STEP 1
Select AgencyZoom in workflow
Pick AgencyZoom app in the workflow builder [4] - just one click to select the app.
AgencyZoom Integration
Sales and onboarding platform for insurance agencies, with producer leaderboards and goal tracking. Turn AgencyZoom project events into automated updates across your delivery stack. When Watch New Leads arrives, trigger Get a Lead or Get a Task so teams stay aligned automatically.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for AgencyZoom integration
Triggers can detect changes in AgencyZoom and run actions that can create, search or modify data inside AgencyZoom automatically [3] — exactly how you set them.
- 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.
- 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.
- Search LeadsSearches for leads by specified criteria.
- Search TasksSearches for tasks by specified criteria.
- 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.
- Make an API CallPerforms an arbitrary authorized API call.
- Reopen a TaskMarks a task as active again.
- Update a Business LeadUpdates an existing business lead.
How to integrate AgencyZoom in automation workflow?
3 simple steps to make your AgencyZoom connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect AgencyZoom
When prompted, authorize access to AgencyZoom in WEXTL once. AgencyZoom credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your AgencyZoom account. Approve?
STEP 3
Build a workflow
Build your workflow with AgencyZoom yourself or with WEXTL® AI Builder. Connect AgencyZoom to any available integrations [5], or use HTTP node to go beyond them.
AgencyZoom
How AgencyZoom connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever AgencyZoom app is called in workflows. That allows your project management automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that AgencyZoom supports.
The following table illustrates what fields AgencyZoom integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how AgencyZoom is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
UsernameRequired | text | The user's email address as the username. |
PasswordRequired | password | — |
Connect AgencyZoom to popular apps on WEXTL
Enter a name of the other app you want to sync with AgencyZoom below. Click on selected app to explore integration options with AgencyZoom. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with AgencyZoom integration
Select Watch New Leads trigger from AgencyZoom - this will be a starting point in your automation. Whenever event happens in AgencyZoom, workflow will start [7] from Watch New Leads node.
Search for Create a Business Lead, connect it as the next step of integration sequence. You can use filters between Watch New Leads and Create a Business Lead, so only important data pass from Watch New Leads to the next step. WEXTL gives you full control over the process of AgencyZoom automation. All parts of workflow are visible on the canvas [4].
AgencyZoom on WEXTL has 22 modules for building project management automations. Explore AgencyZoom documentation for more.
Video slide demonstrates how Watch New Leads and Create a Business Lead [6] nodes are used in AgencyZoom workflow.
Frequently asked questions
Common questions about automating AgencyZoom in your workflows.
AgencyZoom has 3 triggers, including "Watch New Leads", "Watch New Tasks", and "Watch Updated Leads". Triggers are start points of the workflow, and automations may start from them.
Integration has 19 actions, including "Get a Lead", "Get a Task", and "List Lead Notes", and more. Refer to our AgencyZoom Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The AgencyZoom integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by AgencyZoom official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where AgencyZoom provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever AgencyZoom or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for AgencyZoom inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with AgencyZoom modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the AgencyZoom integration.
- AgencyZoom integration source code, module specs and credentials implementation.
- Internal AgencyZoom integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official AgencyZoom vendor API documentation — 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.
- WEXTL® Apps Library
- WEXTL® AgencyZoom App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation