What actions can I run in AgencyZoom?

19 actions are available, including "Get a Lead", "Get a Task", and "List Lead Notes", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

AgencyZoom Integrations

Sales and onboarding platform for insurance agencies, with producer leaderboards and goal tracking. Connect AgencyZoom project events to the rest of your delivery stack.

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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.
Update a Personal LeadUpdates a personal lead.
Update a TaskUpdates a single task's details.

When to use AgencyZoom

Common scenarios where AgencyZoom automation saves time and reduces manual work.

React to "Watch New Leads" in AgencyZoom in real time: route the event into CRM, chat, ticketing, or any connected service.
Run "Get a Task" in AgencyZoom from any upstream event — map fields once and let the automation handle the rest.
Layer "Watch Updated Leads" from AgencyZoom with filters, transforms, and AI steps to build automations that match your exact business logic.

How to connect

Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.

Full API documentation

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

Connecting AgencyZoom to WEXTL®

Field	Type	Help
UsernameRequired	text	The user's email address as the username.
PasswordRequired	password	—

Use in workflow automation

Start from AgencyZoom’s Watch New Leads trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Business Lead as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 22 ready-made steps for project management work, and every run records what went in and what came back.

AgencyZoom workflow on the canvas: Watch New Leads then Create a Business Lead

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". Use them to start workflows the moment AgencyZoom events fire — no polling required.

Field

Type

Help

UsernameRequired

text

The user's email address as the username.

PasswordRequired

password

—

Use in workflow automation

Start from AgencyZoom’s Watch New Leads trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Business Lead as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 22 ready-made steps for project management work, and every run records what went in and what came back.

AgencyZoom Integrations

When to use AgencyZoom

How to connect

Use in workflow automation

Frequently asked questions

AgencyZoom Integrations

When to use AgencyZoom

How to connect

Connect AgencyZoom to any app in workflows

Use in workflow automation

Frequently asked questions

Connect AgencyZoom to any app in workflows

Connect AgencyZoom to any app in workflows

Connect AgencyZoom to any app in workflows

AgencyZoom Integrations

AgencyZoom triggers and actions

When to use AgencyZoom

How to connect

Use in workflow automation

Frequently asked questions

What triggers does AgencyZoom support?

What actions can I run in AgencyZoom?

Do I need to write code to automate this?

Is the integration secure?

AgencyZoom Integrations

AgencyZoom triggers and actions

When to use AgencyZoom

How to connect

Connect AgencyZoom to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does AgencyZoom support?

What actions can I run in AgencyZoom?

Do I need to write code to automate this?

Is the integration secure?

Connect AgencyZoom to any app in workflows

Connect AgencyZoom to any app in workflows

Connect AgencyZoom to any app in workflows