STEP 1
Connect AgencyZoom and JobTread
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 JobTread Integration
Build project management workflows between AgencyZoom and JobTread on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about AgencyZoom and JobTread
Detailed info you need to know about AgencyZoom and JobTread 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 JobTread
Set up your AgencyZoom and JobTread integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and JobTread 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 JobTread. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and JobTread work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and JobTread 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 triggersJobTread 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.
JobTread modules
- Create a CommentCreates a new comment.
- Create a CustomerCreates a new customer in the system.
- Create a Customer ContactCreates a new contact for a specified customer account ID.
- Create a JobCreates a new job.
- Create a LocationCreates a new location for a specified account.
- Create a TaskCreates a new task.
- Create a VendorCreates a new vendor account.
- Create a Vendor ContactCreates a new vendor contact.
- Delete a ContactDeletes a contact by ID.
- Delete a JobDeletes an existing job.
- Delete a LocationDeletes an existing location by ID.
- Delete a TaskDeletes an existing task.
- Delete an AccountDeletes an account by ID.
- Get a ContactRetrieves contact details by ID.
- Get a JobRetrieves a single job's details.
- Get a LocationRetrieves a single location detail.
- Get a TaskRetrieves a single task.
- List Customers / VendorsRetrieves a list of customers or vendors from account.
- Make an API CallPerforms an arbitrary authorized API call.
- Search CommentsSearches for comments.
- Search ContactsSearches for contacts by specified criteria.
- Search CustomersSearches for customers by specified criteria.
- Search DocumentsSearches for documents by criteria.
- Search FilesSearches for files by specified criteria.
- Search JobsSearches for jobs by specified criteria.
- Search LocationsSearches locations by name.
- Search MembershipsSearches for memberships.
- Search PaymentsSearches for payments by specified criteria.
- Search VendorsSearches for vendors by name.
- Update a ContactUpdates an existing contact's details.
- Update a JobUpdates a single job by ID.
- Update a LocationUpdates an existing location's details.
- Update a TaskUpdates a single task's details.
- Update an AccountUpdates an existing customer or vendor account.
- Watch EventsTriggers when a specified event occurs.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and JobTread 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 JobTread.
Connect your AgencyZoom and JobTread 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 a Comment" in JobTread. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); JobTread has 34 actions (including Create a Comment, Create a Customer, and Create a Customer 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-JobTread 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 JobTread) 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 + JobTread 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 JobTread integration.
- AgencyZoom and JobTread integration source code, module specs and credentials implementation.
- Our AgencyZoom and JobTread integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and JobTread — 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
- JobTread integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library