Connect AgencyZoom and Dropbox

Both apps 48AgencyZoom 26Dropbox 22

• 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 File in Folder

  Triggers when a new file appears in the folder you choose.

• Action
  Add folder member

  Invites one or more people or groups to a Dropbox shared folder with the access level you choose. The caller must be an owner or editor of the shared folder.

• Action
  Copy File or Folder

  Copy a file or folder from one path to another.

• Action
  Create Folder

  Create a folder at the given path.

• Action
  Create Shared Link

  Create a shareable link for a file or folder.

• Action
  Delete File or Folder

  Delete a file or folder at the given path.

• Action
  Download file

  Download a file from the connected Dropbox account.

• Action
  Get Current Account

  Get information about the connected Dropbox account.

• Action
  Get File Metadata

  Get metadata for a file or folder.

• Action
  Get space usage

  Returns the connected Dropbox account's storage usage and allocation.

• Action
  Get Temporary Link

  Get a temporary direct-download link for a file (valid ~4 hours).

• Action
  List file revisions

  Lists the revisions of a Dropbox file, newest first, by file path or file id.

• Action
  List Folder

  List the contents of a folder.

• Action
  List Folder Members

  Returns the members of a shared folder: users, groups and pending invitees with their access levels.

• Action
  List Shared Links

  List shared links for the account, optionally filtered by path.

• Action
  Move File or Folder

  Move a file or folder from one path to another.

• Action
  Restore file

  Restores a specific earlier revision of a file to the given path in Dropbox.

• Action
  Revoke shared link

  Revoke a Dropbox shared link so it no longer grants access.

• Action
  Search Files

  Search for files and folders matching a query.

• Action
  Share folder

  Share a Dropbox folder so collaborators can be added to it. Creates the folder if the path does not exist yet.

• Action
  Upload file

  Uploads a file (up to 150 MiB) to a path in the connected Dropbox account.

• Action
  Upload File from URL

  Save a file from a public URL directly into Dropbox at the given path.

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