STEP 1
Connect AgencyZoom and Teamwork.com
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 Teamwork.com Integration
Connect AgencyZoom and Teamwork.com 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 Teamwork.com
Detailed info you need to know about AgencyZoom and Teamwork.com 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]
Teamwork.com
Project management and PSA platform for client work, resourcing and profitability. [6]
How to connect AgencyZoom to Teamwork.com
Set up your AgencyZoom and Teamwork.com integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Teamwork.com 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 Teamwork.com. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Teamwork.com work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Teamwork.com 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 triggersTeamwork.com 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.
Teamwork.com modules
- Add People to ProjectAdds people to a project.
- Add Project Custom Field ValueSets a custom field value on a project.
- Add Task Custom Field ValueSets a custom field value on a task.
- Archive MessageArchives a message.
- Complete InvoiceMarks an invoice as complete.
- Complete MilestoneMarks a milestone as complete.
- Complete TaskMarks a task as complete.
- Complete TimerStops a timer and logs its time.
- Copy ProjectCreates a copy of an existing project.
- Create CommentAdds a comment to a milestone, notebook, link or file.
- Create CompanyCreates a new company.
- Create ExpenseCreates a new expense in a project.
- Create InvoiceCreates a new invoice in a project.
- Create LinkCreates a new link in a project.
- Create MessagePosts a new message in a project.
- Create Message ReplyPosts a reply to a message.
- Create MilestoneCreates a new milestone in a project.
- Create NotebookCreates a new notebook in a project.
- Create PersonAdds a new user to the site.
- Create ProjectCreates a new project.
- Create Project UpdatePosts a status update on a project.
- Create RiskCreates a new risk in a project.
- Create SubtaskCreates a subtask under an existing task.
- Create TagCreates a new tag.
- Create TaskCreates a new task in a task list.
- Create Task CommentAdds a comment to a task.
- Create Task ListCreates a new task list in a project.
- Create Task ReminderAdds a reminder to a task.
- Create TeamCreates a new team.
- Create Time EntryLogs time on a project or task.
- Delete CommentDeletes a comment.
- Delete CompanyDeletes a company.
- Delete ExpenseDeletes an expense.
- Delete FileDeletes a file from a project.
- Delete InvoiceDeletes an invoice.
- Delete LinkDeletes a link.
- Delete MessageDeletes a message.
- Delete Message ReplyDeletes a message reply.
- Delete MilestoneDeletes a milestone.
- Delete NotebookDeletes a notebook.
- Delete PersonRemoves a user from the site.
- Delete ProjectDeletes a project.
- Delete Project UpdateDeletes a project status update.
- Delete RiskDeletes a risk.
- Delete TagDeletes a tag.
- Delete TaskDeletes a task.
- Delete Task ListDeletes a task list.
- Delete Task ReminderDeletes a reminder from a task.
- Delete TeamDeletes a team.
- Delete Time EntryDeletes a time entry.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Teamwork.com 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 Teamwork.com.
Connect your AgencyZoom and Teamwork.com 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 People to Project" in Teamwork.com. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Teamwork.com has 139 actions (including Add People to Project, Add Project Custom Field Value, and Add Task Custom Field Value). 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-Teamwork.com 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 Teamwork.com) 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 + Teamwork.com 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 Teamwork.com integration.
- AgencyZoom and Teamwork.com integration source code, module specs and credentials implementation.
- Our AgencyZoom and Teamwork.com integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Teamwork.com — 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
- Teamwork.com integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library