Connect AgencyZoom to Front

Both apps 54AgencyZoom 26Front 28

• 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.

• Action
  Add Comment

  Adds an internal comment to a Front conversation.

• Action
  Add Contact Handle

  Adds a new handle (email, phone, social id, etc.) to an existing Front contact.

• Action
  Add Conversation Links

  Adds one or more links to a Front conversation, either existing links by id or external URLs (links are created as needed).

• Action
  Add Conversation Tags

  Adds one or more tags to a Front conversation.

• Action
  Assign or Unassign Conversation

  Assign or unassign a conversation to a teammate.

• Action
  Create Account

  Create a new account (company) in Front.

• Action
  Create Contact

  Creates a new contact in Front at the company level.

• Action
  Create Draft

  Creates a draft message that starts a new conversation in a Front channel.

• Action
  Create Draft Reply

  Creates a new draft as a reply to the last message in a Front conversation.

• Action
  Create Link

  Creates a new Link

• Action
  Find Account

  Finds a Front account by one of its domains or by its external ID.

• Action
  Find Contact

  Finds a Front contact by one of its handles (email address, phone number, social handle, etc.) and returns the matching contact.

• Action
  Find Conversation

  Returns up to 100 conversations matching a Front search query, most recently active first.

• Action
  Get Conversation

  Fetches a conversation by ID, with its status, assignee, tags, links and custom fields. An error occurs if the conversation is not found.

• Action
  Get Conversation Last Message

  Returns the most recent message in a Front conversation.

• Action
  Get Link

  Fetches a link by ID, with its name, type and external URL. An error occurs if the link is not found.

• Action
  Import Message

  Imports a message into a Front inbox without sending it through a channel, e.g. historical conversations or web form submissions.

• Action
  List Conversation Comments

  Returns the internal comments teammates have posted on a conversation, with each comment's body, author and time posted.

• Action
  List Link Conversations

  List the conversations linked to a specific Front link.

• Action
  Remove Contact Handle

  Removes a handle (email, phone, etc) from a Contact

• Action
  Remove Conversation Links

  Remove Links from a conversation.

• Action
  Remove Conversation Tags

  Remove Tags from a Conversation

• Action
  Send Message

  Sends a new message from a Front channel, starting a new conversation.

• Action
  Send Reply

  Replies to a conversation. This action is best used with a Front trigger. For example, auto-reply behavior could be setup by combining a "New Inbound Message" Front trigger with this action.

• Action
  Update Account

  Updates an existing account in Front.

• Action
  Update Contact

  Updates an existing Front contact's name, description, links, contact lists and custom fields. Fields left blank are not changed.

• Action
  Update Conversation

  Update the conversation status, assignee, inbox or tags.

• Action
  Update Link

  Update the name of a Link.

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