STEP 1
Connect AgencyZoom and Arcsite
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
AgencyZoom and Arcsite Integration
Build project management workflows between AgencyZoom and Arcsite 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.
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Learn about AgencyZoom and Arcsite
Detailed info you need to know about AgencyZoom and Arcsite integrations in WEXTL. Explore which modules apps support and how you connect them.
AgencyZoom
Sales and onboarding platform for insurance agencies, with producer leaderboards and goal tracking. [5]
How to connect AgencyZoom to Arcsite
Set up your AgencyZoom and Arcsite integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Arcsite 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 AgencyZoom and Arcsite. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Arcsite work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Arcsite 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 triggersArcsite actions
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.
Arcsite modules
- Add Collaborators to a ProjectAdds collaborators to a specific project.
- Archive a ProjectArchives a project to remove it from the active list.
- Create a ProjectCreates a new project in the system.
- Export a Proposal PDFExports a proposal in PDF format.
- Get a DrawingRetrieves a drawing from the service.
- Get a ProjectRetrieves a project by its ID.
- Get ProductsRetrieves details for products.
- Get Project DrawingsRetrieves details for project Drawings.
- Get ProjectsRetrieves all projects from the service.
- Get Proposal Line ItemsRetrieves details for proposal Line Items.
- Get Proposal TemplatesRetrieves details for proposal Templates.
- Get Takeoff Line ItemsRetrieves details for takeoff Line Items.
- Import a PDFImports a PDF file into the system for further processing or storage.
- Make an API CallPerforms an arbitrary authorized API call.
- Unarchive a ProjectRestores a project from the archive back to its original state.
- Update a ProjectUpdates a project with new information or changes.
- Watch EventsTriggers when a new event occurs.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Arcsite integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting AgencyZoom and Arcsite.
Connect your AgencyZoom and Arcsite 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 AgencyZoom's "Watch New Leads" fires, WEXTL can "Add Collaborators to a Project" in Arcsite. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Arcsite has 16 actions (including Add Collaborators to a Project, Archive a Project, and Create a Project). 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. AgencyZoom-to-Arcsite 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 AgencyZoom (or Arcsite) 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 AgencyZoom + Arcsite 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 Arcsite integration.
- AgencyZoom and Arcsite integration source code, module specs and credentials implementation.
- Our AgencyZoom and Arcsite integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Arcsite — 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.
- AgencyZoom integration information
- Arcsite integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library