Connect AgencyZoom to Wicked Reports

Both apps 47AgencyZoom 31Wicked Reports 16

• 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.

• Action
  Add Marketing Cost

  Sends ad spend, clicks and conversions from an ad platform Wicked Reports does not integrate with, so cost is included in ROI reports.

• Action
  Create Contact

  Sends a contact (lead) from your CRM or email platform into Wicked Reports for attribution. Contacts already present by email are ignored.

• Action
  Create Order

  Sends an order from your cart or payment system into Wicked Reports so revenue is attributed to marketing.

• Action
  Create Order Item

  Adds a line item (product, quantity, unit price) to an order already sent to Wicked Reports.

• Action
  Create Order Payment

  Records a payment, failure or refund against an order in Wicked Reports.

• Action
  Create or Update Product

  Creates a product in Wicked Reports, or updates it if one with the same ID already exists.

• Action
  Get Export Results

  Returns one page of records (contacts, clicks or orders) for a result ID from any Request ... Export or Lookup operation, and whether more pages remain.

• Action
  Get Last Updated Date

  Returns the date your Wicked Reports reports are up to.

• Action
  List Saved Views

  Returns the report views saved in your Wicked Reports dashboard, with their IDs and names.

• Action
  Request Clicks Export

  Starts an export of clicks tied to contacts in a date range and returns a result ID; pass it to Get Export Results to read the clicks.

• Action
  Request Contact Clicks Export

  Starts an export of one contact's raw clicks and returns a result ID; pass it to Get Export Results to read the clicks.

• Action
  Request Contact Lookup

  Starts a lookup of one contact by Wicked Reports ID, your source-system ID or email, and returns a result ID; pass it to Get Export Results to read the contact.

• Action
  Request Contact Orders Export

  Starts an export of one contact's orders in a date range and returns a result ID; pass it to Get Export Results to read the orders.

• Action
  Request Contacts Export

  Starts an export of all contacts created in a date range and returns a result ID; pass it to Get Export Results to read the contacts.

• Action
  Request Orders Export

  Starts an export of orders (with attribution, products and payments) in a date range and returns a result ID; pass it to Get Export Results to read the orders.

• Action
  Track a Click

  Sends a click or conversion event you tracked yourself (lead, meeting, webinar, last click on an order, etc.) into Wicked Reports.

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