Connect AgencyZoom and Poptin

Both apps 73AgencyZoom 31Poptin 42

• 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
  List customer policies

  Returns the policies written for an AgencyZoom customer, including carrier, policy type, premium, dates, producer, CSR and status.

• 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 Contact

  Triggers when a new contact is added to your Poptin contact list.

• Trigger
  New Lead

  Triggers when a visitor submits a Poptin form, creating a new lead (conversion).

• Action
  Add contact tags

  Attach one or more tags to a contact by public id (`uid`) **without replacing** their other tags.

• Action
  Bulk delete contacts (JSON)

  Permanently remove up to **2,000** contacts by public id (`uid`) in the background - use this for cleanup jobs or CRM churn syncs larger than a single delete.

• Action
  Bulk delete conversions (JSON)

  Remove lead personal details from up to **2,000** conversions by public id (`uid`) in the background - use this for GDPR cleanup or CRM churn syncs larger than a single delete. Rows may be kept for aggregate stats.

• Action
  Bulk import contacts (JSON)

  Add or update up to **100** contacts in one background job - ideal for CRM sync batches that do not need a CSV file.

• Action
  Campaign Analytics

  See how your email campaigns performed overall in a date range (sends, opens, clicks, bounces) - the same metrics as a single campaign, rolled up.

• Action
  Create or update contact

  Add a person or update them when you already know their email - set field values, tags, preferences, and subscription status in one call.

• Action
  Create preference

  Add a new subscription preference topic (name and optional description) that contacts can be opted into. **423** if the account is locked for processing.

• Action
  Create property

  Add a custom contact field (for example industry or plan) before writing values via contact upserts or imports. **423** if the account is locked for processing.

• Action
  Delete campaign

  Permanently delete a campaign you no longer need. Campaigns that are `sending` or `queued` cannot be deleted (**422**). Allowed while under review. Returns **204** with no body.

• Action
  Delete contact

  Permanently remove one contact by public id (`uid`). For many deletions, prefer **Bulk delete contacts (JSON)**. Returns **204** with no body. **423** if the account is locked for processing.

• Action
  Delete conversion

  Remove lead personal details from a conversion while the row may be kept for aggregate stats. Returns **204**. **423** if the account is locked for processing.

• Action
  Delete poptin

  Soft-delete a popup/form (recoverable by support for a limited time). A/B versions are reassigned as in the dashboard. Returns **204**. **423** if the account is locked for processing.

• Action
  Delete preference

  Remove a subscription preference topic you no longer offer. Contacts lose this preference association. **423** if the account is locked for processing.

• Action
  Delete property

  Remove a custom property you no longer need. Built-in/default properties cannot be deleted (**406**). **423** if the account is locked for processing.

• Action
  End campaign

  Mark a `paused` campaign as `completed` so it will not continue sending - use this to close out a send early. Ending an already `completed` campaign is a no-op (**200**). **422** for other statuses or when the campaign is under review.

• Action
  List campaigns

  Browse email campaigns on your account (with optional name/status filters) so you can find a campaign to inspect or control. Paginated (`per_page` default **10**, max **100**).

• Action
  List contacts

  Browse and search people on your contact list so you can sync a CRM, audit who is subscribed, or find a contact before updating them.

• Action
  List conversions

  Browse leads and actions captured from your popups/forms so you can sync them to another system or review recent activity.

• Action
  List poptins

  Browse your popups and forms with per-Poptin aggregate metrics so you can rank performers or find a Poptin to inspect.

• Action
  List preferences

  List subscription preference topics on your account so you can build a preference center or map topic ids when syncing contacts. Paginated (`per_page` default **50**, max **100**).

• Action
  List properties

  List the contact fields available on your account so you can map forms or syncs to the right keys. Paginated (`per_page` default **50**, max **100**).

• Action
  Pause campaign

  Temporarily stop a campaign that is currently `sending` or `queued` - for example while you fix content or list issues. Pausing an already `paused` campaign is a no-op (**200**). **422** for other statuses or when the campaign is under review.

• Action
  Pause poptin

  Turn off an active popup/form so it stops showing on your site. Pausing an already `inactive` poptin is a no-op (**200**). **422** for statuses that cannot be paused (for example `draft`).

• Action
  Poptin Analytics

  See account-wide popup and form results for a time period - visitors, views, conversions, growth, and rates - the same overview style numbers you would check in the dashboard.

• Action
  Refresh poptin stats

  Ask Poptin to recompute popup/form aggregate stats when the cached overview looks stale.

• Action
  Remove contact tags

  Detach one or more tags from a contact by public id (`uid`) **without replacing** their other tags.

• Action
  Rename poptin

  Change the display name of a popup/form. Name must be 2–256 characters and unique on the account (**422** if taken).

• Action
  Resume campaign

  Continue a `paused` campaign, or retry one that entered an `error` state. Resuming an already `sending`, `queued`, or `scheduled` campaign is a no-op (**200**), except when under review (**422**). **422** for other statuses or when the campaign is under review.

• Action
  Resume poptin

  Turn an inactive popup/form back on. Resuming an already `active` poptin is a no-op (**200**). **422** for statuses that cannot be resumed (for example `draft`).

• Action
  Send campaign test email

  Preview how a **draft** campaign looks in real inboxes by sending a test to up to **five recipient email addresses**. An optional `contact_uid` personalizes those emails and does not add a sixth recipient.

• Action
  Show bulk job status

  Poll a background bulk job until `status` is `done` or `failed`. Requires `object_id` and `object_name` from the **202** response of a queuing operation.

• Action
  Show campaign

  Get one campaign by public id (`uid`), including its delivery status and performance statistics (sends, opens, clicks, bounces, and rates). A/B campaigns also include `ab`, `ab_test_percentage`, and per-variant details (`type`, `has_body`, headers). During an active A/B test, top-level `subject` / `

• Action
  Show contact

  Get one contact by public id (`uid`), including field values, tags, preferences, and subscription status - useful before an update or to verify a sync.

• Action
  Show conversion

  Get one conversion by public id (`uid`) - for example to fetch full lead details after a webhook or list sync. Pass `include=extra_fields` to resolve submitted input fields.

• Action
  Show poptin

  Get one popup or form by public id (`uid`) with its aggregate metrics. A/B parents include nested versions; A/B versions include the parent’s identity and metrics.

• Action
  Show preference

  Get one preference topic by public id (`uid`). Pass `include=contacts_count` when you need how many contacts currently have this preference.

• Action
  Show property

  Get one contact property, including its type and options, so you can map forms or syncs to the right field.

• Action
  Update contact status

  Change only a contact’s subscription status (for example subscribe, unsubscribe, or mark as bounced) without rewriting their other fields.

• Action
  Update preference

  Update a preference topic without changing which contacts are opted in. **423** if the account is locked for processing.

• Action
  Update property

  Change a property’s label, default value, or options after you have already created it. **423** if the account is locked for processing.

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