Connect AgencyZoom and Mattermost

Both apps 59AgencyZoom 31Mattermost 28

• Trigger
  Lead Created

  Triggers when a new lead is created in AgencyZoom, optionally limited to a pipeline, stage, lead source, producer or location.

• 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
  New Policy Sold

  Triggers when a lead is marked sold (won) in AgencyZoom, returning the sold lead with its sold date and premium.

• 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.

• Trigger
  Service Request Status Change

  Triggers when a service request's status changes (for example from open to completed or removed).

• 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
  Add opportunity

  Creates a new opportunity (a quoted policy line such as auto or home) on an existing lead 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
  List customer policies

  Returns the policies written for an AgencyZoom customer, including carrier, policy type, premium, dates, producer, CSR and status.

• 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 Channel

  Triggers when a new public channel is created in a Mattermost team.

• Trigger
  New user

  Triggers when a new user joins the selected Mattermost team.

• Action
  Add direct channel

  Creates (or returns the existing) direct message channel between two users.

• Action
  Add Reaction

  Adds an emoji reaction to a Mattermost post.

• Action
  Add user

  Creates a new user account on the Mattermost server and returns the created user.

• Action
  Add User to Channel

  Adds a user to a Mattermost channel.

• Action
  Add user to team

  Adds a user to a team, making them a team member.

• Action
  Create Channel

  Creates a public or private channel in a Mattermost team.

• Action
  Delete channel

  Deletes (archives) a Mattermost channel, or permanently deletes it when requested.

• Action
  Delete Post

  Deletes a Mattermost post.

• Action
  Delete reaction

  Removes a user's emoji reaction from a post.

• Action
  Find channels by name

  Searches a team's public channels (and channels you belong to) whose name or display name matches a search term, and returns the matching channels.

• Action
  Find posts by terms

  Searches the posts in a team for the given search terms and returns the matching posts.

• Action
  Find User by Email

  Finds a Mattermost user by email address.

• Action
  Find user by username

  Finds a Mattermost user by their username and returns the user's profile.

• Action
  Get channel

  Returns a Mattermost channel's details (name, display name, team, type, purpose and header) by its channel ID.

• Action
  Get Post

  Returns a single Mattermost post by its ID.

• Action
  Get team

  Returns a Mattermost team by its ID.

• Action
  Get user

  Returns a Mattermost user's profile by their user ID.

• Action
  List channels

  Returns the public channels on a Mattermost team.

• Action
  List posts

  Returns the most recent posts in a Mattermost channel, newest first, optionally limited to posts changed since a time or before/after a given post.

• Action
  List Teams

  Returns the Mattermost teams you belong to.

• Action
  List users

  Returns users on the Mattermost server, optionally limited to a team, channel or group, or filtered by role and active status.

• Action
  Pin post

  Pins a post to the channel it was posted in.

• Action
  Post Message

  Posts a new message to a Mattermost channel, optionally as a reply in a thread.

• Action
  Remove user from channel

  Removes a user from a channel.

• Action
  Update channel

  Updates a channel's name, display name, purpose, header or other settings. Only the fields you fill in are changed.

• Action
  Update Post

  Changes the text of an existing Mattermost post.

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