Connect AgencyZoom and RampedUp

Both apps 39AgencyZoom 26RampedUp 13

• 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 Alert

  Triggers when RampedUp publishes a new company or contact alert, such as a new hire, funding round, acquisition or expansion, optionally limited to the alert types, companies and locations you choose.

• Action
  Append Contact

  Looks up one person in RampedUp's contact database from an email, LinkedIn URL, or name and company, and returns their job title, professional email, phone and company details. Uses RampedUp credits.

• Action
  Find Contact by LinkedIn URL (Any Match)

  Finds a contact by LinkedIn profile URL and returns them if they have ANY of the contact details you ask for (personal email, professional email, mobile or phone), rather than all of them. Uses a credit when a match is found.

• Action
  Get Account Status

  Returns your RampedUp account's plan dates, credit limits and credits used, so an automation can check its remaining balance before appending.

• Action
  Get Alert by ID

  Returns the full details of one RampedUp alert, such as the new hire, funding round, investors or acquisition, by the alert ID from the New Alert trigger.

• Action
  Get Companies by IDs

  Returns the full RampedUp profiles of several companies at once, by their RampedUp company IDs from Search Companies.

• Action
  Get Company by ID

  Returns the full RampedUp profile of one company, including size, revenue, industry, address and technologies, by its RampedUp company ID from Search Companies.

• Action
  Get Contact by ID

  Returns the full, unmasked details of one RampedUp contact, including email and phone, by its RampedUp contact ID from Search Contacts. Uses a credit.

• Action
  Get Contacts by IDs

  Returns the full, unmasked details of several RampedUp contacts at once, by their RampedUp contact IDs from Search Contacts. Uses a credit per contact.

• Action
  Get Corporate Family

  Returns a company's corporate family from RampedUp: its parent, subsidiaries and, optionally, affiliates.

• Action
  Search Alerts

  Searches RampedUp's company and contact alerts, such as new hires, funding, acquisitions and expansions, by date, type, company and location. Searching uses no credits; use Get Alert by ID for full details.

• Action
  Search Companies

  Searches RampedUp's company database by name, industry, size, revenue, location and technology, and returns matching companies. Searching uses no credits; use Get Company by ID for a full profile.

• Action
  Search Contacts

  Searches RampedUp's contact database by title, level, company, location and other filters, and returns matching contacts. Emails and phone numbers come back masked; append a contact to get its full details. Searching uses no credits.

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