Connect AgencyZoom to ZapCap

Both apps 40AgencyZoom 26ZapCap 14

• 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 font

  Uploads a custom font file (TTF, OTF, WOFF or WOFF2) to ZapCap so it can be used in caption styling.

• Action
  Add video

  Uploads a video (or audio file) to ZapCap from a public URL and returns the new video's id, which is used to create captioning tasks.

• Action
  Approve transcript

  Approves a captioning task's transcript and starts rendering the video with the transcript currently stored on the task.

• Action
  Delete font

  Deletes a custom font you uploaded to ZapCap.

• Action
  Generate video clips

  Starts a ZapCap task that cuts short clips out of an uploaded long-form video. The task runs in the background; use Get clip task with the returned task id to check its status and fetch the clips.

• Action
  Get account balance

  Returns the remaining API credit balance (USD) on the connected ZapCap account.

• Action
  Get clip task

  Retrieves a ZapCap clip task (viral shorts generation) for a video, including its status and generated clips.

• Action
  Get font

  Retrieves the details of one uploaded custom font: its file name, font family and style.

• Action
  Get transcript

  Get the word-by-word transcript of a ZapCap captioning task.

• Action
  Get video task

  Fetches the status and result of a captioning task by ID. An error occurs if the task is not found.

• Action
  List templates

  Lists every captioning template available to the account, with its id, categories and preview links. Use a template id when creating a video processing task.

• Action
  List videos

  Lists the videos uploaded to your ZapCap account, with their metadata and associated task ids.

• Action
  Process Video

  Starts a captioning (processing) task on an uploaded ZapCap video using a template. The task runs asynchronously; use Get video task to check its status and fetch the rendered video.

• Action
  Update transcript

  Updates an existing video task's transcript by ID before rendering.

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