STEP 1
Connect AgencyZoom and ServiceMonster
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 ServiceMonster Integration
Keep AgencyZoom and ServiceMonster in sync by integrating their events and actions. When project management events happen in AgencyZoom, update the ServiceMonster automatically - without any line of code in visual workflow builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about AgencyZoom and ServiceMonster
Detailed info you need to know about AgencyZoom and ServiceMonster 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]
ServiceMonster
Field service management for scheduling jobs, sites, and mobile crews. [6]
How to connect AgencyZoom to ServiceMonster
Set up your AgencyZoom and ServiceMonster integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and ServiceMonster 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 ServiceMonster. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and ServiceMonster work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and ServiceMonster 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 triggersServiceMonster 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.
ServiceMonster modules
- Create a JobCreates a new service job for a customer.
- Create a NoteCreates a note in the specified service.
- Create a SiteCreates a new site within the specified platform or service.
- Create a TaskCreates a new task in the specified project or task list.
- Create an EmployeeAdds a new employee to the system.
- Create an OrderCreates an order in the system with specified details.
- Delete a JobDeletes a job in the system.
- Delete a SiteDeletes a site within the specified service.
- Delete a TaskDeletes a task using the specified parameters.
- Delete an EmployeeDeletes an employee from the system.
- Delete an OrderDeletes an order from the specified service.
- Get a JobRetrieves a job from the system.
- Get a NoteRetrieves a note from the service.
- Get a SiteRetrieves information about a specific site.
- Get a TaskRetrieves information about a specific task.
- Get an EmployeeRetrieves an employee based on the provided ID.
- Get an OrderRetrieves an order.
- Get EmployeesRetrieves all employees from the service.
- Get JobsRetrieves all jobs.
- Get NotesRetrieves all notes.
- Get OrdersRetrieves all orders.
- Get TasksRetrieves all tasks.
- List SitesRetrieves all sites.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a JobUpdates a job's details.
- Update a SiteUpdates a specific site with new or modified information.
- Update a TaskUpdates a task with new information provided.
- Update an EmployeeUpdates an employee's details in the system.
- Update an OrderUpdates an order based on the provided details.
- Watch EmployeesTriggers when a new employee is added.
- Watch EventsTriggers when a new event occurs.
- Watch JobsTriggers when a new job is posted or updated.
- Watch NotesTriggers when a new note is created.
- Watch OrdersTriggers when a new order is created.
- Watch SitesTriggers when a new site is detected.
- Watch TasksTriggers when a new task is created or an existing task is updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and ServiceMonster 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 ServiceMonster.
Connect your AgencyZoom and ServiceMonster 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 Job" in ServiceMonster. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); ServiceMonster has 29 actions (including Create a Job, Create a Note, and Create a Site). 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-ServiceMonster 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 ServiceMonster) 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 + ServiceMonster 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 ServiceMonster integration.
- AgencyZoom and ServiceMonster integration source code, module specs and credentials implementation.
- Our AgencyZoom and ServiceMonster integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and ServiceMonster — 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
- ServiceMonster integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library