STEP 1
Connect AgencyZoom and TeamGantt
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 TeamGantt Integration
Build project management workflows between AgencyZoom and TeamGantt 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 TeamGantt
Detailed info you need to know about AgencyZoom and TeamGantt 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 TeamGantt
Set up your AgencyZoom and TeamGantt integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and TeamGantt 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 TeamGantt. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and TeamGantt work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and TeamGantt 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 triggersTeamGantt 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.
TeamGantt modules
- Add a Team UserAdds a user to a team.
- Add Hours to a Time BlockAdds hours to a time block for a specified task or activity.
- Create a BoardCreates a new board in the system or application.
- Create a BookmarkCreates a new bookmark.
- Create a Checklist ItemCreates a checklist item for a task.
- Create a CommentCreates a new comment for a target.
- Create a DocumentCreates a new document.
- Create a ProjectCreates a new project in the system.
- Create a TaskCreates a new task.
- Create a TeamCreates a new team.
- Create a Time BlockStarts a new time block for tracking work hours.
- Create Multiple TasksCreates multiple tasks at once.
- Delete a BookmarkDeletes a bookmark.
- Delete a Checklist ItemDeletes a checklist item from the specified list or project.
- Delete a CommentDeletes a comment from the service.
- Delete a ProjectDeletes a project from the service.
- Delete a TaskDeletes a task from the service.
- Delete a TeamDeletes a specified team from the service.
- Delete a Team UserRemoves a user from a team.
- Delete a Time BlockDeletes a time block from a schedule or calendar.
- End a Time BlockEnds a time block for an activity or task.
- Get a BoardRetrieves a single board by ID, along with its nested columns and cards.
- Get a BookmarkRetrieves a bookmark by ID.
- Get a ProjectRetrieves a project by ID.
- Get a TaskRetrieves a task by its ID.
- Get a TeamRetrieves a team by ID for detailed information.
- Get Current TimeGets the user's current active time block.
- Get Unassigned WorkloadRetrieves unassigned workload for processing.
- Get WorkloadRetrieves workload data for a specified resource or time period.
- List BoardsLists all boards the authenticated user has access to.
- List BookmarksLists all bookmarks for the current user.
- List Checklist ItemsLists checklist items for a task.
- List CommentsRetrieves comments for a specific target entity.
- List Dated TimesLists time blocks for a given date.
- List Open TimesLists open time blocks.
- List ProjectsLists all projects.
- List ResourcesLists all available resources grouped by type.
- List TasksLists all tasks.
- List TeamsLists company teams.
- List TimesheetsRetrieves a list of timesheets from the service.
- List Today's TimesLists today’s time blocks.
- Make an API CallPerforms an arbitrary authorized API call.
- Set Time for a TaskSets the time allocated for a task in the system.
- Update a BoardUpdates an existing board.
- Update a BookmarkUpdates a bookmark in a user's account with the specified details.
- Update a Checklist ItemUpdates a checklist item within the specified list.
- Update a CommentUpdates a comment in the system.
- Update a ProjectUpdates a project with new information or changes existing details.
- Update a TaskUpdates a task in the system with new details.
- Update a TeamUpdates the details of a team in the service.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and TeamGantt 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 TeamGantt.
Connect your AgencyZoom and TeamGantt 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 Team User" in TeamGantt. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); TeamGantt has 51 actions (including Add a Team User, Add Hours to a Time Block, and Create a Board). 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-TeamGantt 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 TeamGantt) 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 + TeamGantt 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 TeamGantt integration.
- AgencyZoom and TeamGantt integration source code, module specs and credentials implementation.
- Our AgencyZoom and TeamGantt integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and TeamGantt — 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
- TeamGantt integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library