Connect AgencyZoom and JOIN

Both apps 49AgencyZoom 30JOIN 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
  Application Created

  Triggers when a new job application is received in JOIN.

• Trigger
  Job Published

  Triggers when a job is published (goes online) in JOIN.

• Trigger
  Job Unpublished

  Triggers when a job is taken offline or archived in JOIN.

• Action
  Add candidate note

  Adds a note to a candidate in JOIN.

• Action
  Add job

  Creates a job in JOIN. New jobs are activated and multiposted to job boards automatically.

• Action
  Add location

  Creates a new office location in JOIN that job ads can be assigned to.

• Action
  Create Application

  Creates an application for a candidate on a JOIN job, optionally attaching documents such as a CV.

• Action
  Get application

  Returns one job application, including its candidate, job, attachments, screening answers and pipeline stage.

• Action
  Get candidate

  Returns a single JOIN candidate by id, including contact details, tags, consent status and their applications, with notes optionally embedded.

• Action
  Get job

  Returns a single JOIN job by its ID, including its title, status, office and optionally its full content.

• Action
  Get Jobs

  Returns jobs in your JOIN account, optionally filtered by status, title, country, external id, or creation/update dates.

• Action
  Get Online Jobs

  Returns the jobs currently published (online) in your JOIN account, optionally filtered by title, country, dates or external id.

• Action
  List applications

  Returns the applications in your JOIN account, optionally filtered by job, dates, country, hiring state or pipeline stage.

• Action
  List candidate notes

  Returns all notes recorded on a candidate in JOIN, including replies.

• Action
  List candidates

  Returns the candidates in your JOIN company, optionally filtered by a name/email search or creation date.

• Action
  List candidate scorecards

  Returns the scorecards submitted for a candidate's job application, including each interviewer's overall recommendation, attribute ratings and question answers.

• Action
  List locations

  Returns the office locations in your JOIN account, optionally filtered by country or city.

• Action
  Update job

  Updates an existing job's details, such as title, description, office, salary, and application requirements. Fields you leave blank stay unchanged.

• Action
  Update Job Status

  Changes a JOIN job's status to online, offline or archived, and returns the job's ID.

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