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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Lead" from AgentLocator.

Add your action

An action happens after the trigger—such as "Create Lead" in Centerpoint Connect.

You’re connected!

Zapier seamlessly connects AgentLocator and Centerpoint Connect, 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 Lead
Triggers when a new lead is created.
Trigger
Instant
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- First Name
  Required
- Last Name
- Email
  Required
- Phone
- Source
- Lead Type
- Pipeline
- Tags
- Site
- Status
- Timestamp
- Description
Action
Write
Task Created or Updated
Triggers when a task is created or updated.
Trigger
Polling
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Production Ticket Created or Updated
Triggers when a production ticket is updated or created.
Trigger
Polling
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- Company Name
  Required
- Company Address
- Company City
- Company State
- Company Zip Code
- Company County
- Company Timezone
- Company Account Manager
- Billing Instructions
- Property Name
  Required
- Property Address
- Property City
- Property State
- Property Zip Code
- Contact Name
  Required
- Contact Position
- Contact Email
- Contact Mobile
- Contact Office Phone/Ext
- Lead Type
  Required
- Opportunity Manager
- Product
  Required
- Price
- Forecasted
- Notes
Action
Write

Update Lead
Triggers when a lead is updated.
Trigger
Instant
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- LeadId
- First Name
  Required
- Last Name
- Email
  Required
- Phone
- ExternalId
- Description
- Tags
Action
Write
Opportunity Created or Updated
Triggers when an opportunity is updated or created.
Trigger
Polling
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Service Ticket Created or Updated
Triggers when a service ticket is updated or created.
Trigger
Polling
Try It
- Production ID
- Production Name
- Stage Name
  Required
- Force Update
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect AgentLocator and Centerpoint Connect 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

Level up your AgentLocator to Centerpoint Connect integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About AgentLocator

AgentLocator connects agents with buyers and sellers.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Centerpoint Connect

Centerpoint Connect is a construction-based solution designed specifically for roofing companies, offering all the digital tools Roofers need.