STEP 1
Connect AgencyZoom and Procore
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 Procore Integration
Connect AgencyZoom and Procore to automate project management workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about AgencyZoom and Procore
Detailed info you need to know about AgencyZoom and Procore 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 Procore
Set up your AgencyZoom and Procore integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Procore 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 Procore. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Procore work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Procore 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 triggersProcore 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.
Procore modules
- Clone a Change EventCreates a clone of an existing change event.
- Create a Change EventCreates a new change event.
- Create a Change Order RequestCreates a new change order request.
- Create a Company UserCreates a company user on a Procore project.
- Create a Prime Contract Export PDFCreates a prime contract export as a PDF file.
- Create a ProjectCreates a new project with specified parameters.
- Create a Project SubmittalCreates a project submittal for review and approval.
- Create an RFICreates a request for information in the system.
- Delete a Change EventDeletes a single change event.
- Delete a Project SubmittalDeletes a project submittal from the service.
- Get a Change EventRetrieves a single change event.
- Get a Company UserRetrieves details of a company user.
- Get a ProjectRetrieves a project by its ID.
- Get a Project SubmittalRetrieves a project submittal.
- Get an RFIRetrieves a specific RFI (Request for Information) from the system.
- List CompaniesRetrieves all companies from the service.
- List Company UsersRetrieves all company users.
- List Contract PaymentsRetrieves a list of payments for a specified contract.
- List Project AssignmentsRetrieves a list of project assignments.
- List Project SubmittalsRetrieves all project submittals.
- List ProjectsRetrieves all projects.
- List Purchase Orders for ContractsRetrieves a list of purchase orders for a specified contract.
- List RFIsRetrieves all RFIs for a project.
- List Work Order ContractsRetrieves a list of work orders for a specified contract.
- Make an API CallPerforms an arbitrary authorized API call.
- Restore a Change EventRestores an existing change event.
- Search Change EventsSearches for change events.
- Search Change Order RequestsSearches for change order requests.
- Update a Company UserUpdates a company user for a specified account or database.
- Update a ProjectUpdates a project with new information or changes.
- Update a Project SubmittalUpdates a project submittal with specified details.
- Update an RFIUpdates a request for information in the system.
- Watch Change EventsTriggers when a new or updated change event occurs.
- Watch Change Order RequestsTriggers when a change order request is created or updated.
- Watch New RFIsTriggers when a new RFI is created.
- Watch New UsersTriggers when a new company user is created.
- Watch Prime ContractsWatches for new prime contracts.
- Watch Project SubmittalsTriggers when a new project submittal is received.
- Watch ProjectsTriggers when a new project is created.
- Watch Purchase Order ContractsTriggers when a new or updated purchase order contract is available.
- Watch Work Order ContractsTriggers when a new or updated work order contract is available.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Procore 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 Procore.
Connect your AgencyZoom and Procore 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 a Change Event" in Procore. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Procore has 32 actions (including Clone a Change Event, Create a Change Event, and Create a Change Order Request). 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-Procore 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 Procore) 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 + Procore 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 Procore integration.
- AgencyZoom and Procore integration source code, module specs and credentials implementation.
- Our AgencyZoom and Procore integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Procore — 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
- Procore integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library