STEP 1
Connect AgencyZoom and Sortly
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 Sortly Integration
Build project management workflows between AgencyZoom and Sortly 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 Sortly
Detailed info you need to know about AgencyZoom and Sortly 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 Sortly
Set up your AgencyZoom and Sortly integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Sortly 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 Sortly. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Sortly work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Sortly 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 triggersSortly 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.
Sortly modules
- Clone an ItemCreates a new item based on an existing item.
- Create an AlertCreates a new alert.
- Create an ItemCreates a new item.
- Create an Item GroupCreates a new item group.
- Delete an AlertDeletes an existing alert.
- Delete an ItemDeletes an existing item.
- Delete an Item GroupDeletes a single item group.
- Get an ItemRetrieves a single item's details.
- Get an Item GroupRetrieves a single item group.
- List AlertsRetrieves a list of alerts.
- List Item GroupsRetrieves a list of item groups.
- List ItemsRetrieves a list of items from an account.
- Make an API CallPerforms an arbitrary authorized API call.
- Move an ItemMoves an item to a folder.
- Search ItemsSearches for items by specified criteria.
- Update an AlertUpdates an existing alert.
- Update an ItemUpdates a single item.
- Update an Item GroupUpdates an existing item group.
- Watch AlertsTriggers when a new alert is created.
- Watch Item GroupsTriggers when a new item group is created.
- Watch ItemsTriggers when a new item is created.
- Watch Updated Item GroupsTriggers when an item group is updated.
- Watch Updated ItemsTriggers when an item is updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Sortly 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 Sortly.
Connect your AgencyZoom and Sortly 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 "Clone an Item" in Sortly. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Sortly has 18 actions (including Clone an Item, Create an Alert, and Create an Item). 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-Sortly 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 Sortly) 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 + Sortly 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 Sortly integration.
- AgencyZoom and Sortly integration source code, module specs and credentials implementation.
- Our AgencyZoom and Sortly integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Sortly — 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
- Sortly integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library