STEP 1
Connect AgencyZoom and Mitti
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 Mitti Integration
Build project management workflows between AgencyZoom and Mitti 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 Mitti
Detailed info you need to know about AgencyZoom and Mitti 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 Mitti
Set up your AgencyZoom and Mitti integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Mitti 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 Mitti. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Mitti work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Mitti 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 triggersMitti 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.
Mitti modules
- Add User to a GroupAdds user to a group.
- Archive a TemplateArchives a template.
- Bulk Delete GroupsBulk-deletes groups.
- Create a GroupCreates a group.
- Create CaseCreates Case.
- Create CategoryCreates Category.
- Create Detail FieldCreates Detail Field.
- Create EstablishmentCreates Establishment.
- Create InvestigationCreates Investigation.
- Delete a Template by Template IDDeletes a template by template ID.
- Delete CaseDeletes Case.
- Delete CategoryDeletes Category.
- Delete Detail FieldDeletes Detail Field.
- Delete EstablishmentDeletes Establishment.
- Delete InvestigationDeletes Investigation.
- Get a TemplateReturns a template.
- Get CaseReturns case.
- Get EstablishmentReturns establishment.
- Get Establishment EmployeesReturns establishment Employees.
- Get Establishment HoursReturns establishment Hours.
- Get InvestigationReturns investigation.
- Get Investigation AccessReturns investigation Access.
- Get Investigation ActionsReturns investigation Actions.
- Get Investigation Course CountReturns investigation Course Count.
- Get Investigation Inspection CountReturns investigation Inspection Count.
- Get Investigation Issue CountReturns investigation Issue Count.
- Get Investigation Media CountReturns investigation Media Count.
- Get Investigation PDF ReportReturns investigation PDF Report.
- Get Investigations CountReturns investigations Count.
- Get Job EventsReturns job events.
- Get JobsReturns jobs.
- Get Media Download URLReturns media download URL.
- Get Template (by Inspection)Returns template (by inspection).
- Get Template DefinitionReturns template definition.
- Get Template DraftReturns template draft.
- List a Group's or an Organization's UsersRetrieves a list of a group's or an organization's users.
- List Calling User's Groups and OrganizationsRetrieves a list of calling user's groups and organizations.
- List CasesRetrieves a list of cases.
- List CategoriesRetrieves a list of categories.
- List Category Detail FieldsRetrieves a list of category detail fields.
- List Detail Field LibraryRetrieves a list of detail field library.
- List EstablishmentsRetrieves a list of establishments.
- List FieldsRetrieves a list of fields.
- List GroupsRetrieves a list of groups.
- List Groups for a UserRetrieves a list of groups for a user.
- List Investigation ActionsRetrieves a list of investigation actions.
- List Investigation ActivityRetrieves a list of investigation activity.
- List Investigation CoursesRetrieves a list of investigation courses.
- List Investigation InspectionsRetrieves a list of investigation inspections.
- List Investigation IssuesRetrieves a list of investigation issues.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Mitti 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 Mitti.
Connect your AgencyZoom and Mitti 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 User to a Group" in Mitti. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Mitti has 72 actions (including Add User to a Group, Archive a Template, and Bulk Delete Groups). 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-Mitti 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 Mitti) 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 + Mitti 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 Mitti integration.
- AgencyZoom and Mitti integration source code, module specs and credentials implementation.
- Our AgencyZoom and Mitti integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Mitti — 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
- Mitti integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library