Connect AgencyZoom to Gamma

Both apps 46AgencyZoom 30Gamma 16

• 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
  Create From Template

  Starts a new gamma generated from an existing template gamma, following your instructions on what to change. Returns a generation ID to check for the finished gamma.

• Action
  Delete gamma

  Deletes a gamma from your workspace, archiving it first if needed. The gamma becomes inaccessible immediately. Requires a workspace admin.

• Action
  Export gamma

  Starts exporting an existing gamma to PDF, PowerPoint or PNG and returns an export ID you can use to fetch the download link.

• Action
  Find gammas

  Returns up to 25 gammas whose title or body text match a search query, optionally narrowed by creator and last-updated time.

• Action
  Find templates

  Searches your workspace templates and Gamma's official templates by title and content, returning up to 25 matches from each.

• Action
  Generate image

  Starts generating one standalone on-brand image from a text prompt and returns the image generation ID. Use Get image with that ID to retrieve the finished image.

• Action
  Get export

  Returns the status of an export job and, once it is completed, the link to download the exported file.

• Action
  Get gamma

  Returns a gamma's details: title, link, thumbnail, author, theme, created and updated times, and whether it is archived.

• Action
  Get gamma analytics

  Returns engagement metrics for a gamma: total views, unique viewers and editors, card count, last opened time, and a 30-day daily viewer breakdown.

• Action
  Get gamma edit

  Returns the status of a Gamma agent edit job (pending, completed or failed), with the edit summary or error and credits used.

• Action
  Get Generation Status

  Returns the status of a gamma generation, and once completed, the link to the new gamma, its export file and the credits used.

• Action
  Get image

  Returns the status of an image generation job and, once it has completed, the finished image with its URL, dimensions and media library ID.

• Action
  List folders

  Returns the folders in your Gamma workspace that you can access, optionally filtered by name.

• Action
  List gamma comments

  Returns the comment threads on a gamma, including their replies, optionally only those with activity since a given time.

• Action
  List themes

  Returns the themes available in your Gamma workspace, including standard and custom themes, optionally filtered by name or type.

• Action
  Update gamma

  Starts an AI edit of an existing gamma from a natural-language instruction. Returns an edit ID to check with Get gamma edit.

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