Connect AgencyZoom and Mural

Both apps 56AgencyZoom 26Mural 30

• 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
  New Mural

  Triggers when a new mural is created in the selected workspace.

• Trigger
  New Room

  Triggers when a new room is created in a Mural workspace.

• Action
  Add area

  Creates an area widget on a mural, with optional title, size, position, layout and style.

• Action
  Add comment

  Adds a comment to a mural at a given position, optionally attached to a widget.

• Action
  Add folder

  Creates a new folder in a Mural room, optionally nested inside an existing folder.

• Action
  Add room

  Creates a room in a Mural workspace you have write access to.

• Action
  Add shape

  Creates a shape widget (such as a rectangle or ellipse) on a mural.

• Action
  Add tag

  Creates a tag in a mural, optionally applying it to widgets. Tag text is limited to 25 characters.

• Action
  Add text box

  Creates a text box widget on a mural.

• Action
  Create Mural

  Creates a new mural in a room you own, with an optional title, folder, size and background color.

• Action
  Create Sticky

  Creates a sticky note on a mural, with optional text, position, size, shape, style and tags.

• Action
  Delete mural

  Deletes a mural that the connected user owns.

• Action
  Delete room

  Deletes a room that you own in Mural.

• Action
  Delete widget

  Deletes a widget (sticky note, shape, text box, etc.) and its content from a mural.

• Action
  Duplicate mural

  Creates a copy of an existing mural in the room (and optional folder) you choose, with a new title.

• Action
  Find murals by title

  Searches a workspace for murals whose titles match the text you provide and returns the matching murals.

• Action
  Get current user

  Returns the profile of the Mural user the connected account belongs to.

• Action
  Get mural

  Returns the details of a single mural you have access to.

• Action
  Get room

  Returns the details of a single Mural room, such as its name, type and workspace.

• Action
  Get workspace

  Returns the details of a Mural workspace you have read access to.

• Action
  Invite users to mural

  Invites people to a mural by email address or username. Invitees are notified by email; people invited by username are added to the mural immediately.

• Action
  List folders

  Returns the folders in a Mural room that you have access to.

• Action
  List murals

  Returns the murals you own or are a member of in a workspace, optionally filtered by status.

• Action
  List rooms

  Returns the rooms in a Mural workspace that you have access to.

• Action
  List tags

  Returns the tags defined in a mural.

• Action
  List widgets

  Returns the widgets (sticky notes, shapes, text boxes, areas and more) on a mural, optionally filtered by widget type or parent widget. Drawings are not included.

• Action
  List workspaces

  Returns all workspaces the connected Mural user is a member of.

• Action
  Update mural

  Updates a mural's title, status, size, colors, folder and permission settings. Leave a field blank to keep its current value.

• Action
  Update room

  Updates the name, description, visibility or favorite status of a Mural room.

• Action
  Update sticky note

  Updates the text, position, size, style or other properties of an existing sticky note on a mural.

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