Connect AgencyZoom and Sirv

Both apps 60AgencyZoom 26Sirv 34

• 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 File

  Triggers when a new file appears in a folder of your Sirv account, and hands on that file's name, type, size and dimensions.

• Trigger
  New Tagged File

  Triggered when a new file carrying the chosen tag appears in your Sirv account.

• Action
  Add Advanced Watermark

  Builds the Sirv image URL that shows one of your images with a watermark laid over it, using the position, size, opacity and rotation you choose.

• Action
  Add Canvas or Border

  Puts a coloured canvas and/or border around a Sirv image and returns the new image URL. Nothing is re-uploaded — the original file is untouched.

• Action
  Add Tags to File

  Adds meta tags to a file in your Sirv account.

• Action
  Apply Color Effects

  Adjusts the colours of a Sirv image — hue, saturation, lightness, tint, tone and levels — and returns the new image URL. The original file is untouched.

• Action
  Convert Spin to Video

  Turns a 360 spin stored in your Sirv account into an MP4 video and returns the path of the video that was created.

• Action
  Convert Video to Spin

  Converts a video in your Sirv account into a 360-degree spin and returns the spin that was created.

• Action
  Copy File

  Copies a file in your Sirv account to another path, leaving the original in place.

• Action
  Create Folder

  Creates an empty folder in your Sirv account at the path you give.

• Action
  Create Thumbnail

  Builds the Sirv image URL that serves a resized, optionally cropped thumbnail of one of your images.

• Action
  Delete File

  Deletes a file, or an empty folder, from your Sirv account.

• Action
  Delete file tags

  Removes one or more tags from a file in your Sirv account.

• Action
  Download File

  Downloads a file from your Sirv account and returns its contents.

• Action
  Fetch File From URL

  Pulls a file from a web address straight into your Sirv account, saving it at the path you choose, and reports whether the fetch succeeded.

• Action
  Find File

  Searches the files in your Sirv account by name, folder, type, size, tags, description or date, and returns the matching files.

• Action
  Get API Limits

  Returns your Sirv API rate limits and how much of each you have used.

• Action
  Get batch delete job

  Returns the progress and results of a batch delete job you started earlier.

• Action
  Get CDN URL

  Returns the public web address of a file in your Sirv account.

• Action
  Get File Info

  Returns the details Sirv holds on one file — its type, size, dates and image information.

• Action
  Get File Metadata

  Returns everything Sirv stores about a file: its title, description, tags, product details and any other metadata held against it.

• Action
  Get File Tags

  Returns the tags attached to a file in your Sirv account.

• Action
  Get product metadata

  Returns the product information stored on a file in your Sirv account.

• Action
  Get Storage Info

  Returns how much storage your Sirv account is using and how much it is allowed.

• Action
  Get Usage Report

  Returns how much your Sirv account has served — the number of file requests and the bytes transferred, broken down by day.

• Action
  Get ZIP Job

  Returns the progress and results of a zip job, including the archive it produced.

• Action
  List Folder Contents

  Lists the files and sub-folders inside a folder of your Sirv account, with each item's name, size, type and when it was last changed.

• Action
  Make API Call

  Makes any Sirv API call you specify, for endpoints that do not yet have their own action. You supply the method, the path and any data; the connected account's credentials are applied for you.

• Action
  Rename or Move File

  Renames a file or folder, or moves it to another folder, by giving its new path.

• Action
  Set File Metadata

  Sets the title, description, tags and product details held against a file in your Sirv account. Anything left blank is left as it is.

• Action
  Set Product Metadata

  Attaches product details — code, name, brand and categories — to a file in your Sirv account.

• Action
  Update account

  Changes your Sirv account settings — file minification and where missing files are fetched from. Only the settings you fill in are sent; the rest are left as they are.

• Action
  Upload File

  Uploads a file to your Sirv account from a web address.

• Action
  Zip Files

  Starts a job that packs the files and folders you name into a single zip in your Sirv account, and returns the job so you can check when it is ready.

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