Connect AgencyZoom and Habitify

Both apps 49AgencyZoom 30Habitify 19

• 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.

• Trigger
  New Log

  Triggers when a new log entry is recorded for the selected habit.

• Trigger
  New Mood

  Triggered when a new mood is logged on a note for the chosen habit.

• Trigger
  New Note

  Triggers when a new note is added to the selected habit.

• Trigger
  New Status

  Triggers when a habit is marked completed, skipped or failed for a day.

• Action
  Add area

  Creates a new area for organizing and categorizing habits, and returns the created area.

• Action
  Add Log

  Adds a log entry with a specific value and unit to a measurable habit, for today or a chosen date.

• Action
  Add Note

  Adds a note to a habit, with any combination of text, a mood level and photos. Returns the note that was created.

• Action
  Complete habit

  Marks a habit as completed for a specific date, with Habitify working out the log value from the habit's goal.

• Action
  Delete habit

  Permanently deletes a habit along with its logs, notes, goals and reminders. This cannot be undone.

• Action
  Delete habit log

  Permanently deletes one log entry from a habit, removing the recorded value from its tracking history.

• Action
  Fail habit

  Marks a habit as failed for a specific date, defaulting to today.

• Action
  Get habit

  Returns the full details of a habit, including its schedule, goals, reminders, areas and time-of-day periods. An error occurs if the habit is not found.

• Action
  Get Habit Journal

  Returns all your habits for a given day, with each habit's completion status, current streak and progress toward its goal.

• Action
  Get habit statistics

  Returns aggregated statistics for a habit over an optional date range, including completion, skip and failure counts, total and average logged values, and a day-by-day progress breakdown.

• Action
  List areas

  Returns all of the areas in the Habitify account, the groups used to organize habits such as Health or Work.

• Action
  List habit logs

  Returns the log entries recorded for a habit, newest first, optionally limited to a date range.

• Action
  List habit notes

  Returns the notes attached to a habit, including each note's text, mood level, photos and creation time.

• Action
  List habits

  Returns the habits in the account, optionally filtered by archived status, area, habit type or time of day.

• Action
  Skip habit

  Marks a habit as skipped for a specific date, for days you intentionally decide not to perform it. Returns Habitify's confirmation message.

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