Connect AgencyZoom and Zoho Recruit

Both apps 38AgencyZoom 26Zoho Recruit 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
  New Record

  Triggers when a new record is created in the chosen Zoho Recruit module, such as Candidates or Job Openings.

• Trigger
  Updated Record

  Triggers when a record in the chosen Zoho Recruit module (Candidates, Job Openings, Clients, etc.) is updated.

• Action
  Add attachment

  Attaches a file or a link to a Zoho Recruit record, such as a resume or offer letter on a candidate.

• Action
  Add note

  Adds a note to a Zoho Recruit record such as a candidate, job opening, client or contact.

• Action
  Associate candidates with job opening

  Associates one or more candidates with one or more job openings in Zoho Recruit.

• Action
  Create Record

  Creates a new record (candidate, job opening, client, contact, interview and more) in the Zoho Recruit module you choose.

• Action
  Create/Update Record

  Creates a record in a Zoho Recruit module, or updates the existing one when a record with the same duplicate-check field values (such as a candidate's email) already exists.

• Action
  Delete record

  Deletes one or more records (up to 100) from a Zoho Recruit module such as Candidates or Job Openings.

• Action
  List records

  Returns a list of records from a Zoho Recruit module such as Candidates, Job Openings or Clients, optionally filtered by custom view or territory and sorted by a field.

• Action
  Search Record

  Searches a Zoho Recruit module (Candidates, Job Openings, Clients, etc.) for records matching criteria, an email, a phone number, or a word, and returns the matching records.

• Action
  Update Record

  Updates an existing record in a Zoho Recruit module, such as a candidate, job opening, client or contact, with the field values you supply.

• Action
  Update Record Status

  Changes the status of one or more Zoho Recruit candidates, applications or job openings, with an optional comment.

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