STEP 1
Connect AgencyZoom and Trello
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 Trello Integration
Keep AgencyZoom and Trello in sync by integrating their events and actions. When project management events happen in AgencyZoom, update the Trello automatically - without any line of code in visual workflow builder.
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Learn about AgencyZoom and Trello
Detailed info you need to know about AgencyZoom and Trello 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 Trello
Set up your AgencyZoom and Trello integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Trello 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 Trello. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Trello work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Trello 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 triggersTrello 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.
Trello modules
- Add a Board MemberAdd a member to the board.
- Add Card LabelAdd a label to a card.
- Add Card MemberAdd a member to a card.
- Archive All Cards in ListArchive all cards in a list.
- Comment on a CardAdd a new comment to a card.
- Create a BoardCreates a new board.
- Create a Board Email KeyCreates a board email key.
- Create a Board LabelCreates a board label.
- Create a Board ListCreates a board list.
- Create a Board TagCreates a board tag.
- Create a CardCreates a new card.
- Create a Card AttachmentCreate an attachment to a card.
- Create a ChecklistCreate a new checklist for a card.
- Create an Organization WorkspaceCreate a new organization workspace.
- Create Checkitem on ChecklistCreate a new checkitem on checklist.
- Delete a BoardDeletes a board.
- Delete a CardDeletes a card.
- Delete a Card AttachmentDeletes a card attachment.
- Delete a LabelDelete a label by ID.
- Delete an ActionDelete a specific action. Only comment actions can be deleted.
- Delete an Organization WorkspaceDeletes an organization workspace.
- Delete Checkitem on ChecklistRemove an item from a checklist.
- Get a BoardRequest a single board.
- Get a CardRequest a single board.
- Get a Card AttachmentGet a specific attachment on a card.
- Get a ChecklistRequest a single board.
- Get a LabelRetrieves a label.
- Get a ListRetrieves a list.
- Get a MemberGet a detailed information about a single member.
- Get an ActionRequest a single action.
- Get an Organization WorkspaceRequest a single organization workspace.
- Get Checkitem on ChecklistRequest a single checkitem on checklist.
- Invite Board MemberInvites board member.
- List Board ActionsReturns list of action of a board.
- List Board CardsReturns list of cards of a board.
- List Board ChecklistsReturns list of checklists of a board.
- List Board Custom FieldsReturns list of custom fields of a board.
- List Board LabelsReturns list of labels of a board.
- List Board MembersReturns list of the members for a board.
- List Board MembershipsReturns list of memberships of a board.
- List Board StarsReturns list of stars of a board.
- List Card AttachmentsList the attachments on a card.
- List Check ItemsReturns list of checkitems on checklist.
- List Filter Board CardsReturns list of cards of a board with madatory filters applied.
- Make an API CallPerform an arbitrary authorized API request.
- Mark Board as ViewedMark a board as viewed.
- Move All Cards in ListMoves all cards in list.
- Move List to BoardMoves list to board.
- Remove a Board MemberRemove a member to the board.
- Remove Card LabelRemove a label from a card.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Trello 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 Trello.
Connect your AgencyZoom and Trello 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 Board Member" in Trello. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Trello has 62 actions (including Add a Board Member, Add Card Label, and Add Card Member). 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-Trello 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 Trello) 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 + Trello 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 Trello integration.
- AgencyZoom and Trello integration source code, module specs and credentials implementation.
- Our AgencyZoom and Trello integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Trello — 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
- Trello integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library