Connect AgencyZoom to Hospitable

Both apps 96AgencyZoom 31Hospitable 65

• 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
  List customer policies

  Returns the policies written for an AgencyZoom customer, including carrier, policy type, premium, dates, producer, CSR and status.

• 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
  All Payouts

  Returns Airbnb payouts.

• Action
  All Transactions

  All Transactions in Hospitable.

• Action
  Cancel Manual Reservation

  Cancel a manual reservation. Only manual reservations can be cancelled through this endpoint.

• Action
  Cancel Scheduled Message

  Cancels a scheduled message so it will not be sent to the guest. The scheduled message record itself is preserved and can be restored with the restore-scheduled-message endpoint.

• Action
  Create Owner Statement Transaction

  Creates an owner-statement expense or reimbursement transaction.

• Action
  Create Task

  Creates a manual operations task on a property. Supports immediate internal teammate assignment via `teammate_uuid`. Marketplace assignment is not supported through this endpoint.

• Action
  Delete a Knowledge Hub item

  Deletes a Knowledge Hub aggregate item from a property.

• Action
  Delete a Knowledge Hub topic

  Deletes a Knowledge Hub topic and all of its aggregate items from a property.

• Action
  Delete Owner Statement Transaction

  Deletes an owner-statement expense or reimbursement transaction.

• Action
  Delete Task

  Deletes a manual operations task. Marketplace-backed tasks cannot be deleted through this endpoint.

• Action
  Get Agreement

  Returns a single rental agreement with rendered **content**, structured **fields** (guest-submitted values), and a **pdf_url** for signed agreements.

• Action
  Get Agreements

  Returns a paginated list of rental agreement **summaries** for the authenticated account, ordered by most recently created first.

• Action
  Get Alerts

  Returns a paginated list of dashboard alerts for the authenticated team. Alerts are issues that need attention — for example a disconnected channel, low smart-lock battery, failed payment, or a detect

• Action
  Get an Enrichable Shortcode by Key

  Returns the value that has been provided for the key.

• Action
  Get Business

  Returns a single Owner Statements business by UUID.

• Action
  Get Businesses

  Returns a paginated list of Owner Statements businesses for the active team.

• Action
  Get Channels

  Returns the booking-platform channels connected to the account (Airbnb, VRBO, Booking.com, Agoda, iCal, manual, direct). Use the `user_id` field as the `host` filter on the get-custom-codes endpoint.

• Action
  Get Custom Codes

  Returns the account's user-defined custom codes (`%%key%%`) used in guest messages. Filter by scoping fields to narrow.

• Action
  Get Inquiries

  > 📘 **Available includes:**

• Action
  Get Inquiry by UUID

  > 📘 **Available includes:**

• Action
  Get Opportunities

  Returns a paginated list of dashboard opportunities for the authenticated team. Opportunities are suggestions that can improve listing performance — for example enabling property protection, optimizin

• Action
  Get Owner

  Returns a single property owner by UUID, including `owner_portal_status` and `bank_account_status`.

• Action
  Get Owners

  Returns a paginated list of property owners for the active team (Owner Statements), including `owner_portal_status` and `bank_account_status`.

• Action
  Get Owner Statement

  Returns a single owner statement or invoice by UUID, including lean money totals by default (for example `total_reservation_income`, `taxes_to_manager`, `taxes_to_owner`, `total_due_to_owner`) plus `p

• Action
  Get Owner Statements

  Returns a paginated list of owner statements and invoices for the active team.

• Action
  Get Owner Statement Transaction

  Returns a single owner-statement expense transaction by UUID.

• Action
  Get Owner Statement Transactions

  Returns a paginated list of owner-statement expense and reimbursement transactions.

• Action
  Get Properties

  > 📘 **Available includes:**

• Action
  Get Property Availability Settings

  Returns availability and booking rules for a property: advance notice, rolling availability window, maximum and minimum stay, check-in/check-out day restrictions, preparation time, instant book, and r

• Action
  Get Property by UUID

  > 📘 **Available includes:**

• Action
  Get Property Calendar

  Get Property Calendar in Hospitable.

• Action
  Get Property Devices

  Returns the smart devices connected to a property: smart locks and thermostats. Filter by `device_type` to restrict to a single category.

