STEP 1
Connect AgencyZoom and Process Street
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 Process Street Integration
Keep AgencyZoom and Process Street in sync by integrating their events and actions. When project management events happen in AgencyZoom, update the Process Street automatically - without any line of code in visual workflow builder.
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Learn about AgencyZoom and Process Street
Detailed info you need to know about AgencyZoom and Process Street 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]
Process Street
Run workflows, checklists, and processes with Process Street. [6]
How to connect AgencyZoom to Process Street
Set up your AgencyZoom and Process Street integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Process Street 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 Process Street. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Process Street work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Process Street 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 triggersProcess Street 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.
Process Street modules
- Assign User to TaskAssigns a user by email to a task in a workflow run.
- Assign User to Workflow RunAssigns a user to a workflow run. If the user does not exist in your organization they will be invited as a Guest (Internal).
- Create CommentCreates a comment on a task within a workflow run.
- Create Data SetCreates a new data set, optionally with an initial set of fields (columns).
- Create Data Set Incoming WebhookCreates a new incoming webhook for a data set. An external system POSTs to the returned URL to create/update a row.
- Create Data Set RecordCreates a new record (row) in a data set.
- Create File UploadReturns a single-use upload URL and a file upload ID for uploading a file's bytes directly, without sending them through this API.
- Create FolderCreates a folder in your organization. If no parent is given, the folder is created directly under the organization's Home folder.
- Create Logic RuleCreates a conditional visibility (Show/Hide) rule on a workflow revision.
- Create One-Off TaskCreates a standalone task, optionally linked to a workflow run and assigned to one or more users.
- Create PageCreates a new page in a folder.
- Create Page RevisionCreates a new draft revision for a page from its current finished revision. Only one draft can exist at a time.
- Create Page WidgetCreates a new widget (content block) on a page revision. Pages do not support Form Field widgets.
- Create Scheduled WorkflowCreates a recurring or one-time schedule that automatically starts workflow runs.
- Create WidgetCreates a new widget (content block or form field) on a task template.
- Create WorkflowCreates a new workflow with the specified properties.
- Create Workflow Incoming WebhookCreates a new incoming webhook for a workflow. An external system POSTs to the returned URL to start a workflow run.
- Create Workflow RevisionCreates a new draft revision for a workflow from its current finished revision. Only one draft can exist at a time.
- Create Workflow RunCreates a new workflow run for the specified workflow.
- Create Workflow TaskCreates a new task template on a draft workflow revision.
- Delete All Form Field FilesDeletes every uploaded file on a File or MultiFile form field.
- Delete AttachmentDeletes a task-level attachment.
- Delete CommentDeletes an existing comment.
- Delete Data SetDeletes a data set and all of its records.
- Delete Data Set Incoming WebhookDeletes an incoming webhook from a data set.
- Delete Data Set RecordDeletes a record (row) from a data set. Returns the deleted record.
- Delete FolderDeletes an empty folder. The folder must contain no subfolders or workflows.
- Delete Form Field FileDeletes one uploaded file from a File or MultiFile form field, by file ID.
- Delete Logic RuleDeletes a logic rule from a workflow revision.
- Delete One-Off TaskDeletes a one-off task.
- Delete PageDeletes a page.
- Delete Page RevisionDeletes a draft page revision. Only revisions in Draft status can be deleted.
- Delete Page WidgetDeletes a widget from a page revision.
- Delete Scheduled WorkflowDeletes a scheduled workflow.
- Delete WidgetDeletes a widget from a task template.
- Delete WorkflowSoft deletes a workflow by its ID.
- Delete Workflow Incoming WebhookDeletes an incoming webhook from a workflow.
- Delete Workflow RevisionDeletes a draft workflow revision. Only revisions in Draft status can be deleted.
- Delete Workflow RunDeletes a workflow run by its ID (soft delete).
- Delete Workflow TaskDeletes a task template from a draft workflow revision.
- Duplicate PageCreates a copy of a page, optionally from a specific revision and/or into a different folder.
- Duplicate WorkflowCreates a new workflow as a copy of the source workflow at a given revision.
- Get Checklist Due Date RuleRetrieves the rule that computes a workflow run's due date on a workflow revision.
- Get CommentReturns a comment by its ID.
- Get Data SetRetrieves a data set by its ID, including its fields (columns).
- Get Data Set Incoming WebhookRetrieves an incoming webhook for a data set by its ID.
- Get Data Set RecordRetrieves a data set record by its ID.
- Get Folder PermissionsReturns the complete list of permissions on a folder, one entry per user or group.
- Get Logic RuleRetrieves a single logic rule on a workflow revision by ID.
- Get My Work StatsReturns total, upcoming, and overdue counts of work items assigned to a user, defaulting to the authenticated user.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Process Street 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 Process Street.
Connect your AgencyZoom and Process Street 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 "Assign User to Task" in Process Street. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Process Street has 145 actions (including Assign User to Task, Assign User to Workflow Run, 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-Process Street 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 Process Street) 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 + Process Street 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 Process Street integration.
- AgencyZoom and Process Street integration source code, module specs and credentials implementation.
- Our AgencyZoom and Process Street integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Process Street — 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
- Process Street integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library