Connect AgencyZoom and VideoAsk

Both apps 42AgencyZoom 26VideoAsk 16

• 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 Videoask

  Triggers when a new videoask is created in the selected VideoAsk organization.

• Action
  Add question

  Adds a new question step to a videoask, using a video from a public link, media already in VideoAsk, or a new upload.

• Action
  Add tag

  Creates a new tag in a VideoAsk organization that can be applied to contacts.

• Action
  Add tag to contact

  Adds an existing tag to a VideoAsk contact and returns the tags now on that contact.

• Action
  Create a Contact in a Videoask (OLD)

  Creates a contact in your VideoAsk organization from an email address, with an optional name and phone number.

• Action
  Create a Contact in VideoAsk (Recommended)

  Creates a contact in your VideoAsk organization from an email address, with an optional name and phone number.

• Action
  Delete contact

  Deletes a contact (respondent) and their contact details from your VideoAsk organization.

• Action
  Delete form

  Deletes a VideoAsk form (videoask). Optionally performs a soft delete so the form can be restored later.

• Action
  Find conversations by filter

  Returns the responses (conversations) on a videoask that match the filters you choose, such as unread only, reply status, tag, score range or creation date range.

• Action
  Find forms by keyword

  Returns the videoasks in an organization whose titles match the specified keyword.

• Action
  Get contact

  Returns a single VideoAsk response (contact) for a videoask, with the respondent's details and, optionally, their answers and the conversation messages.

• Action
  Get form

  Returns a videoask (form) by its id, including all of its questions.

• Action
  List forms

  Returns all videoasks (forms) in a VideoAsk organization, newest first.

• Action
  List tags

  Returns the tags in a VideoAsk organization, optionally only those with a given title.

• Action
  Update contact

  Updates an existing VideoAsk contact's name, email address or phone number.

• Action
  Update form

  Updates an existing videoask's title, privacy, contact form, scheduled close date and display settings such as the end screen.

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