Connect AgencyZoom to Mobile Message

Both apps 46AgencyZoom 30Mobile Message 16

• 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
  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 Contact to List

  Adds an existing contact to a contact list, identifying the contact by its ID or mobile number. Reports whether the contact was newly added or already a member.

• Action
  Add Unsubscribe

  Adds a phone number to your opt-out list, cancelling and refunding any messages scheduled to it and removing the matching contact from every list.

• Action
  Cancel Scheduled Message

  Cancels a scheduled SMS, a whole scheduled send, or every scheduled message with a given custom reference, and refunds the credits. Returns how many messages were cancelled and the credits refunded.

• Action
  Create Contact

  Adds a new contact to your Mobile Message account and returns the new contact's ID and normalised phone number.

• Action
  Create Contact List

  Creates a contact list with the given name, or returns the existing list if that name is already in use.

• Action
  Delete Contact

  Deletes a contact from your Mobile Message account and removes it from every contact list. Returns whether a contact was removed.

• Action
  Delete Contact List

  Deletes a contact list, and optionally permanently deletes the contacts that belong to it. Contacts are kept by default.

• Action
  Find Contact

  Returns the contacts that match the phone number, name, company or custom field values you specify. A contact must match every value you fill in.

• Action
  Find Message

  Returns outbound SMS messages matching a message ID or your custom reference, or sent history filtered by delivery status and date range.

• Action
  Remove Contact From List

  Removes a contact from a contact list. The contact record itself is kept.

• Action
  Remove Unsubscribe

  Removes a phone number from your unsubscribe list so it can receive messages again.

• Action
  Rename Contact List

  Renames an existing contact list and returns the list's ID and new name.

• Action
  Send SMS

  Sends one SMS message to a single recipient, immediately or at a scheduled time, and returns the new message's ID, cost and delivery acceptance details.

• Action
  Send SMS to List

  Sends one SMS to every contact in a saved contact list, with per-contact personalisation and optional scheduling, and returns the send's totals and status.

• Action
  Simulate Inbound Reply

  Simulates a reply arriving on a Mobile Message test account, recording it and calling the inbound webhook. Test accounts only.

• Action
  Update Contact

  Updates an existing contact's phone number, name, company or custom field values. Only the fields you fill in are changed.

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