Connect AgencyZoom and Manus

Both apps 44AgencyZoom 26Manus 18

• 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 Task Created

  Fires when a new Manus task is created (Manus task_created webhook event).

• Trigger
  Stopped Task

  Triggers when a task reaches a stopping point, either because it completed successfully or needs user input to proceed.

• Action
  Add File

  Uploads a file to Manus so it can be attached to a task. Returns the new file's id to use as an attachment when creating or continuing a task.

• Action
  Add Project

  Creates a new project to group related tasks and apply shared instructions.

• Action
  Continue Task (Add a New Prompt)

  Sends a follow-up prompt to an existing Manus task so the agent continues working on it, including answering a question the agent asked.

• Action
  Create Task

  Creates a new task and returns a direct link to it.

• Action
  Delete File

  Deletes an uploaded file from Manus before its automatic 48-hour expiry.

• Action
  Delete Task

  Permanently delete a task by its ID. This action cannot be undone.

• Action
  Get Available Credits

  Returns the Manus credit balance, subscription period and refresh information for the connected account (the team's shared pool for a team sub-account).

• Action
  Get current user

  Returns the Manus user ID of the account this connection is authenticated as.

• Action
  Get File

  Retrieves a file's upload status, size, expiration, and (if available) a temporary download URL.

• Action
  Get Task

  Retrieves a Manus task's status and metadata.

• Action
  Get Tasks

  Lists tasks in your Manus account, optionally filtered by type, agent, project or the credential that created them.

• Action
  List Credit Usage

  Lists the account's credit change history (consumption, refunds and grants) per task, newest first.

• Action
  List Projects

  Lists all projects in the Manus account.

• Action
  List Skills

  Lists the skills available in your Manus account, optionally including a project's own skills.

• Action
  Stop Task

  Stops a running Manus task. The task's status changes to stopped; it can be resumed later by sending it a new message.

• Action
  Update Task

  Updates a Manus task's title, sharing visibility, or whether it appears in the task list.

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