Connect AgencyZoom and Everhour

Both apps 53AgencyZoom 26Everhour 27

• 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 Client

  Triggers when a new client is created.

• Trigger
  New Task

  Triggers when a new task created.

• Trigger
  Project updated

  Webhook event api:project:updated.

• Trigger
  Task updated

  Webhook event api:task:updated.

• Trigger
  Timer Stopped

  Triggers when a running timer is stopped. Timer should be with a task.

• Action
  Add assignment

  /resource-planner/assignments. Schedule a user on a project/task.

• Action
  Add expense

  /expenses. Create an expense.

• Action
  Add invoice

  /invoices. Create an invoice for a project/client.

• Action
  Add Time

  Adds your time to a task.

• Action
  Create Client

  Creates a new client.

• Action
  Create Project

  Creates a new project.

• Action
  Delete project

  /projects/{id}.

• Action
  Delete time record

  /tasks/{id}/time. Delete time record for a date/user.

• Action
  Find Internal Project

  Finds a project for creating task/section by name

• Action
  Find Member

  Finds a member by name.

• Action
  Find Project

  Finds a project by name

• Action
  Find Section

  Finds a section by name.

• Action
  Find Task

  Finds a task by name.

• Action
  Get running timer

  Returns the currently running timer for the connected user.

• Action
  List Assignments

  Lists resource-planner assignments, optionally filtered by project, user and date range.

• Action
  List clients

  /clients. Returns all clients.

• Action
  List Expenses

  Lists the team's expenses, each with id, date, amount, category, project, billable and details.

• Action
  List invoices

  /invoices. Returns all invoices.

• Action
  Update client

  /clients/{id}. Update a client's name, business details, etc.

• Action
  Update project

  /projects/{id}. Update project name, users, billing etc.

• Action
  Update task estimate

  /tasks/{id}/estimate. Set a task's time estimate.

• Action
  Update time record

  /tasks/{id}/time. Update time on a task for a date/user.

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