STEP 1
Connect AgencyZoom and JobLogic
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 JobLogic Integration
Keep AgencyZoom and JobLogic in sync by integrating their events and actions. When project management events happen in AgencyZoom, update the JobLogic automatically - without any line of code in visual workflow builder.
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Learn about AgencyZoom and JobLogic
Detailed info you need to know about AgencyZoom and JobLogic 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 JobLogic
Set up your AgencyZoom and JobLogic integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and JobLogic 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 JobLogic. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and JobLogic work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and JobLogic 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 triggersJobLogic 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.
JobLogic modules
- Add a Job TaskAdds a job task.
- Add a Task LibraryAdds a task library to the system.
- Add Customer Contact to JobAssigns multiple site and customer contacts to a job.
- Add Non-Productive DataAdds non-productive data to the system for a specified entity.
- Approve a Purchasing OrderApproves an order for purchase.
- Approve a QuoteApproves a quote, indicating the user's decision to proceed with the purchase after reviewing the details.
- Assign a Customer to a QuoteAssigns a customer contact to a specific quote.
- Cancel a QuoteCancels a specific quote in the system.
- Complete a Delivery Purchase Order Line ItemCompletes a delivery purchase order line item for the specified order.
- Create a ContactCreates a new contact.
- Create a Contact with Email NotificationsCreates a new contact for a job and automatically subscribes them to all available email notification events.
- Create a CustomerCreates a new customer in the system.
- Create a JobsheetGenerates a URL that can be used to download a jobsheet (valid for 7 days).
- Create a Purchase OrderCreates a new order for purchase.
- Create a Purchase Order Line ItemCreates a purchase order line item in the system.
- Create a QuoteCreates a new quote in the system.
- Create a Supplier Invoice/Credit Purchase OrderCreates a supplier invoice or credit purchase order for accounting purposes.
- Create a TimesheetCreates a new timesheet using the API endpoint.
- Create an InvoiceCreates a new invoice in the system.
- Create Multiple Invoice Lines for a Supplier's Purchase OrderCreates several invoice lines for a specific purchase order from a supplier.
- Delete a ContactDeletes a contact from the service.
- Delete a ContactRemoves a contact identified by a unique ID from the service.
- Delete a CustomerDeletes a customer from the service.
- Delete a JobDeletes a specific job from the system.
- Delete a Purchase OrderDeletes a purchase order from the system.
- Delete a Purchase Order Line ItemDeletes a specific line item from a purchase order.
- Delete a QuoteDeletes a quote in the system.
- Delete a Supplier InvoiceDeletes a specified supplier invoice from the system.
- Delete an InvoiceDeletes an invoice from the system using the specified invoice ID.
- Delete CostsDeletes costs from the database or service.
- Get a ContactRetrieves a contact by its unique ID.
- Get a Contact by Unique Entity IDRetrieves a contact using a unique entity ID.
- Get a CostRetrieves cost information from a service based on a provided quote.
- Get a Customer by IDRetrieves a customer using their unique ID.
- Get a Customer by IDRetrieves a customer using a unique ID.
- Get a JobRetrieves job details by a unique ID (GUID).
- Get a Purchase OrderRetrieves a purchase order from the service.
- Get a Purchase Order by Job IDRetrieves a purchase order by the specified Job ID.
- Get a Purchase Order Line ItemRetrieves a purchase order line item from the server using a specified resource.
- Get a TaskRetrieves a task using its unique ID.
- Get an InvoiceRetrieves an invoice.
- Get an InvoiceRetrieves an invoice using the specified parameters.
- Get Contract DetailsRetrieves detailed information for a specific contract using either its internal ID, a unique GUID, or both.
- Get Costs by TypeRetrieves costs categorized by grouped line type.
- Get Customer Contract by Site IDRetrieves all contracts associated with a specific site.
- Get Invoice DetailsRetrieves details for a specific invoice.
- Get Job DetailsRetrieves details of a specific job.
- Get Non-Productive TypesGets a list of non-productive types from the service.
- Get Purchase Order DetailsRetrieves the details of a specific purchase order.
- Get Quote DetailsRetrieves details of a specific quote.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and JobLogic 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 JobLogic.
Connect your AgencyZoom and JobLogic 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 Task" in JobLogic. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); JobLogic has 81 actions (including Add a Job Task, Add a Task Library, and Add Customer Contact to 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-JobLogic 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 JobLogic) 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 + JobLogic 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 JobLogic integration.
- AgencyZoom and JobLogic integration source code, module specs and credentials implementation.
- Our AgencyZoom and JobLogic integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and JobLogic — 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
- JobLogic integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library