STEP 1
Connect AgencyZoom and Simpro
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 Simpro Integration
Build project management workflows between AgencyZoom and Simpro 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 Simpro
Detailed info you need to know about AgencyZoom and Simpro 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 Simpro
Set up your AgencyZoom and Simpro integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Simpro 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 Simpro. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Simpro work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Simpro 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 triggersSimpro 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.
Simpro modules
- Add Job AttachmentAdds a new attachment (file) to an existing job.
- Create a Company CustomerCreates a new company customer.
- Create a ContactCreates a new contact.
- Create a ContractorCreates a new contractor.
- Create a Contractor AttachmentCreates a new contractor attachment.
- Create a Contractor Attachment FolderCreates a new contractor attachment folder.
- Create a Customer AttachmentCreates a new customer attachment.
- Create a Customer Attachment FolderCreates a new customer attachment folder.
- Create a Customer NoteCreates a new customer note.
- Create a JobCreates a new job.
- Create a Job Attachment FolderCreates a new job attachment folder.
- Create a Job Cost CentreCreates a job cost centre.
- Create a LeadCreates a new lead.
- Create a Lead AttachmentCreates a new lead attachment.
- Create a Lead Attachment FolderCreates a new lead attachment folder.
- Create a Quote AttachmentCreates a new quote attachment.
- Create a Quote Attachment FolderCreates a new quote attachment folder.
- Create a SiteCreates a new site.
- Create a Site AttachmentCreates a new site attachment.
- Create a Site Attachment FolderCreates a new site attachment folder.
- Create an Individual CustomerCreates a new individual customer.
- Create an InvoiceCreates a new invoice.
- Delete a ContactDeletes a contact by id.
- Delete a ContractorDeletes a single contractor.
- Delete a Contractor AttachmentDeletes a contractor attachment.
- Delete a CustomerDeletes a customer from the company records.
- Delete a CustomerDeletes an individual customer.
- Delete a Customer AttachmentDeletes a customer attachment.
- Delete a Customer NoteDeletes a customer note.
- Delete a JobDeletes a job by id.
- Delete a Job AttachmentDeletes a job attachment by id.
- Delete a Job Cost CentreDeletes a job cost centre.
- Delete a LeadDeletes a lead by given id.
- Delete a Lead AttachmentDeletes a lead attachment.
- Delete a Quote AttachmentDeletes a quote attachment.
- Delete a SiteDeletes a site by given id.
- Delete a Site AttachmentDeletes a site attachment.
- Delete a TaskDeletes a task by id.
- Delete an InvoiceDeletes an invoice by id.
- Delete Contact or JobDeletes a contact or job record.
- Get a Company CustomerRetrieves a company customer's details.
- Get a ContactRetrieves a contact.
- Get a ContractorRetrieves a single contractor.
- Get a Contractor AttachmentRetrieves a contractor attachment.
- Get a Contractor Custom Field ValueRetrieves a custom field value for a contractor.
- Get a CustomerRetrieves details for a specific company customer.
- Get a Customer AttachmentRetrieves a customer attachment.
- Get a Customer Custom Field ValueRetrieves a custom field value for a specific customer.
- Get a Customer NoteRetrieves details of a customer note.
- Get a JobRetrieve a job by id.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Simpro 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 Simpro.
Connect your AgencyZoom and Simpro 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 Job Attachment" in Simpro. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Simpro has 100 actions (including Add Job Attachment, Create a Company Customer, and Create a Contact). 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-Simpro 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 Simpro) 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 + Simpro 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 Simpro integration.
- AgencyZoom and Simpro integration source code, module specs and credentials implementation.
- Our AgencyZoom and Simpro integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Simpro — 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
- Simpro integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library