STEP 1
Connect AgencyZoom and Fishbowl Inventory
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 Fishbowl Inventory Integration
Build project management workflows between AgencyZoom and Fishbowl Inventory 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 Fishbowl Inventory
Detailed info you need to know about AgencyZoom and Fishbowl Inventory 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]
Fishbowl Inventory
Inventory and manufacturing ERP for tracking parts, purchase orders, and warehouse stock. [6]
How to connect AgencyZoom to Fishbowl Inventory
Set up your AgencyZoom and Fishbowl Inventory integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Fishbowl Inventory 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 Fishbowl Inventory. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Fishbowl Inventory work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Fishbowl Inventory 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 triggersFishbowl Inventory 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.
Fishbowl Inventory modules
- Add InventoryAdds inventory to the specified stock or location.
- Close a Manufacturer OrderCloses a short manufacturer order.
- Close a Purchase OrderCloses a purchase order that is marked as short.
- Close a Purchase Order ItemCloses a purchase order item, marking it as fulfilled or no longer active.
- Create a Manufacturer OrderCreates a manufacturer order in the system.
- Create a MemoCreates a memo in the system.
- Create a Purchase OrderCreates a new purchase order in the system.
- Create a Unit of MeasureCreates a new unit of measure in the system.
- Create Plugin InformationCreates plugin information.
- Delete a Manufacture OrderDeletes a manufacture order from the system.
- Delete a MemoDeletes a memo from the system.
- Delete a PartDeletes a specific part from the inventory or system.
- Delete a PaymentDeletes a payment record from the system.
- Delete a ProductDeletes a product from the inventory system.
- Delete a Purchase OrderDeletes a purchase order from the system.
- Delete a Sale OrderDeletes a sale order from the service.
- Delete a Unit of MeasureDeletes a unit of measure from the system.
- Delete Plugin InformationDeletes the information of a specific plugin.
- Execute a Data QueryExecutes a data query on the specified database and returns the results.
- Get a Manufacture OrderRetrieves a specific manufacture order by its ID.
- Get a MemoRetrieves a memo by its ID or other specified criteria.
- Get a Purchase OrderRetrieves a purchase order by ID.
- Get a Unit of MeasureRetrieves a unit of measure from the service.
- Get Cycle InventoryRetrieves cycle inventory data from a specified source.
- Get InventoryRetrieves all inventory items.
- Get Manufacture OrdersRetrieves all manufacture orders.
- Get MemosRetrieves a list of memos for a specific object.
- Get PartsRetrieves all parts.
- Get Plugin InfoRetrieves information about a specific plugin.
- Get Purchase OrdersRetrieves all purchase orders.
- Get the Best Cost for a PartRetrieves the best cost for a specific part.
- Get the Best Price for a ProductRetrieves the best unit price for a specific product.
- Get Units of MeasureRetrieves all units of measure.
- Get UsersRetrieves all users.
- Get VendorsRetrieves all vendors.
- Import DataImports data from a specified source into the system.
- Issue a Manufacturer OrderIssues a manufacturer order to initiate the production process with the manufacturer.
- Issue a Purchase OrderIssues a purchase order based on specified criteria.
- Make an API CallPerforms an arbitrary authorized API call.
- Move InventoryMoves inventory from one location to another.
- Scrap InventoryScraps an inventory item from the list.
- Unissue a Manufacturer OrderUnissues a manufacturer order, reverting it back to its draft status.
- Unissue a Purchase OrderUnissues a purchase order in the system.
- Update a Manufacture OrderUpdates a manufacture order with new or modified details.
- Update a MemoUpdates a memo with new information.
- Update a Purchase OrderUpdates a purchase order with new information or changes to existing details.
- Update a Unit of MeasureUpdates a unit of measure for the specified item.
- Update Plugin InformationUpdates the information for a specified plugin.
- Void a Purchase OrderVoids a purchase order in the system.
- Watch InventoryTriggers when there is a change or update in the inventory.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Fishbowl Inventory 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 Fishbowl Inventory.
Connect your AgencyZoom and Fishbowl Inventory 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 Inventory" in Fishbowl Inventory. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Fishbowl Inventory has 49 actions (including Add Inventory, Close a Manufacturer Order, and Close a Purchase Order). 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-Fishbowl Inventory 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 Fishbowl Inventory) 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 + Fishbowl Inventory 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 Fishbowl Inventory integration.
- AgencyZoom and Fishbowl Inventory integration source code, module specs and credentials implementation.
- Our AgencyZoom and Fishbowl Inventory integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Fishbowl Inventory — 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
- Fishbowl Inventory integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library