Connect AgencyZoom to Neon Postgres

Both apps 55AgencyZoom 26Neon Postgres 29

• 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 branch

  Create a new branch in a Neon project.

• Action
  Add compute endpoint

  Creates a compute endpoint (a Neon compute instance) on a branch of a Neon project. A branch can have one read-write endpoint and multiple read-only endpoints.

• Action
  Add database

  Creates a new Postgres database in a Neon project branch, owned by an existing role.

• Action
  Add project

  Creates a new Neon Postgres project with its default branch, database, role and compute, and returns the project along with its connection details.

• Action
  Add role

  Creates a Postgres role in the specified Neon project branch. Connections to the branch's active compute are dropped while the change applies.

• Action
  Delete branch

  Delete a branch by project_id and branch_id.

• Action
  Delete compute endpoint

  Deletes a compute endpoint from a Neon project. Existing connections to the compute are dropped. If the compute does not exist or was already deleted, the step still succeeds with an empty result.

• Action
  Delete database

  Deletes the specified database from a branch of a Neon project.

• Action
  Delete project

  Deletes a Neon project and all its branches, compute endpoints, databases and roles. The project can be recovered within 7 days.

• Action
  Delete role

  Deletes the specified Postgres role from a Neon branch.

• Action
  Get branch

  Retrieves details of a branch in a Neon project.

• Action
  Get compute endpoint

  Retrieve details about a compute endpoint.

• Action
  Get connection URI

  Retrieve a Postgres connection URI for a database/role/branch/endpoint combination.

• Action
  Get database

  Retrieves details of a database on a Neon project branch.

• Action
  Get project

  Retrieves the details of a Neon project, including its settings, compute configuration, history retention, owner and current usage metrics.

• Action
  Get role

  Retrieves details about a Postgres role (user) on a Neon branch.

• Action
  Get role password

  Retrieves the password for a Postgres role on a Neon branch.

• Action
  List branches

  Retrieve a list of branches for a Neon project.

• Action
  List compute endpoints

  Lists the compute endpoints (Neon compute instances) in a project.

• Action
  List databases

  Lists the databases on a branch of a Neon project.

• Action
  List operations

  Lists the operations (asynchronous actions such as starting a compute or creating a branch) Neon performed on a project. Operations older than 6 months may no longer be available.

• Action
  List projects

  Lists the Neon projects accessible to the connected account, optionally filtered by name/ID or organization.

• Action
  List roles

  Lists the Postgres roles on a Neon project branch.

• Action
  Start compute endpoint

  Start (resume) a suspended compute endpoint.

• Action
  Suspend compute endpoint

  Suspends the specified Neon compute endpoint (scales it to zero).

• Action
  Update branch

  Update a branch's properties (e.g. name, protected) by project_id and branch_id.

• Action
  Update compute endpoint

  Updates an existing compute endpoint in a Neon project by ID.

• Action
  Update database

  Updates the name or owner of a database on a Neon project branch.

• Action
  Update project

  Update settings for a Neon project by project_id.

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