Connect AgencyZoom and OneSignal

Both apps 44AgencyZoom 26OneSignal 18

• 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 Notification Created

  Triggers when a new message (push, email or SMS) is created in your OneSignal app.

• Action
  Add custom event

  Records a custom event, such as a purchase or milestone, against a OneSignal user identified by External ID or OneSignal ID.

• Action
  Add segment

  Creates a segment in your OneSignal app from a set of audience filters.

• Action
  Add subscription

  Adds a new email, SMS or push subscription to an existing OneSignal user, found by one of the user's aliases such as their External ID.

• Action
  Add user

  Creates a OneSignal user identified by an External ID, with optional tags, profile properties and subscriptions. If the External ID already exists, the user's subscriptions are updated instead.

• Action
  Delete notification

  Cancels a scheduled or currently sending OneSignal message so it stops going out.

• Action
  Delete segment

  Deletes a segment from your OneSignal app. The users and subscriptions in the segment are not deleted.

• Action
  Delete user

  Deletes a OneSignal user along with all of their properties, subscriptions and identity aliases.

• Action
  Get notification

  Returns the details of a single OneSignal message, including its content, delivery statistics and outcomes.

• Action
  Get user

  Returns a OneSignal user, including their aliases, properties (tags, country, activity dates) and subscriptions.

• Action
  List notifications

  Returns the push, email and SMS messages sent from your OneSignal app, newest first, with their content and delivery stats.

• Action
  List segments

  Returns all segments in your OneSignal app, with each segment's name, description, status and dates.

• Action
  List templates

  Returns the message templates in your OneSignal app, optionally filtered to push, email or SMS templates.

• Action
  Send Advanced Push Notification

  Sends a push notification with OneSignal's full set of options: audience targeting by users, subscriptions, segments or filters, plus images, icons, buttons, sounds, badges, platform selection, scheduling and throttling.

• Action
  Send email

  Sends an email message through OneSignal to email addresses, users, subscriptions or segments, using your own content or a saved template.

• Action
  Send Push Notification

  Sends a push notification to your OneSignal app's subscribers, chosen by segment, filters, user alias or subscription ID. Returns the ID of the notification that was created.

• Action
  Send SMS

  Sends an SMS or MMS text message through OneSignal to phone numbers, users, subscriptions or segments, and returns the new message's ID.

• Action
  Update user

  Updates a OneSignal user's properties, such as tags, language, timezone, location and country, and records session activity and purchases.

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