STEP 1
Connect AgencyZoom and AroFlo
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 AroFlo Integration
Keep AgencyZoom and AroFlo in sync by integrating their events and actions. When project management events happen in AgencyZoom, update the AroFlo automatically - without any line of code in visual workflow builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about AgencyZoom and AroFlo
Detailed info you need to know about AgencyZoom and AroFlo 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 AroFlo
Set up your AgencyZoom and AroFlo integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and AroFlo 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 AroFlo. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and AroFlo work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and AroFlo 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 triggersAroFlo 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.
AroFlo modules
- Add a Task MaterialAdds a material line to a task.
- Add a Task NoteAdds a note to a task.
- Add a Task ResourceAssigns a user or business unit to a task.
- Add a Work Order Line Item (v2)Adds a line item to a work order.
- Add Bill Line Items (v2)Adds line items to a bill.
- Add Bill Notes (v2)Adds notes to a bill.
- Add Invoice Line Items (v2)Adds line items to an invoice.
- Add Invoice Notes (v2)Adds notes to an invoice.
- Add Project Notes (v2)Adds notes to a project.
- Add Purchase Order Notes (v2)Adds notes to a purchase order.
- Add Quote Line Items (v2)Adds line items to a quote.
- Add Quote Notes (v2)Adds notes to a quote.
- Add RFQ Notes (v2)Adds notes to a request for quote.
- Add Task Notes (v2)Adds notes to a task.
- Add Work Order Notes (v2)Adds notes to a work order.
- Archive a Client ContactArchives a contact on a client.
- Archive a Supplier ContactArchives a supplier contact.
- Assign Task Resources (v2)Sets the users and assets assigned to a task.
- Convert Legacy IDs (v2)Converts legacy API ids into v2 ids.
- Create a BillCreates a bill.
- Create a Bill Line ItemAdds a line item to a bill.
- Create a Bill (v2)Creates a bill.
- Create a ClientCreates a client.
- Create a Client ContactAdds a contact to a client.
- Create a Client Contact (v2)Creates a contact for a client.
- Create a Client LocationAdds a location to a client.
- Create a Client NoteAdds a note to a client.
- Create a Client (v2)Creates a client.
- Create a Location (v2)Creates a location for a client.
- Create a Message TemplateCreates a message template.
- Create an AssetCreates an asset.
- Create an Asset Category (v2)Creates an asset category.
- Create an Asset (v2)Creates an asset.
- Create an Inventory ItemCreates an inventory item.
- Create an Invoice (v2)Creates an invoice for a task.
- Create a Payment (v2)Records a payment.
- Create a PriorityCreates a priority.
- Create a Project (v2)Creates a project.
- Create a Purchase Order (v2)Creates a purchase order.
- Create a Quote Takeoff (v2)Creates a takeoff on a quote.
- Create a Quote (v2)Creates a quote.
- Create a ScheduleSchedules a task or event.
- Create a Schedule (v2)Schedules a task or event.
- Create a SupplierCreates a supplier.
- Create a Supplier ContactAdds a contact to a supplier.
- Create a Supplier Contact (v2)Creates a contact for a supplier.
- Create a Supplier LocationAdds a location to a supplier.
- Create a Supplier (v2)Creates a supplier.
- Create a TaskCreates a task.
- Create a Task Labour (v2)Records labour on a task.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and AroFlo 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 AroFlo.
Connect your AgencyZoom and AroFlo 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 a Task Material" in AroFlo. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); AroFlo has 230 actions (including Add a Task Material, Add a Task Note, and Add a Task Resource). 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-AroFlo 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 AroFlo) 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 + AroFlo 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 AroFlo integration.
- AgencyZoom and AroFlo integration source code, module specs and credentials implementation.
- Our AgencyZoom and AroFlo integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and AroFlo — 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
- AroFlo integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library