Connect AgencyZoom and Transifex

Both apps 52AgencyZoom 26Transifex 26

• 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
  Localization Activity Completed

  Triggers when localization activity completes on a Transifex project, such as a language being fully translated, reviewed or proofread.

• Action
  Add project

  Creates a new Transifex project in an organization with the given source language.

• Action
  Add resource

  Creates a new, empty resource in a Transifex project with the chosen file format.

• Action
  Add resource string comment

  Creates a comment or issue on a Transifex resource string for a given language.

• Action
  Add task

  Creates a translation task in a Transifex project for the chosen languages and source strings.

• Action
  Delete project

  Permanently deletes a Transifex project.

• Action
  Delete resource

  Deletes a resource (source file) from a Transifex project.

• Action
  Download File

  Downloads the translated file of a Transifex resource for one language, waiting for Transifex to prepare it.

• Action
  Get project

  Returns the details of a Transifex project, including its name, slug, settings and related source language, organization and team.

• Action
  Get resource

  Returns the details of a Transifex resource, including its name, slug, priority, categories and string/word counts.

• Action
  Get resource string

  Returns the details of a single resource string in Transifex, including its key, source text, tags and context.

• Action
  Get resource translation

  Returns one resource translation: the translated text of a source string in a target language, with its review and proofread status.

• Action
  Get task

  Returns a single Transifex task, including its name, status, priority, due date and project.

• Action
  List languages

  Returns the languages Transifex supports, optionally narrowed to specific language codes.

• Action
  List projects

  Returns the projects that belong to a Transifex organization, optionally filtered by slug or name.

• Action
  List resources

  Returns the resources (source files) in a Transifex project, optionally filtered by slug or name.

• Action
  List resource string comments

  Returns the comments and issues left on source strings in a Transifex organization, optionally narrowed by project, resource, string, author, status, priority or date.

• Action
  List resource strings

  Returns the source strings of a Transifex resource, optionally filtered by key, tags or modification date.

• Action
  List resource translations

  Returns the translations of a resource's strings in one target language, with optional filters by status, translator, origin, tags and dates.

• Action
  List tasks

  Returns the tasks in a Transifex organization, optionally filtered by project, name, status, assignee, creator, dates or language.

• Action
  List teams

  Returns the teams that belong to a Transifex organization, optionally filtered by team slug or name.

• Action
  Update project

  Updates a Transifex project's name, description, URLs, license, visibility, tags and fill-up settings.

• Action
  Update resource string

  Updates a source string in a Transifex resource: its text, tags, character limit or translator instructions.

• Action
  Update resource translation

  Updates the translated text of a resource string in one target language, and/or marks that translation as reviewed or proofread.

• Action
  Update task

  Updates a Transifex task: change its name, description, priority or due dates, mark it completed, reopen it, or toggle exclusive editing.

• Action
  Upload File

  Uploads a new source file for a Transifex resource and returns the upload job with its status.

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