STEP 1
Connect AgencyZoom and Jobber
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 Jobber Integration
Connect AgencyZoom and Jobber 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
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- 2FA
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Learn about AgencyZoom and Jobber
Detailed info you need to know about AgencyZoom and Jobber 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 Jobber
Set up your AgencyZoom and Jobber integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Jobber 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 Jobber. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Jobber work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Jobber 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 triggersJobber 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.
Jobber modules
- Archive a ClientArchives an existing client.
- Archive a RequestArchives a request by ID.
- Close a JobCloses an existing job by id.
- Complete a VisitCompletes a single visit.
- Create a ClientCreates a new client.
- Create a JobCreates a new job.
- Create a PropertyCreates a new property.
- Create a QuoteCreates a new quote.
- Create a Quote NoteCreates a new note for a specified quote.
- Create a RequestCreates a new job request.
- Create a TaskCreates a new task.
- Create a VisitCreates a new visit.
- Create a Visit Line ItemCreates a visit line item.
- Create an ExpenseCreates a new expense.
- Delete a TaskDeletes an existing task.
- Delete a VisitDeletes a single visit.
- Delete an ExpenseDeletes an existing expense.
- Get a ClientRetrieves a single client.
- Get a PropertyRetrieves a single property by ID.
- Get a QuoteRetrieves an existing quote by ID.
- Get a TaskRetrieves an existing task by id.
- Get an InvoiceRetrieves a single invoice by id.
- Get Job DetailsRetrieves details for a specific job by id.
- List Quote NotesRetrieves a list of notes for specified quotes.
- Make an API CallPerforms an arbitrary authorized GrahpQL call.
- Mark a Visit as IncompleteMarks a visit as incomplete based on a provided ID.
- Reopen a JobReopens an existing job by id.
- Search ClientsSearches for clients by specified criteria.
- Search InvoicesSerches for invoiced by specified criteria.
- Search JobsSearches for jobs by specified criteria.
- Search PropertiesSearches for properties by specified criteria.
- Search QuotesSearches for quotes by specified criteria.
- Search VisitsSearches for visits by specified criteria.
- Update a ClientUpdates an existing client by id.
- Update a JobUpdates an existing job by id.
- Update a PropertyUpdates an existing property by id.
- Update a QuoteUpdates an existing quote.
- Update a Quote NoteUpdates an existing quote note.
- Update a VisitUpdates an existing visit's details.
- Update an ExpenseUpdates the details of a single expense.
- Update an InvoiceUpdates an existing invoice by id.
- Watch EventsTriggers when a specidied event is occurred.
- Watch Job UpdatesWatches for new updates on jobs.
- Watch Updated ClientsWatches for updated clients.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Jobber 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 Jobber.
Connect your AgencyZoom and Jobber 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 "Archive a Client" in Jobber. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Jobber has 41 actions (including Archive a Client, Archive a Request, and Close a Job). 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-Jobber 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 Jobber) 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 + Jobber 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 Jobber integration.
- AgencyZoom and Jobber integration source code, module specs and credentials implementation.
- Our AgencyZoom and Jobber integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Jobber — 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
- Jobber integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library