Connect AgencyZoom and Cyberimpact

Both apps 49AgencyZoom 31Cyberimpact 18

• Trigger
  Lead Created

  Triggers when a new lead is created in AgencyZoom, optionally limited to a pipeline, stage, lead source, producer or location.

• 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
  New Policy Sold

  Triggers when a lead is marked sold (won) in AgencyZoom, returning the sold lead with its sold date and premium.

• 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.

• Trigger
  Service Request Status Change

  Triggers when a service request's status changes (for example from open to completed or removed).

• 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
  Add opportunity

  Creates a new opportunity (a quoted policy line such as auto or home) on an existing lead 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
  List customer policies

  Returns the policies written for an AgencyZoom customer, including carrier, policy type, premium, dates, producer, CSR and status.

• 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 Group

  Triggers when a new group is added to your Cyberimpact account.

• Trigger
  New Group Member

  Triggers when a member is added to the chosen group.

• Trigger
  New Member

  Triggers when a new member is added to your Cyberimpact account.

• Action
  Add a New Group

  Creates a new static group in your Cyberimpact account.

• Action
  Add a New Member

  Adds a new member (contact) to your Cyberimpact account, optionally placing them in groups.

• Action
  Delete group

  Deletes a group from your Cyberimpact account.

• Action
  Delete member

  Permanently deletes a member from your Cyberimpact account, identified by email address or member ID.

• Action
  Find Member

  Finds an existing member by member ID or email address and returns their details.

• Action
  Get group

  Returns a single group's details, including its title, visibility and member and mailing counts.

• Action
  Get mailing

  Returns a mailing's details, content and delivery statistics by its ID.

• Action
  List custom fields

  Returns every custom field defined in your Cyberimpact account, with its id, name and type.

• Action
  List groups

  Returns all groups in the Cyberimpact account, with member and mailing counts.

• Action
  List mailings

  Returns the sent mailings in your Cyberimpact account (archived mailings are not included), optionally filtered by group.

• Action
  List members

  Returns the members in your Cyberimpact account, optionally filtered by status and by the dates they joined or were last updated.

• Action
  Opt-In a Member

  Sends an opt-in confirmation email to an address, creating the member if needed and adding them to the given groups.

• Action
  Remove member from group

  Removes a member from one of your groups. The member stays in your account.

• Action
  Update a Member

  Updates the given fields of an existing member, found by member ID or email address; fields left blank are unchanged.

• Action
  Update group

  Updates the title or public visibility of an existing group. Fields left blank are not changed. Dynamic groups cannot be edited.

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