Connect AgencyZoom and GitHub

Both apps 60AgencyZoom 26GitHub 34

• 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.

• Trigger
  Issue Closed

  Triggers when an issue in a repository is closed.

• Trigger
  New Branch

  Triggers when a new branch is created in a GitHub repository.

• Trigger
  New Collaborator

  Triggers when a new collaborator is added to a GitHub repository.

• Trigger
  New Commit

  Triggers when a new commit is pushed to a GitHub repository's default branch.

• Trigger
  New Commit Comment

  Triggers when someone comments on a commit in a repository.

• Trigger
  New Gist

  Triggers when you create a new gist on GitHub.

• Trigger
  New Global Event

  Triggers when a new public event happens anywhere on GitHub, such as a push, fork, or new issue.

• Trigger
  New Issue

  Triggers when a new issue is created in a repository.

• Trigger
  New Label

  Triggers when a new label is added to a GitHub repository.

• Trigger
  New Milestone

  Triggers when a new milestone is created in a repository.

• Trigger
  New Pull Request

  Triggers when a new pull request is opened in a repository.

• Trigger
  New Release

  Triggers when a new release is published in a GitHub repository.

• Trigger
  New Repo Event

  Triggers when new activity (pushes, issues, pull requests, releases and more) happens in a GitHub repository.

• Trigger
  New Repository

  Triggers when a new public repository appears under a GitHub user or organization.

• Trigger
  New Watcher

  Triggers when someone starts watching a repository.

• Action
  Add Labels to Issue

  Adds labels to an issue or pull request in a GitHub repository, keeping its existing labels.

• Action
  Check Organization Membership

  Checks whether a GitHub user is a member of an organization and returns true or false.

• Action
  Create Branch

  Creates a new branch in a repository, starting from the commit you choose.

• Action
  Create Comment

  Adds a comment to an issue or pull request in a GitHub repository.

• Action
  Create Gist

  Creates a new gist with one file on the connected GitHub account.

• Action
  Create Issue

  Creates a new issue in a GitHub repository.

• Action
  Create or Update File

  Creates a new file in a repository, or replaces an existing file's contents, as a commit.

• Action
  Create Pull Request

  Opens a pull request asking to merge one branch into another.

• Action
  Delete Branch

  Deletes a branch from a repository. Any open pull request from that branch is closed.

• Action
  Find Branch

  Finds a branch in a GitHub repository by name and returns its latest commit and protection status.

• Action
  Find Issue

  Finds an issue in a GitHub repository by its number and returns its title, body, state, author and labels.

• Action
  Find Organization

  Finds a GitHub organization by its login and returns its profile details.

• Action
  Find Pull Request

  Finds a pull request in a GitHub repository by its number and returns its title, state, branches and merge status.

• Action
  Find Repository

  Returns a GitHub repository by its owner and name, including its description, visibility, default branch and counts.

• Action
  Find User

  Finds a GitHub user by username and returns their public profile.

• Action
  Get File Contents

  Returns a file from a GitHub repository, with its base64-encoded content, at the default branch or a chosen branch, tag or commit.

• Action
  Submit Review

  Submits a review on a pull request: approve it, request changes, or leave a review comment.

• Action
  Update Issue

  Updates an existing issue in a GitHub repository, such as its title, text, state, labels or assignees.

• Action
  Update Pull Request

  Changes a pull request's title, description, target branch, or open/closed state.

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