Connect AgencyZoom to Tapfiliate

Both apps 52AgencyZoom 30Tapfiliate 22

• Trigger
  Lead Created

  Triggers when a new lead is created in AgencyZoom, optionally limited to a pipeline, stage, lead source, producer or location.

• 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
  New Policy Sold

  Triggers when a lead is marked sold (won) in AgencyZoom, returning the sold lead with its sold date and premium.

• 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.

• Trigger
  Service Request Status Change

  Triggers when a service request's status changes (for example from open to completed or removed).

• 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
  Add opportunity

  Creates a new opportunity (a quoted policy line such as auto or home) on an existing lead 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 affiliate note

  Adds a note to an affiliate and returns the created note, including who wrote it and when.

• Action
  Add affiliate to program

  Adds an existing affiliate to a program, optionally setting their approval status and coupon, and returns the affiliate's record in that program.

• Action
  Add Commission to Conversion

  Adds one or more commissions to an existing conversion, calculated from the amount you supply, and returns the commissions that were created.

• Action
  Add payment

  Records a payment to an affiliate for a given amount and currency, and returns the payment that was created.

• Action
  Create Conversion

  Creates a conversion in Tapfiliate, attributed to an affiliate by customer, coupon, referral code, click, asset and source, or tracking id, and returns the conversion with its commissions.

• Action
  Create Customer

  Creates a customer in Tapfiliate and attributes it to an affiliate using a referral code, coupon, click id, tracking id, or asset and source ids.

• Action
  Delete affiliate

  Deletes an affiliate from your Tapfiliate account by ID.

• Action
  Delete conversion

  Deletes a conversion from your Tapfiliate account.

• Action
  Delete customer

  Permanently deletes a customer from your Tapfiliate account.

• Action
  Find Affiliate

  Returns the affiliates that match the email address, referral code, click, source, parent affiliate or affiliate group you specify.

• Action
  Find Affiliate in Program

  Returns the affiliates in a program that match an email address, source id, parent affiliate or affiliate group.

• Action
  Find Affiliate Prospect

  Returns the affiliate prospects that match an email address, referral code, program or affiliate group.

• Action
  Find Conversion

  Returns the conversions that match an external id, program, affiliate, pending-commission status or date range.

• Action
  Find Customer

  Returns the customers that match a customer id from your own system, or a program, affiliate or date range.

• Action
  Get affiliate

  Returns one affiliate by id, including their contact details, company, address, meta data and custom field values. An error occurs if the affiliate is not found.

• Action
  List commissions

  Returns all commissions in the Tapfiliate account, optionally narrowed by affiliate, approval status or whether they have been paid out.

• Action
  List payments

  Returns the payments made to affiliates in your Tapfiliate account, including the affiliate paid, the amount and the currency.

• Action
  List programs

  Returns all affiliate programs in the Tapfiliate account, optionally narrowed to one asset.

• Action
  Set Affiliate Group

  Assigns an affiliate to an affiliate group, replacing any group the affiliate is currently in.

• Action
  Update Commission Approval Status

  Approves or disapproves a commission and returns the updated commission.

• Action
  Update conversion

  Updates an existing conversion's amount, external id or meta data, and can recalculate its commissions when the amount changes.

• Action
  Update Customer Status

  Cancels a customer or uncancels them, returning the updated customer and its status.

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