Query Language (CQL) query and returns the matching results.

• Action
  Search for Page or Blog Post

  Searches a Confluence site for pages and blog posts whose title matches the words you give, optionally within one space.

• Action
  Update Blog Post

  Updates an existing Confluence blog post's title, content or status, creating a new version.

• Action
  Update Footer Comment

  Updates the text of an existing footer comment on a Confluence page, blog post or attachment.

• Action
  Update Inline Comment

  Updates the text of an inline comment on a Confluence page or blog post, and can resolve or reopen it.

• Action
  Update Page

  Updates an existing Confluence page's title, content, status, parent or owner, saving it as a new version.

• Action
  Upload Attachment

  Uploads a file as a new attachment on a Confluence page or blog post.

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