Connect AgencyZoom and Plug&Pay

Both apps 64AgencyZoom 30Plug&Pay 34

• 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.

• Trigger
  New Order

  Triggers when a new order is placed in your Plug&Pay account.

• Trigger
  New Product

  Triggers when a new product is added to your Plug&Pay account.

• Trigger
  New Subscription

  Triggers when a new subscription or installment plan starts in your Plug&Pay account.

• Action
  Add Order Comment

  Adds an internal note to an order. Buyers do not see it.

• Action
  Add Subscription Comment

  Adds an internal note to a subscription. Subscribers do not see it.

• Action
  Cancel Subscription

  Cancels a subscription, optionally from a later date and with a reason.

• Action
  Clone Checkout

  Makes a copy of a checkout page and returns the new checkout's ID.

• Action
  Clone Product

  Makes a copy of an existing product and returns the new product's ID.

• Action
  Create Product Price

  Adds a price to a product in your Plug&Pay account and returns the price ID.

• Action
  Delete Checkout

  Deletes a checkout page from your Plug&Pay account.

• Action
  Delete Order

  Deletes an order from your Plug&Pay account.

• Action
  Delete Product

  Deletes a product from your Plug&Pay account.

• Action
  Delete Product Price

  Removes a price from a product in your Plug&Pay account.

• Action
  Delete Promotion

  Deletes a promotion from your Plug&Pay account.

• Action
  Delete Subscription

  Deletes a subscription from your Plug&Pay account.

• Action
  Extend Subscription

  Moves a subscription's next billing date later, extending the current period.

• Action
  Find Checkouts

  Searches the checkout pages in your Plug&Pay account by name, product or status.

• Action
  Find Orders

  Searches the orders in your Plug&Pay account by buyer email, invoice number, payment status, product, date range and other filters.

• Action
  Find Products

  Searches the products in your Plug&Pay account by title, SKU, type, group and other filters.

• Action
  Find Promotions

  Searches the promotions in your Plug&Pay account by name or product.

• Action
  Find Subscriptions

  Searches the subscriptions in your Plug&Pay account by subscriber, status, product, billing dates and other filters.

• Action
  Get Checkout

  Returns a checkout page from your Plug&Pay account by its ID.

• Action
  Get Order

  Returns an order from your Plug&Pay account by its ID, optionally with its items, billing details and more.

• Action
  Get Order Payment

  Returns the payment of an order: its status, method, provider and amounts.

• Action
  Get Product

  Returns a product from your Plug&Pay account by its ID.

• Action
  Get Product Price

  Returns one price of a product in your Plug&Pay account.

• Action
  Get Promotion

  Returns a promotion from your Plug&Pay account by its ID.

• Action
  Get Subscription

  Returns a subscription from your Plug&Pay account by its ID.

• Action
  List Order Comments

  Returns the internal notes on an order.

• Action
  List Product Prices

  Returns all prices of a product. When a checkout has its own pricing, that pricing takes precedence.

• Action
  Refund Order

  Refunds an order and creates its credit order. The order must have an invoice number and must not already be refunded.

• Action
  Resume Subscription

  Resumes a cancelled subscription so it renews again.

• Action
  Update Order Payment Status

  Sets the payment status of an order, for example to mark it as paid.

• Action
  Update Product Price

  Changes a price on a product in your Plug&Pay account. Fields left blank are not changed.

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