STEP 1
Connect AgencyZoom and Service Fusion
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 Service Fusion Integration
Build project management workflows between AgencyZoom and Service Fusion 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 Service Fusion
Detailed info you need to know about AgencyZoom and Service Fusion 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]
Service Fusion
Field service management software for home-service contractors. [6]
How to connect AgencyZoom to Service Fusion
Set up your AgencyZoom and Service Fusion integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Service Fusion 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 Service Fusion. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Service Fusion work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Service Fusion 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 triggersService Fusion 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.
Service Fusion modules
- Create a CustomerCreates a new customer.
- Create a JobCreates a new job.
- Create an EstimateCreates a new estimate.
- Find Available Time SlotsFinds open time slots for technicians and crews.
- Get a Calendar TaskReturns a single calendar task.
- Get a CrewReturns a single crew.
- Get a CustomerReturns a single customer.
- Get a JobReturns a single job.
- Get a Job CategoryReturns a single job category.
- Get a Job StatusReturns a single job status.
- Get an EstimateReturns a single estimate.
- Get an InvoiceReturns a single invoice.
- Get a Payment TypeReturns a single payment type.
- Get a SourceReturns a single lead source.
- Get a TechnicianReturns a single technician.
- Get Current UserReturns the Service Fusion user behind this connection.
- Get EquipmentReturns a single piece of customer equipment.
- List Calendar TasksRetrieves a list of calendar tasks.
- List CrewsRetrieves a list of crews.
- List Customer EquipmentRetrieves a list of equipment for a customer.
- List CustomersRetrieves a list of customers.
- List EstimatesRetrieves a list of estimates.
- List InvoicesRetrieves a list of invoices.
- List Job CategoriesRetrieves a list of job categories.
- List JobsRetrieves a list of jobs.
- List Job StatusesRetrieves a list of job statuses.
- List Payment TypesRetrieves a list of payment types.
- List SourcesRetrieves a list of lead sources.
- List Technician DepartmentsRetrieves the list of technician departments.
- List TechniciansRetrieves a list of technicians.
- Make an API CallPerforms an arbitrary authorized API call.
- Watch New Calendar TasksTriggers when a new calendar task is created.
- Watch New CustomersTriggers when a new customer is created.
- Watch New EstimatesTriggers when a new estimate is created.
- Watch New InvoicesTriggers when a new invoice is created.
- Watch New JobsTriggers when a new job is created.
- Watch New TechniciansTriggers when a new technician is added.
- Watch Updated CustomersTriggers when a customer is created or changed.
- Watch Updated EstimatesTriggers when an estimate is created or changed.
- Watch Updated InvoicesTriggers when an invoice is created or changed.
- Watch Updated JobsTriggers when a job is created or changed, including a status change.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Service Fusion 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 Service Fusion.
Connect your AgencyZoom and Service Fusion 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 "Create a Customer" in Service Fusion. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Service Fusion has 31 actions (including Create a Customer, Create a Job, and Create an Estimate). 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-Service Fusion 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 Service Fusion) 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 + Service Fusion 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 Service Fusion integration.
- AgencyZoom and Service Fusion integration source code, module specs and credentials implementation.
- Our AgencyZoom and Service Fusion integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Service Fusion — 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
- Service Fusion integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library