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AgencyZoomcrm

99 available actions

What your AI agent can do in AgencyZoom

AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Search email threadsRetrieves a list of email thread metadata from AgencyZoom, suitable for an overview when no specific filtering, sorting, or pagination is needed, as results are subject…
  • Get AMS policies for a customerRetrieves a customer's synchronized Agency Management System (AMS) policy data (typically a single policy); requires an active AMS integration, may return empty/default…
  • Create a customer noteAdds a new note to an existing customer's profile using their ID; cannot be used to edit or retrieve existing notes.
  • Create a lead noteAdds a new note to an existing lead in AgencyZoom, identified by .
  • Update email thread read statusUpdates the read or unread status of a specific email thread within AgencyZoom.
  • Update a lead opportunityUpdates an existing opportunity's details (carrier, product line, premium, items, custom fields) for a specific lead; , opportunity , , and must refer to existing…

Browse all 99 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 45 actionsHide actions
  • Get a list of assign groupsRetrieves all assign groups configured in AgencyZoom, used for categorizing or assigning items to specific teams or units.
  • Get a list of carriersRetrieves all insurance carriers from AgencyZoom, typically used for populating selection lists or synchronizing carrier data; does not return detailed policy or…
  • Get a list of CSRsFetches all Customer Service Representatives (CSRs), including their ID and name, returning an empty list if none are configured.
  • Get a list of custom fieldsRetrieves metadata for all configured custom field definitions, not the specific values entered for individual records.
  • Get a list of drivers for an opportunityRetrieves a list of drivers (individuals), including their personal details, licensing information, and relationship status, associated with a specific, existing in…
  • Get a list of employeesRetrieves a complete list of all employees for the authenticated agency; returns an empty list if no employees are configured.
  • Get lead source categoriesRetrieves a comprehensive list of all predefined lead source categories from AgencyZoom, used to classify lead origins.
  • Get lead sourcesFetches a list of all lead sources configured in AgencyZoom, including their ID, name, sales exclusion status, and category ID.
  • Get a list of life professionalsRetrieves a list of life insurance professionals, including only their contact and status information (excluding sales or customer data), from the AgencyZoom platform.
  • Get a list of locationsRetrieves all agency locations or branches from AgencyZoom; filtering options are not available.
  • Get loss reasonsRetrieves all predefined loss reasons (e.g., 'Lost to competitor', 'Premium too high') available in AgencyZoom.
  • Get a list of pipelinesRetrieves all pipelines and their stages from AgencyZoom to understand workflow structures; this is a read-only operation and does not return individual items (like…
  • Get a list of producersRetrieves a list of all producers from AgencyZoom, typically related to text thread functionalities.
  • Get product lines and policy typesFetches all product lines and policy types from AgencyZoom, each detailed with its ID, name, and product category ID.
  • Get a list of recycle eventsRetrieves the available recycle event types and any existing X-Date information for a specified lead in AgencyZoom.
  • Retrieve vehicles for opportunityRetrieves all vehicles associated with an existing opportunity, using its unique opportunityId.
  • Get AMS policies for a customerRetrieves a customer's synchronized Agency Management System (AMS) policy data (typically a single policy); requires an active AMS integration, may return empty/default…
  • Get auth URL for V4 SSORetrieves a fresh authentication URL for AgencyZoom's V4 Single Sign-On (SSO) process; call before each SSO attempt as the URL may change and should not be cached.
  • Get departments groupsFetches department and group information for an agency, optionally filtered by a specific , to analyze its organizational structure.
  • Get lead filesRetrieves metadata (id, title, MIME type, size, dates, creator info) for files attached to leads in AgencyZoom.
  • Retrieve notes for specific leadFetches the complete history of notes for a specific lead by (which must exist), useful for reviewing context for communications or follow-ups; this is a read-only…
  • Get lead quotesRetrieves all insurance quotes (active and inactive) for a specific lead ID, useful for reviewing or tracking quote history.
  • Get lead tasksRetrieves all tasks for a specific lead, identified by its , to review its activity history or manage follow-ups.
  • Get list of end stagesFetches a list of all defined end stages, representing final steps in processes like lead conversion or policy closure.
  • Get policies for a customerRetrieves from AgencyZoom all insurance policies for an existing customer (identified by ), including policy details like type, carrier, premium, effective dates, and…
  • Get the customer detailsFetches comprehensive details for a specific customer, including personal information, policies, notes, tasks, files, and custom fields, using their unique customer ID.
  • Get the customer tasksFetches all tasks (read-only task data) for a customer by to review their activities, follow-ups, and action items; the must be valid.
  • Get the driver detailsRetrieves detailed information for a specific, existing driver (by ) associated with an AgencyZoom opportunity.
