Connect AgencyZoom to SchoolMaker

Both apps 56AgencyZoom 26SchoolMaker 30

• 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 community comment

  Adds a comment, or a reply to an existing comment, on a community post as the school owner.

• Action
  Add community post

  Creates a post in your SchoolMaker community, as the school owner, in an open category.

• Action
  Add conversation message

  Sends a message from an admin or moderator to an existing conversation group.

• Action
  Add lesson

  Creates a lesson in a section of a SchoolMaker program. New lessons are published by default.

• Action
  Add offer

  Creates a new offer in your SchoolMaker school, with its settings, program accesses and prices. Offers are unpublished unless you choose to publish them.

• Action
  Add program

  Creates a new program (course) in your SchoolMaker school.

• Action
  Add section

  Creates a new section in a SchoolMaker program. New sections are published unless you choose otherwise.

• Action
  Award badge

  Awards a badge to a school member. Repeating an award returns the existing award without notifying the member again.

• Action
  Create a Coaching Appointment

  Creates a coaching appointment of a chosen coaching type with the selected members and coaches.

• Action
  Create a Conversation

  Creates a conversation group with the chosen members and sends its first message.

• Action
  Delete Member

  Deletes a member from your SchoolMaker school, identified by member id or email.

• Action
  Delete offer

  Moves an offer to Trash and removes its accesses from members. Members are not deleted, and the offer can be restored from Trash.

• Action
  Delete program

  Moves a SchoolMaker program to Trash and removes its logo and cover.

• Action
  Get All Coaching Types

  Returns every coaching type in your SchoolMaker school, with its coaches and publication status.

• Action
  Get Member Accesses

  Returns all offer accesses held by a SchoolMaker member, looked up by member ID or email.

• Action
  Get Member Progress

  Returns a member's progress across their programs (completion rate, time spent, unfinished lessons), plus their offers, coaching usage, recent activity, community stats, leaderboard and level.

• Action
  Get Offer Details

  Returns the details of a SchoolMaker offer, including its prices, accesses and member counts.

• Action
  Get Program Details

  Returns the details of a program, optionally with a specific member's progress through it.

• Action
  Get Top 10 Members in Leaderboard

  Returns the school's gamification leaderboard ranking (top 10 members by default), optionally filtered by time range, minimum points, or community space.

• Action
  List badges

  Returns all badges defined in your SchoolMaker school, newest first.

• Action
  List lessons

  Returns the lessons in a section of a SchoolMaker program, ordered by position, optionally filtered by name.

• Action
  List Members

  Returns the members of your SchoolMaker school, optionally filtered by program, offer, points, level, coaching usage or access.

• Action
  List Offers

  Returns all offers in your SchoolMaker school, optionally filtered by published status.

• Action
  List Programs

  Returns all programs in your school, optionally only those a given member can access, with that member's progress.

• Action
  List sections

  Returns the sections in a SchoolMaker program, optionally filtered by section group or search text.

• Action
  Set a Drip Boost

  Sets the drip boost value for a member's access to an offer, unlocking dripped content sooner.

• Action
  Set Member Ban

  Bans or unbans a member of your SchoolMaker school, identified by member ID or email, and returns the member's details.

• Action
  Set Member Suspend

  Suspends or unsuspends a member of your SchoolMaker school, identified by member id or email.

• Action
  Set Offer Access for a Member / Add New Member

  Grants or revokes a member's access to an offer, creating the member if they don't exist yet.

• Action
  Set Offer Details

  Updates an existing offer's details, publish status, accesses and prices. Fields left blank keep their current values.

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