STEP 1
Connect AgencyZoom and Runn
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 Runn Integration
Build project management workflows between AgencyZoom and Runn 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 Runn
Detailed info you need to know about AgencyZoom and Runn 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 Runn
Set up your AgencyZoom and Runn integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Runn 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 Runn. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Runn work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Runn 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 triggersRunn 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.
Runn modules
- Allocate a View to a UserAllocates a view to a user.
- Create a ClientCreates a new client in the system.
- Create a New ContractCreates a new contract for a specified person.
- Create a PersonCreates a new person in the system.
- Create a ProjectCreates a new project from scratch.
- Create a Project from a TemplateCreates a new project from a template project.
- Create a Project MilestoneCreates a new project milestone.
- Create a Project NoteCreates a new note for a project.
- Create a User InvitationCreates a new user invitation.
- Create an AssignmentCreates a new assignment and returns a list of assignments.
- Delete a PersonDeletes an existing person by ID.
- Delete a Person ContractDeletes a specified contract for a person.
- Delete a ProjectDeletes a project by ID.
- Delete a Project MilestoneDeletes an existing project milestone.
- Delete a UserDeletes a single user by ID.
- Delete an AssignmentDeletes an existing assignment.
- Delete an InvitationDeletes an invitation.
- Get a ClientRetrieves an existing client.
- Get a PersonRetrieves an existing person's details.
- Get a Person ContractRetrieves the current contract for a person.
- Get a ProjectReturns a single project's details.
- List ClientsRetrieves a list of clients from an account.
- List ContractsRetrieves a list of contracts from an account.
- List InvitationsRetrieves a list of invitations from an account.
- List MilestonesLists all milestones across all projects.
- List NotesRetrieves a list of all notes.
- List People NotesRetrieves a list of people notes.
- List Person ContractsRetrieves a list of contracts for a specified person.
- List Project MilestonesRetrieves a list of milestones for a specified project.
- List Project NotesRetrieves a list of notes for a project.
- List ProjectsRetrieves a list of projects for a specified client.
- List User ViewsLists allocated views for a user.
- List UsersRetrieves a list of users from an account.
- Make an API CallPerforms an arbitrary authorized API call.
- Search AssignmentsSearches for assignments by specified criteria.
- Search PeopleSearches for people by specified criteria.
- Search ProjectsSearches for projects by specified criteria.
- Update a ClientUpdates an existing client.
- Update a ContractUpdates the details of a single contract.
- Update a PersonUpdates an existing person.
- Update a ProjectUpdates the details of a project.
- Update a Project MilestoneUpdates a project milestone.
- Watch AssignmentsTriggers when an assignment is created or updated.
- Watch ClientsTriggers when clients are created or updated.
- Watch ContractsTriggers when a contract is created or updated.
- Watch MilestonesTriggers when a milestone is created or updated.
- Watch PeopleTriggers when a person is created or updated.
- Watch People NotesTriggers when a people note is created or updated.
- Watch Project NotesTriggers when project notes are created or updated.
- Watch ProjectsTriggers when a project is created or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Runn 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 Runn.
Connect your AgencyZoom and Runn 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 "Allocate a View to a User" in Runn. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Runn has 42 actions (including Allocate a View to a User, Create a Client, and Create a New Contract). 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-Runn 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 Runn) 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 + Runn 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 Runn integration.
- AgencyZoom and Runn integration source code, module specs and credentials implementation.
- Our AgencyZoom and Runn integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Runn — 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
- Runn integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library