Connect AgencyZoom and Lokalise

Both apps 68AgencyZoom 26Lokalise 42

• 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
  Contributor Added

  Triggers when a new contributor is added to a Lokalise project.

• Trigger
  Contributor Removed

  Triggers when a contributor is removed from the selected Lokalise project.

• Trigger
  Key Added

  Triggers when a new translation key is added to a Lokalise project, whether individually or in bulk (import, API or bulk action). Fires once per added key.

• Trigger
  Key Comment Added

  Triggers when someone adds a comment to a translation key in a Lokalise project.

• Trigger
  Key Modified

  Triggers when a translation key is modified in a Lokalise project, either individually or in bulk (renames, tag changes, file assignments, hiding).

• Trigger
  Key Removed

  Triggers when one or more translation keys are removed from a Lokalise project, whether deleted individually, in bulk, through the API, or moved to another project. Fires once per removed key.

• Trigger
  Language Added

  Triggers when one or more languages are added to a Lokalise project, firing once for each language added.

• Trigger
  Language Removed

  Triggers when a language is removed from a Lokalise project.

• Trigger
  Poll Tasks

  Triggers when a new task is created in a Lokalise project.

• Trigger
  Project Exported

  Triggers when translation files are downloaded (exported) from a Lokalise project.

• Trigger
  Project Imported

  Triggers when a translation file is uploaded to a Lokalise project. Fires once per uploaded file.

• Trigger
  Project Snapshot

  Triggers when a snapshot is taken of the selected Lokalise project.

• Trigger
  Task Created

  Triggers when a new translation or review task is created in a Lokalise project.

• Trigger
  Task Deleted

  Triggers when a task is deleted in a Lokalise project.

• Trigger
  Translation Reviewed

  Triggers when a translation is marked or unmarked as reviewed in a Lokalise project, individually or in bulk.

• Trigger
  Translation Updated

  Triggers when a translation is changed in the selected Lokalise project, either one at a time or several at once through a bulk action, file upload or the API.

• Action
  Add Contributor

  Adds a contributor to a Lokalise project, inviting them by email with the chosen languages and permissions.

• Action
  Add Languages

  Adds one or more languages to a Lokalise project, optionally overriding each language's code, name and plural forms.

• Action
  Create a Key

  Creates a new translation key in a Lokalise project, optionally with its translations, tags, comments and screenshots, and returns the new key.

• Action
  Create a Task

  Creates a translation, review or automatic-translation task in a Lokalise project for the chosen keys and languages.

• Action
  Create Comment

  Adds a comment to a translation key in a Lokalise project.

• Action
  Create Project

  Creates a new Lokalise project in your team, optionally with its languages, base language and project type. Returns the created project.

• Action
  Create Snapshot

  Creates a snapshot of a Lokalise project, saving its current state so it can be restored later.

• Action
  Delete a Key

  Deletes a key, with its translations, from a Lokalise project.

• Action
  Delete a Language

  Removes a language from a Lokalise project.

• Action
  Delete a Task

  Deletes a task from a Lokalise project.

• Action
  Download Files

  Exports a Lokalise project's translation files as a .zip bundle and returns the download URL of the bundle.

• Action
  List All Orders

  Returns all translation orders placed under a Lokalise team.

• Action
  List All Tasks

  Returns the tasks in a Lokalise project, optionally filtered by title or status.

• Action
  List All Translations

  Returns the translation items of a Lokalise project (one row per key and language), optionally filtered by language, review status, QA issues or task.

• Action
  List Project Languages

  Returns the languages set up in a Lokalise project, with each language's code, name, direction and plural forms.

• Action
  List Snapshots

  Returns the snapshots saved for a Lokalise project, with each snapshot's title and creation details.

• Action
  Remove Contributor

  Removes a contributor from a Lokalise project.

• Action
  Retrieve a Comment

  Returns a single comment left on a key in a Lokalise project, including its text, author and when it was added.

• Action
  Retrieve a Contributor

  Returns a contributor of a Lokalise project, including their email, name, role flags, languages and permissions.

• Action
  Retrieve a Key

  Returns one translation key from a Lokalise project, including its names, description, platforms, tags, comments, screenshots and translations.

• Action
  Retrieve a Task

  Returns a Lokalise task, including its status, progress, due date and the languages and assignees it covers.

• Action
  Retrieve Project

  Returns a Lokalise project's details, including its name, type, base language, settings and translation statistics.

• Action
  Update a Key

  Updates an existing key in a Lokalise project, such as its name, description, platforms, tags or flags, and returns the updated key.

• Action
  Update a Translation

  Updates the text and review flags of a translation in a Lokalise project.

• Action
  Update Language

  Updates a language in a Lokalise project, changing its code, name or plural forms.

• Action
  Upload File

  Uploads a localization file to a Lokalise project and queues it for import. Returns the queued import process so you can follow its status.

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