Connect AgencyZoom to FareHarbor

Both apps 52AgencyZoom 30FareHarbor 22

• 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
  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.

• Action
  Cancel Booking

  Cancels a FareHarbor booking by UUID and returns the cancelled booking.

• Action
  Get Availability

  Fetches one availability (scheduled time slot) by ID, with its ticket options, prices and custom fields. An error occurs if it is not found.

• Action
  Get Booking

  Fetches a FareHarbor booking by UUID, with its contact, customers, status and price. An error occurs if the booking is not found.

• Action
  Get Company

  Fetches one FareHarbor company's details, including contact information and location. An error occurs if the company is not found.

• Action
  Get Item

  Fetches one item (tour or activity) of a FareHarbor company by ID. An error occurs if the item is not found.

• Action
  List Agents

  Returns the booking agents of a FareHarbor affiliate company.

• Action
  List Availabilities by Date

  Returns the availabilities (scheduled time slots) of one item on a single date.

• Action
  List Availability Bookings

  Returns the bookings made on one availability.

• Action
  List Availability Lodgings

  Returns the lodgings available for one availability, including whether pickup is offered from each.

• Action
  List Bookings by Create Date

  Returns the bookings a FareHarbor company received on a given date.

• Action
  List Checkin Statuses

  Returns the check-in statuses a FareHarbor company uses, such as checked in or no show.

• Action
  List Companies

  Returns every FareHarbor company you have permission to book for, with each company's name, shortname and currency.

• Action
  List Crew Members

  Returns the crew members assigned to one availability.

• Action
  List Desks

  Returns the booking desks of a FareHarbor affiliate company.

• Action
  List Items

  Returns the bookable items (tours and activities) a FareHarbor company offers.

• Action
  List Lodgings

  Returns the lodgings (hotels and pickup locations) a FareHarbor company has set up.

• Action
  List Roles

  Returns the crew roles a FareHarbor company has defined, such as captain or guide.

• Action
  List Users

  Returns the staff users of a FareHarbor company.

• Action
  Resend Confirmation Email

  Resends the booking confirmation emails for a customer's bookings with activities in a date range.

• Action
  Update Booking Note

  Replaces the note on an existing FareHarbor booking.

• Action
  Update Crew Member

  Updates the role or note of a crew member assigned to a FareHarbor availability.

• Action
  Update Customer Custom Field Value

  Updates one customer's answer to a custom field on a FareHarbor booking.

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