STEP 1
Connect AgencyZoom and inFlow
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 inFlow Integration
Keep AgencyZoom and inFlow in sync by integrating their events and actions. When project management events happen in AgencyZoom, update the inFlow automatically - without any line of code in visual workflow builder.
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Learn about AgencyZoom and inFlow
Detailed info you need to know about AgencyZoom and inFlow 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 inFlow
Set up your AgencyZoom and inFlow integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and inFlow 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 inFlow. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and inFlow work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and inFlow 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 triggersinFlow 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.
inFlow modules
- Create or Update a Manufacturing OrderCreates or updates a manufacturing order in the system.
- Create or Update a ProductCreates or updates a product in the service.
- Create or Update a Purchase OrderCreates or updates a purchase order in the system.
- Create or Update a Sales OrderCreates or updates a sales order in the system.
- Create or Update a Stock CountCreates or updates a stock count in the inventory system.
- Create or Update a Stock TransferCreates or updates a stock transfer in the system.
- Create or Update Stock AdjustmentCreates or updates a stock adjustment record in the inventory system.
- Create/Update a CustomerCreates or updates a customer in the system.
- Create/Update a Stock Count SheetCreates or updates a stock count sheet with the provided inventory data.
- Create/Update a VendorCreates or updates a vendor in the system.
- Delete a Stock Count SheetDeletes a stock count sheet from the system.
- Get a CustomerRetrieves a customer's details from the service.
- Get a Manufacturing OrderRetrieves a manufacturing order from the system.
- Get a ProductRetrieves a product from the database.
- Get a Purchase OrderRetrieves a purchase order based on the specified criteria.
- Get a Sales OrderRetrieves a sales order by its ID.
- Get a Stock AdjustmentRetrieves a stock adjustment.
- Get a Stock CountRetrieves a stock count from the inventory system.
- Get a Stock Count SheetRetrieves a stock count sheet.
- Get a Stock Room UserRetrieves a stock room user by user ID.
- Get a Stock Room UserRetrieves a stock room user.
- Get a Stock TransferRetrieves a stock transfer based on the provided criteria.
- Get a VendorRetrieves details of a specific vendor.
- Get CustomersRetrieves all customers from the service.
- Get Manufacturing OrdersRetrieves all manufacturing orders.
- Get Product Inventory SummariesRetrieves inventory summaries for multiple products.
- Get Product Inventory SummaryRetrieves a product inventory summary.
- Get ProductsRetrieves a list of all products.
- Get Purchase OrdersRetrieves all purchase orders.
- Get Sales OrdersRetrieves all sales orders.
- Get Stock AdjustmentsRetrieves all stock adjustments.
- Get Stock CountsRetrieves all stock counts.
- Get Stock TransfersRetrieves a list of all stock transfers.
- Get VendorsRetrieves a list of all vendors.
- Make an API CallPerforms an arbitrary authorized API call.
- Watch EventsTriggers when a new event is created or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and inFlow 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 inFlow.
Connect your AgencyZoom and inFlow 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 or Update a Manufacturing Order" in inFlow. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); inFlow has 35 actions (including Create or Update a Manufacturing Order, Create or Update a Product, and Create or Update 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-inFlow 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 inFlow) 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 + inFlow 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 inFlow integration.
- AgencyZoom and inFlow integration source code, module specs and credentials implementation.
- Our AgencyZoom and inFlow integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and inFlow — 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
- inFlow integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library