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AgencyZoom and Aimsio Integration

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Build project management workflows between AgencyZoom and Aimsio on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.

Integration guide
  • 3-day trial
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  • Up to 10 minutes quick set up
  • GDPR
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Learn about AgencyZoom and Aimsio

Detailed info you need to know about AgencyZoom and Aimsio integrations in WEXTL. Explore which modules apps support and how you connect them.

  • AgencyZoom

    • Project Management
    • 3 triggers
    • 7 searches
    • 12 actions

    Sales and onboarding platform for insurance agencies, with producer leaderboards and goal tracking. [5]

  • Aimsio

    • Project Management
    • 2 triggers
    • 31 searches
    • 17 actions

    Manage job orders, field tickets, employees, timecards, invoices and billable items in Aimsio. [6]

How to connect AgencyZoom to Aimsio

Set up your AgencyZoom and Aimsio integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

  1. STEP 1

    Connect AgencyZoom and Aimsio

    Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.

  2. STEP 2

    Build a workflow

    Paste selected AgencyZoom and Aimsio nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.

  3. STEP 3

    Map your data

    Choose which fields need to sync between AgencyZoom and Aimsio. Use filters or leverage a JS custom code step in between — everything is on the canvas.

How does the integration between AgencyZoom and Aimsio work in WEXTL?

WEXTL exposes actions and triggers for AgencyZoom and Aimsio 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.

AgencyZoom triggersAimsio actions

AgencyZoom modules

  • Complete a Task Completes a task in a specified service.
  • Create a Business Lead Creates a new business lead.
  • Create a Note Creates a note for a lead.
  • Create a Personal Lead Creates a new personal lead.
  • Create a Task Creates a new task.
  • Delete a Lead Deletes a single lead.
  • Delete a Task Deletes an existing task.
  • Get a Lead Retrieves lead details.
  • Get a Task Retrieves details of a single task.
  • List Lead Notes Retrieves a lead notes list for a specific lead.
  • List Lead Opportunities Retrieves a list of opportunities for a lead.
  • List Lead Tasks Retrieves a list of tasks for a specific lead.
  • Make an API Call Performs an arbitrary authorized API call.
  • Reopen a Task Marks a task as active again.
  • Search Leads Searches for leads by specified criteria.
  • Search Tasks Searches for tasks by specified criteria.
  • Update a Business Lead Updates an existing business lead.
  • Update a Personal Lead Updates a personal lead.
  • Update a Task Updates a single task's details.
  • Watch New Leads Triggers when a new lead is created.
  • Watch New Tasks Triggers when a new task is added.
  • Watch Updated Leads Triggers when a lead has an activity or is updated.

Aimsio modules

  • Create/Update Billable Items Creates a new billable item or updates an existing one.
  • Create/Update Companies Creates a new company or updates an existing one.
  • Create/Update Contacts Creates a new contact or updates an existing one.
  • Create/Update Employees Creates a new employee or updates an existing one.
  • Create/Update Equipment Creates a new equipment or updates an existing one.
  • Create/Update Job Orders Creates a new job order or updates an existing one.
  • Create/Update Locations Creates a new location or updates an existing one.
  • Create/Update Non-recurring Billable Items Creates a new non-recurring billable item or updates an existing one.
  • Create/Update Pricebooks Creates a new pricebook or updates an existing one.
  • Create/Update Users Creates a new user or updates an existing one.
  • Delete Form Data Deletes a form data record.
  • Get Billable Item Retrieves the details of a billable item.
  • Get Binary File Downloads a file stored in Aimsio.
  • Get Company Retrieves the details of a company.
  • Get Contact Retrieves the details of a contact.
  • Get Current Timecard Retrieves the details of a current timecard.
  • Get Employee Retrieves the details of an employee.
  • Get Equipment Retrieves the details of an equipment.
  • Get Field Ticket Retrieves the details of a field ticket.
  • Get Form Data Retrieves the details of a form data.
  • Get Form Data PDF Downloads a form data record as a PDF.
  • Get Invoice Retrieves the details of an invoice.
  • Get Job Order Retrieves the details of a job order.
  • Get Location Retrieves the details of a location.
  • Get Non-recurring Billable Item Retrieves the details of a non-recurring billable item.
  • Get NRB PDF Downloads a non-recurring billable item as a PDF.
  • Get Pricebook Retrieves the details of a pricebook.
  • List Billable Items Returns a list of billable items.
  • List Companies Returns a list of companies.
  • List Contacts Returns a list of contacts.
  • List Current Timecards Returns a list of current timecards.
  • List Employees Returns a list of employees.
  • List Equipment Returns a list of equipment.
  • List Field Tickets Returns a list of field tickets.
  • List Form Data Returns a list of form data.
  • List Invoices Returns a list of invoices.
  • List Job Orders Returns a list of job orders.
  • List Locations Returns a list of locations.
  • List Non-recurring Billable Items Returns a list of non-recurring billable items.
  • List Payroll Period Timecards Returns the timecards of a payroll period.
  • List Payroll Periods Returns a list of payroll periods.
  • List Pricebooks Returns a list of pricebooks.
  • Make an API Call Performs an arbitrary authorized API call to the Aimsio API.
  • Reopen Form Data Reopens a completed form data record.
  • Restore Form Data Restores a deleted form data record.
  • Update Form Data Updates a form data record.
  • Update Invoices Updates the details of an invoice.
  • Update Payroll Period Status Updates the status of a payroll period.
  • Watch Contacts Triggers when contacts are added or changed.
  • Watch Invoices Triggers when invoices are added or changed.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Aimsio integrations. Pick any from the list below if the current combination isn't the one you need.

Automate AgencyZoom and Aimsio on WEXTL®

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Frequently asked questions

Common questions about connecting AgencyZoom and Aimsio.

How do I connect AgencyZoom and Aimsio?

Connect your AgencyZoom and Aimsio 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]

What can I automate between AgencyZoom and Aimsio?

Example: when AgencyZoom's "Watch New Leads" fires, WEXTL can "Create/Update Billable Items" in Aimsio. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Aimsio has 48 actions (including Create/Update Billable Items, Create/Update Companies, and Create/Update Contacts). Add filters and transforms between steps when you need them. [1]

Can AgencyZoom trigger actions in Aimsio, and Aimsio in AgencyZoom?

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]

Do I need to write code to integrate AgencyZoom and Aimsio?

No. AgencyZoom-to-Aimsio automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does AgencyZoom integrate with Aimsio in real time?

Yes. Trigger-based automations start the moment AgencyZoom (or Aimsio) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a AgencyZoom + Aimsio integration?

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.

Do I need a paid plan to connect AgencyZoom with Aimsio?

You can build your AgencyZoom + Aimsio 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 AgencyZoom and Aimsio integration.

  1. AgencyZoom and Aimsio integration source code, module specs and credentials implementation.
  2. Our AgencyZoom and Aimsio integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for AgencyZoom and Aimsio — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. AgencyZoom integration information
  6. Aimsio integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted AgencyZoom and Aimsio integration page documentation. Used sources, AI's role, and how the team validates the result.

Explore AgencyZoom and Aimsio, or get started