STEP 1
Connect AgencyZoom and MaxOptra
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 MaxOptra Integration
Keep AgencyZoom and MaxOptra in sync by integrating their events and actions. When project management events happen in AgencyZoom, update the MaxOptra automatically - without any line of code in visual workflow builder.
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Learn about AgencyZoom and MaxOptra
Detailed info you need to know about AgencyZoom and MaxOptra 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 MaxOptra
Set up your AgencyZoom and MaxOptra integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and MaxOptra 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 MaxOptra. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and MaxOptra work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and MaxOptra 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 triggersMaxOptra 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.
MaxOptra modules
- Create a DriverCreates a new driver with the provided details.
- Create an OrderCreates a new order.
- Delete a DriverDeletes an existing driver by ID.
- Delete an OrderDeletes a single order.
- Get a DriverRetrieves a driver's details.
- Get an OrderRetrieves a single order's details by ID.
- Get an Order Proof of DeliveryRetrieves a single order POD.
- Get Order Execution DetailsRetrieves the details of an order execution by ID.
- Get Order Tracking DetailsRetrieves tracking details for an order.
- List Order AttachmentsRetrieves a list of attachments for a specified order.
- Make an API CallPerforms an arbitrary authorized API call.
- Search Driver ShiftsSearches for driver shifts.
- Search DriversRetrieves a list of drivers.
- Search OrdersSearches for orders by specified criteria.
- Search Vehicle ShiftsSearches for vehicle shifts.
- Update a DriverUpdates a driver's details.
- Update an OrderUpdates an existing order with the provided details.
- 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 MaxOptra 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 MaxOptra.
Connect your AgencyZoom and MaxOptra 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 Driver" in MaxOptra. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); MaxOptra has 17 actions (including Create a Driver, Create an Order, and Delete a Driver). 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-MaxOptra 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 MaxOptra) 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 + MaxOptra 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 MaxOptra integration.
- AgencyZoom and MaxOptra integration source code, module specs and credentials implementation.
- Our AgencyZoom and MaxOptra integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and MaxOptra — 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
- MaxOptra integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library