Connect AgencyZoom to Iterable

Both apps 46AgencyZoom 26Iterable 20

• 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
  Add email template

  Creates an email template, or updates every email template that already has the same client template ID.

• Action
  Add list

  Creates a new static list in Iterable and returns its id.

• Action
  Add user to list

  Adds a user, identified by email or user ID, to a static Iterable list, optionally updating their profile data.

• Action
  Create a User

  Creates a user profile in Iterable (or updates it if one already exists), identified by email or user ID, with any profile data you supply.

• Action
  Delete catalog item

  Deletes an item from an Iterable catalog. Deletion is asynchronous, so the item may take a moment to disappear.

• Action
  Delete list

  Deletes a list from your Iterable project.

• Action
  Delete user

  Deletes an Iterable user by email address. Deletion is processed asynchronously.

• Action
  Get catalog item

  Returns one item from an Iterable catalog, including all of its field values.

• Action
  Get email template

  Returns an email template by its ID, including its HTML and plain-text content, subject, sender details and metadata.

• Action
  Get user

  Returns an Iterable user profile, including all its data fields, looked up by email address.

• Action
  List lists

  Returns all lists in the Iterable project, including their id, name and list type.

• Action
  Remove user from list

  Removes a user, identified by email or user ID, from an Iterable static list.

• Action
  Send email

  Sends an email from an Iterable triggered campaign to a single user, identified by email address or user ID.

• Action
  Send push notification

  Sends a push notification from an existing push campaign to one Iterable user, now or at a scheduled time.

• Action
  Send SMS

  Sends an SMS from an Iterable SMS campaign to one user, identified by email or user ID, optionally scheduled for later.

• Action
  Track a Purchase

  Records a purchase for an Iterable user, with its line items and order total, and clears the user's shopping cart. Creates the user if they do not exist yet.

• Action
  Track Event

  Records a custom event against an Iterable user profile, identified by email or user ID, with optional event data.

• Action
  Trigger campaign

  Sends an existing triggered campaign to the members of one or more lists.

• Action
  Update a User's Shopping Cart Items

  Replaces the shopping cart items stored on an Iterable user profile, creating the user if they do not exist yet.

• Action
  Update user subscriptions

  Updates a user's list, channel and message type subscriptions in Iterable. Any subscription list you provide replaces the user's existing one.

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