STEP 1
Connect AgencyZoom and ServiceM8
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 ServiceM8 Integration
Connect AgencyZoom and ServiceM8 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 ServiceM8
Detailed info you need to know about AgencyZoom and ServiceM8 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 ServiceM8
Set up your AgencyZoom and ServiceM8 integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and ServiceM8 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 ServiceM8. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and ServiceM8 work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and ServiceM8 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 triggersServiceM8 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.
ServiceM8 modules
- Add Note to MessageAdds note to message.
- Archive or Unarchive MessageArchives or Unarchive Message.
- Attach Message to Existing JobPerforms the message to Existing Job operation.
- Convert Message to JobPerforms the message to Job operation.
- Create a Job from a TemplateCreates a job from a template.
- Create a New Allocation WindowCreates a new Allocation Window.
- Create a New Asset TypeCreates a new Asset Type.
- Create a New Asset Type FieldCreates a new Asset Type Field.
- Create a New AttachmentCreates a new Attachment.
- Create a New AvailabilityCreates a new Availability.
- Create a New BadgeCreates a new Badge.
- Create a New BundleCreates a new Bundle.
- Create a New CategoryCreates a new Category.
- Create a New ClientCreates a new Client.
- Create a New Company ContactCreates a new Company Contact.
- Create a New Document TemplateCreates a new Document Template.
- Create a New Email TemplateCreates a new Email Template.
- Create a New FeedbackCreates a new Feedback.
- Create a New FormCreates a new Form.
- Create a New Form FieldCreates a new Form Field.
- Create a New Form ResponseCreates a new Form Response.
- Create a New Inbox MessageCreates a new inbox message.
- Create a New JobCreates a new Job.
- Create a New Job ActivityCreates a new Job Activity.
- Create a New Job AllocationCreates a new Job Allocation.
- Create a New Job ChecklistCreates a new Job Checklist.
- Create a New Job ContactCreates a new Job Contact.
- Create a New Job MaterialCreates a new Job Material.
- Create a New Job Material BundleCreates a new Job Material Bundle.
- Create a New Job PaymentCreates a new Job Payment.
- Create a New Job QueueCreates a new Job Queue.
- Create a New Knowledge ArticleCreates a new Knowledge Article.
- Create a New LocationCreates a new Location.
- Create a New MaterialCreates a new Material.
- Create a New NoteCreates a new Note.
- Create a New SMS TemplateCreates a new SMS Template.
- Create a New Staff MemberCreates a new Staff Member.
- Create a New Staff MessageCreates a new Staff Message.
- Create a New SupplierCreates a new Supplier.
- Create a New TaskCreates a new Task.
- Create a New Tax RateCreates a new Tax Rate.
- Create or Update a Service TemplateCreate or update a ServiceTemplate.
- Delete a BadgeDeletes a Badge.
- Delete a BundleDeletes a Bundle.
- Delete a CategoryDeletes a Category.
- Delete a ClientDeletes a Client.
- Delete a Company ContactDeletes a Company Contact.
- Delete a Document TemplateDeletes a Document Template.
- Delete a FeedbackDeletes a Feedback.
- Delete a FormDeletes a Form.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and ServiceM8 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 ServiceM8.
Connect your AgencyZoom and ServiceM8 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 "Add Note to Message" in ServiceM8. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); ServiceM8 has 207 actions (including Add Note to Message, Archive or Unarchive Message, and Attach Message to Existing Job). 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-ServiceM8 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 ServiceM8) 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 + ServiceM8 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 ServiceM8 integration.
- AgencyZoom and ServiceM8 integration source code, module specs and credentials implementation.
- Our AgencyZoom and ServiceM8 integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and ServiceM8 — 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
- ServiceM8 integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library