Connect AgencyZoom and Zoho Calendar

Both apps 38AgencyZoom 26Zoho Calendar 12

• 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
  Calendar Created

  Triggers when a new calendar is added to your Zoho Calendar account.

• Trigger
  Calendar Updated

  Triggers when a calendar is created or its settings are changed.

• Trigger
  Event Created

  Triggers when a new event appears on the selected calendar (events occurring from yesterday through the next four weeks).

• Action
  Create Calendar

  Creates a new personal calendar in Zoho Calendar with the name, color and visibility settings you choose.

• Action
  Create New Event

  Creates a new event in a Zoho Calendar calendar, with optional attendees, reminders, recurrence and conferencing.

• Action
  Delete calendar

  Deletes a calendar from your Zoho Calendar account.

• Action
  Delete Event

  Deletes an event (or one instance of a recurring event) from a Zoho Calendar calendar.

• Action
  Get calendar

  Returns the details of a Zoho Calendar calendar, including its name, color, time zone and default reminders.

• Action
  List calendars

  Returns the list of calendars in your Zoho Calendar account, optionally filtered by category and including hidden calendars.

• Action
  List events

  Returns the events in a Zoho Calendar calendar that occur within a date range of up to 31 days.

• Action
  Update calendar

  Updates an existing calendar's name, colors, time zone, description, visibility, free/busy and default reminder settings.

• Action
  Update Event

  Updates an existing event in a Zoho Calendar calendar. Zoho replaces the event with the values given, so supply the start, end and the event's latest etag.

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