STEP 1
Connect AgencyZoom and Smartsheet
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 Smartsheet Integration
Keep AgencyZoom and Smartsheet in sync by integrating their events and actions. When project management events happen in AgencyZoom, update the Smartsheet automatically - without any line of code in visual workflow builder.
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Learn about AgencyZoom and Smartsheet
Detailed info you need to know about AgencyZoom and Smartsheet 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]
Smartsheet
Work management for sheets, rows, workspaces, reports, and users. [6]
How to connect AgencyZoom to Smartsheet
Set up your AgencyZoom and Smartsheet integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Smartsheet 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 Smartsheet. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Smartsheet work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Smartsheet 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 triggersSmartsheet 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.
Smartsheet modules
- Add a ColumnAdds a column to the specified sheet.
- Add a RowAdds a row to the specified sheet.
- Add an Alternate EmailAdds one or more alternate email addresses for a specified user.
- Add Sheet AttachmentAttaches a file or URL to the specified sheet.
- Attach New Sheet AttachmentUploads a new version of an existing sheet or row attachment.
- Copy a SheetCreates a copy of the specified sheet.
- Copy a WorkspaceCreates a copy of the specified workspace.
- Copy RowsCopies rows from one sheet onto the bottom of another sheet.
- Create a DiscussionCreates a new discussion on a sheet.
- Create a GroupCreates a new group in the organization account.
- Create a ProofCreates a new proof on a row.
- Create a Proof RequestCreates a new proof request.
- Create a ReportCreates a new report.
- Create a Sheet in FolderCreates a sheet from scratch or from a template in the specified folder.
- Create a Sheet in WorkspaceCreates a sheet from scratch or from a template at the top level of a workspace.
- Create a UserCreates a user in the organization account.
- Create a WorkspaceCreates a new workspace.
- Delete a ColumnDeletes the specified column.
- Delete a DiscussionDeletes the specified discussion.
- Delete a GroupDeletes the specified group.
- Delete a ProofDeletes the specified proof and all of its versions.
- Delete a ReportDeletes the specified report.
- Delete a RowDeletes one or more rows from the specified sheet.
- Delete a SheetDeletes the specified sheet.
- Delete a WorkspaceDeletes the specified workspace.
- Delete All Attachment VersionsDeletes all versions of the specified attachment.
- Delete an Alternate EmailDeletes the specified alternate email address for a user.
- Delete an AttachmentDeletes the specified attachment.
- Delete an Automation RuleDeletes the specified automation rule.
- Export a SheetExports the specified sheet in the requested format.
- Get a ColumnRetrieves the definition of the specified column.
- Get a ContactRetrieves the specified contact.
- Get a DiscussionRetrieves the specified discussion.
- Get a GroupRetrieves the specified group.
- Get a ProofRetrieves the specified proof.
- Get a ReportRetrieves the specified report.
- Get a RowRetrieves the specified row.
- Get a SheetRetrieves the specified sheet.
- Get a UserRetrieves the specified user.
- Get a WorkspaceRetrieves metadata for the specified workspace.
- Get an Alternate EmailRetrieves the specified alternate email address.
- Get an AttachmentRetrieves a temporary download URL for the specified attachment.
- Get an Automation RuleRetrieves the specified automation rule, including its action values.
- Get Current UserRetrieves the currently authenticated user.
- List AttachmentsRetrieves all attachments on a sheet, including sheet, row, and discussion attachments.
- List Automation RulesRetrieves all automation rules associated with the specified sheet.
- List ColumnsRetrieves all columns belonging to the specified sheet.
- List ContactsRetrieves the user's Smartsheet contacts.
- List DiscussionsRetrieves all discussions associated with the specified sheet.
- List GroupsRetrieves all groups in the organization account.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Smartsheet 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 Smartsheet.
Connect your AgencyZoom and Smartsheet 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 a Column" in Smartsheet. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Smartsheet has 71 actions (including Add a Column, Add a Row, and Add an Alternate Email). 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-Smartsheet 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 Smartsheet) 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 + Smartsheet 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 Smartsheet integration.
- AgencyZoom and Smartsheet integration source code, module specs and credentials implementation.
- Our AgencyZoom and Smartsheet integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Smartsheet — 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
- Smartsheet integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library