• Action
  Get Property Images

  Get Property Images in Hospitable.

• Action
  Get Property Knowledge Hub

  Returns the Knowledge Hub for a property, including all sources, topics, and aggregate items. Aggregate items under each topic are the primary representation of knowledge for that property.

• Action
  Get Property Pricing

  Returns pricing settings saved on a property: currency, base and weekend nightly rates, fees, guests included, maximum occupancy, and security deposit configuration.

• Action
  Get Property Reviews

  Returns a paginated list of reviews that guests have left for a specific property.

• Action
  Get Property Taxes

  Returns the tax rules configured for a property: type, calculation method, rate or amount, subjects, and per-channel activation and remittance flags.

• Action
  Get Reservation

  > 📘 **Available includes**:

• Action
  Get Reservation Messages

  > **Rate Limits**: (per vendor OAuth client, or per Hospitable account if using PATs)

• Action
  Get Reservations

  > 📘 **Available includes:**

• Action
  Get Short Codes

  Returns the catalog of built-in shortcodes (`%key%`) that can be embedded in guest messages, including the events they apply to. Filter by a specific event to see the subset valid for that lifecycle s

• Action
  Get Task

  Returns a single task by UUID. `start_date` and `end_date` are ISO-8601 datetimes in the property local timezone (identified by the `timezone` field).

• Action
  Get Tasks

  Returns a paginated list of operations tasks for one or more properties, with optional filters for dates, task types, and statuses.

• Action
  Get Teammate

  Returns a single teammate by UUID.

• Action
  Get Teammates

  Returns a paginated list of internal teammates associated with the account. Use this to resolve a teammate UUID for the task create/update endpoints.

• Action
  Get Upsell Product

  Returns a single upsell product by UUID, including the same catalog fields as the list endpoint plus `can_edit_pricing_type` and a resolved `payout_method` when available.

• Action
  Get User & Billing

  Get User & Billing in Hospitable.

• Action
  List Enrichable Shortcodes

  Returns the enrichable shortcodes scoped to the client along with the values that have been provided.

• Action
  List Guest Reviews

  Returns host-of-guest review records on the account, including pending drafts you have not yet submitted, reviews you have already sent to the platform, and reviews that were cancelled. Use `status` t

• Action
  List Purchased Upsells

  Returns a paginated list of purchased upsells for the authenticated account, ordered by most recently paid first (`paid_at` descending, then id).

• Action
  List Reservation Scheduled Messages

  Returns the scheduled messages attached to a single reservation, including ones that have already been sent and ones that have been cancelled. Time fields are returned in the reservation's local timez

• Action
  List Upsell Products

  Returns a paginated list of upsell products in the authenticated account catalog (early check-in, late checkout, custom fees, trip insurance, and similar offers you configure for guests).

• Action
  Lock Smart Lock

  Sends a lock command to the smart lock and returns the refreshed device state once the provider confirms the action. The response shape matches the get-property-devices item shape.

• Action
  Mark Owner Statement As Paid

  Marks a published owner statement as paid.

• Action
  Mark Owner Statement As Unpaid

  Marks a paid owner statement as unpaid (returns it to published).

• Action
  Publish Owner Statement

  Starts an asynchronous publish for the owner statement.

• Action
  Respond to a Review

  Respond to a review received for a reservation.

• Action
  Restore Scheduled Message

  Restores a previously cancelled scheduled message so it will be sent at its existing `scheduled_for` time.

• Action
  Retrieve a Payout

  Retrieve a Payout in Hospitable.

• Action
  Retrieve a Transaction

  Retrieve a Transaction in Hospitable.

• Action
  Search Properties

  This endpoint allows you to search up to **3 years** in the future and for a max period of **90 days**.

• Action
  Send a Message for an Inquiry

  > **Rate Limits**: (per vendor OAuth client, or per Hospitable account if using PATs)

• Action
  Set an Enrichable Shortcode

  Set an Enrichable Shortcode in Hospitable.

• Action
  Unlock Smart Lock

  Sends a unlock command to the smart lock and returns the refreshed device state once the provider confirms the action. The response shape matches the get-property-devices item shape.

• Action
  Unpublish Owner Statement

  Starts an asynchronous unpublish for the owner statement.

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