Connect AgencyZoom and ServiceNow

Both apps 40AgencyZoom 26ServiceNow 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.

• Trigger
  New Attachment Added

  Triggered when a new attachment is added.

• Trigger
  New Comment Added

  Triggered when a new comment is added to a record. Queries the ServiceNow journal field table for comment entries.

• Trigger
  New Record

  Polls the specified ServiceNow table and fires for each new record, ordered by creation time. Optionally filter with an encoded query.

• Trigger
  New Work Note Added

  Triggered when a new work note is added to a record (e.g. incident) in ServiceNow.

• Trigger
  New Work Notes (Cisco)

  Gets new work notes from incidents in ServiceNow. Queries the configured table (default incident) for rows updated in the last day, returning each record's comments_and_work_notes journal (display value) and sys_id.

• Trigger
  Two-way sync new and updated incidents (Cisco)

  A trigger for two-way syncing new and updated incidents. Can only be used with two-way sync actions.

• Trigger
  Two-way sync new and updated tables

  A trigger for two-way syncing new and updated table records. Polls a ServiceNow table for records ordered by sys_updated_on so new and changed rows are detected. Can only be used with two-way sync actions.

• Action
  Add Comment to Incident

  Adds a customer-visible comment to an incident (by sys_id) via the incident table.

• Action
  Add File Attachment to Record

  Attaches a file to a record via the ServiceNow Attachment API. Provide the table name, record sys_id, file name, content type, and file content.

• Action
  Add Work Note to Incident

  Adds an internal work note to an incident (by sys_id) via the incident table.

• Action
  Create Record

  Creates a new record in the specified ServiceNow table (e.g. incident, task, problem, cmdb_ci). Pass the field values as a JSON object.

• Action
  Delete Record

  Deletes a record by sys_id from the specified ServiceNow table.

• Action
  List Records

  Lists records from the specified ServiceNow table. Optionally filter with an encoded query (sysparm_query), e.g. active=true^priority=1. Returns the result array, paginated.

• Action
  Update Record

  Updates an existing record (by sys_id) in the specified ServiceNow table. Pass changed field values as a JSON object.

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