STEP 1
Connect AgencyZoom and JobNimbus
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 JobNimbus Integration
Keep AgencyZoom and JobNimbus in sync by integrating their events and actions. When project management events happen in AgencyZoom, update the JobNimbus automatically - without any line of code in visual workflow builder.
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Learn about AgencyZoom and JobNimbus
Detailed info you need to know about AgencyZoom and JobNimbus 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 JobNimbus
Set up your AgencyZoom and JobNimbus integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and JobNimbus 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 JobNimbus. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and JobNimbus work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and JobNimbus 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 triggersJobNimbus 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.
JobNimbus modules
- Complete Multipart UploadCompletes multipart Upload.
- Complete Single Part UploadCompletes single Part Upload.
- Create a ContactCreates a Contact.
- Create a Custom FieldCreates a Custom Field.
- Create a File TypeCreates a File Type.
- Create a JobCreates a Job.
- Create a Lead SourceCreates a Lead Source.
- Create a LocationCreates a Location.
- Create a Material OrderCreates a Material Order.
- Create a PaymentCreates a Payment.
- Create a ProductCreates a Product.
- Create a Status Within a WorkflowCreates a Status Within a Workflow.
- Create a TaskCreates a Task.
- Create a Task TypeCreates a Task Type.
- Create a Work OrderCreates a Work Order.
- Create a WorkflowCreates a Workflow.
- Create an ActivityCreates an Activity.
- Create an Activity TypeCreates an Activity Type.
- Create an EstimateCreates an Estimate.
- Create an InvoiceCreates an Invoice.
- Delete a ContactDeletes a Contact.
- Delete a JobDeletes a Job.
- Delete a Material OrderDeletes a Material Order.
- Delete a ProductDeletes a Product.
- Delete a TaskDeletes a Task.
- Delete a Work OrderDeletes a Work Order.
- Delete an EstimateDeletes an Estimate.
- Delete an InvoiceDeletes an Invoice.
- Make an API CallMake an arbitary call.
- Retrieve a ContactRetrieves a Contact.
- Retrieve a File AttachmentRetrieves a File Attachment.
- Retrieve a JobRetrieves a Job.
- Retrieve a Material OrderRetrieves a Material Order.
- Retrieve a ProductRetrieves a Product.
- Retrieve a TaskRetrieves a Task.
- Retrieve a Work OrderRetrieves a Work Order.
- Retrieve Account SettingsRetrieves account Settings.
- Retrieve All ActivitiesRetrieves all Activities.
- Retrieve All BudgetsRetrieves all Budgets.
- Retrieve All ContactsRetrieves all Contacts.
- Retrieve All EstimatesRetrieves all Estimates.
- Retrieve All InvoicesRetrieves all Invoices.
- Retrieve All JobsRetrieves all Jobs.
- Retrieve All Material OrdersRetrieves all Material Orders.
- Retrieve All PaymentsRetrieves all Payments.
- Retrieve All ProductsRetrieves all Products.
- Retrieve All TasksRetrieves all Tasks.
- Retrieve All Work OrdersRetrieves all Work Orders.
- Retrieve an ActivityRetrieves an Activity.
- Retrieve an EstimateRetrieves an Estimate.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and JobNimbus 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 JobNimbus.
Connect your AgencyZoom and JobNimbus 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 "Complete Multipart Upload" in JobNimbus. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); JobNimbus has 66 actions (including Complete Multipart Upload, Complete Single Part Upload, and Create a Contact). 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-JobNimbus 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 JobNimbus) 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 + JobNimbus 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 JobNimbus integration.
- AgencyZoom and JobNimbus integration source code, module specs and credentials implementation.
- Our AgencyZoom and JobNimbus integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and JobNimbus — 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
- JobNimbus integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library