Connect AgencyZoom to Geekflare

Both apps 44AgencyZoom 26Geekflare 18

• 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
  Capture Screenshot

  Take full-page screenshots of any website. Automatically handles JS rendering, cookie banners, ad-blocking, and mobile emulation.

• Action
  Check broken links

  Scan a webpage for broken links and report which URLs return errors.

• Action
  Check DNSSEC status

  Check whether DNSSEC is properly configured and validating for a domain, confirming protection against DNS spoofing and cache poisoning.

• Action
  Check mixed content

  Scan an HTTPS page for insecure HTTP resources (images, scripts, stylesheets) that trigger browser security warnings.

• Action
  Check site status

  Check whether a website is reachable and returns a successful HTTP response; useful for uptime monitoring.

• Action
  Check URL redirects

  Trace the full redirect chain of a URL, including every intermediate hop, status code, and final destination.

• Action
  Extract Data From Website

  Extracts data from public web pages into clean Markdown, HTML, or JSON.

• Action
  Generate PDF

  Convert a URL into a downloadable PDF document, with control over page orientation, margins, and scale.

• Action
  Get brand info

  Retrieve structured brand information for a domain (name, colors, fonts, logos, social profiles, page metadata).

• Action
  Lookup DNS Records

  Lookup any domain and retrieve A, AAAA, MX, TXT, and other records.

• Action
  Measure load time

  Measure how long a webpage takes to fully load from a real browser, optionally testing from up to 3 additional target countries via proxy.

• Action
  Ping host

  Send ICMP ping requests to a URL or IP and return latency, packet loss, and round-trip time statistics.

• Action
  Run Lighthouse audit

  Run a Google Lighthouse audit for performance, SEO, accessibility, and best practices, with support for advanced flags.

• Action
  Run MTR diagnostic

  Run a My Traceroute (MTR) diagnostic between Geekflare and a target host, combining traceroute and ping to show packet loss and latency at each hop.

• Action
  Scan ports

  Scan a domain or IP for open TCP ports (top N common ports or a custom range), with optional service/version detection.

• Action
  Scan TLS configuration

  Inspect a domain's TLS/SSL configuration (supported protocol versions, certificate details) to catch expiring certificates and outdated configs.

• Action
  Scrape page metadata

  Extract a page's meta tags, Open Graph, and Twitter Card data (title, description, canonical URL, images) without scraping the full page body.

• Action
  Search Web

  Searches the web and optionally extracts page content to provide real-time context for AI agents and LLMs.

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