Connect AgencyZoom and Resource Guru

Both apps 61AgencyZoom 26Resource Guru 35

• 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 or Updated Booking

  Triggers when a new booking is created and/or a booking is updated.

• Trigger
  New or Updated Client

  Triggers when a new client is created and/or a client is updated.

• Trigger
  New or Updated Project

  Triggers when a new project is created and/or when a project is updated.

• Trigger
  New or Updated Resource

  Triggers when a new resource is created and/or when a resource is updated.

• Trigger
  New or Updated Time Off Event

  Triggers when a time off event is created and/or a time off event is updated.

• Action
  Add task

  Creates a new task in a Resource Guru project phase. The task's dates may widen the phase's date range.

• Action
  Create Booking

  Creates a new booking for one or more resources in Resource Guru.

• Action
  Create Client

  Creates a new client in a Resource Guru account.

• Action
  Create Phase

  Creates a phase in a Resource Guru project.

• Action
  Create Project

  Creates a new project.

• Action
  Create Resource

  Creates a new resource (person, placeholder, meeting room, vehicle or other resource type) in a Resource Guru account. The new resource gets the account's default availability unless working hours are supplied.

• Action
  Create Time Off Event

  Creates a time off (downtime) event for one or more resources in Resource Guru.

• Action
  Delete booking

  Deletes a booking, or a single date or set of occurrences of a repeating booking.

• Action
  Delete client

  Deletes a client from a Resource Guru account.

• Action
  Delete project

  Deletes a project from a Resource Guru account.

• Action
  Delete resource

  Deletes a resource. Future bookings the resource booked are transferred to the connected user, and future bookings of the resource are deleted.

• Action
  Delete time off event

  Deletes a time off event (downtime) from a Resource Guru account.

• Action
  Get booking

  Get one booking by id.

• Action
  Get client

  Returns a specific client by its ID.

• Action
  Get Phase

  Returns a single phase by its id.

• Action
  Get project

  Returns a specific project by its id, including its client, team, activity types and custom field values.

• Action
  Get resource

  Returns the details of a specific resource (person, meeting room, vehicle, etc.) in a Resource Guru account.

• Action
  Get task

  Returns one Resource Guru task with its phase, dates and estimate.

• Action
  Get time off event

  Returns a single time off (downtime) event by its id.

• Action
  List bookings

  List bookings.

• Action
  List clients

  Lists the clients in a Resource Guru account. Active clients only by default; optionally include archived and deleted clients.

• Action
  List projects

  Returns every active project in a Resource Guru account, optionally including archived and deleted projects.

• Action
  List resources

  Returns the active resources (people, rooms, equipment and other bookable resources) in a Resource Guru account.

• Action
  List time off events

  Lists time off (downtime) events in a Resource Guru account, optionally filtered by resource, booker and date range.

• Action
  List users

  Returns every user on the Resource Guru account, both active and deleted.

• Action
  Update Booking

  Updates an existing booking by ID.

• Action
  Update Client

  Updates an existing client in Resource Guru. Only the fields you fill in are changed.

• Action
  Update Project

  Update an existing project in Resource Guru. Only the fields you fill in are changed.

• Action
  Update Resource

  Updates an existing resource.

• Action
  Update Time Off Event

  Updates a time off event.

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