STEP 1
Connect Acculynx 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.
Acculynx and AgencyZoom Integration
Keep Acculynx and AgencyZoom in sync by integrating their events and actions. When project management events happen in Acculynx, update the AgencyZoom automatically - without any line of code in visual workflow builder.
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Learn about Acculynx and AgencyZoom
Detailed info you need to know about Acculynx 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 Acculynx to AgencyZoom
Set up your Acculynx and AgencyZoom integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Acculynx 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 Acculynx and AgencyZoom. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Acculynx and AgencyZoom work in WEXTL?
WEXTL exposes actions and triggers for Acculynx 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.
Acculynx triggersAgencyZoom actions
Acculynx modules
- Create a ContactCreates a new contact.
- Create a JobCreates a new job.
- Create a Job MessageCreates a new job message (comment).
- Create a Job Message ReplyCreates a new job message reply (sub-comment).
- Create a Job Payment PaidCreates a new job payment that has been paid.
- Create a Job Payment ReceivedCreates a new job payment received.
- Create a LeadCreates a new lead.
- Get a ContactReturns details for a contact by id.
- Get a JobReturns details for a specific job.
- Get a Lead HistoryReturns history items for a specific lead.
- Get an EstimateRetrieves a single estimate.
- Get an InvoiceRetrieves details of a single invoice.
- Get Job PaymentsRetrieves payment information for a job.
- List Job ContactsRetrieves contacts for a job.
- List Job EstimatesRetrieves a list of estimates for a job.
- List Job InvoicesRetrieves a list of invoices for a job.
- List Job MilestonesRetrieves a list of milestones for a job.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ContactsSearches for contacts.
- Search EstimatesSearches for estimates.
- Search JobsSearches for jobs by specified criteria.
- Upload a Job DocumentUploads a document to a job.
- Upload Job Photos or VideosUploads a photo or video to a job.
- Watch ContactsTriggers when a new contact is created.
- Watch JobsTriggers when a job is created or updated.
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.
Frequently asked questions
Common questions about connecting Acculynx and AgencyZoom.
Connect your Acculynx 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 Acculynx's "Watch Contacts" fires, WEXTL can "Complete a Task" in AgencyZoom. Acculynx has 2 triggers (including Watch Contacts and Watch Jobs); 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. Acculynx-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 Acculynx (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 Acculynx + 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 Acculynx and AgencyZoom integration.
- Acculynx and AgencyZoom integration source code, module specs and credentials implementation.
- Our Acculynx and AgencyZoom integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Acculynx 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.
- Acculynx integration information
- AgencyZoom integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library