Connect AgencyZoom to Rosette Text Analytics

Both apps 40AgencyZoom 26Rosette Text Analytics 14

• 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
  Analyze morphology

  Returns morphological analysis of text, such as lemmas, part-of-speech tags, compound components and Han readings.

• Action
  Analyze sentiment

  Analyzes the positive, negative or neutral sentiment of a text, returning the overall document sentiment and the sentiment toward each entity mentioned.

• Action
  Categorize text

  Identifies the contextual categories (QAG Tier 1 taxonomy) of a piece of text or a web page, with a confidence for each.

• Action
  Deduplicate names

  Groups a list of names into clusters of likely duplicates, returning one cluster ID per name in the order supplied.

• Action
  Extract entities

  Extracts the named entities (people, organizations, places and more) from text or a web page, optionally linking them to a knowledge base.

• Action
  Extract events

  Extracts events (such as travel or meetings) from a piece of text, returning each event's type, participants and roles, and whether it was negated.

• Action
  Extract relationships

  Finds the relationships between people, organizations and other entities in a piece of text, returning each subject, predicate, object and a confidence score.

• Action
  Extract topics

  Returns the key phrases and concepts found in a piece of text or a web page, each with a salience score.

• Action
  Identify language

  Identifies the language(s) of a piece of text or web page, returning candidate languages ranked by confidence.

• Action
  Match addresses

  Compares two addresses and returns a similarity score indicating how likely they refer to the same place.

• Action
  Match names

  Compares two names, in any supported language or script, and returns a similarity score showing how likely they refer to the same person, place or organization.

• Action
  Tokenize text

  Splits text into a list of tokens (words and punctuation).

• Action
  Translate name

  Translates a person, place or organization name into another language and script.

• Action
  Transliterate text

  Transliterates Arabic text between Arabizi (Romanized Arabic) and native Arabic script.

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