Connect AgencyZoom to NGP VAN

Both apps 50AgencyZoom 30NGP VAN 20

• 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 a Contribution

  Creates a contribution (donation) for a contact in NGP VAN, credited to a designation.

• Action
  Add Activist Codes

  Applies or removes one or more activist codes on a person in NGP VAN.

• Action
  Add Canvass Responses

  Records a canvass interaction on a person in NGP VAN: either a result code such as Not Home, or script responses such as activist codes, survey answers and volunteer activities.

• Action
  Add Contact History

  Records a contact attempt (contact history) on a person in NGP VAN with a result code such as Not Home or Wrong Number, plus optional context like contact type, date and phone.

• Action
  Add Note to Contact

  Adds a free-text note to a person in NGP VAN, optionally with a note category and a contact history record.

• Action
  Add Survey Responses

  Records one or more survey question answers on a person in VAN, optionally with details of how and when they were canvassed.

• Action
  Create Financial Batch

  Creates a financial batch in NGP VAN for grouping contributions under a designation.

• Action
  Create or Update Contact With a Contribution

  Finds a matching contact (creating one if none exists, otherwise updating it) and records a contribution for that contact. Returns the contact's VAN ID and the new contribution ID.

• Action
  Delete code from contact

  Removes a single code (tag) from a contact in NGP VAN.

• Action
  Delete contact

  Deletes (suppresses) a contact record in NGP VAN by its VANID.

• Action
  Find Contact

  Finds the person in NGP VAN who matches the VAN ID, name, date of birth, phone numbers or email addresses you provide, and returns that person's full record.

• Action
  Find Financial Batch

  Finds financial batches whose names contain the given text.

• Action
  Get contact

  Returns a person record from NGP VAN by VAN ID, with optional phones, emails, addresses, custom fields and other details.

• Action
  List activist codes

  Returns the activist codes available in your VAN committee, optionally filtered by status, name or type.

• Action
  List campaigns

  Returns the campaigns in your NGP VAN account, with each campaign's name, type and status.

• Action
  List notes

  Returns the notes recorded on a person (contact) in NGP VAN.

• Action
  Merge contacts

  Merges a source contact into a target contact, keeping the target's values on conflicts and deleting the source.

• Action
  Subscribe Email

  Finds or creates a contact by email address and marks that email as subscribed.

• Action
  Tag a Contact

  Applies a tag or source code to an existing contact.

• Action
  Update note

  Updates the text, view restriction and category of an existing note on a person in NGP VAN.

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