  • Get the lead detailsRetrieves comprehensive details for a specific lead in AgencyZoom by its unique (which must correspond to an existing lead), including contact information, status…
  • Get the opportunities for a leadRetrieves all sales opportunities and their details for a specified, existing in AgencyZoom.
  • Get the opportunity detailsFetches comprehensive details for an existing opportunity using its unique .
  • Get the task detailsRetrieves comprehensive details for a specific task using its unique , which must correspond to an existing task in AgencyZoom.
  • Get the vehicle detailsRetrieves detailed information for a specific vehicle, often associated with an AgencyZoom opportunity, using its unique vehicleId.
  • Get thread detailsSearches and retrieves detailed information for email threads in AgencyZoom; no explicit search criteria are passed in this request.
  • List Product CategoriesRetrieves a complete, unfiltered list of all product categories (ID and name) from AgencyZoom, useful for understanding product organization or populating UI elements.
  • Search business classificationsRetrieves a comprehensive list of all available business classifications from AgencyZoom, each including an ID, code, and description.
  • Search customersSearches for customers in AgencyZoom using criteria like contact information, policy details, or custom fields, with options for filtering, sorting, and pagination.
  • Search email threadsRetrieves a list of email thread metadata from AgencyZoom, suitable for an overview when no specific filtering, sorting, or pagination is needed, as results are subject…
  • Search leadsRetrieves AgencyZoom leads, using filters, pagination, and sorting options sent in the POST body, as the request schema itself is empty.
  • Search leads countRetrieves a summary of lead counts categorized by workflow stage from AgencyZoom; this action does not support filtering and returns aggregate counts rather than…
  • Search life and health leadsSearches for life and health insurance leads by providing filter criteria (matching AlrLead fields) in the request body; an empty request may retrieve all leads or a…
  • Search SMS threadsSearches and retrieves SMS threads from AgencyZoom, with search parameters, filters, sorting, and pagination typically provided in the request body of this POST…
  • Search and list tasksSearches and lists tasks, supporting pagination and accepting filter criteria in the POST request body despite an empty request schema.
  • List service ticketsRetrieves a paginated list of service tickets from AgencyZoom.
  • Get SMS thread messagesRetrieves detailed messages for a specific SMS/text thread by its thread ID.
Create & communicateCreate records or send supported messagesView 11 actionsHide actions
  • Create a customer noteAdds a new note to an existing customer's profile using their ID; cannot be used to edit or retrieve existing notes.
  • Create a driver for an opportunityCreates a new driver record associated with an existing AgencyZoom opportunity using its ID; requires firstName and lastName, with optional fields for additional driver…
  • Create a lead noteAdds a new note to an existing lead in AgencyZoom, identified by .
  • Create a lead opportunityAdds a new sales opportunity to an existing lead in AgencyZoom, requiring a valid , , , and that custom field names match existing definitions in AgencyZoom.
  • Create a lead quoteCreates a new insurance quote for an existing lead in AgencyZoom, using valid carrier and product line IDs, to track a proposal; this action does not bind policies or…
  • Create an opportunityCreates a new lead opportunity in AgencyZoom; this action cannot update existing opportunities.
  • Create a vehicle for an opportunityAdds a new vehicle record to a specified opportunity; must refer to a valid, existing opportunity.
  • Create business leadCreates or updates a business lead in AgencyZoom using detailed personal and company information, for B2B sales and marketing lead management.
  • Create leadCreates a new lead or updates an existing one in AgencyZoom; ensure , , , and reference valid, existing entities.
  • Create task post endpointCreates a new task in AgencyZoom; ensure , , or are valid existing entities if provided, and use , , or to link the task to a contact.
  • Add tags to a policyAdds new comma-separated to a policy, requiring and identification by either or ; if is provided, is ignored, and existing tags are not affected.
Update & manageChange and manage existing recordsView 17 actionsHide actions
  • Change lead statusUpdates a lead's lifecycle status (e.g., Active, Won, Lost, X-Dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
  • Mark task as completedMarks an existing and accessible task in AgencyZoom as 'completed'; this action does not return the full updated task object.
  • Mark thread as unreadMarks a text thread in AgencyZoom as read or unread using its ; this action does not modify message content and the specified must refer to an existing thread.
  • Move lead to soldMarks an existing lead as sold by its and records product details; , , , and are operationally required for each sold product, despite schema flexibility.
  • Update email thread read statusUpdates the read or unread status of a specific email thread within AgencyZoom.
  • Update a driver's detailsUpdates an existing driver's details in AgencyZoom, requiring in the path and and in the request.
  • Update a lead opportunityUpdates an existing opportunity's details (carrier, product line, premium, items, custom fields) for a specific lead; , opportunity , , and must refer to existing…
  • Update lead quote dataUpdates an existing quote for a specified lead in AgencyZoom when its details require revision, ensuring the provided (path parameter), quote (body parameter), , and…
