Connect AgencyZoom and Freshservice

Both apps 68AgencyZoom 31Freshservice 37

• 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
  Deleted Ticket

  Triggered when a ticket is deleted.

• Trigger
  New or Updated Change

  Triggered by a new or updated change in Freshservice.

• Trigger
  New or Updated Release

  Triggered by a new or updated release.

• Trigger
  Two-way sync new and updated changes

  Triggered by new and updated changes

• Trigger
  Two-way sync new and updated problems with PagerDuty ID

  A trigger for two-way syncing new and updated problems having a PagerDuty ID. Can only be used with two-way sync actions.

• Trigger
  Two-way sync new and updated releases

  Triggered by new or updated release

• Trigger
  Two-way sync new and updated tickets

  A trigger for two-way syncing new and updated tickets. Can only be used with two-way sync actions.

• Trigger
  Updated Change

  Triggered when a change is updated (created_at differs from updated_at).

• Trigger
  Updated Problem

  Triggered when a problem is updated (created_at != updated_at).

• Trigger
  Updated Release

  Triggered when a release is updated.

• Action
  Add Attachment to a Ticket

  Adds an attachment from a url to a specified ticket.

• Action
  Add Attachment to a Ticket (Cisco)

  Adds an attachment from a url to a specified ticket.

• Action
  Add Note To A Problem

  Adds a note to a problem provided its id.

• Action
  Add Note to a Ticket

  Adds a private or public note to a ticket.

• Action
  Create Change

  Creates a change.

• Action
  Create Problem

  Creates a problem.

• Action
  Create Release

  Creates a release.

• Action
  Create Ticket

  Creates a new ticket in Freshservice.

• Action
  Delete change

  Deletes a change request in Freshservice.

• Action
  Delete Problem

  Deletes a problem given its ID.

• Action
  Delete Ticket

  Deletes a ticket given its ID.

• Action
  Get agent

  Returns the details of a single agent in Freshservice, including their custom field values.

• Action
  Get change

  Returns a single change request by its ID, including its custom fields.

• Action
  Get problem

  Returns a single Freshservice problem by its ID, including its custom fields.

• Action
  Get release

  Returns a Freshservice release by its ID, including its planning details, associated assets and changes, and custom fields.

• Action
  Get requester

  Returns a single requester's details, including contact info, departments and custom fields.

• Action
  Get Ticket

  Retrieves a single ticket by ID.

• Action
  List Agents

  Lists agents.

• Action
  List changes

  Returns change requests in Freshservice, optionally filtered by view, requester or last-updated time.

• Action
  List problems

  Returns the problems in your Freshservice account, optionally only those updated since a given time.

• Action
  List releases

  Returns the releases in your Freshservice account, optionally only those updated since a given time.

• Action
  List Requesters

  Lists requesters.

• Action
  List Tickets

  Lists tickets, optionally filtered.

• Action
  Reply to a Ticket

  Adds a public reply to a ticket.

• Action
  Two-way sync delete ticket

  Deletes a ticket. For use only with two-way sync delete triggers.

• Action
  Update Change

  Updates a change given its ID.

• Action
  Update Problem

  Updates a problem given its ID.

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