STEP 1
Connect AgencyZoom and Pipefy
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 Pipefy Integration
Keep AgencyZoom and Pipefy in sync by integrating their events and actions. When project management events happen in AgencyZoom, update the Pipefy automatically - without any line of code in visual workflow builder.
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Learn about AgencyZoom and Pipefy
Detailed info you need to know about AgencyZoom and Pipefy 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 Pipefy
Set up your AgencyZoom and Pipefy integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Pipefy 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 Pipefy. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Pipefy work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Pipefy 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 triggersPipefy 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.
Pipefy modules
- Clone PipesCopies one or more existing pipes into an organization.
- Create CardCreates a new card in a pipe, with values for its start form fields.
- Create CommentAdds a comment to a card.
- Create LabelCreates a label in a pipe that can be applied to cards.
- Create OrganizationCreates a new Pipefy organization.
- Create PhaseAdds a new phase to a pipe.
- Create Phase FieldAdds a field to a phase form.
- Create PipeCreates a new pipe inside an organization.
- Create Pipe RelationConnects two pipes with a parent-child relation.
- Create Presigned UrlGenerates a temporary upload URL for attaching a file to a card or record.
- Create TableCreates a new database table in an organization.
- Create Table FieldAdds a field to a database table.
- Create Table RecordAdds a new record to a database table.
- Delete CardPermanently deletes a card.
- Delete CommentDeletes a comment from a card.
- Delete LabelDeletes a label from a pipe.
- Delete OrganizationPermanently deletes an organization.
- Delete PhaseDeletes a phase from a pipe.
- Delete Phase FieldRemoves a field from a phase form.
- Delete PipePermanently deletes a pipe.
- Delete Pipe RelationRemoves the relation between two pipes.
- Delete TablePermanently deletes a database table.
- Delete Table RecordDeletes a record from a database table.
- Find RecordsFinds records in a database table whose field matches a given value.
- Get CardRetrieves the details of a single card by its ID.
- Get OrganizationRetrieves the details of an organization by its ID.
- Get PhaseRetrieves the details of a single phase by its ID.
- Get PipeRetrieves the details of a single pipe by its ID.
- Get TableRetrieves the details of a database table by its ID.
- Get Table RecordRetrieves a single database table record by its ID.
- Invite MembersInvites people to a pipe by email with a chosen role.
- List CardsLists the cards in a pipe.
- List OrganizationsLists the organizations you have access to.
- List Pipe RelationsLists the parent-child relations between pipes.
- List PipesLists the pipes you have access to.
- List Table RecordsLists the records in a database table.
- Make an API CallSends a custom GraphQL request to the Pipefy API.
- Move Card To PhaseMoves a card to a different phase of its pipe.
- Remove User From OrgRemoves a member from an organization.
- Set RoleChanges the role of a member in an organization.
- Set Table Record Field ValueSets the value of one field on a database table record.
- Update CardUpdates a card's title, due date, assignees, labels or other properties.
- Update Card FieldUpdates the value of a single field on a card.
- Update CommentEdits the text of an existing comment.
- Update Fields ValuesUpdates several field values on a card or record in one call.
- Update LabelChanges the name or color of a label.
- Update OrganizationUpdates the settings of an organization.
- Update PhaseUpdates the settings of a phase.
- Update Phase FieldUpdates the settings of a phase field.
- Update PipeUpdates the settings of a pipe.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Pipefy 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 Pipefy.
Connect your AgencyZoom and Pipefy 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 "Clone Pipes" in Pipefy. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Pipefy has 53 actions (including Clone Pipes, Create Card, and Create Comment). 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-Pipefy 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 Pipefy) 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 + Pipefy 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 Pipefy integration.
- AgencyZoom and Pipefy integration source code, module specs and credentials implementation.
- Our AgencyZoom and Pipefy integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Pipefy — 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
- Pipefy integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library