STEP 1
Connect 2Solar and AgencyZoom
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
2Solar and AgencyZoom Integration
Build project management workflows between 2Solar and AgencyZoom on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about 2Solar and AgencyZoom
Detailed info you need to know about 2Solar and AgencyZoom integrations in WEXTL. Explore which modules apps support and how you connect them.
AgencyZoom
Sales and onboarding platform for insurance agencies, with producer leaderboards and goal tracking. [6]
How to connect 2Solar to AgencyZoom
Set up your 2Solar and AgencyZoom integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected 2Solar and AgencyZoom nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between 2Solar and AgencyZoom. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between 2Solar and AgencyZoom work in WEXTL?
WEXTL exposes actions and triggers for 2Solar and AgencyZoom that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
AgencyZoom triggers2Solar actions
AgencyZoom modules
- Complete a TaskCompletes a task in a specified service.
- Create a Business LeadCreates a new business lead.
- Create a NoteCreates a note for a lead.
- Create a Personal LeadCreates a new personal lead.
- Create a TaskCreates a new task.
- Delete a LeadDeletes a single lead.
- Delete a TaskDeletes an existing task.
- Get a LeadRetrieves lead details.
- Get a TaskRetrieves details of a single task.
- List Lead NotesRetrieves a lead notes list for a specific lead.
- List Lead OpportunitiesRetrieves a list of opportunities for a lead.
- List Lead TasksRetrieves a list of tasks for a specific lead.
- Make an API CallPerforms an arbitrary authorized API call.
- Reopen a TaskMarks a task as active again.
- Search LeadsSearches for leads by specified criteria.
- Search TasksSearches for tasks by specified criteria.
- Update a Business LeadUpdates an existing business lead.
- Update a Personal LeadUpdates a personal lead.
- Update a TaskUpdates a single task's details.
- Watch New LeadsTriggers when a new lead is created.
- Watch New TasksTriggers when a new task is added.
- Watch Updated LeadsTriggers when a lead has an activity or is updated.
2Solar modules
- Add Images to a Request/PersonUploads images for a person or request.
- Create a Request for a PersonCreates a new request for a person with the details provided.
- Get a PersonRetrieves a single person.
- Make an API CallPerforms an arbitrary authorized API call.
- Search RequestsSearches for requests.
- Update a RequestUpdates the details of a single request.
Frequently asked questions
Common questions about connecting 2Solar and AgencyZoom.
Connect your 2Solar and AgencyZoom accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when AgencyZoom's "Watch New Leads" fires, WEXTL can "Add Images to a Request/Person" in 2Solar. 2Solar has 6 actions (including Add Images to a Request/Person, Create a Request for a Person, and Get a Person); AgencyZoom has 19 actions (including Complete a Task, Create a Business Lead, and Create a Note). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. 2Solar-to-AgencyZoom automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment 2Solar (or AgencyZoom) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your 2Solar + AgencyZoom automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the 2Solar and AgencyZoom integration.
- 2Solar and AgencyZoom integration source code, module specs and credentials implementation.
- Our 2Solar and AgencyZoom integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for 2Solar and AgencyZoom — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- 2Solar integration information
- AgencyZoom integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library