1/22/26 Release
CC support in automation
Service Request API & expanded service request automation via Zapier
Customer segmentation
CC Support in Automation
You can now include CC recipients when setting up automated emails in AgencyZoom. This makes it easier to keep key stakeholders informed and ensures important conversations stay visible without requiring manual follow-up.
What’s New
Add one or more CC recipients alongside the primary recipient
Choose from preset recipient options or enter custom email addresses
CC’d recipients receive the same automated message and remain included on reply threads
Why It Matters
Including CC recipients helps maintain visibility across client communications and ensures stakeholders stay informed throughout the conversation lifecycle. Support for custom email addresses also unlocks additional workflow flexibility, such as sending automated messages to external systems, shared inboxes, or third-party partners.
Service Request API & Expanded Service Request Automation via Zapier
AgencyZoom has expanded its Service Request API and Zapier support, making it easier to integrate service workflows with external systems and automate how service requests are managed.
New API Capabilities
The Service Request API now includes additional endpoints that support the full service request lifecycle:
Service pipelines and stages
The existing Get Pipelines and Stages endpoints now include service pipelines, allowing external systems to align with your service workflows
Service request reference data
New endpoints to retrieve service categories, priorities, and resolutions
Useful for ensuring external systems stay in sync with AgencyZoom configuration values
Service request management
New endpoints to create service requests
New endpoints to update existing service requests
New endpoints to complete service requests
New Zapier Triggers
Additional Zapier triggers are now available to automate actions when service activity occurs in AgencyZoom:
Service request created
Trigger workflows when a new service request is added
Service request status changed
Trigger workflows when a service request moves between statuses
New Zapier Actions
New Zapier actions allow external systems to find and update service requests:
Find a service request
Locate a service request in AgencyZoom to support downstream automation
Update service request
Update service request details or status from external workflows
Customer Segmentation
We’ve improved the customer segmentation experience to make it easier to find, build, and manage the segments you rely on every day. The updated filtering experience reduces complexity while offering more control over how customer data is organized and used.
What’s New
A simplified, easy-to-navigate filter menu
Expanded filter options for more precise segmentation
Ability to save segments as personal or share them across your agency
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