STEP 1
Connect AgencyZoom and Zuper
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 Zuper Integration
Keep AgencyZoom and Zuper in sync by integrating their events and actions. When project management events happen in AgencyZoom, update the Zuper automatically - without any line of code in visual workflow builder.
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Learn about AgencyZoom and Zuper
Detailed info you need to know about AgencyZoom and Zuper 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 Zuper
Set up your AgencyZoom and Zuper integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Zuper 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 Zuper. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Zuper work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Zuper 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 triggersZuper 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.
Zuper modules
- Accept or Decline a JobAccepts or declines a job on behalf of a user.
- Activate / Deactivate PropertyActivate or deactivate a property.
- Activate an AssetActivate or deactivate an asset.
- Activate Deactivate CustomerActivate or deactivate a customer.
- Add a Job to a RouteAdds a job to a route.
- Add Users to Stream ChannelAdd one or more users to a stream channel or job channel.
- Asset Bulk ActionPerform a bulk action on one or more assets.
- Assign Service TaskAssigns or unassigns users and teams to a service task.
- Assign User Team to RouteAssigns users and teams to a route.
- Bulk Action Service TasksPerforms a bulk action on service tasks.
- Check DependencyCheck whether a job or milestone can proceed based on its project dependencies.
- Clone Job RouteCreates a copy of an existing route.
- Create a CustomerCreates a customer.
- Create a Customer AttachmentAdd one or more attachments to a customer.
- Create a JobCreates a job.
- Create a Job CategoryCreates a new job category.
- Create a Job NoteCreates a note for a job.
- Create a Job TimelogCreates a clock-in or clock-out timelog entry for a job.
- Create a MilestoneCreate a milestone for a project.
- Create a Payment RequestCreates a payment request.
- Create a PhaseCreate a phase within a project and optionally associate jobs and milestones.
- Create a ProjectCreates a new project.
- Create a PropertyCreates a new property.
- Create a ProposalCreates a new proposal.
- Create a QuoteCreate a new quote (estimate).
- Create a RequestCreate a new service request.
- Create a RouteCreate a new job route.
- Create a TeamCreates a new team and optionally assigns users, business units, and custom fields.
- Create a TimesheetCreates a timesheet check-in or check-out record for one or more users.
- Create a UserCreates a new user.
- Create an AssetCreates a new asset.
- Create an InvoiceCreates a new invoice.
- Create Asset ActionCreates asset action.
- Create Asset CardGenerate and send an asset card using a selected template.
- Create DependenciesCreate a dependency between project jobs and milestones.
- Create Job AttachmentAdds one or more attachments to a job.
- Create Service TasksCreates one or more service tasks.
- Delete a CustomerDeletes a customer.
- Delete a Customer AttachmentDelete an attachment associated with a customer.
- Delete a Customer NoteDelete a note associated with a customer.
- Delete a Job AttachmentDeletes an attachment from a job.
- Delete a Job NoteDeletes a note from a job.
- Delete a Job RouteDeletes a route.
- Delete a Job TimelogDeletes a job timelog entry.
- Delete a MilestoneDeletes an existing milestone.
- Delete a Payment RequestDeletes a payment request.
- Delete a ProjectDeletes an existing project.
- Delete a PropertyDeletes an existing property.
- Delete a ProposalDeletes a proposal.
- Delete a QuoteDelete an existing quote using its unique identifier.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Zuper 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 Zuper.
Connect your AgencyZoom and Zuper 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 "Accept or Decline a Job" in Zuper. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Zuper has 162 actions (including Accept or Decline a Job, Activate / Deactivate Property, and Activate an Asset). 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-Zuper 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 Zuper) 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 + Zuper 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 Zuper integration.
- AgencyZoom and Zuper integration source code, module specs and credentials implementation.
- Our AgencyZoom and Zuper integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Zuper — 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
- Zuper integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library