Connect AgencyZoom to Maildroppa

Both apps 57AgencyZoom 26Maildroppa 31

• 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 or Update Subscriber Field (By Email)

  Sets (replaces) one custom field value on the subscriber with the given email address.

• Action
  Add or Update Subscriber Field (By Subscriber ID)

  Sets or replaces one custom field value on a subscriber identified by subscriber ID.

• Action
  Assign Subscriber Tag (By Email)

  Assigns a customer tag to the subscriber with the given email address.

• Action
  Assign Subscriber Tag (By Subscriber ID)

  Assigns one of your active customer tags to a subscriber, identified by subscriber ID. Assigning a tag the subscriber already has does nothing.

• Action
  Count Subscribers (Filtered)

  Returns the number of subscribers matching a set of segment conditions, optionally limited to one subscriber status.

• Action
  Create Field Type

  Creates a custom subscriber field in Maildroppa, such as a text, number, date or choice field.

• Action
  Create Segment

  Creates a subscriber segment in Maildroppa from a set of field, tag, topic, segment or purchase conditions.

• Action
  Create Tag

  Creates a new tag in Maildroppa that can be assigned to subscribers and used in segments.

• Action
  Delete All Subscribers (Optionally by Status)

  Deletes all subscribers in the account, optionally only those with a given status. Deletion runs in the background.

• Action
  Delete Field Type

  Archives a customer-created subscriber field so it is no longer active.

• Action
  Delete Segment

  Deletes a segment from your Maildroppa account. Segments still in use cannot be deleted.

• Action
  Delete Subscriber by Email

  Deletes a subscriber from your Maildroppa audience, identified by their email address.

• Action
  Delete Subscriber by ID

  Deletes a single subscriber from your Maildroppa account by their subscriber ID.

• Action
  Delete Subscriber Field (By Email)

  Clears the value of one subscriber field for the subscriber with the given email address.

• Action
  Delete Subscriber Field (By Subscriber ID)

  Clears the value of one subscriber field for the subscriber with the given ID.

• Action
  Delete Subscribers (Bulk)

  Deletes several Maildroppa subscribers at once by their subscriber IDs.

• Action
  Delete Subscriber Tag (By Email)

  Removes a customer tag from the subscriber with the given email address.

• Action
  Delete Subscriber Tag (By Subscriber ID)

  Removes a tag from a subscriber identified by their subscriber ID.

• Action
  Delete Tag

  Deletes (archives) a customer tag in Maildroppa so it can no longer be assigned. An archived tag can be restored later.

• Action
  Find Subscriber by Email

  Finds a subscriber by their exact email address and returns their details.

• Action
  Get Segment by ID

  Returns one Maildroppa segment by its ID, including its name and filter conditions.

• Action
  Get Subscriber by ID

  Returns a subscriber by ID, including field values, tags, status and registration details.

• Action
  List Field Types (Paged)

  Returns all subscriber fields in the Maildroppa account, both built-in and custom, including field types and choice options.

• Action
  List Filtered Subscribers (Paged)

  Returns one page of subscribers matching a filter of field, tag, topic, segment or purchase conditions.

• Action
  List Tags

  Returns the tags in your Maildroppa account, including system-managed tags, optionally with archived ones.

• Action
  Request Double Opt‑In

  Starts double opt-in for a new subscriber by sending them a confirmation email. Their profile, tags and topics are applied once they confirm.

• Action
  Update Field Type

  Updates a custom subscriber field's label, required flag, internal visibility, position and choice options.

• Action
  Update Segment

  Replaces a segment's name and rules in Maildroppa.

• Action
  Update Subscriber

  Updates a subscriber's email, first name, status, custom field values and tags. Values left blank keep the subscriber's current data.

• Action
  Update Subscriber Email

  Changes the email address of an existing Maildroppa subscriber.

• Action
  Update Tag

  Renames an existing customer tag in Maildroppa and returns the updated tag.

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