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1. Choose trigger event

2. Choose action

1. Select the event

Setup

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App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New / Updated Branch" from Apex27.

Add your action

An action happens after the trigger—such as "Create a Note" in AgencyZoom.

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Zapier seamlessly connects Apex27 and AgencyZoom, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New / Updated Branch
Triggers when a branch is added or updated inside Apex27.
Trigger
Instant
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New / Updated Contact
Triggers when a contact is created or updated inside Apex27.
Trigger
Instant
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New / Updated Lead
Triggered when a lead is created or updated inside Apex27.
Trigger
Instant
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New / Updated Offer
Triggers when an offer is created or updated inside Apex27.
Trigger
Instant
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New / Updated Tenancy
Triggers when a tenancy is created or updated inside Apex27.
Trigger
Instant
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New / Updated Valuation
Triggers when a valuation is created or updated inside Apex27.
Trigger
Instant
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- Contact ID
  Required
- Listing ID
- Method
  Required
- Inbound
  Required
- DTS Call Taken
- Details
- Pinned
Action
Write

- Contact ID
  Required
- Note ID
  Required
- Content
  Required
Action
Write
- ID
- Branch ID
- Contact ID
- Archived
- Address 1
- Address 2
- Address 3
- Address 4
- City
- County
- Postal Code
- Country
- Display Address
- Summary
- Description
- Bullets
- Price Currency
- Price
- Price Prefix
- Tenure
- Rent Frequency
- Transaction Type
- Status
- Property Type
- Display Property Type
- Bedrooms
- Bathrooms
- Receptions
- Ensuites
- Toilets
- Kitchens
- Year Built
- Floors
- Latitude
- Longitude
- Custom Description 1
- Custom Description 2
- Custom Description 3
- Custom Description 4
- Custom Description 5
- Custom Description 6
- Website Status
- Main Search Region ID
- Property Sub Type
- Tenancy Type
- Condition
- Age Category
- Furnished
- Commercial Use Classes
- Accessibility Features
- Heating Features
- Parking Features
- Outside Space Features
- Electricity Supply Features
- Water Supply Features
- Sewerage Supply Features
- Broadband Supply Features
- Flood Sources
- Custom Features
- Internal Area
- Internal Area Unit
- External Area
- External Area Unit
- Gross Yield
- Total Income Text
- Council Tax Amount
- Council Tax Band
- Domestic Rates
- Service Charge Amount
- Service Charge Description
- Ground Rent Amount
- Ground Rent Description
- Ground Rent Review Period
- Ground Rent Percentage Increase
- Insurance Description
- Lease Years Remaining
- Lease Duration
- Date Of Instruction
- Fee Type
- Flags
- Show Price
- Exportable
- Matchable
- Featured
- Unlisted
Action
Write
- ID
- Listing ID
- Contact ID
- Assigned To ID
  Required
- Created By ID
- Priority
- Description
- Notes
- DTS Start
- DTS Due
- DTS Completed
Action
Write
- Document Name
  Required
- Document URL
  Required
- Listing Id
- Is questionnaire document
  Required
- Contact Id
Action
Write
- Phone
- Email
- Single
Action
Search
- Listing ID
  Required
Action
Search
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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- Title
  Required
- Lead contact email
  Required
- Activity note
  Required
Action
Write
- Name
  Required
Action
Write
- Customer Name
  Required
- Customer Email Address
  Required
- Policy Number
- Summery
  Required
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- Customer Service Representative
- CSR Assignment Group
- Due after days
  Required
- Tag
- Description
  Required
Action
Write
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search

New / Updated Completion
Triggers when a sale (completion) is created or updated inside Apex27.
Trigger
Instant
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New / Updated Issue
Triggers when an issue is created or updated inside Apex27.
Trigger
Instant
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New / Updated Listing
Triggers when a listing is created or updated inside Apex27.
Trigger
Instant
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New / Updated Task
Triggers when a task is created or updated inside Apex27.
Trigger
Instant
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New / Updated User
Triggers when a user is created or updated inside Apex27.
Trigger
Instant
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New / Updated Viewing
Triggers when a viewing is created or updated inside Apex27.
Trigger
Instant
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- ID
- Branch ID
- User ID
- Archived
- Title
- First Name
- Last Name
- Company Name
- Occupation
- Date Of Birth
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- County
- Postal Code
- Country
- Email Address
- Mobile
- Phone
- Work Phone
- Fax
- Preferred Contact Method
- Email Consent
- SMS Consent
- Phone Consent
- Post Consent
- Marketing Consent
- Listing Match Consent
- Is Sales Applicant
- Is Lettings Applicant
- Is New Homes Applicant
- Is Land Applicant
- Is Commercial Sales Applicant
- Is Commercial Lettings Applicant
- Is Vendor
- Is Landlord
- Source
- Buying Position
- Buying Reason
- Selling Position
- Selling Position Status
- Selling Agent Name
- Selling Reason
- Meta Data
- Custom Tags
Action
Write
- ID
- Branch ID
  Required
- Contact ID
  Required
- Listing ID
- Notes
- Source
  Required
- Status
  Required
- How did you hear
- Request Valuation
- Request Viewing
- Request Listing Details
Action
Write
- Listing ID
  Required
- Note ID
  Required
- Content
Action
Write
- User ID
- Branch ID
- Listing ID
- Contact ID
- Notify Branch
- Title
- Body
- Icon
Action
Write
- Listing ID
  Required
- Image URL
  Required
- Name
Action
Write
- Lead ID
  Required
Action
Search
Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
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- Business Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write
- Title
  Required
- Assigned To
  Required
- Contact (lead or customer) email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write

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Connect Apex27 and AgencyZoom to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

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Learn about AI automation

About Apex27

Apex27 is a full-featured estate agent CRM platform

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Related categories

CRM (Customer Relationship Management)

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.