About this integration
Sales and onboarding platform for insurance agencies, with producer leaderboards and goal tracking. This integration exposes its full API as workflow modules.
The integration includes 3 triggers, 7 search modules and 12 actions. Connections use oauth or oauth or basic authentication.
How to connect
The credential form asks for Username, Password, Client ID, and Client Secret.
Prefer the interactive builder form? Open it on the app page.
Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.
Connecting AgencyZoom to WEXTL®
| Field | Type | Help |
|---|---|---|
UsernameRequired | text | The user's email address as the username. |
PasswordRequired | password | — |
| Field | Type | Help |
|---|---|---|
Client ID | text | — |
Client Secret | password | — |
| Field | Type | Help |
|---|---|---|
UsernameRequired | text | The user's email address as the username. |
PasswordRequired | password | — |
Use it in workflow automation
Start with Watch New Leads, then add Complete a Task.
The canvas below runs Watch New Leads into Complete a Task — watch the video, then drop a node onto the canvas.
Select the Watch New Leads trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Create a Business Lead as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 15 ready-made modules for project management work — each run logs its inputs and outputs for debugging.
AgencyZoom workflow on the canvas: Watch New Leads then Create a Business Lead
Triggers, searches and actions
Browse every AgencyZoom module field below: 3 triggers, 7 searchs, and 12 actions you can drop onto the canvas.
Triggers
This integration includes 3 triggers — start a workflow the moment something changes in the app.
- Watch New Leads
- Watch New Tasks
- Watch Updated Leads
Searches
Use any of 7 search modules to retrieve records without leaving the workflow canvas.
- Get a Lead
- Get a Task
- List Lead Notes
- List Lead Opportunities
- List Lead Tasks
Actions
This integration includes 12 action modules — create, update, or delete records as part of any workflow.
- Complete a Task
- Create a Business Lead
- Create a Note
- Create a Personal Lead
- Create a Task
Explore the fields available for each AgencyZoom trigger, search, and action.
Triggers
| Field | Type |
|---|---|
ID | number |
First Name | text |
Middle Name | text |
Last Name | text |
Lead Type | text |
Email | |
Phone | text |
Secondary Email | |
Secondary Phone | text |
Street Address | text |
City | text |
State | text |
Country | text |
Zip | text |
Comments | text |
Status | number |
Contact Date | text |
Sold Date | text |
Lead Source ID | number |
Lead Source Name | text |
| Field | Type |
|---|---|
ID | number |
Title | text |
Status | number |
Create Date | text |
Due Date | text |
Task Date Time | text |
Duration | number |
Complete Date | text |
Assigned Date | text |
Comments | text |
Assignees | array |
Completed By | text |
Is Completed By Employee | boolean |
Time Specific | boolean |
Customer Name | text |
Customer ID | number |
Customer Type | text |
| Field | Type |
|---|---|
ID | number |
First Name | text |
Middle Name | text |
Last Name | text |
Lead Type | text |
Email | |
Phone | text |
Secondary Email | |
Secondary Phone | text |
Street Address | text |
City | text |
State | text |
Country | text |
Zip | text |
Comments | text |
Status | number |
Contact Date | text |
Sold Date | text |
Lead Source ID | number |
Lead Source Name | text |
Searches
| Field | Type |
|---|---|
Lead IDRequired | choice |
| Field | Type |
|---|---|
ID | number |
Firstname | text |
Middlename | text |
Lastname | text |
Lead Type | text |
Email | |
Phone | text |
Secondary Email | |
Secondary Phone | text |
Street Address | text |
City | text |
State | text |
Country | text |
Zip | text |
Comments | text |
Status | number |
Contact Date | text |
Sold Date | text |
Lead Source ID | number |
Lead Source Name | text |
| Field | Type |
|---|---|
Task IDRequired | choice |
| Field | Type |
|---|---|
ID | number |
Title | text |
Status | number |
Create Date | text |
Due Date | text |
Task Date Time | text |
Duration | number |
Complete Date | text |
Assigned Date | text |
Comments | text |
Assignees | array |
Completed By | text |
Is Completed By Employee | boolean |
Time Specific | boolean |
Customer Name | text |
Customer ID | number |
Customer Type | text |
| Field | Type |
|---|---|
Lead IDRequired | choice |
Limit | number |
| Field | Type |
|---|---|
Type | text |
Create Date | text |
Created by | text |
Title | text |
Body | text |
Attributes | object |
| Field | Type |
|---|---|
Lead IDRequired | choice |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Carrier ID | number |
Standard Carrier Code | text |
Product Line ID | number |
Standard Product Line Code | text |
Status | number |
Premium | number |
Items | number |
Custom Fields | array |
Property Address | array |
| Field | Type |
|---|---|
Lead IDRequired | choice |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Title | text |
Status | number |
Create Date | text |
Due Date | text |
Task Date Time | text |
Duration | number |
Complete Date | text |
Assigned Date | text |
Comments | text |
Assignees | array |
Completed By | text |
Is Completed By Employee | boolean |
Time Specific | boolean |
