Connect AgencyZoom and Kajabi

Both apps 73AgencyZoom 26Kajabi 47

• 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
  New Blog Post

  Triggers when a new blog post is created on your Kajabi site.

• Trigger
  New Contact

  Triggers when a new contact is added to your Kajabi site.

• Trigger
  New Customer

  Triggers when a new customer is added to your Kajabi site.

• Trigger
  Tag Added

  Triggers when a tag is added to a Kajabi contact, optionally only for one chosen tag.

• Trigger
  Tag Removed

  Triggers when a tag is removed from a contact in Kajabi.

• Action
  Add Tag to Contact

  Adds a tag to a Kajabi contact and returns the contact's updated list of tags.

• Action
  Create Contact

  Creates a contact on a Kajabi site with name, email, phone, address and custom field values.

• Action
  Create Contact Note

  Creates a note on a Kajabi contact.

• Action
  Create Form Submission

  Submits a Kajabi opt-in form for a person, creating a form submission and running the form's configured tags, offers, sequences and automations.

• Action
  Deactivate Purchase

  Deactivates a Kajabi purchase, removing the customer's access. Does not cancel an associated subscription.

• Action
  Delete Contact

  Permanently deletes a contact from your Kajabi site. Contacts with active Kajabi Payments subscriptions cannot be deleted.

• Action
  Delete Contact Note

  Deletes a note from a contact in Kajabi.

• Action
  Find Contact

  Finds contacts by name or email (fuzzy search), optionally narrowed by site, tag, offer or field contents. Returns the matching contacts and the first match.

• Action
  Get Blog Post

  Returns the details of a Kajabi blog post, including its title, content, URL, slug and publish date.

• Action
  Get Contact

  Returns a Kajabi contact by id, including its attributes, custom fields and optionally its related offers and customer.

• Action
  Get Contact Note

  Returns a single contact note by its id, including the note text, timestamps and the contact it belongs to.

• Action
  Get Course

  Returns a Kajabi course's details, optionally with its modules, lessons, media and offers.

• Action
  Get Customer

  Returns a customer's details, optionally with their contact, offers and products.

• Action
  Get Form Submission

  Returns a single form submission, including the submitter's name, email, address, phone numbers and any custom field values collected by the form.

• Action
  Get Offer

  Returns an offer's details, including its title, price, payment type and checkout URL, optionally with its linked products.

• Action
  Get Order

  Returns a single Kajabi order, including its totals, currency and fulfillment time, with optional related order items, customer and site.

• Action
  Get Product

  Returns the details of a Kajabi product, including its title, type, publish status and member count.

• Action
  Get Purchase

  Returns the details of a Kajabi purchase of an offer, including amount, payment type, status and its related offer, customer and transactions.

• Action
  Get Transaction

  Returns a single Kajabi payment transaction, including its amount, status, currency and type, optionally with the related customer and purchases.

• Action
  Grant Access to an Offer

  Grants a Kajabi contact access to an offer and its products, creating a customer record for the contact if needed. Optionally skips the customer welcome email.

• Action
  Grant Offer to Customer

  Grants a Kajabi offer, and the products it includes, to an existing customer. Returns the customer's offers after the grant.

• Action
  List Blog Posts

  Returns the blog posts on your Kajabi account, optionally filtered by site or title and sorted.

• Action
  List Contact Notes

  Returns contact notes, optionally only those for one contact or site, newest first by default.

• Action
  List Contacts

  Returns contacts from your Kajabi account, optionally narrowed to a site and filtered by search text, tags, offers, products, forms, email activity and more.

• Action
  List Contact's Offers

  Returns the offers a Kajabi contact has been granted access to, as a list of offer ids.

• Action
  List Contact's Tags

  Returns the tags currently applied to a contact.

• Action
  List Contact Tags

  Returns the contact tags (not archived) in your Kajabi account, optionally limited to one site or to tags whose name contains some text.

• Action
  List Courses

  Returns the courses in your Kajabi account, optionally filtered by site, title, description or publish status.

• Action
  List Customers

  Returns the customers on your Kajabi site, optionally filtered by search text, tags, offers, products, forms, email activity and more.

• Action
  List Custom Fields

  Returns the contact custom fields defined in your Kajabi account, with each field's title, handle, type and whether it is required.

• Action
  List Forms

  Returns the opt-in forms on your Kajabi sites, optionally filtered by site or title.

• Action
  List Form Submissions

  Returns form submissions from your Kajabi sites, optionally filtered by site or form.

• Action
  List Offers

  Returns the non-archived offers on your Kajabi sites that can be granted to a contact, optionally filtered by site, title or description.

• Action
  List Orders

  Returns the orders on your Kajabi account, optionally filtered by site, customer, order number or fulfillment status.

• Action
  List Products

  Returns the products (not archived) on your Kajabi account, optionally filtered by site, title, description or status.

• Action
  List Purchases

  Returns the offer purchases on your Kajabi account, optionally filtered by site, customer, coupon code, referrer or active/deactivated status.

• Action
  Reactivate Purchase

  Reactivates a deactivated purchase so the customer regains access. Does not reactivate any subscription.

• Action
  Remove Tag from Contact

  Removes a tag from a Kajabi contact and returns the tags still on the contact.

• Action
  Revoke Access to an Offer

  Revokes a contact's access to an offer, deactivating the offer's product memberships.

• Action
  Revoke Offer from Customer

  Revokes a customer's access to an offer, deactivating its product memberships. Returns the offers the customer still has.

• Action
  Update Contact

  Updates an existing Kajabi contact's name, email, phone, address, subscription status or custom field values. Fields left blank are not changed.

• Action
  Update Contact Note

  Updates the text of an existing note on a Kajabi contact.

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