Connect AgencyZoom and VoIPstudio

Both apps 50AgencyZoom 31VoIPstudio 19

• 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
  List customer policies

  Returns the policies written for an AgencyZoom customer, including carrier, policy type, premium, dates, producer, CSR and status.

• 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
  Call Tracking

  Triggers when a call tied to a Call Tracking campaign finishes.

• Trigger
  New Call Recording

  Triggers when a new call recording is created, including its transcript and AI summary when available.

• Trigger
  New CDR

  Triggers when a new call detail record is logged for a finished call.

• Trigger
  New SMS

  Triggers when a new inbound or outbound SMS appears in the account.

• Trigger
  New Voicemail

  Triggers when a new voicemail is left in the account.

• Action
  Create Contact

  Creates a contact in the VoIPstudio phonebook.

• Action
  Delete Contact

  Deletes a contact from the VoIPstudio phonebook.

• Action
  Get Call Detail Record

  Returns one call detail record (caller, callee, duration and outcome of a call) by its ID.

• Action
  Get Contact

  Returns one contact from the VoIPstudio phonebook by its ID.

• Action
  List call detail records

  Returns the account's call detail records (call history), optionally filtered or grouped. Returns up to 5000 records.

• Action
  List contacts

  Returns the contacts in your VoIPstudio address book, optionally filtered.

• Action
  List SMS messages

  Returns the inbound and outbound SMS messages on the VoIPstudio account.

• Action
  List users

  Returns the users on your VoIPstudio account, with their names, email addresses and status.

• Action
  List voicemails

  Returns the voicemail messages in your VoIPstudio account, newest first.

• Action
  Make a Call

  Places a new call from a VoIPstudio user to a phone number.

• Action
  Make a Call to Lead

  Places an outbound call from the connected user to a lead's number, optionally speaking a text-to-speech message.

• Action
  Make a Webcall

  Connects a call between two phone numbers.

• Action
  Send SMS

  Sends an SMS message from a VoIPstudio number to a phone number.

• Action
  Update Contact

  Updates an existing contact in the VoIPstudio phonebook; only the fields you supply change.

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