STEP 1
Connect AgencyZoom and Smartsheet Resource Management
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 Resource Management Integration
AgencyZoom
Smartsheet Resource Management
Demonstration of how apps are integrated in WEXTL workflow builder [4]
Keep AgencyZoom and Smartsheet Resource Management in sync by integrating their events and actions. When project management events happen in AgencyZoom, update the Smartsheet Resource Management automatically - without any line of code in visual workflow builder.
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Learn about AgencyZoom and Smartsheet Resource Management
Detailed info you need to know about AgencyZoom and Smartsheet Resource Management 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 Resource Management
Plan projects, assignments, time entries, users, and bill rates in Smartsheet Resource Management. [6]
How to connect AgencyZoom to Smartsheet Resource Management
Set up your AgencyZoom and Smartsheet Resource Management integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Smartsheet Resource Management 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 Resource Management. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Smartsheet Resource Management work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Smartsheet Resource Management 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 Resource Management 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 Resource Management modules
- Create a Budget ItemAdd a budget item to the specified project or phase.
- Create a Custom FieldCreate a new custom field on the account.
- Create a ProjectCreate a new Resource Management project.
- Create a Project AssignmentAssign a user to a specific project.
- Create a Project PhaseAdd a new phase to an existing project.
- Create a Project Time EntryLog a new time entry against a project.
- Create a UserAdd a new user to the Resource Management account.
- Create a User AssignmentAssign a user to an assignable.
- Create a User Time EntryLog a new time entry for a specific user.
- Create an ApprovalSubmit a new time-entry or expense approval record.
- Create an AssignmentCreate a new assignment on an assignable.
- Create an AvailabilityAdd a new availability time block to a user's profile.
- Create API TokenIssue an additional API token for the organization.
- Delete a Budget ItemRemove the matching project or phase budget item.
- Delete a Custom FieldRemove the custom field that matches the given id.
- Delete a ProjectRemove the matching project.
- Delete a Project AssignmentRemove the matching project assignment.
- Delete a Project PhaseRemove the matching project phase.
- Delete a UserRemove the matching user from the account.
- Delete a User AssignmentRemove the matching user assignment.
- Delete a User Time EntryRemove an existing user time entry.
- Delete an ApprovalDelete a pending approval record.
- Delete an AssignmentRemove the assignment that matches the given id.
- Delete an AvailabilityRemove an availability block from a user's profile.
- Delete API TokenRevoke the specified API token.
- Get a Budget ItemReturn the matching project or phase budget item.
- Get a Custom FieldReturn the custom field that matches the given id.
- Get a ProjectReturn the matching project or phase by id.
- Get a Project AssignmentReturn the matching project assignment.
- Get a Project Time EntryReturn a single time entry for a project by id.
- Get a Time EntryReturn a single time entry by id.
- Get a UserReturn the user that matches the given id.
- Get a User AssignmentReturn the matching user assignment by id.
- Get a User Time EntryReturn a single time entry for a user by id.
- Get an AssignableReturn the assignable that matches the given id.
- Get an AssignmentReturn the assignment that matches the given id.
- Get an AvailabilityReturn a single availability time block by id.
- List API TokensReturn every API token issued for the organization.
- List ApprovalsReturn submitted time-entry and expense approvals for the organization.
- List AssignablesReturn the assignables the connected account can access.
- List AssignmentsReturn the assignments the connected account can access.
- List AvailabilitiesReturn a paginated list of availability time blocks for a user.
- List Bill RatesReturn the bill rates the connected account can access.
- List Budget ItemsReturn project or phase budget items of the specified type.
- List Custom FieldsReturn the custom fields the connected account can access.
- List Project AssignmentsReturn the assignments on the matching project.
- List Project Bill RatesReturn the bill rates for the matching project.
- List Project MembersReturn the members of the matching project.
- List Project PhasesReturn the phases of the matching project.
- List ProjectsReturn the projects the connected account can access.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Smartsheet Resource Management 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 Resource Management.
Connect your AgencyZoom and Smartsheet Resource Management 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 Budget Item" in Smartsheet Resource Management. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Smartsheet Resource Management has 69 actions (including Create a Budget Item, Create a Custom Field, and Create a Project). 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 Resource Management 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 Resource Management) 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 Resource Management 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 Resource Management integration.
- AgencyZoom and Smartsheet Resource Management integration source code, module specs and credentials implementation.
- Our AgencyZoom and Smartsheet Resource Management integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Smartsheet Resource Management — 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 Resource Management integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library