Connect AgencyZoom to Feathr

Both apps 45AgencyZoom 30Feathr 15

• 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
  Add breadcrumb

  Records an activity, such as a page view, form submission or custom activity, against a person in Feathr. The person is found from the identifiers you supply, or created if they do not exist yet.

• Action
  Add custom field

  Creates a custom field definition in your Feathr account for people, breadcrumbs or partners, and returns the new field.

• Action
  Add tag

  Creates a tag in your Feathr account for the chosen kind of record, such as persons or events. Returns the new tag.

• Action
  Add tag to person

  Adds one or more existing tags to a person. Tags already on the person are left unchanged.

• Action
  Create/ Update Person

  Creates a person in Feathr or updates the existing one, matched by external ID, then email, then Feathr ID. Returns the full person and whether it was created or updated.

• Action
  Delete person

  Deletes a person from your Feathr account by ID. The person's recorded activity (breadcrumbs) is kept.

• Action
  Get campaign

  Returns a single Feathr campaign by its ID, including its name, type, project, state and schedule. An error occurs if the campaign is not found.

• Action
  Get person

  Returns a Feathr person by ID, including their tags and custom field values. An error occurs if the person is not found.

• Action
  List breadcrumbs

  Returns breadcrumbs, the activity records of people in your Feathr account, newest first, optionally filtered by activity type, person, campaign, project or time range.

• Action
  List campaigns

  Returns the campaigns in the Feathr account, including each campaign's name, type, project, state and schedule.

• Action
  List custom fields

  Returns the custom fields defined in the Feathr account, optionally limited to one entity type.

• Action
  List persons

  Returns the persons last seen since a given time, optionally narrowed by external ID or tags, or looks up a single person by email or external ID.

• Action
  List projects

  Returns the account's projects, including each project's name, location, site and registration URLs, and created, start and end dates.

• Action
  List tags

  Returns the account's tags, optionally only those of one kind, such as person or event tags.

• Action
  Remove tag from person

  Removes a tag from a person in your Feathr account. Nothing changes if the person does not hold the tag.

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