Create Lead
Creates a new lead in AgencyZoom with specified details.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_LEAD])
Update Lead
Updates an existing lead's information in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_LEAD])
Create Task
Creates a new task associated with a lead or policy in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_TASK])
Update Task
Updates an existing task's details in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_TASK])
Create Policy
Creates a new insurance policy in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_POLICY])
Update Policy
Updates an existing policy's information in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_POLICY])
Send Email
Sends an email to a lead or client through AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SEND_EMAIL])
Schedule Appointment
Schedules an appointment with a lead or client in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SCHEDULE_APPOINTMENT])
Create Note
Adds a new note to a lead, policy, or task in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_NOTE])
Update Note
Updates an existing note in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_NOTE])
Create Tag
Creates a new tag for organizing leads, policies, or tasks in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_TAG])
Apply Tag
Applies an existing tag to a lead, policy, or task in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.APPLY_TAG])
Remove Tag
Removes a tag from a lead, policy, or task in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.REMOVE_TAG])
Create Workflow
Creates a new automated workflow in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_WORKFLOW])
Start Workflow
Initiates a specific workflow for a lead or policy in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.START_WORKFLOW])
New Lead Created
Triggered when a new lead is created in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_LEAD_CREATED])
Lead Status Changed
Triggered when a lead's status is updated in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.LEAD_STATUS_CHANGED])
New Policy Created
Triggered when a new insurance policy is created in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_POLICY_CREATED])
Policy Renewed
Triggered when an insurance policy is renewed in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.POLICY_RENEWED])
Policy Cancelled
Triggered when an insurance policy is cancelled in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.POLICY_CANCELLED])
Task Completed
Triggered when a task is marked as completed in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.TASK_COMPLETED])
Task Due
Triggered when a task's due date is reached in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.TASK_DUE])
Appointment Scheduled
Triggered when a new appointment is scheduled in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.APPOINTMENT_SCHEDULED])
Email Opened
Triggered when an email sent through AgencyZoom is opened by the recipient.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.EMAIL_OPENED])
Lead Score Changed
Triggered when a lead's score is updated in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.LEAD_SCORE_CHANGED])
Document Uploaded
Triggered when a new document is uploaded to a lead or policy in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.DOCUMENT_UPLOADED])
Payment Received
Triggered when a payment is recorded for a policy in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.PAYMENT_RECEIVED])
Workflow Completed
Triggered when an automated workflow is completed in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.WORKFLOW_COMPLETED])
New Note Added
Triggered when a new note is added to a lead, policy, or task in AgencyZoom.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_NOTE_ADDED])