Connect AgencyZoom to Utilorax

Both apps 83AgencyZoom 26Utilorax 57

• 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.

• Action
  Add interval to date

  Add or subtract an interval from a date.

• Action
  Calculate age

  Compute age from a birthdate.

• Action
  Calculate compound interest

  Compute compound interest on a principal over time.

• Action
  Calculate loan payment

  Compute the monthly loan payment (EMI) for a loan amount, rate and term.

• Action
  Calculate mortgage payment

  Compute the monthly mortgage payment from price, deposit, rate and term.

• Action
  Calculate percentage

  Compute what P% of a value is.

• Action
  Calculate percentage change

  Compute the percentage change from one value to another.

• Action
  Change text case

  Change text case (upper/lower/title/camel/snake/kebab etc).

• Action
  Check if number is prime

  Check whether a number is prime.

• Action
  Compress image

  Shrink JPG, PNG and WebP images to a smaller file size.

• Action
  Compress PDF

  Reduce a PDF's file size while keeping it readable.

• Action
  Compute HMAC signature

  Compute an HMAC signature for a message with a given key and algorithm.

• Action
  Convert CSV to Excel

  Convert a CSV file into a proper Excel (.xlsx) workbook.

• Action
  Convert CSV to JSON

  Convert CSV text to a JSON array of objects.

• Action
  Convert currency

  Convert an amount between currencies using live exchange rates.

• Action
  Convert date to timestamp

  Convert a date string to a Unix timestamp.

• Action
  Convert Excel to JSON

  Turn a spreadsheet into structured JSON (first row as keys).

• Action
  Convert HTML to PDF

  Paste HTML and download a clean, print-ready PDF — styling, tables and images included.

• Action
  Convert image format

  Convert images between PNG, JPG, WebP, AVIF, GIF, BMP, TIFF and more — you pick the output format.

• Action
  Convert Markdown to HTML

  Convert Markdown text to HTML.

• Action
  Convert Markdown to PDF

  Paste Markdown and download a beautifully formatted PDF — headings, lists, tables and code included.

• Action
  Convert number to Roman numerals

  Convert a number to or from Roman numerals.

• Action
  Convert PDF to text

  Pull the text out of a PDF and download it as a clean.txt file.

• Action
  Convert timestamp to date

  Convert a Unix timestamp to a date.

• Action
  Convert timezone

  Convert a time between timezones.

• Action
  Convert units

  Convert a value between two units of measurement in a given category.

• Action
  Count words

  Count words, characters, sentences, lines and estimated reading time in text.

• Action
  Crop image

  Cut a rectangle out of an image.

• Action
  Decode JWT

  Decode a JWT header and payload (no signature check).

• Action
  Encode or decode Base64

  Encode or decode Base64 text.

• Action
  Encode or decode URL component

  Percent-encode or decode a URL component.

• Action
  Extract emails from text

  Extract all email addresses found in text.

• Action
  Extract URLs from text

  Extract all URLs found in text.

• Action
  Find and replace text

  Find and replace text within a string.

• Action
  Format JSON

  Pretty-print JSON with 2-space indentation.

• Action
  Generate barcode

  Build a barcode image URL.

• Action
  Generate lorem ipsum text

  Generate lorem ipsum placeholder text.

• Action
  Generate QR code

  Build a QR-code image URL for any text.

• Action
  Generate UUID

  Generate one or more random UUID v4 values.

• Action
  Get current datetime

  Get current time as Unix, ISO and UTC.

• Action
  Get date difference

  Compute the difference between two dates.

• Action
  Get DNS records

  Get DNS records for a domain.

• Action
  Get HTTP status

  Get the HTTP status code and redirect chain for a URL.

• Action
  Get page meta tags

  Get the title, description and meta tags of a page.

• Action
  Hash password with bcrypt

  Hash a password with bcrypt.

• Action
  Hash text

  Hash text with a chosen algorithm (MD5/SHA-1/SHA-256/SHA-512/CRC32).

• Action
  Merge PDF files

  Combine several PDF files into one document.

• Action
  Read image info

  Read an image and return its dimensions, format and EXIF metadata as JSON.

• Action
  Resize image

  Resize an image to exact dimensions (pad, stretch or crop to fill).

• Action
  Resolve domain to IP

  Resolve a domain name to its IP address.

• Action
  Slugify text

  Turn text into a clean URL slug.

• Action
  Spell number as words

  Spell a number out in English words.

• Action
  Split PDF

  Split a PDF into separate files — every page, or custom ranges.

• Action
  Strip HTML tags

  Remove HTML tags from text, leaving plain text.

• Action
  Test regular expression

  Test a regular expression against text and return matches.

• Action
  Validate JSON

  Check whether a string is valid JSON.

• Action
  Watermark PDF

  Stamp a diagonal text watermark across every page of a PDF.

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