Connect AgencyZoom and Orderspace

Both apps 55AgencyZoom 26Orderspace 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.

• Trigger
  New Customer

  Triggers when a new customer is created in Orderspace.

• Trigger
  New Dispatch

  Triggers when items on an Orderspace order are dispatched.

• Trigger
  New Invoice

  Triggers when an invoice is created in Orderspace.

• Trigger
  New Order

  Triggers when a new order is placed in Orderspace.

• Trigger
  New Payment

  Triggers when a payment is made or recorded on an Orderspace invoice.

• Trigger
  New Product

  Triggers when a new product is created in Orderspace.

• Trigger
  Updated Customer

  Triggers when a customer is updated in Orderspace, returning the customer record with the updates applied.

• Trigger
  Updated Inventory Level

  Triggers when the stock on hand or available quantity of a product variant changes in Orderspace.

• Trigger
  Updated Order

  Triggered when an order is changed. Watches the 200 most recently created orders.

• Trigger
  Updated Product

  Triggers when a product is updated in Orderspace, returning the product with the updates applied.

• Action
  Add invoice

  Creates an invoice in Orderspace for one or more of a customer's orders.

• Action
  Add product

  Creates a new product with its variants, prices and categories in Orderspace.

• Action
  Create Customer

  Creates a new customer (a company that places orders) in Orderspace, with its buyer login, contact emails and address.

• Action
  Create Dispatch

  Creates a dispatch for an order, marking the given items as shipped and reducing stock on hand. The order becomes fulfilled once all its items are dispatched.

• Action
  Create Order

  Creates an order for an existing customer, with product, custom and shipping lines.

• Action
  Delete customer

  Deletes a customer from your Orderspace site.

• Action
  Delete order

  Deletes an order in Orderspace.

• Action
  Delete product

  Deletes a product (and its variants) from your Orderspace catalog.

• Action
  Get customer

  Returns a single Orderspace customer by its ID, including buyers, addresses, email addresses and assigned price list, payment terms and customer group.

• Action
  Get dispatch

  Returns a single dispatch (the fulfilled items of an order) by its ID, including shipping address and dispatch lines.

• Action
  Get invoice

  Returns a single invoice by its ID, including its lines, orders, billing address and payments.

• Action
  Get order

  Returns a single Orderspace order by its ID, including customer details, addresses, order lines and totals.

• Action
  Get product

  Returns a single product by its ID, including its variants, prices, categories and images.

• Action
  List customers

  Returns a list of customers, most recently created first, optionally filtered by company name, buyer email, status, reference, payment terms, group or price list.

• Action
  List inventory levels

  Returns stock levels (on hand and available quantities) for product variants, optionally filtered by product, SKU, or created/updated date.

• Action
  List orders

  Returns orders from your Orderspace site, most recently created first, optionally filtered by date, number, status, reference, customer or standing order.

• Action
  Update customer

  Updates an existing Orderspace customer. Fields left blank keep their current values.

• Action
  Update Inventory Level

  Sets the on-hand or available stock quantity for a product variant, identified by its SKU.

• Action
  Update product

  Updates an existing product in Orderspace, including its details, variants, categories and images. Fields left blank stay unchanged.

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