STEP 1
Connect AgencyZoom and Stack
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 Stack Integration
Connect AgencyZoom and Stack to automate project management workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about AgencyZoom and Stack
Detailed info you need to know about AgencyZoom and Stack 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 Stack
Set up your AgencyZoom and Stack integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Stack 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 Stack. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Stack work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Stack 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 triggersStack 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.
Stack modules
- Add Library Takeoff TemplatesAdds library takeoff templates to a takeoff.
- Assign a Project to a UserAssigns a project to a user.
- Create a Customer ContactCreates a new customer contact.
- Create a ProjectCreates a new project in the service.
- Create a Root FolderCreates a folder in the project root.
- Create a TakeoffCreates a takeoff on a project.
- Create a WorksheetCreates a worksheet in the specified document.
- Create an Estimate ProposalCreates an estimate proposal.
- Delete a WorksheetDeletes a worksheet from a specified workbook.
- Delete an Estimate Proposal ReportDeletes an estimate proposal report.
- Delete Customer ContactDeletes a customer contact.
- Download a Document for a JobDownloads a document for a job.
- Download a Printed Document for a JobDownloads a printed document for a job.
- Get a Customer ContactRetrieves a specific customer contact.
- Get a FileRetrieves file details from the service.
- Get a FolderRetrieves a specific folder.
- Get a UserRetrieves a specific user.
- Get a WorksheetRetrieves a specific worksheet.
- Get Active UserRetrieves the active user.
- Get an Estimate ProposalRetrieves a specific estimate proposal.
- Get Project StatusesRetrieves project statuses.
- List Customer ContactsRetrieves a list of customer contacts.
- List Estimate ProposalsRetrieves estimate proposals on a takeoff.
- List Estimate WorksheetsRetrieves estimate worksheets on a takeoff.
- List FoldersRetrieves folders within a specified folder.
- List Library Takeoff TemplatesRetrieves library takeoff templates on a takeoff.
- List Root FoldersRetrieves folders in the project root.
- List TakeoffsRetrieves all takeoffs from the specified source.
- Make an API CallPerforms an arbitrary authorized API request.
- Update a Customer ContactUpdates an existing customer contact.
- Update a FileUpdates a file's properties in the service.
- Update a FolderUpdates an existing folder.
- Update a ProjectUpdates an existing project.
- Update an Estimate ProposalUpdates an existing estimate proposal.
- Update Project OfficesUpdates project offices with new information or changes.
- Upload a FileUploads a plan, supporting document, or zip file to a folder.
- Watch Customer ContactsTriggers when customer contact events occur.
- Watch TakeoffsTriggers when a takeoff event occurs.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Stack 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 Stack.
Connect your AgencyZoom and Stack 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 Library Takeoff Templates" in Stack. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Stack has 36 actions (including Add Library Takeoff Templates, Assign a Project to a User, and Create a Customer 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-Stack 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 Stack) 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 + Stack 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 Stack integration.
- AgencyZoom and Stack integration source code, module specs and credentials implementation.
- Our AgencyZoom and Stack integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Stack — 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
- Stack integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library