Customer Name | text |
Customer ID | number |
Customer Type | text |
| Field | Type |
|---|---|
Lead ID | choice |
Assigned To | choice |
Creator | number |
Status | choice |
Lead Source ID | choice |
Customer Name | text |
Customer Email | |
Customer Phone | text |
Customer Phone List | array |
Phone | text |
Start Creation Date | date |
End Creation Date | date |
Sold Period | choice |
Workflow ID | number |
Workflow Stage ID | text |
Last Activity Earliest Date | date |
Last Activity Latest Date | date |
Sort By | choice |
Location | choice |
Limit | number |
| Field | Type |
|---|---|
ID | number |
First Name | text |
Middle Name | text |
Last Name | text |
Lead Type | text |
Email | |
Phone | text |
Secondary Email | |
Secondary Phone | text |
Street Address | text |
City | text |
State | text |
Country | text |
Zip | text |
Comments | text |
Status | number |
Contact Date | text |
Sold Date | text |
Lead Source ID | number |
Lead Source Name | text |
| Field | Type |
|---|---|
Sort Field | choice |
Order | choice |
Location ID | choice |
Start Date | date |
End Date | date |
Task Type | choice |
Assignee ID | number |
Life & Health Professional ID | number |
Task Status | choice |
Period | choice |
Lead Source Category ID | number |
Lead Source ID | choice |
| Field | Type |
|---|---|
ID | number |
Title | text |
Status | number |
Create Date | text |
Due Date | text |
Task Date Time | text |
Duration | number |
Complete Date | text |
Assigned Date | text |
Comments | text |
Assignees | array |
Completed By | text |
Is Completed By Employee | boolean |
Time Specific | boolean |
Customer Name | text |
Customer ID | number |
Customer Type | text |
Actions
| Field | Type |
|---|---|
Task IDRequired | choice |
| Field | Type |
|---|---|
Message | text |
ID | number |
Result | boolean |
| Field | Type |
|---|---|
First NameRequired | text |
EmailRequired | |
Pipeline IDRequired | choice |
Lead Source IDRequired | choice |
Assigned ToRequired | choice |
CountryRequired | text |
Last Name | text |
Phone | text |
Secondary Email | |
Secondary Phone | text |
Notes | text |
Contact Date | date |
Sold Date | date |
Assignment Group ID | choice |
X Date | date |
Quote Date | date |
CSR ID | number |
Street Address | text |
Street Address Line 2 | text |
City | text |
| Field | Type |
|---|---|
Message | text |
ID | number |
Result | boolean |
| Field | Type |
|---|---|
Lead IDRequired | choice |
NoteRequired | text |
| Field | Type |
|---|---|
Message | text |
ID | number |
Result | boolean |
| Field | Type |
|---|---|
First NameRequired | text |
EmailRequired | |
Pipeline IDRequired | choice |
Lead Source IDRequired | choice |
Assigned ToRequired | choice |
CountryRequired | text |
Last Name | text |
Phone | text |
Secondary Email | |
Secondary Phone | text |
Notes | text |
Contact Date | date |
Sold Date | date |
Assignment Group ID | choice |
X Date | date |
Quote Date | date |
CSR ID | number |
Street Address | text |
Street Address Line 2 | text |
City | text |
| Field | Type |
|---|---|
Message | text |
ID | number |
Result | boolean |
| Field | Type |
|---|---|
Task TitleRequired | text |
Contact EmailRequired | |
Assignee IDRequired | number |
Task TypeRequired | choice |
Due Date TimeRequired | date |
Task Notes | text |
Life & Health Professional ID | number |
Customer ID | number |
Lead ID | choice |
Duration | number |
Invitees | array |
Email | |
Time Specific | boolean |
| Field | Type |
|---|---|
Message | text |
ID | number |
Result | boolean |
| Field | Type |
|---|---|
Lead IDRequired | choice |
| Field | Type |
|---|---|
Task IDRequired | choice |
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
| Field | Type |
|---|---|
Task IDRequired | choice |
Task Notes | text |
| Field | Type |
|---|---|
Message | text |
ID | number |
Result | boolean |
| Field | Type |
|---|---|
Lead IDRequired | choice |
First Name | text |
Email | |
Pipeline ID | choice |
Lead Source ID | choice |
Assigned To | choice |
Country | text |
Last Name | text |
Phone | text |
Secondary Email | |
Secondary Phone | text |
Notes | text |
Contact Date | date |
Sold Date | date |
Assignment Group ID | choice |
X Date | date |
Quote Date | date |
CSR ID | number |
Street Address | text |
Street Address Line 2 | text |
| Field | Type |
|---|---|
Message | text |
ID | number |
Result | boolean |
| Field | Type |
|---|---|
Lead IDRequired | choice |
First Name | text |
Email | |
Pipeline ID | choice |
Lead Source ID | choice |
Assigned To | choice |
Country | text |
Last Name | text |
Phone | text |
Secondary Email | |
Secondary Phone | text |
Notes | text |
Contact Date | date |
Sold Date | date |
Assignment Group ID | choice |
X Date | date |
Quote Date | date |
CSR ID | number |
Street Address | text |
Street Address Line 2 | text |
| Field | Type |
|---|---|
Message | text |
ID | number |
Result | boolean |
| Field | Type |
|---|---|
Task IDRequired | choice |
Task Title | text |
Contact Email | |
Assignee ID | number |
Task Type | choice |
Due Date Time | date |
Task Notes | text |
Life & Health Professional ID | number |
Customer ID | number |
Lead ID | choice |
Duration | number |
Invitees | array |
Email | |
Time Specific | boolean |
| Field | Type |
|---|---|
Message | text |
ID | number |
Result | boolean |