AgencyZoomInstall

Summary

Create a new service ticket in AgencyZoom for a specified customer with required details such as subject, pipeline, stage, CSR, category, and priority.

Inputs

• Customer ID (required) — The numeric ID of the customer the ticket is for.
• Subject (required) — The subject or summary of the service ticket.
• Pipeline Name or ID (required) — The service pipeline by name or ID, selectable from available pipelines.
• Stage Name or ID (required) — The stage within the selected pipeline by name or ID.
• CSR Name or ID (required) — The Customer Service Representative assigned to handle the ticket.
• Category Name or ID (required) — The service category classifying the ticket.
• Priority Name or ID (required) — The priority level of the ticket.
• Additional Fields — Optional fields including assignment group, description, due date or due after days, other producers by employee IDs, policy number, and semicolon-separated tag names to further specify the service ticket.

Output shape

a single record representing the created service ticket including its ID and details as returned by the AgencyZoom API.

The operation requires all required fields to be provided; additional fields are optional. Fields like pipeline stage depend on the selected pipeline. The output structure reflects the API response of the created ticket. Errors will be raised if required fields are missing or invalid.

Links

• n8n community nodes installation guide