Connect AgencyZoom and Swarmtix

Both apps 50AgencyZoom 26Swarmtix 24

• 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 Event

  Triggers when a new event appears in your Swarmtix organisation.

• Action
  Create Access Code

  Creates an access code that unlocks a hidden ticket type on an event at its normal price.

• Action
  Create Checkout Question

  Adds a custom question an event asks buyers during checkout, and returns the stored question.

• Action
  Create Discount

  Creates a discount on a Swarmtix event, either a code buyers type at checkout or a public offer shown on the event page, taking an amount or a percentage off.

• Action
  Create Event

  Creates a new Swarmtix event as an unpublished draft and returns its id and URL slug.

• Action
  Create Ticket Type

  Adds a ticket type (a price tier buyers choose from) to a Swarmtix event and returns it.

• Action
  Delete Checkout Question

  Removes a checkout question from an event so buyers are no longer asked it. Answers buyers already gave stay with their orders.

• Action
  Delete Discount

  Switches off a discount, public discount or access code on an event so it can no longer be used. The offer is kept because orders that used it still point at it.

• Action
  Delete Ticket Type

  Permanently deletes a ticket type nobody has ordered from an unpublished event, and returns the ticket types that remain.

• Action
  Duplicate Event

  Copies an event's setup into a new unpublished draft, without its dates, orders or attendees, and returns the new event.

• Action
  Get Analytics Summary

  Returns an organisation-wide roll-up of events, tickets sold and orders placed, plus the connected organizer account's lifetime gross ticket revenue per currency.

• Action
  Get Event

  Returns one Swarmtix event in full: schedule, location, host, ticket types and publication status.

• Action
  Get Event Analytics

  Returns the sales and traffic figures for one event: revenue, tickets sold, refunds, page visits and the daily series behind them.

• Action
  Get Ticket Sales Summary

  Returns how many tickets were put on sale, sold and checked in for one scheduled date of a Swarmtix event (the earliest date when none is given).

• Action
  List Checkout Questions

  Returns the custom questions an event asks buyers at checkout, with each question's wording, field name, and whether it is enabled and required.

• Action
  List Discounts

  Returns the active discount offers on an event, with their codes, reductions, dates and usage.

• Action
  List Event Dates

  Returns the scheduled dates of a Swarmtix event, earliest first, with each date's id, local and UTC start and end, capacity and active status.

• Action
  List Events

  Returns the Swarmtix events this connection can see, alphabetically by name, with each event's id, slug, name, city, country and scheduled dates.

• Action
  List Ticket Types

  Returns the ticket types an event sells, with price, quantity, remaining availability, per-order limits and sale window.

• Action
  Set Event Dates

  Replaces the full list of dates a Swarmtix event runs on and returns the resulting schedule. Refuses to drop a date that already has tickets sold.

• Action
  Update Checkout Question

  Changes one of an event's checkout questions (wording, answer type, choices, required, enabled, shown on ticket) and returns the question as stored. Only the fields you fill in are changed.

• Action
  Update Discount

  Changes an event's discount code, public discount or access code — its code, name, reduction, ticket type, window or usage limit — and returns the discount as stored.

• Action
  Update Event

  Updates an event's details such as name, description, venue, address, visibility, fees and timezone, and returns the event as stored afterwards. Fields left blank keep their current values.

• Action
  Update Ticket Type

  Changes one of an event's ticket types (name, price, quantity, limits, sale window) and returns it as stored afterwards. 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.