Connect AgencyZoom to Pylon

Both apps 55AgencyZoom 30Pylon 25

• 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 internal note to issue

  Adds an internal note to a Pylon issue. Internal notes are not visible to the requester.

• Action
  Add tag

  Creates a new tag in Pylon that can be applied to accounts, articles or issues.

• Action
  Add task

  Creates a task in Pylon with a title and optional details such as assignee, due date, account, project and status. Returns the new task.

• Action
  Create Account

  Creates a new customer account in Pylon with its name, domains, owner, tags and other details.

• Action
  Create Account Activity

  Creates a custom activity on a Pylon account's timeline.

• Action
  Create Call Recording

  Creates a call recording in Pylon from your own call recorder, including its transcript, and returns the new recording. Requires the Custom Call Recorder integration to be enabled in Pylon.

• Action
  Delete account

  Permanently deletes a Pylon account by its ID or external ID.

• Action
  Delete issue

  Permanently deletes an issue in Pylon.

• Action
  Find Account by Name

  Finds Pylon accounts by name, by exact or partial match, returning the matching accounts.

• Action
  Find contacts by criteria

  Returns the contacts that match the specified search text and/or filter.

• Action
  Find issues by criteria

  Returns Pylon issues matching a text search and/or a filter on fields such as state, assignee, account, tags or dates.

• Action
  Get account

  Returns a single Pylon account by its ID or external ID, including its domains, owner, tags, channels and custom fields.

• Action
  Get contact

  Returns a single contact, including its emails, phone numbers, account and custom field values, by its ID or external ID.

• Action
  Get issue

  Returns a single Pylon issue by its ID or issue number, including its custom field values. An error occurs if the issue is not found.

• Action
  Get user

  Returns a single Pylon team member by ID, including their name, email addresses, status, and assigned roles.

• Action
  Get Users

  Returns the users in your Pylon organization, optionally including deactivated users.

• Action
  List accounts

  Returns all accounts in your Pylon organization, including their domains, owner, tags and custom field values.

• Action
  List contacts

  Returns all contacts in the Pylon organization, including their emails, phone numbers, account and custom field values.

• Action
  List tags

  Returns all tags in the Pylon organization, with each tag's name, color and the type of object it applies to.

• Action
  List teams

  Returns all teams in the Pylon organization, with their members, how each team assigns issues, and any recurring assignment schedule.

• Action
  Reply to issue

  Sends a customer-facing reply on a Pylon issue, continuing an existing conversation or thread. Returns the ID of the new message and its issue.

• Action
  Update Account

  Updates an existing Pylon account. Only the fields you fill in are changed.

• Action
  Update contact

  Updates an existing Pylon contact by its ID or external ID. Only the fields you fill in are changed.

• Action
  Update issue

  Updates an existing Pylon issue — its title, state, assignee, team, account, requester, tags, type, portal visibility and custom fields. Only the fields you fill in are changed.

• Action
  Update Issue Followers

  Adds or removes users and contacts as followers of a Pylon issue, and returns the issue's resulting followers.

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