  • Update an opportunityUpdates an existing opportunity with the provided details; ensure any custom field names are predefined in AgencyZoom configuration.
  • Update policy by idUpdates an existing insurance policy for the given ; monetary values must be in cents and dates in YYYY-MM-DD format.
  • Update a vehicle's detailsUpdates details for an existing vehicle within an opportunity; this action cannot be used to create new vehicle records.
  • Update business leadUpdates an existing business lead in AgencyZoom.
  • Update customer info using idUpdates an existing customer's information in AgencyZoom using their unique customerId.
  • Update leadUpdates an existing lead's information in AgencyZoom using the ; ensure the corresponds to an existing lead in AgencyZoom.
  • Update lead status by idUpdates a lead's status (0=ACTIVE, 2=WON, 3=LOST, 5=XDATED) by , optionally setting workflow, stage, date, loss reason, X-date type, source, recycle stage/pipeline, or…
  • Update my profileUpdates the profile information (first name, last name, email, and optional phone) for the currently authenticated user in AgencyZoom; the provided email address must…
  • Update taskModifies an existing AgencyZoom task (which must be valid and identified by in the path) with new attributes from the request body, which must also contain .
Remove & cancelRemove records or cancel supported workView 13 actionsHide actions
  • Delete a customerIrreversibly deletes a customer and all associated data in AgencyZoom using their ; useful for offboarding or data privacy compliance.
  • Delete customer filePermanently deletes a specific file, identified by , associated with a customer, identified by .
  • Delete a customer policyPermanently deletes a specific policy associated with a customer, for instance, if it's cancelled or inactive; this action is irreversible and requires caution.
  • Delete an opportunity driver by IDPermanently deletes an existing driver record (a person associated with an insurance opportunity) from AgencyZoom using its unique ; this action is irreversible.
  • Delete file from leadDeletes a specific file (identified by ) associated with an existing lead (identified by ); this operation is irreversible.
  • Delete a lead opportunityPermanently deletes an existing opportunity (by ) associated with an existing lead (by ) when it's irrelevant, closed, or erroneous; the lead itself remains.
  • Delete a lead quoteDeletes a specific quote from a lead, requiring that the lead and quote exist and are associated.
  • Delete an opportunityPermanently deletes a specific opportunity by its unique ID; this action is irreversible and requires a valid, existing .
  • Delete a taskPermanently and irreversibly deletes an existing task, identified by its .
  • Delete a vehiclePermanently deletes a vehicle record by its , which must correspond to an existing vehicle in the AgencyZoom system.
  • Delete thread messageDeletes a specific message from an email thread within AgencyZoom.
  • Delete email threadPermanently deletes a specific email thread from the AgencyZoom system, identified by its (expected by the endpoint), provided the thread exists.
  • Remove text threadCall this action to permanently delete an SMS/text message thread in AgencyZoom; the target thread is identified by its .
Other actionsSpecialist and administrative actions.View 13 actionsHide actions
  • Authenticate for JWT via V4 SSOCompletes AgencyZoom V4 Single Sign-On (SSO) authentication by exchanging an OAuth2 authorization code for a JWT token.
  • Batch create contactsCreates 1 to 5 new contacts in AgencyZoom in a single batch API call.
  • Batch create leadsCreates up to 5 new leads in AgencyZoom; all referenced entity IDs (e.g., pipeline, user, custom field names) must exist, and organization is required if is true.
  • Batch delete tasksDeletes multiple AgencyZoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
  • Link a driver to opportunityAssigns or reassigns an existing driver to an existing opportunity.
  • Link vehicle to opportunityLinks an existing vehicle to an existing sales opportunity in AgencyZoom using their respective IDs, typically for managing auto insurance policies or related services.
  • Log the user inAuthenticates an existing AgencyZoom user using their email (as username) and password to obtain a JWT for API access; this action does not support new user creation.
  • Log the user outUse this action to log the current user out of AgencyZoom by invalidating their active session token.
  • Reopen a taskReopens an existing AgencyZoom task that is currently 'completed' or 'closed', allowing it to be reactivated with optional comments.
  • Unlink driver from opportunityUnlinks a currently associated driver from an AgencyZoom opportunity, used when the driver is no longer relevant, for policy or data updates, potentially impacting the…
  • Unlink vehicle from opportunityUnlinks a specific, existing vehicle from a specific, existing opportunity using their respective IDs, removing only the association and not the records themselves.
  • Rename lead fileUpdates a lead's file name to ; requires of the target file, which must be associated with both the (path parameter) and the provided .
  • Log user in via SSOLogs a user into the AgencyZoom platform via Single Sign-On (SSO).

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect AgencyZoom

How does the agent connect to AgencyZoom?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in AgencyZoom?
The page above lists the 99 actions currently available through the AgencyZoom connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is AgencyZoom included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until AgencyZoom is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

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