Connect AgencyZoom to Microsoft Teams

Both apps 53AgencyZoom 26Microsoft Teams 27

• 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 Member To Team

  Tool to add a user to a microsoft teams team. use when granting or updating membership for a user.

• Action
  Archive Team

  Tool to archive a microsoft teams team. use after confirming the team id; returns 202 if accepted.

• Action
  Chats Get All Chats

  Retrieves all microsoft teams chats a specified user is part of, supporting filtering, property selection, and pagination.

• Action
  Chats Get All Messages

  Retrieves all messages from a specified microsoft teams chat using the microsoft graph api, automatically handling pagination; ensure `chat id` is valid and odata expressions in `filter` or `select` are correct.

• Action
  Create Meeting

  Use to schedule a new standalone microsoft teams online meeting, i.e., one not linked to any calendar event.

• Action
  Create Team

  Tool to create a new microsoft teams team. use when you need to provision a team with optional template, channels, and members.

• Action
  Delete Team

  Tool to delete a microsoft teams team. use after confirming the target team id.

• Action
  Get Channel

  Tool to get a specific channel in a team. use after obtaining valid team and channel ids to fetch channel details.

• Action
  Get Chat Message

  Tool to get a specific chat message. use after confirming chat id and message id.

• Action
  Get Team

  Tool to get a specific team. use when full details of one team by id are needed.

• Action
  List Message Replies

  Tool to list replies to a channel message. use after obtaining team, channel, and message ids.

• Action
  List Team Members

  Tool to list members of a microsoft teams team. use when you need to retrieve the members of a specific team, for auditing or notifications.

• Action
  List Users

  Tool to list all users in the organization. use when you need to retrieve directory users with filtering, pagination, and field selection.

• Action
  Teams Create Channel

  Creates a new 'standard', 'private', or 'shared' channel within a specified microsoft teams team.

• Action
  Teams Create Chat

  Creates a new chat; if a 'oneonone' chat with the specified members already exists, its details are returned, while 'group' chats are always newly created.

• Action
  Teams Get Message

  Retrieves a specific message from a microsoft teams channel using its team, channel, and message ids.

• Action
  Teams List

  Retrieves microsoft teams accessible by the authenticated user, allowing filtering, property selection, and pagination.

• Action
  Teams List Channels

  Retrieves channels for a specified microsoft teams team id (must be valid and for an existing team), with options to include shared channels, filter results, and select properties.

• Action
  Teams List Chat Messages

  Retrieves messages (newest first) from an existing and accessible microsoft teams one-on-one chat, group chat, or channel thread, specified by `chat id`.

• Action
  Teams List People

  Retrieves a list of people relevant to a specified user from microsoft graph, noting the `search` parameter is only effective if `user id` is 'me'.

• Action
  Teams Post Channel Message

  Posts a new text or html message to a specified channel in a microsoft teams team.

• Action
  Teams Post Chat Message

  Sends a non-empty message (text or html) to a specified, existing microsoft teams chat; content must be valid html if `content type` is 'html'.

• Action
  Teams Post Message Reply

  Sends a reply to an existing message, identified by `message id`, within a specific `channel id` of a given `team id` in microsoft teams.

• Action
  Unarchive Team

  Tool to unarchive a microsoft teams team. use when you need to restore an archived team to active state.

• Action
  Update Channel Message

  Tool to update a message in a channel. use when you need to modify an existing channel message after confirming channel and message ids.

• Action
  Update Chat Message

  Tool to update a specific message in a chat. use when you need to correct or modify a sent chat message.

• Action
  Update Team

  Tool to update the properties of a team. use when you need to modify team settings such as member, messaging, or fun settings.

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