STEP 1
Connect ActiveCollab 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.
ActiveCollab and AgencyZoom Integration
Connect ActiveCollab and AgencyZoom to automate project management workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about ActiveCollab and AgencyZoom
Detailed info you need to know about ActiveCollab and AgencyZoom integrations in WEXTL. Explore which modules apps support and how you connect them.
ActiveCollab
Project management for tasks, collaboration, and team workloads. [5]
AgencyZoom
Sales and onboarding platform for insurance agencies, with producer leaderboards and goal tracking. [6]
How to connect ActiveCollab to AgencyZoom
Set up your ActiveCollab and AgencyZoom integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected ActiveCollab 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 ActiveCollab and AgencyZoom. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between ActiveCollab and AgencyZoom work in WEXTL?
WEXTL exposes actions and triggers for ActiveCollab 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.
ActiveCollab triggersAgencyZoom actions
ActiveCollab modules
- Archive a CompanyArchives a company, making it inactive and preserving its information for future reference or audit purposes.
- Archive a UserArchives a user in the system.
- Cancel an InvoiceCancels an existing invoice in the system.
- Create a CompanyCreates a new company record.
- Create an InvoiceCreates an invoice in the system.
- Create a PaymentCreates a payment in the system.
- Create a ProjectCreates a new project in the specified service.
- Create a UserCreates a new user in the system.
- Delete an InvoiceDeletes a specific invoice from the service.
- Delete a PaymentDeletes a payment from the system.
- Delete a UserDeletes a user from the database.
- Duplicate an InvoiceDuplicates an existing invoice within the system.
- Export an InvoiceExports an invoice in PDF format.
- Export Invoice ReportExports an invoice report to the specified format or location.
- Get a CompanyRetrieves details of a specific company.
- Get an InvoiceRetrieves the details of a specific invoice from the service.
- Get a ProjectRetrieves information about a specific project.
- Get a UserRetrieves a user from the service by user ID.
- Get Invoice Private NotesRetrieves private notes associated with a specific invoice.
- List Archived InvoicesRetrieves a list of archived invoices.
- List CompaniesRetrieves a list of companies from the service.
- List CompaniesRetrieves a list of all companies.
- List Company InvoicesRetrieves a list of invoices for a company.
- List InvoicesRetrieves a list of invoices from the service.
- List PaymentsRetrieves a list of payments.
- List ProjectsRetrieves a list of projects.
- List UsersRetrieves a list of all users.
- List UsersRetrieves a list of users from the service.
- Make an API CallMakes an arbitrary API call.
- Remove a Client from a ProjectRemoves a specified client from an existing project.
- Run Invoice ReportGenerates an invoice report based on the specified criteria.
- Send an InvoiceSends an invoice to a specified recipient.
- Trash a CompanyDeletes a company record from the database.
- Update an InvoiceUpdates an invoice with new details or information.
- Update a PaymentUpdates a payment with the specified details.
- Update a ProjectUpdates a project with new details or changes in the service.
- Update a UserUpdates a user's profile information.
- Watch CompaniesTriggers when a new company is added or an existing company is updated.
- Watch InvoicesTriggers when an invoice is created or updated.
- Watch PaymentsTriggers when a payment is made or updated.
- Watch ProjectsTriggers when a new project is created or updated.
- Watch UsersTriggers when a user event occurs.
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.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with ActiveCollab and AgencyZoom integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting ActiveCollab and AgencyZoom.
Connect your ActiveCollab 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 ActiveCollab's "Watch Companies" fires, WEXTL can "Complete a Task" in AgencyZoom. ActiveCollab has 5 triggers (including Watch Companies, Watch Invoices, and Watch Payments); 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. ActiveCollab-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 ActiveCollab (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 ActiveCollab + 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 ActiveCollab and AgencyZoom integration.
- ActiveCollab and AgencyZoom integration source code, module specs and credentials implementation.
- Our ActiveCollab and AgencyZoom integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for ActiveCollab 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.
- ActiveCollab integration information
- AgencyZoom integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library