STEP 1
Connect AgencyZoom and Texada
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 Texada Integration
Keep AgencyZoom and Texada in sync by integrating their events and actions. When project management events happen in AgencyZoom, update the Texada automatically - without any line of code in visual workflow builder.
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Learn about AgencyZoom and Texada
Detailed info you need to know about AgencyZoom and Texada 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 Texada
Set up your AgencyZoom and Texada integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Texada 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 Texada. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Texada work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Texada 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 triggersTexada 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.
Texada modules
- Add User Security RoleAssigns a security role to an existing user account.
- Create a Contract Custom FieldCreates a new custom field definition for contracts.
- Create a Custom FieldCreates a new custom field definition for the company.
- Create a CustomerCreates a new customer record in Texada.
- Create a Reservation CommentAdds a new comment to an existing reservation.
- Create a UserCreates a new user account in Texada.
- Create a Work Order Estimate CommentAdds a new comment to an existing work order estimate.
- Create an AssetCreates a new asset record in the inventory.
- Create Contract CommentAdds a new comment to an existing contract.
- Create Customer ContactCreates a new contact record associated with a customer.
- Create Inventory Equipment TypeCreates a new equipment type entry in the inventory.
- Create Purchase OrderCreates a new purchase order in Texada.
- Delete a Custom FieldPermanently deletes a custom field definition by its ID.
- Delete a Quote AttachmentRemoves an attachment from a quote by its ID.
- Delete a Reservation AttachmentRemoves a file attachment from a reservation by its ID.
- Delete a Reservation CommentRemoves a comment from a reservation by its ID.
- Delete a Work Order Estimate AttachmentRemoves a file attachment from a work order estimate by its ID.
- Delete a Work Order Estimate CommentRemoves a comment from a work order estimate by its ID.
- Delete Contract CommentRemoves a comment from a contract by its ID.
- Delete Customer AttachmentRemoves a file attachment from a customer record by its ID.
- Delete Customer ContactRemoves a contact record from a customer by its ID.
- Delete Inventory Equipment TypePermanently deletes an equipment type from the inventory by its ID.
- Get a Check-InRetrieves the details of a check-in record by its contractor ID.
- Get a CheckoutRetrieves the details of a checkout record by its contractor ID.
- Get a ContractRetrieves a single contract record by its ID.
- Get a Custom FieldRetrieves a single custom field definition by its ID.
- Get a CustomerRetrieves the full details of a customer record by its ID.
- Get a Customer EquipmentRetrieves a customer-owned equipment record by its product number.
- Get a QuoteRetrieves the full details of a quote by its ID.
- Get a Quote AttachmentRetrieves metadata for a specific attachment on a quote.
- Get a ReservationRetrieves the full details of a reservation by its ID.
- Get a Reservation AttachmentRetrieves metadata for a specific file attachment on a reservation.
- Get a Reservation Attachment BlobDownloads the binary content of a file attachment from a reservation.
- Get a Reservation CommentRetrieves a single comment from a reservation by its ID.
- Get a TicketRetrieves the details of a delivery ticket by its ID.
- Get a Ticket AttachmentRetrieves metadata for a specific file attachment on a delivery ticket.
- Get a Ticket Attachment ContentDownloads the binary content of a file attachment from a delivery ticket.
- Get a UserRetrieves the details of a user account by its ID.
- Get a VendorRetrieves the details of a vendor record by its ID.
- Get a Work Order EstimateRetrieves the full details of a work order estimate by its ID.
- Get a Work Order Estimate AttachmentRetrieves metadata for a specific attachment on a work order estimate.
- Get a Work Order Estimate Attachment BlobDownloads the binary content of an attachment from a work order estimate.
- Get a Work Order Estimate CommentRetrieves a single comment from a work order estimate by its ID.
- Get an AssetRetrieves the full details of an asset by its ID.
- Get an Asset AttachmentRetrieves metadata for a specific attachment on an asset.
- Get an InvoiceRetrieves a single invoice record by its ID.
- Get an Invoice DetailsRetrieves the line-item details of an invoice by its ID.
- Get Contract CommentRetrieves a single comment from a contract by its ID.
- Get Customer AttachmentRetrieves metadata for a specific file attachment on a customer record.
- Get Customer ContactRetrieves a single contact record associated with a customer.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Texada 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 Texada.
Connect your AgencyZoom and Texada 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 User Security Role" in Texada. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Texada has 110 actions (including Add User Security Role, Create a Contract Custom Field, and Create a Custom Field). 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-Texada 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 Texada) 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 + Texada 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 Texada integration.
- AgencyZoom and Texada integration source code, module specs and credentials implementation.
- Our AgencyZoom and Texada integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Texada — 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
- Texada integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library