STEP 1
Connect AgencyZoom and Markate
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 Markate Integration
Build project management workflows between AgencyZoom and Markate 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about AgencyZoom and Markate
Detailed info you need to know about AgencyZoom and Markate 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 Markate
Set up your AgencyZoom and Markate integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Markate 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 Markate. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Markate work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Markate 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 triggersMarkate 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.
Markate modules
- Accept an EstimateMarks an estimate as accepted by its ID.
- Create a CategoryCreates a new expense category.
- Create a Checklist ItemCreates a new work order checklist or checklist item under a parent.
- Create a CustomerCreates a new customer with contact details and address.
- Create a LeadCreates a new lead with contact details, source and label.
- Create a SourceCreates a new customer source.
- Create a Tax RateCreates a new tax rate.
- Create a VendorCreates a new expense vendor.
- Create a Work OrderCreates a new work order for a customer with its line items.
- Create an AddressCreates a new address for a customer.
- Create an EntryCreates a new timesheet entry for an employee on a work order.
- Create an EstimateCreates a new estimate for a customer.
- Create an EventCreates a new calendar event for a customer, optionally assigned to an employee.
- Create an ExpenseCreates a new expense, either a standard expense or a mileage expense.
- Create an InvoiceCreates a new invoice for a customer with its line items and payment methods.
- Create an ItemCreates a new inventory item.
- Delete a CategoryDeletes an expense category by its ID.
- Delete a Checklist ItemDeletes a work order checklist or checklist item by its ID.
- Delete a CustomerDeletes a customer by its ID.
- Delete a LeadDeletes a lead by its ID.
- Delete a Lead AttachmentDeletes an attachment from a lead.
- Delete a SourceDeletes a customer source by its ID.
- Delete a Tax RateDeletes a tax rate by its ID.
- Delete a VendorDeletes an expense vendor by its ID.
- Delete a Work Order AttachmentDeletes an attachment from a work order.
- Delete an AddressDeletes a customer address by its ID.
- Delete an EntryDeletes a timesheet entry by its ID.
- Delete an EstimateDeletes an estimate by its ID.
- Delete an Estimate AttachmentDeletes an attachment from an estimate.
- Delete an EventDeletes an event by its ID.
- Delete an ExpenseDeletes an expense by its ID.
- Delete an Expense AttachmentDeletes an attachment from an expense.
- Delete an InvoiceDeletes an invoice by its ID.
- Delete an Invoice AttachmentDeletes an attachment from an invoice.
- Delete an ItemDeletes an inventory item by its ID.
- Get a CategoryRetrieves a single expense category by its ID.
- Get a CustomerRetrieves a single customer by its ID.
- Get a LeadRetrieves a single lead by its ID.
- Get a SourceRetrieves a single customer source by its ID.
- Get a Tax RateRetrieves a single tax rate by its ID.
- Get a VendorRetrieves a single expense vendor by its ID.
- Get a Work OrderRetrieves a single work order by its ID.
- Get an AddressRetrieves a single customer address by its ID.
- Get an EmployeeRetrieves a single employee by its ID.
- Get an EntryRetrieves a single timesheet entry by its ID.
- Get an EstimateRetrieves a single estimate by its ID.
- Get an EventRetrieves a single event by its ID.
- Get an ExpenseRetrieves a single expense by its ID.
- Get an InvoiceRetrieves a single invoice by its ID.
- Get an Invoice PaymentRetrieves a single payment of an invoice by its ID.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Markate 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 Markate.
Connect your AgencyZoom and Markate 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 "Accept an Estimate" in Markate. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Markate has 100 actions (including Accept an Estimate, Create a Category, and Create a Checklist Item). 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-Markate 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 Markate) 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 + Markate 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 Markate integration.
- AgencyZoom and Markate integration source code, module specs and credentials implementation.
- Our AgencyZoom and Markate integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Markate — 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
- Markate integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library