STEP 1
Connect AgencyZoom and WorkflowMax
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 WorkflowMax Integration
Connect AgencyZoom and WorkflowMax 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 WorkflowMax
Detailed info you need to know about AgencyZoom and WorkflowMax 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]
WorkflowMax
Job and project management for professional services — create and track jobs, tasks, quotes, leads, clients, suppliers and purchase orders; post timesheets and costs; pull invoices, payments and capacity planning. Note: WorkflowMax API V2 does not support invoice/quote creation, note editing or job-phase endpoints — use the WorkflowMax product UI for those. [6]
How to connect AgencyZoom to WorkflowMax
Set up your AgencyZoom and WorkflowMax integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and WorkflowMax 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 WorkflowMax. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and WorkflowMax work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and WorkflowMax 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 triggersWorkflowMax 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.
WorkflowMax modules
- Add Clients to Client GroupAdds one or more existing clients to a client group.
- Add Contact to ClientLinks an existing client contact to a client. The contact must already exist — create it first with Create Client Contact.
- Add Job Templates to JobApplies one or more job templates to an existing job.
- Add Staff to JobAssigns a staff member to a job, optionally with a custom billable rate.
- Create ClientCreates a new client with contact, billing and tax details.
- Create Client ContactCreates a new client contact, optionally linked to one or more clients.
- Create Client GroupCreates a new client group, optionally seeded with member clients.
- Create CostCreates a new cost item in the account settings, available for use on quotes, jobs and purchase orders.
- Create Custom FieldCreates a new custom field definition in your WorkflowMax organisation.
- Create JobCreates a new job for a client.
- Create Job CostRecords a cost against a job.
- Create Job NoteAdds a note to a job.
- Create Job QuoteCreates a new quote on an existing job — either from the job's master quote, or built up from the job's own tasks and costs.
- Create Job TaskAdds a task to a job.
- Create LeadCreates a new lead — for capturing sales opportunities from external CRMs, web forms or other lead-generation tools. Only available when the account is subscribed to the lead module.
- Create Purchase OrderCreates a new purchase order, linking one or more jobs and their costs.
- Create Purchase Order BillCreates a new bill linked to a specific purchase order, recording supplier invoice information.
- Create Purchase Order Stock ReceiptAdds a stock receipt to a purchase order to document quantities of goods received from a supplier.
- Create QuoteCreates a new quote or estimate for a client — a standalone quote, not tied to an existing job. Use Create Job Quote instead to add a quote to an existing job.
- Create Quote CostAdds a cost line item to an existing quote — either an existing cost from the cost admin, or a one-off cost typed on the fly.
- Create StaffCreates a new staff member, with optional role, custom task-rate and historic-rate overrides.
- Create SupplierCreates a new supplier record, storing business name, contact information, and payment details.
- Create Supplier ContactCreates a new contact and associates it with the specified supplier.
- Create TaskCreates a new task in the account settings, with optional per-client, per-staff and historic billable-rate overrides.
- Create TimesheetCreates a new timesheet entry logging time against a job task for a staff member.
- Delete ClientPermanently deletes a client.
- Delete Client ContactPermanently deletes a client contact.
- Delete Client Contact LinkRemoves the link between a client and a contact.
- Delete Client GroupPermanently deletes a client group. Member clients themselves are not deleted.
- Delete CostDeletes a cost item from the account settings.
- Delete Custom RatesDeletes a custom billing rate override, identified by customRateType plus the matching staff/client/task ids (and, for historic rates, the applied-up-to date).
- Delete JobDeletes a job.
- Delete Job StaffRemoves a staff member from a job.
- Delete Job TaskDeletes a task from a job.
- Delete Purchase OrderPermanently deletes a purchase order.
- Delete SupplierPermanently deletes a supplier. This may impact related purchase orders or cost records — use with caution.
- Delete Supplier ContactPermanently deletes a supplier contact from its associated supplier record.
- Delete TaskDeletes a task from the account settings.
- Delete TimesheetDeletes a timesheet entry.
- Get AccountsFetches chart-of-accounts codes from your WorkflowMax organisation (income and expense account codes — not organisations).
- Get Business StructuresFetches the business structures (entities/divisions) defined in your WorkflowMax organisation.
- Get Capacity PlanRetrieves capacity plan entries — planned minutes per staff member, job and job task over a date range. Supports filtering by staff, job, job task and date range, with page/pageSize/sort/order paging.
- Get ClientRetrieves a single client by its unique identifier, including addresses, contacts, billing details, client groups, relationships, notes, documents and custom fields.
- Get Client ContactRetrieves a single client contact by its unique identifier.
- Get Client DocumentsRetrieves the documents attached to a client — title, filename, size, note, phase and download URL. Use to list or sync files stored against a client.
- Get Client GroupRetrieves a single client group by its unique identifier.
- Get Client GroupsFetches a list of client groups in the account.
- Get Client TypesFetches the client types (billing/markup categories) defined in your WorkflowMax organisation.
- Get ClientsFetches a list of clients in the account, including basic details such as name, client UUID, and key contact information. Supports filtering and pagination.
- Get CostRetrieves a single cost item by its unique identifier.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and WorkflowMax 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 WorkflowMax.
Connect your AgencyZoom and WorkflowMax 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 Clients to Client Group" in WorkflowMax. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); WorkflowMax has 121 actions (including Add Clients to Client Group, Add Contact to Client, and Add Job Templates to Job). 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-WorkflowMax 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 WorkflowMax) 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 + WorkflowMax 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 WorkflowMax integration.
- AgencyZoom and WorkflowMax integration source code, module specs and credentials implementation.
- Our AgencyZoom and WorkflowMax integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and WorkflowMax — 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
- WorkflowMax integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library