STEP 1
Connect AgencyZoom and ShopMonkey
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 ShopMonkey Integration
Build project management workflows between AgencyZoom and ShopMonkey 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 ShopMonkey
Detailed info you need to know about AgencyZoom and ShopMonkey 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]
ShopMonkey
Auto repair shop software for orders, appointments, and customer messaging. [6]
How to connect AgencyZoom to ShopMonkey
Set up your AgencyZoom and ShopMonkey integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and ShopMonkey 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 ShopMonkey. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and ShopMonkey work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and ShopMonkey 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 triggersShopMonkey 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.
ShopMonkey modules
- Cancel an AppointmentCancels a single appointment.
- Confirm an AppointmentConfirms a single appointment.
- Create a ConversationCreates a new conversation.
- Create a CustomerCreates a new customer.
- Create a MessageCreates a new message.
- Create a UserCreates a new user.
- Create a VendorCreates a new vendor in the system.
- Create an AppointmentCreates a new appointment.
- Create an OrderCreates a new order.
- Delete a VendorDeletes a single vendor.
- Delete an AppointmentDeletes an appointment.
- Delete an OrderDeletes an order.
- Get a CustomerRetrieves a single customer.
- Get a MessageRetrieves the details of a single message.
- Get a UserRetrieves a single user.
- Get a VendorRetrieves a single vendor.
- Get an AppointmentRetrieves a single appointment's details.
- Get an OrderRetrieves the details of a single order.
- List AppointmentsRetrieves a list of appointments from an account.
- List Customer OrdersRetrieves a list of customer orders.
- List Customer VehiclesRetrieves a list of customer vehicles.
- List MessagesRetrieves a list of messages from an account.
- List OrdersRetrieves a list of orders from an account.
- List PayoutsRetrieves a list of payouts from an account.
- List UsersRetrieves a list of users from an account.
- List VendorsRetrieves a list of vendors from an account.
- Make an API CallPerforms an arbitrary authorized API call.
- Search Customer by EmailSearches for a customer by email address.
- Search Customer by PhoneSearches for a customer by phone.
- Search InventorySearches for inventory items.
- Soft Delete a CustomerSoft deletes or undeletes a customer.
- Soft Delete a VendorSoft deletes a single vendor.
- Soft Delete an OrderSoft deletes a single order.
- Update a CustomerUpdates a single customer.
- Update a UserUpdates an existing user.
- Update a VendorUpdates an existing vendor.
- Update an AppointmentUpdates an existing appointment.
- Update an OrderUpdates an existing order's details.
- Watch AppointmentsTriggers when an appointment is created or updated.
- Watch MessagesTriggers when messages are created or updated.
- Watch OrdersTriggers when an order is created or updated.
- Watch PayoutsTriggers when a payout is created.
- Watch UsersTriggers when a user is created or updated.
- Watch VendorsTriggers when a vendor is created or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and ShopMonkey 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 ShopMonkey.
Connect your AgencyZoom and ShopMonkey 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 "Cancel an Appointment" in ShopMonkey. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); ShopMonkey has 38 actions (including Cancel an Appointment, Confirm an Appointment, and Create a Conversation). 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-ShopMonkey 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 ShopMonkey) 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 + ShopMonkey 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 ShopMonkey integration.
- AgencyZoom and ShopMonkey integration source code, module specs and credentials implementation.
- Our AgencyZoom and ShopMonkey integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and ShopMonkey — 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
- ShopMonkey integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library