STEP 1
Connect AgencyZoom and Jira
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 Jira Integration
Keep AgencyZoom and Jira in sync by integrating their events and actions. When project management events happen in AgencyZoom, update the Jira automatically - without any line of code in visual workflow builder.
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Learn about AgencyZoom and Jira
Detailed info you need to know about AgencyZoom and Jira 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 Jira
Set up your AgencyZoom and Jira integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Jira 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 Jira. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Jira work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Jira 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 triggersJira 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.
Jira modules
- Add Actors to Project RoleAdds actors to project role.
- Add Atlassian Team to PlanAdds Atlassian team to plan.
- Add AttachmentAdds a file attachment to an issue.
- Add CommentAdds a comment to an issue.
- Add Default Actors to Project RoleAdds default actors to project role.
- Add Field to Default ScreenAdds a field to the default screen.
- Add Filter as FavoriteAdds a filter to the user's favorites.
- Add Gadget to DashboardAdds a gadget to a dashboard.
- Add Issue Security Level MembersAdds issue security level members.
- Add Issue Security LevelsAdds issue security levels.
- Add Issue Types to ContextAdds issue types to a custom field context.
- Add Issue Types to Issue Type SchemeAdds issue types to an issue type scheme.
- Add Notifications to Notification SchemeAdds notifications to notification scheme.
- Add Screen Tab FieldAdds a field to a screen tab.
- Add Share PermissionAdds a share permission to a filter.
- Add User to GroupAdds a user to a group.
- Add VoteAdds a vote to an issue.
- Add WatcherAdds a watcher to an issue.
- Add WorklogAdds a worklog to an issue.
- Analyse Jira ExpressionAnalyses Jira expressions for errors.
- Append Mappings to Issue Type Screen SchemeAppends mappings to an issue type screen scheme.
- Archive Issue(s) by Issue ID/keyArchives selected issues.
- Archive Issue(s) by JQLArchives issues that match a search query.
- Archive PlanArchives an existing plan.
- Archive ProjectArchives a project.
- Assign Custom Field Context to ProjectsAssigns a custom field context to projects.
- Assign Field Configuration Scheme to ProjectAssigns a field configuration scheme to a project.
- Assign IssueAssigns an issue to a user.
- Assign Issue Type Scheme to ProjectAssigns an issue type scheme to a project.
- Assign Issue Type Screen Scheme to ProjectAssigns an issue type screen scheme to a project.
- Assign Issue Types to Field ConfigurationsAssigns issue types to field configurations in a scheme.
- Assign Permission SchemeAssigns permission scheme.
- Assign Workflow Scheme to ProjectAssigns a workflow scheme to a project.
- Associate Projects to Field SchemesAssociates projects with field schemes.
- Associate Security Scheme to ProjectAssociates security scheme to project.
- Bulk Create IssueCreates multiple issues in one request.
- Bulk Create StatusesCreates one or more statuses in a scope.
- Bulk Create WorkflowsCreates one or more workflows in a scope.
- Bulk Delete Issue PropertyRuns a bulk delete issue property.
- Bulk Delete IssuesRuns a bulk delete issues.
- Bulk Delete StatusesDeletes one or more statuses by id.
- Bulk Delete WorklogsDeletes multiple worklogs from an issue.
- Bulk Edit DashboardsApplies a bulk edit to selected dashboards.
- Bulk Edit IssuesRuns a bulk edit issues.
- Bulk Fetch ChangelogsRetrieves changelog history for multiple issues.
- Bulk Fetch IssuesRetrieves multiple issues in one request.
- Bulk Get Custom Field ConfigurationsRuns a bulk get custom field configurations.
- Bulk Get GroupsRetrieves a paginated list of groups.
- Bulk Get StatusesRetrieves statuses that match the given ids.
- Bulk Get Statuses by NameRetrieves statuses that match the given names.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Jira 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 Jira.
Connect your AgencyZoom and Jira 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 Actors to Project Role" in Jira. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Jira has 618 actions (including Add Actors to Project Role, Add Atlassian Team to Plan, and Add 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-Jira 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 Jira) 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 + Jira 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 Jira integration.
- AgencyZoom and Jira integration source code, module specs and credentials implementation.
- Our AgencyZoom and Jira integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Jira — 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
- Jira integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library