Connect AgencyZoom and MiiTel

Both apps 72AgencyZoom 31MiiTel 41

• 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 Meeting

  Triggers when a new meeting recording is added in MiiTel.

• Trigger
  New Phone Call

  Triggers when a new phone call is recorded in MiiTel.

• Action
  Add tags to a meeting

  Add one or more tags to a video meeting record.

• Action
  Bulk delete multiple meetings

  Delete multiple video meeting records in a single request.

• Action
  Bulk-delete phone call legs

  Delete multiple call-detail records by id; 204 on success.

• Action
  Bulk-delete phone calls

  Delete up to 100 parent phone-call records.

• Action
  Bulk get hold/unhold events

  Fetch hold/unhold events for up to 100 calls in one request ({"holds": [...]}).

• Action
  Bulk get phone call leg transcripts

  Fetch transcripts for up to 20 calls in one request ({"phrases": [...]}).

• Action
  Bulk partially update phone call legs

  Partially update multiple call-detail records, returning {"call_details": [...]}.

• Action
  Bulk update tags on multiple meetings

  Update tags on multiple video meeting records simultaneously.

• Action
  Count meeting recordings per folder

  Count accessible meeting recordings for each requested folder.

• Action
  Create a presigned URL to upload call audio

  Mint a presigned URL for (re-)uploading a call's audio recording.

• Action
  Delete a phone call leg comment

  Delete one comment from a call-detail record.

• Action
  Get a meeting

  Retrieve one video meeting record, wrapped as {"video": {...}}.

• Action
  Get a phone call

  Retrieve one parent phone call and its nested call legs.

• Action
  Get a phone call leg

  Retrieve one call-detail record, wrapped as {"call_detail": {...}}.

• Action
  Get phone call leg audio

  Stream the audio recording for one call.

• Action
  Increment playback count of a phone call leg

  Record a playback of this phone call leg; returns when it was recorded.

• Action
  List a meeting's viewers

  List the users who have played the video — paginated, most recent first.

• Action
  Record watch time for a phone call leg

  Record how many seconds of this phone call leg were played.

• Action
  Remove tags from a meeting

  Remove one tag from a video meeting record.

• Action
  Replace all tags on a phone call leg

  Replace all existing tags on a call detail with the provided list.

• Action
  Retrieve all tags assigned to a meeting

  Retrieve all tags currently assigned to a video meeting record.

• Action
  Retrieve all tags assigned to a phone call leg

  Retrieve all tags currently assigned to a call detail record.

• Action
  Retrieve a meeting recording's phrase summaries

  Retrieve the summarized transcript phrase groups of a video, by start time.

• Action
  Retrieve a meeting recording's summaries

  Retrieve a video's AI-generated and manual summaries, newest first.

• Action
  Retrieve call quality metrics for a phone call leg

  Retrieve call quality metrics for a specific call detail record.

• Action
  Retrieve dial start timestamp of a phone call leg

  Retrieve a call detail's dial_starts_at (ISO 8601); 404 if the id is unknown.

• Action
  Retrieve the comment list of a meeting recording

  Retrieve a video detail's comments, wrapped as {"video_comments": [...]}.

• Action
  Retrieve the comment list of a phone call leg

  Retrieve a call leg's comments, wrapped as {"comments": [...]}.

• Action
  Retrieve the transcript of a meeting recording

  Retrieve a video's transcript, wrapped as {"phrases": [...]}.

• Action
  Retrieve the transcript of a phone call leg

  Retrieve a call's transcript, one entry per participant track.

• Action
  Retrieve topics extracted from a meeting recording transcript

  Retrieve the list of topics extracted from a video meeting transcript.

• Action
  Search phone call legs

  Searchable list of call-detail records, one row per call leg.

• Action
  Search phone calls

  Search parent phone-call records visible to the caller.

• Action
  Swap analysis participant

  Swap which participant's data is used as the primary source for call analysis.

• Action
  Update a meeting recording summary

  Update the text of an existing summary on a video.

• Action
  Update a meeting's access permission settings

  Update the access permission of a video; returns the updated settings.

• Action
  Update an existing comment on a phone call leg

  Replace the text of one comment on a call-detail record.

• Action
  Update a transcript phrase of a phone call leg

  Correct one transcript phrase, returning the stored phrase as {"phrase": {...}}.

• Action
  Update the after-call-work end time of a phone call leg

  Update a call detail's After Call Work end timestamp (ISO 8601); 409 if already finalized.

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