STEP 1
Connect AgencyZoom and Fieldwire
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 Fieldwire Integration
Build project management workflows between AgencyZoom and Fieldwire 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
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- Data Encryption
- 2FA
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Learn about AgencyZoom and Fieldwire
Detailed info you need to know about AgencyZoom and Fieldwire 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 Fieldwire
Set up your AgencyZoom and Fieldwire integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Fieldwire 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 Fieldwire. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Fieldwire work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Fieldwire 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 triggersFieldwire 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.
Fieldwire modules
- Create a ProjectCreates a new project.
- Create a SubmittalCreates a new project submittal.
- Create a TaskCreates a new task.
- Create an AttachmentCreates a new project attachment.
- Delete a ProjectDeletes an existing project.
- Delete a Project AttachmentDeletes a single project attachment.
- Delete a SubmittalDeletes a single submittal.
- Delete a TaskDeletes an existing project task.
- Get a ProjectRetrieves a single project's details.
- Get a Project ActivityRetrieves a single project activity.
- Get a Project AttachmentRetrieves a single project attachment.
- Get a Project TaskRetrieves a single project task's details.
- Get a SubmittalRetrieves a single project submittal's details.
- List Project AttachmentsRetrieves a list of project attachments.
- List Project SubmittalsRetrieves a list of submittals from a project.
- List Project TemplatesRetrieves a list of project templates from an account.
- List ProjectsRetrieves a list of projects from an account.
- List TasksRetrieves a list of tasks from a project.
- Make an API CallPerforms an arbitrary authorized API call.
- Restore a Project AttachmentRestores a single project attachment.
- Restore a TaskRestores a task.
- Transfer a ProjectTransfers a project to another user.
- Transition a SubmittalTransitions a submittal to the next state.
- Update a ProjectUpdates the details of an existing project.
- Update a SubmittalUpdates an existing project submittal.
- Update a TaskUpdates a project task.
- Watch TasksTriggers when a task status changes.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Fieldwire 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 Fieldwire.
Connect your AgencyZoom and Fieldwire 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 "Create a Project" in Fieldwire. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Fieldwire has 26 actions (including Create a Project, Create a Submittal, and Create a Task). 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-Fieldwire 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 Fieldwire) 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 + Fieldwire 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 Fieldwire integration.
- AgencyZoom and Fieldwire integration source code, module specs and credentials implementation.
- Our AgencyZoom and Fieldwire integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Fieldwire — 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
- Fieldwire integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library