Connect AgencyZoom and monday.com

Both apps 63AgencyZoom 26monday.com 37

• 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
  Any Column Value Changed in Board

  Triggers when any column's value is changed in the selected board.

• Trigger
  Item Moved to Group (Same or Different Board)

  Triggers when an item is moved to a group (same or different board).

• Trigger
  New Board

  Triggers when a new board is created.

• Trigger
  New Item in Board

  Triggers when an item is created in a specific board.

• Trigger
  New Subitem on Board

  Triggers when a new subitem on a specific board is created.

• Trigger
  New Update in Board

  Triggers when a new update is posted on a board.

• Trigger
  New User

  Triggers when a new user joins your monday.com account.

• Trigger
  Specific Columns Values Changed in Board

  Triggers when one of the specified columns' value is changed in the selected board.

• Trigger
  Specific Column Value Changed in Board

  Triggers when a specific column's value changes in the selected board.

• Trigger
  Specific Subitem Column Value Changed in Board

  Triggers when a specific column's value changes in a subitem within the selected board.

• Action
  Archive Board

  Archives a board

• Action
  Archive Group

  Archives a specific group in a board

• Action
  Archive Item

  Archives an item

• Action
  Create Board

  Creates a new board

• Action
  Create Column

  Create a new column in board.

• Action
  Create Group

  Creates a new group in a board

• Action
  Create Item

  Create a new Item in a board

• Action
  Create Subitem

  Create a new subitem in a item with column values

• Action
  Create Update

  Create a new update.

• Action
  Delete Group

  Delete a specific group from a board

• Action
  Delete Item

  Delete an item from a board

• Action
  Duplicate Item

  Create a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication.

• Action
  Find Items

  Find items that match a specific value in a column

• Action
  Find Subitems

  Finds the subitems of a specific item on the board

• Action
  Find User by Name

  Search for a user by name using exact matching

• Action
  Get Board Values

  Returns the data for a all columns in the specific board

• Action
  Get Column Values

  Returns the data for a specific column in the board

• Action
  Get File Column Values

  Returns the data for a specific file column in the board

• Action
  Get Group Details

  Returns the group name for a specific board

• Action
  Get User Details

  Returns the details for a specific user

• Action
  Group Position

  Duplicate a group with its items

• Action
  List Boards

  Returns a list of your active boards ordered by creation date. Optionally specify a maximum number to return (default 25).

• Action
  Move Item to Group

  Move an item to a different group

• Action
  Update Item

  Change multiple column values of an item

• Action
  Update Item Name

  Update an item's name

• Action
  Update Subitem

  Updates a update subitem on your board.

• Action
  Upload File to Specific Column

  Upload File To Specific Column

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