Connect AgencyZoom and Ticket Tailor

Both apps 104AgencyZoom 26Ticket Tailor 78

• 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
  Event Created

  Triggers when a new event is created.

• Trigger
  Event Deleted

  Triggers when an existing event is deleted.

• Trigger
  Event Updated

  Triggers when an existing event is updated.

• Trigger
  Issued Membership Created

  Triggers when a new issued membership is created.

• Trigger
  Issued Membership Updated

  Triggers when an issued membership is created or updated.

• Trigger
  Issued Ticket Created

  Triggers when a new issued ticket is created.

• Trigger
  Issued Ticket Updated

  Triggers when an existing issued ticket is updated.

• Trigger
  New Issued Ticket

  Fires when a ticket is issued. In Ticket Tailor open Box office settings > Webhooks, add a webhook for the issued ticket created event, and paste this trigger's webhook URL.

• Trigger
  Order Created

  Triggers when new order is created (currency values are always in cents, or equivalent, with no decimals).

• Trigger
  Order Updated

  Triggers when existing order is updated (currency values are always in cents, or equivalent, with no decimals).

• Trigger
  Waitlist Signup Created (instant)

  Instant trigger: fires when a Ticket Tailor waitlist signup is created (waitlist_signup.created). Self-registering webhook.

• Action
  Box Office Overview

  Show box office statistics information.

• Action
  Create Bundle

  Create a bundle for the given event series ID.

• Action
  Create Check-In (Out)

  Create check-in or check-out.

• Action
  Create Discount

  Creates a discount code that can be used on checkout.

• Action
  Create Event Occurrence

  Create event for event series.

• Action
  Create Event Series

  Creates a new event series.

• Action
  Create Hold

  Creates a new hold in the system.

• Action
  Create Issued Membership

  Creates a new issued membership.

• Action
  Create Issued Membership Redemption

  Creates a redemption for an issued membership at a specific event. This records that the issued membership was used for entry to the event.

• Action
  Create Issued Ticket (Fees Apply)

  Creates a new issued ticket for an event occurrence from the available inventory. This action incurs a fee per issued ticket, even if the ticket is free. Send the event_id and ticket_type_id to create the issued ticket from an event occurrence's ticket type allocation. Alternatively, send the hold_id to create the issued ticket from a pre-existing hold. The issued ticket is not associated to an order. The request will fail if no tickets are available to fulfil the request, or the ticket type is a 'seated' type (uses a seating chart).

• Action
  Create Membership Type

  Creates a new membership type.

• Action
  Create Override

  Create an override for the given event series id.

• Action
  Create Product

  Create a new product.

• Action
  Create Ticket Group

  Create a ticket group for the given event series id.

• Action
  Create Ticket Type

  Create a ticket type for the given event series id.

• Action
  Create Voucher

  Creates a new voucher and the associated voucher codes, if given.

• Action
  Delete Bundle

  Delete a bundle. This action is irreversible. The bundle will be permanently removed.

• Action
  Delete Discount

  Delete a discount. This action is irreversible. The discount will be permanently removed.

• Action
  Delete Event Occurrence

  Delete event occurrence.

• Action
  Delete Event Series

  Deletes event series.

• Action
  Delete Hold

  Delete a hold. This action is irreversible. The hold will be permanently removed.

• Action
  Delete Membership Type

  Delete membership type.

• Action
  Delete Product

  Delete a product. This action is irreversible. The product will be permanently removed.

• Action
  Delete Ticket Group

  Delete a ticket group. This action is irreversible. The ticket group will be permanently removed and any ticket types or bundles in the group will be removed from the group.

• Action
  Delete Ticket Type

  Delete a ticket type. This action is irreversible. The ticket type will be permanently removed.

• Action
  Delete Voucher

  Delete voucher and its associated voucher codes. This action is irreversible. The voucher and its voucher codes will be permanently removed.

• Action
  Get Discount

  Returns a single discount; all currency values are in cents (or equivalent), with no decimals.

• Action
  Get Event

  Returns a single event; all currency values are in cents (or equivalent), with no decimals.

• Action
  Get Event Occurrence

  Returns a single event occurrence; all currency values are in cents (or equivalent), with no decimals.

• Action
  Get Event Series

  Returns a single event series; all currency values are in cents (or equivalent), with no decimals.

• Action
  Get Hold

  Returns a single hold.

• Action
  Get Issued Membership

  Returns a single issued membership.

• Action
  Get Issued Ticket

  Returns a single issued ticket.

• Action
  Get List of Check-Ins

  Returns a list of check-ins.

• Action
  Get List of Discounts

  Returns a list of discounts.

• Action
  Get List of Event Occurrences

  Returns a list of event occurrences.

• Action
  Get List of Events

  Returns a list of events.

• Action
  Get List of Event Series

  Returns a list of event series.

• Action
  Get List of Event Series Overrides

  Returns a list of event series overrides.

• Action
  Get List of Holds

  Returns a list of holds.

• Action
  Get List of Issued Memberships

  Returns a list of issued memberships.

• Action
  Get List of Issued Tickets

  Returns a list of issued tickets.

• Action
  Get List of Membership Types

  Returns a list of membership types.

• Action
  Get List of Orders

  Returns a list of orders belonging to box office.

• Action
  Get List of Products

  Returns a list of products.

• Action
  Get List of Stores

  Returns a list of stores.

• Action
  Get List of Vouchers

  Returns a list of vouchers.

• Action
  Get List of Waitlist Signups

  Returns a list of waitlist signups.

• Action
  Get Membership Type

  Returns a single membership type.

• Action
  Get Product

  Returns a single product; all currency values are in cents (or equivalent), with no decimals.

• Action
  Get Store

  Returns store configuration.

• Action
  Get Voucher

  Returns a single voucher; all currency values are in cents (or equivalent), with no decimals.

• Action
  Update Bundle

  Update existing bundle.

• Action
  Update Discount

  Updates an existing discount.

• Action
  Update Event Occurrence

  Updates an existing event occurrence.

• Action
  Update Event Series

  Updates an existing event series.

• Action
  Update Issued Membership

  Updates an existing issued membership.

• Action
  Update Membership Type

  Updates an existing membership type.

• Action
  Update Override

  Update existing override.

• Action
  Update Product

  Updates an existing product.

• Action
  Update Store

  Updates store configuration.

• Action
  Update Ticket Group

  Update existing ticket group.

• Action
  Update Ticket Type

  Update existing ticket type.

• Action
  Update Voucher

  Update an exiting voucher. If any voucher codes are given, create new voucher codes and associate them with the voucher.

• Action
  Void Issued Membership

  Voids an existing issued membership.

• Action
  Void Issued Ticket

  Mark an issued ticket as voided. This action is irreversible. This will only mark the ticket as voided (no longer valid) and will not cancel an entire order or issue a refund. You can also void an issued ticket to a hold, which will create a hold from the issued ticket and not put the allocation back on sale.

• Action
  Void Voucher Code

  Mark a voucher code as voided. This action is irreversible. This will only mark one voucher code as voided, and will not impact the other related codes.

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