Connect AgencyZoom and MailUp

Both apps 55AgencyZoom 26MailUp 29

• 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 Email Message in List

  A new email message was created in the list. MailUp is a multi-list environment and messages are list-specific.

• Trigger
  New Group

  New group added to the specified list. MailUp is a multi-list environment and groups are list-specific.

• Trigger
  New Recipient Subscribed

  There is a new subscriber in the specified list. MailUp is a multi-list environment.

• Trigger
  New Recipient Unsubscribed

  A recipient unsubscribed from the specified list. MailUp is a multi-list environment.

• Action
  Add list

  Create a new list. POST Console/List

• Action
  Add Recipient to Group

  Add recipient to the specified group on the list.

• Action
  Add Recipient to List

  Adds a new recipient to the specified list as a subscriber.

• Action
  Create New Email Message

  Create a new email message on the specified list.

• Action
  Create New Group

  Add a new group to the specified list. MailUp is a multi-list environment.

• Action
  Delete email message

  Delete an email message. DELETE Console/List/{id_List}/Email/{id_Message}

• Action
  Delete group

  Delete a group in a list. DELETE Console/List/{id_List}/Group/{id_Group}

• Action
  Delete list

  Delete a list. DELETE Console/List/{id_List}

• Action
  Get email message

  Retrieve email message details. GET Console/List/{id_List}/Email/{id_Message}

• Action
  Get list

  Retrieve list details by id. GET Console/List/{id_List}

• Action
  List email messages

  Retrieve email messages of a list. GET Console/List/{id_List}/Emails

• Action
  List Email Message Sendings

  lists the sendings (send tasks, with recipients count and status) created for an email message.

• Action
  List Group Recipients

  Lists the recipients in a MailUp group (GET Console/Group/{id_group}/Recipients), with id, email, name and personal data fields.

• Action
  List groups

  Retrieve groups of a list. GET Console/List/{id_List}/Groups

• Action
  List lists

  Retrieve the console's lists. GET Console/List on services.mailup.com/API/v1.1/Rest/ConsoleService.svc

• Action
  List subscribed recipients

  Retrieve subscribed recipients of a list. GET Console/List/{id_List}/Recipients/Subscribed

• Action
  Remove recipient from group

  Unsubscribe a recipient from a group. DELETE Console/Group/{id_Group}/Unsubscribe/{id_Recipient}

• Action
  Remove Recipient From List

  This method unsubscribe the given recipient from the specified list.

• Action
  Send Message to Email Address

  Sends the specified message (previously created in MailUp in the specified List) to the email address specified.

• Action
  Send Message to Group

  Send a message to a predefined group in the specified list.

• Action
  Send message to list

  Send an email message to all recipients of a list. POST Console/List/{id_List}/Email/{id_Message}/Send

• Action
  Unsubscribe recipient from list

  Unsubscribe a recipient from a list. DELETE Console/List/{id_List}/Unsubscribe/{id_Recipient}

• Action
  Update email message

  Modify an email message. PUT Console/List/{id_List}/Email/{id_Message}

• Action
  Update group

  Modify a group in a list. PUT Console/List/{id_List}/Group/{id_Group}

• Action
  Update list

  Modify details of a list. PUT Console/List/{id_List}

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