Connect AgencyZoom and Voog

Both apps 46AgencyZoom 26Voog 20

• 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
  Order Cancelled

  Triggers when an order in the Voog online store is cancelled, delivering the cancelled order.

• Trigger
  Order Created

  Triggers when a new order is placed in the Voog online store.

• Trigger
  Order Paid

  Triggers when an order in your Voog online store is paid.

• Trigger
  Order Shipped

  Triggers when an order in your Voog online store is marked as shipped.

• Trigger
  Order Updated

  Triggers when an order in your Voog store is updated, for example when its status, payment or shipping details change.

• Action
  Add article

  Creates a new article (blog post) on a blog page of your Voog site, with its title, excerpt, body, tags and publishing state.

• Action
  Add product

  Creates a new product in your Voog online store with its name, price, status, stock, images, variants and categories.

• Action
  Checkout cart

  Checks out a Voog shopping cart, turning it into a new store order.

• Action
  Create cart

  Creates a shopping cart in the Voog online store with the chosen products, customer and shipping details, ready for checkout.

• Action
  Delete product

  Deletes a product, including all of its variants, from your Voog online store.

• Action
  Get article

  Returns a single blog article, including its title, excerpt, body, tags, author, blog page and custom data.

• Action
  Get cart

  Returns a single shopping cart from your Voog store, including its totals, customer, shipping method and custom checkout field values.

• Action
  Get order

  Returns a single store order, including its customer, amounts, statuses, line items and billing and shipping addresses.

• Action
  Get product

  Returns a single product from your Voog online store, including its price, stock, status and, optionally, its variants, translations and categories.

• Action
  List orders

  Returns the online store's orders, optionally filtered by status, payment status, shipping status, customer email or date, with line items and addresses when requested.

• Action
  List pages

  Returns the pages of your Voog site, optionally narrowed by type, language, parent page, path or a search phrase.

• Action
  List people

  Returns the people (site users with admin access) on your Voog site, optionally filtered by email, name, activation status or owner status.

• Action
  List products

  Returns the products in your Voog online store, optionally filtered by status, name, SKU, category or date, with variants and other details on request.

• Action
  Update order

  Updates an order in your Voog store: its status, payment or shipping status, note, customer details, billing and shipping addresses, and custom checkout field values. Returns the updated order.

• Action
  Update product

  Updates an existing product in your Voog online store, such as its name, price, stock, images, categories or variant options. Only the fields you fill in are changed.

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