STEP 1
Connect AgencyZoom and Housecall Pro
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 Housecall Pro Integration
Connect AgencyZoom and Housecall Pro to automate project management workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about AgencyZoom and Housecall Pro
Detailed info you need to know about AgencyZoom and Housecall Pro 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]
Housecall Pro
Field service management software for scheduling jobs, dispatching crews, and invoicing customers. [6]
How to connect AgencyZoom to Housecall Pro
Set up your AgencyZoom and Housecall Pro integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Housecall Pro 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 Housecall Pro. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Housecall Pro work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Housecall Pro 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 triggersHousecall Pro 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.
Housecall Pro modules
- Add a Job Line ItemCreates a new line item for a job.
- Add a Job NoteCreates a new note on a job.
- Add a Job TagAdds a tag to a job.
- Add an Attachment to a JobUploads a file attachment to an existing job by id.
- Add an Estimate AttachmentCreates a new attachment for a job.
- Create a CustomerCreates a new customer.
- Create a Customer AddressCreates a new customer address.
- Create a JobCreates a new job.
- Create a Job AppointmentCreates a new job appointment.
- Create a Job LinkCreates a new link to a job.
- Create a LeadCreates a new lead.
- Create an EstimateCreates a new estimate.
- Create an Estimate Option LinkCreates a new estimate option link.
- Create an Estimate Option NoteCreates a new estimate option note.
- Delete a Job AppointmentDeletes an existing job appointment.
- Delete a Job NoteDeletes an existing job note.
- Delete a Job TagDeletes an existing job tag.
- Delete an Estimate Option NoteDeletes an estimate option note.
- Get a CustomerRetrieves a customer by given ID.
- Get a Customer AddressRetrieves an existing customer address by ID.
- Get a JobRetrieves a single job by ID.
- Get a LeadRetrieves a single lead by ID.
- Get an EstimateRetrieves a single estimate by ID.
- List Customer AddressesRetrieves a list of customer addresses.
- List EmployeesRetrieves a list of employees from an account.
- List Job AppointmentsRetrieves a list of appointments for a specified job.
- List Job InvoicesRetrieves a list of invoices for a specified job.
- List Schedule WindowsRetrieves a list of schedule windows.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ChecklistsSearches for checklists.
- Search CustomersSearches for customers by specified criteria.
- Search EstimatesSearches for estimates by specified criteria.
- Search JobsSearches for new jobs.
- Search LeadsSearches for leads.
- Update a CustomerUpdates an existing customer by id.
- Update a Job AppointmentUpdates an existing job appointment.
- Watch CustomersTriggers when a new customer is created.
- Watch EstimatesTriggers when a new estimate is created.
- Watch LeadsTriggers when a new lead is created.
- Watch New JobsWatches for new jobs with specified status.
- Watch Updated EstimatesTriggers when an estimate is updated.
- Watch Updated JobsWatches for updated jobs with specified status.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Housecall Pro 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 Housecall Pro.
Connect your AgencyZoom and Housecall Pro 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 Job Line Item" in Housecall Pro. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Housecall Pro has 36 actions (including Add a Job Line Item, Add a Job Note, and Add a Job Tag). 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-Housecall Pro 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 Housecall Pro) 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 + Housecall Pro 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 Housecall Pro integration.
- AgencyZoom and Housecall Pro integration source code, module specs and credentials implementation.
- Our AgencyZoom and Housecall Pro integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Housecall Pro — 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
- Housecall Pro integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library