STEP 1
Connect AgencyZoom and Wekan
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 Wekan Integration
Connect AgencyZoom and Wekan 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 Wekan
Detailed info you need to know about AgencyZoom and Wekan 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 Wekan
Set up your AgencyZoom and Wekan integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Wekan 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 Wekan. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Wekan work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Wekan 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 triggersWekan 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.
Wekan modules
- Acknowledge Problem StreamMarks every current problem in a stream as seen.
- Add Board DomainShares a board with every user of an email domain.
- Add Board MemberAdds a user to a board with the chosen role.
- Add Card AssigneeAssigns a board member to a card.
- Add Card MemberAdds a board member to a card.
- Add Dropdown ItemsAdds options to a dropdown custom field.
- Add Integration ActivitiesAdds activity types to an outgoing webhook integration.
- Add or Remove Labels on CardsAdds and removes labels on up to 500 cards of a board in one call.
- Archive CardMoves an open card to the board archive.
- Copy Attachment to CardCopies an attachment to another card as a new attachment.
- Copy BoardCopies a board with its lists, swimlanes and cards into a new board.
- Copy CardCopies a card to a list on the same or another board.
- Copy ListCopies a list with its cards to the same or another board.
- Copy SwimlaneCopies a swimlane with its lists and cards to the same or another board.
- Create BoardCreates a new board with a default swimlane, owned by the connected user.
- Create CardCreates a new card in a list, or a linked card that mirrors an existing card.
- Create Card DependencyAdds a dependency line from one card to another card on the same board.
- Create Cards in BulkCreates up to 500 cards in a list in one call.
- Create ChecklistCreates a checklist on a card, optionally with items.
- Create Checklist ItemAdds an item to a checklist.
- Create CommentAdds a comment to a card as the connected user.
- Create Custom FieldCreates a custom field on a board.
- Create ListCreates a new list on a board.
- Create RuleAdds an automation rule that runs an action when a board event happens.
- Create SwimlaneCreates a new swimlane on a board.
- Create UserCreates a new user account.
- Delete AttachmentDeletes an attachment by its ID; it can still be restored from the board.
- Delete BoardPermanently deletes a board.
- Delete CardPermanently deletes a card.
- Delete Card DependencyRemoves a dependency line between two cards.
- Delete Cards in BulkPermanently deletes up to 500 cards of a board in one call.
- Delete ChecklistDeletes a checklist and its items from a card.
- Delete Checklist ItemDeletes an item from a checklist.
- Delete CommentDeletes a comment from a card.
- Delete Custom FieldDeletes a custom field from a board.
- Delete Dropdown ItemRemoves an option from a dropdown custom field.
- Delete ListDeletes a list and its cards, which can be restored from the board trash.
- Delete RuleDeletes an automation rule with its trigger and action.
- Delete SwimlaneDeletes a swimlane from a board.
- Delete UserPermanently deletes a user account.
- Download AttachmentReturns an attachment with its file contents as Base64 text.
- Download Board BackgroundReturns the background image of a board with its contents as Base64 text.
- Export AttachmentReturns an attachment with its file contents as Base64 text.
- Export Board CalendarExports the card dates of a board as an iCalendar feed.
- Export Board to Another Tool FormatExports a board in the JSON format of another tool such as Trello, Jira or GitHub.
- Export Board to CSVExports the cards of a board as CSV or TSV text.
- Export Board to ExcelExports a board as an Excel workbook file.
- Export Board to JSONExports a board with its lists, cards, comments, rules and attachments as JSON.
- Export Board to KanboardExports a board as Kanboard JSON with its columns and tasks.
- Export Board to PDFExports a board with its lists and cards as a PDF file.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Wekan 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 Wekan.
Connect your AgencyZoom and Wekan 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 "Acknowledge Problem Stream" in Wekan. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Wekan has 149 actions (including Acknowledge Problem Stream, Add Board Domain, and Add Board 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-Wekan 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 Wekan) 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 + Wekan 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 Wekan integration.
- AgencyZoom and Wekan integration source code, module specs and credentials implementation.
- Our AgencyZoom and Wekan integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Wekan — 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
- Wekan integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library