Connect AgencyZoom and Redbooth

Both apps 50AgencyZoom 26Redbooth 24

• 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 comment

  Triggered when a new comment is added to a task or conversation.

• Trigger
  New List

  Fires once for each new task list the connected user can access, newest first.

• Trigger
  New project

  Triggered when a new project is created

• Trigger
  New Task

  Fires once for each new task created in Redbooth, optionally limited to an organization, project, task list, creator or assignee.

• Trigger
  New Workspace

  Triggered when a new workspace (organization) is created.

• Action
  Add conversation

  Create a new conversation.

• Action
  Add note

  Creates a new note in a Redbooth project.

• Action
  Add project

  Creates a new project in a Redbooth organization.

• Action
  Add tag

  Create a new tag.

• Action
  Create Comment

  Creates a new comment.

• Action
  Create Subtask

  Creates a new subtask.

• Action
  Create Task

  Creates a new task.

• Action
  Create Task List

  Creates a new task list.

• Action
  Create Workspace

  Creates a new Redbooth workspace (organization).

• Action
  Delete task

  Deletes a Redbooth task by its id.

• Action
  Find projects by criteria

  Returns up to 1000 projects that match the specified organization, member user and archived criteria.

• Action
  Find Record

  Searches your Redbooth account for tasks, conversations, notes and files whose text matches the search words.

• Action
  Find Task

  Returns tasks whose text matches the search, optionally limited to one project.

• Action
  Get Note

  Returns one note with its title, content and project.

• Action
  Get Tag

  Returns one tag with its name, color and organization.

• Action
  Get task

  Retrieve a single Redbooth task by its id.

• Action
  Get Task List

  Returns one task list with its name, project and archived state.

• Action
  Update project

  Updates an existing Redbooth project's name, organization, visibility, time tracking, weekend-day and public-notes settings.

• Action
  Update task

  Updates an existing task by ID

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