Connect AgencyZoom to Resend

Both apps 54AgencyZoom 26Resend 28

• 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.

• Action
  Add Contact to Segment

  Adds a contact to a Resend segment. You can identify the contact by its ID or email address.

• Action
  Add Suppression

  Adds an email address to your Resend suppression list so no further mail is sent to it.

• Action
  Cancel Email

  Cancels a scheduled Resend email that has not been sent yet.

• Action
  Create API Key

  Creates a new Resend API key. The key itself is returned once, so store it right away.

• Action
  Create Contact

  Creates a contact in Resend. Returns the new contact's ID.

• Action
  Create Domain

  Adds a sending domain to Resend. Returns the DNS records you need to add at your domain host to verify it.

• Action
  Create Segment

  Creates a new segment in Resend for grouping contacts.

• Action
  Delete API Key

  Deletes a Resend API key so it can no longer be used.

• Action
  Delete Contact

  Deletes a contact from Resend. You can identify the contact by its ID or email address.

• Action
  Delete Domain

  Removes a sending domain from Resend.

• Action
  Delete Segment

  Deletes a segment from Resend. The contacts themselves are not deleted.

• Action
  List API Keys

  Returns the API keys on your Resend account, with each key's name and when it was last used. The key values themselves are never returned.

• Action
  List Contacts

  Returns the contacts in your Resend account, optionally limited to one segment.

• Action
  List Domains

  Returns the sending domains on your Resend account and each one's verification status.

• Action
  List Segments

  Returns the contact segments in your Resend account.

• Action
  List Sent Emails

  Returns the emails you have sent through Resend, newest first, with each email's id, sender, recipients, subject, send time and latest delivery event. Supports paging before or after a given email id.

• Action
  List Suppressions

  Returns the email addresses on your Resend suppression list, showing for each one the address, why it was suppressed (bounce, complaint or added manually), the email that triggered it and when it was added.

• Action
  Remove Contact From Segment

  Removes a contact from one of your Resend segments. Identify the contact by its ID or by its email address, and name the segment to take it out of. The contact itself is not deleted.

• Action
  Remove Suppression

  Takes an email address off your Resend suppression list so you can send to it again. Identify it by the suppression ID or by the email address itself.

• Action
  Retrieve Contact

  Returns one contact from your Resend audience, including their name, email address, whether they have unsubscribed, when they were added, and any custom properties stored on them. Look the contact up by its ID or by its email address.

• Action
  Retrieve Domain

  Returns one of your Resend sending domains, including its name, verification status, sending region, tracking settings and the DNS records it needs with each record's current status.

• Action
  Retrieve Segment

  Returns one of your Resend segments by its ID, with the segment's name and when it was created.

• Action
  Retrieve Sent Email

  Returns one email you sent through Resend, with its sender, recipients, subject, HTML and text body, tags, send time and latest delivery event.

• Action
  Send Batch Emails

  Sends up to 100 emails through Resend in a single call. Give it a list of emails, each with a sender, recipients, subject and body, and it returns the id of every email it created.

• Action
  Send Email

  Sends an email through Resend. Set the sender, recipients and subject, provide an HTML or plain text body, and optionally add CC/BCC, reply-to, attachments, tags or a send time.

• Action
  Update Contact

  Updates a contact in your Resend audience. Identify the contact by ID or email address, then change the name, the subscribed/unsubscribed state, or the custom properties. Anything you leave blank stays as it is.

• Action
  Update Email

  Reschedules an email you already queued in Resend, moving it to a new send date and time. Only emails that have not gone out yet can be changed.

• Action
  Verify Domain

  Asks Resend to re-check the DNS records for one of your sending domains and start verifying it. Verification runs in the background, so the domain shows as pending until it finishes.

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