STEP 1
Connect AgencyZoom and RoofLink
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 RoofLink Integration
Connect AgencyZoom and RoofLink 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 RoofLink
Detailed info you need to know about AgencyZoom and RoofLink 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 RoofLink
Set up your AgencyZoom and RoofLink integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and RoofLink 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 RoofLink. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and RoofLink work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and RoofLink 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 triggersRoofLink 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.
RoofLink modules
- Activate a CrewActivates a crew by its ID so it can be assigned to work orders and jobs.
- Activate a RegionActivates a region by its ID.
- Archive a NoteArchives a note for the connected user.
- Bulk Activate RegionsActivates several regions in one request.
- Bulk Deactivate RegionsDeactivates several regions in one request.
- Create a CrewCreates a new crew with its trades, regions, payment details and contact information.
- Create a JobCreates a new roofing job with its customer, address, reps and project details.
- Create a NoteCreates a new note on a job, optionally notifying the rep and emailing the customer.
- Create a PhotoCreates a new photo record, optionally linked to a job or line items.
- Create a RegionCreates a new region with its contact, address and business details.
- Create a TodoCreates a new todo assigned to a user, optionally linked to a job.
- Create an EventCreates a new calendar event with invitees, reminders and an optional job.
- Deactivate a CrewDeactivates a crew by its ID so it can no longer be assigned to new work orders and jobs.
- Deactivate a RegionDeactivates a region by its ID.
- Delete a CrewDeletes a crew by its ID.
- Delete a CustomerPermanently deletes a customer by its ID.
- Delete a DocumentSoft-deletes a document by its ID.
- Delete a PaymentDeletes a payment by its ID.
- Delete a PhotoDeletes a photo by its ID.
- Delete a RegionDeletes a region by its ID.
- Delete a SupplierDeletes a supplier by its ID.
- Delete a TeamDeletes a team by its ID.
- Delete a TodoPermanently deletes a todo by its ID.
- Delete a Work OrderDeletes a work order by its ID.
- Delete an EventDeletes an event by its ID.
- Delete an InspectionDeletes an inspection by its ID.
- Disable a Crew LoginDisables login access for a crew's user account.
- Enable a Crew LoginEnables login access for a crew's user account.
- Generate an Inspection DocumentGenerates the inspection report and saves it to the job's documents.
- Get a CrewRetrieves a single crew by its ID.
- Get a CustomerRetrieves a single customer by its ID.
- Get a DocumentRetrieves a single document by its ID.
- Get a JobRetrieves a single job by its ID.
- Get a NoteRetrieves a single note by its ID.
- Get a PaymentRetrieves a single payment by its ID.
- Get a PhotoRetrieves a single photo by its ID.
- Get a Prospective JobRetrieves a single prospective job by its ID.
- Get a RegionRetrieves a single region by its ID.
- Get a SupplierRetrieves a single supplier by its ID.
- Get a TeamRetrieves a single team by its ID.
- Get a TodoRetrieves a single todo by its ID.
- Get a Work OrderRetrieves a single work order by its ID.
- Get a Work Order ChecklistRetrieves the completion checklist of a work order.
- Get an EmployeeRetrieves a single employee by user ID.
- Get an EventRetrieves a single event by its ID.
- Get an InspectionRetrieves a single inspection by its ID.
- List Company ResourcesRetrieves a list of company resources, optionally filtered by company, type or visibility.
- List CrewsRetrieves a list of the company's crews, optionally filtered by status, trade or region.
- List CustomersRetrieves a list of customers, optionally filtered by rep, reviewer or region.
- List DocumentsRetrieves a list of documents, optionally filtered by job, tag or type.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and RoofLink 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 RoofLink.
Connect your AgencyZoom and RoofLink 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 "Activate a Crew" in RoofLink. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); RoofLink has 82 actions (including Activate a Crew, Activate a Region, and Archive a Note). 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-RoofLink 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 RoofLink) 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 + RoofLink 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 RoofLink integration.
- AgencyZoom and RoofLink integration source code, module specs and credentials implementation.
- Our AgencyZoom and RoofLink integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and RoofLink — 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
- RoofLink integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library