STEP 1
Connect AgencyZoom and FMX
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 FMX Integration
Keep AgencyZoom and FMX in sync by integrating their events and actions. When project management events happen in AgencyZoom, update the FMX automatically - without any line of code in visual workflow builder.
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Learn about AgencyZoom and FMX
Detailed info you need to know about AgencyZoom and FMX 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 FMX
Set up your AgencyZoom and FMX integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and FMX 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 FMX. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and FMX work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and FMX 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 triggersFMX 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.
FMX modules
- Approve a Work RequestApproves a work request in the system.
- Create an Accounting AccountCreates an accounting account.
- Create an AttachmentCreates an attachment for a specific entry.
- Create an InventoryCreates an inventory for a specified set of items or products.
- Create a UserCreates a user in the system.
- Create a Work RequestCreates a new work request in the system.
- Create a Work TaskCreates a new work task.
- Decline a Work RequestDeclines a work request in the system.
- Delete an Accounting AccountDeletes an accounting account from the system.
- Delete an AttachmentDeletes an attachment from a specified source.
- Delete a Purchase Order PaymentDeletes a purchase order payment.
- Delete a UserDeletes a user from the service.
- Delete a Work RequestDeletes a work request from the system.
- Finalize a Work RequestFinalizes a work request and marks it as completed.
- Get Accounting AccountsRetrieves accounting accounts details.
- Get an Accounting AccountRetrieves an accounting account from the service.
- Get an AttachmentRetrieves a specific attachment from the service.
- Get an InventoryRetrieves an inventory from the service.
- Get an InvoiceRetrieves an invoice from the service.
- Get a Purchase OrderRetrieves a purchase order for a specified ID.
- Get AttachmentsRetrieves all attachments.
- Get a UserRetrieves a user profile.
- Get a Work RequestRetrieves a work request.
- Get a Work TaskRetrieves a work task from the system by using the specified parameters.
- Get InventoriesRetrieves all inventories from the service.
- Get InvoicesRetrieves all invoices.
- Get Purchase OrdersRetrieves all purchase orders.
- Get UsersRetrieves all users from the service.
- Get Work RequestsRetrieves all work requests from the service.
- Get Work TasksRetrieves all work tasks.
- Make an API CallPerforms an arbitrary authorized API call.
- Pay a Purchase OrderPays a specific purchase order in the system.
- Place a Hold on a Work RequestPlaces a hold on a work request in the system.
- Remove Hold for a Work RequestRemoves a hold for a specific work request.
- Resolve a Work RequestResolves a work request by completing the necessary actions and updating the status in the system.
- Respond to a Work RequestAllows a user to respond to a work request by providing necessary information or confirmation.
- Start Work for a Work RequestInitiates work for a specified work request.
- Stop Work for a Work RequestStops work for a specified work request in the system.
- Update an Accounting AccountUpdates an accounting account with the provided details.
- Update an InventoryUpdates an inventory record with new details or changes.
- Update a Purchase Order PaymentUpdates the payment details for a specific purchase order.
- Update a UserUpdates a user with the provided information.
- Update a Work RequestUpdates a work request with new details or modifications.
- Update a Work TaskUpdates a work task with new details or status.
- Watch InvoicesTriggers when a new invoice is created.
- Watch Purchase OrdersTriggers when a new purchase order is created or updated.
- Watch UsersTriggers when a new user is created.
Frequently asked questions
Common questions about connecting AgencyZoom and FMX.
Connect your AgencyZoom and FMX 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 "Approve a Work Request" in FMX. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); FMX has 44 actions (including Approve a Work Request, Create an Accounting Account, and Create an Attachment). 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-FMX 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 FMX) 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 + FMX 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 FMX integration.
- AgencyZoom and FMX integration source code, module specs and credentials implementation.
- Our AgencyZoom and FMX integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and FMX — 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
- FMX integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library