Connect AgencyZoom to your AI agent

CRM 99 actions available

AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.

We set up the connection using your own AgencyZoom account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in AgencyZoom

Each one is a real action the agent can take on its own, the same things a person clicking around AgencyZoom could do. Read-only by default; write actions are confirmed against your policy.

  • Authenticate for JWT via V4 SSO Completes AgencyZoom V4 Single Sign-On (SSO) authentication by exchanging an OAuth2 authorization code for a JWT token. Prerequisites: First call get_auth_url_for_v4sso to obtain the authentication URL, then redirect th…
  • Batch create contacts Creates 1 to 5 new contacts in AgencyZoom in a single batch API call.
  • Batch create leads Creates up to 5 new leads in AgencyZoom; all referenced entity IDs (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isBusiness` is true.
  • Batch delete tasks Deletes multiple AgencyZoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
  • Change lead status Updates 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 completed Marks an existing and accessible task in AgencyZoom as 'completed'; this action does not return the full updated task object.
  • Create a customer note Adds 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 opportunity Creates a new driver record associated with an existing AgencyZoom opportunity using its ID; requires firstName and lastName, with optional fields for additional driver details.
  • Create a lead note Adds a new note to an existing lead in AgencyZoom, identified by `leadId`.
  • Create a lead opportunity Adds a new sales opportunity to an existing lead in AgencyZoom, requiring a valid `leadId`, `carrierId`, `productLineId`, and that custom field names match existing definitions in AgencyZoom.
  • Create a lead quote Creates 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 process payments.
  • Create an opportunity Creates a new lead opportunity in AgencyZoom; this action cannot update existing opportunities.
  • Create a vehicle for an opportunity Adds a new vehicle record to a specified opportunity; `opportunityId` must refer to a valid, existing opportunity.
  • Create business lead Creates or updates a business lead in AgencyZoom using detailed personal and company information, for B2B sales and marketing lead management.
  • Create lead Creates a new lead or updates an existing one in AgencyZoom; ensure `pipelineId`, `stageId`, `leadSourceId`, and `assignTo` reference valid, existing entities.
  • Create task post endpoint Creates a new task in AgencyZoom; ensure `assigneeId`, `customerId`, or `leadId` are valid existing entities if provided, and use `contactEmail`, `customerId`, or `leadId` to link the task to a contact.
  • Delete a customer Irreversibly deletes a customer and all associated data in AgencyZoom using their `customerId`; useful for offboarding or data privacy compliance.
  • Delete customer file Permanently deletes a specific file, identified by `fileId`, associated with a customer, identified by `customerId`.
  • Delete a customer policy Permanently 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 ID Permanently deletes an existing driver record (a person associated with an insurance opportunity) from AgencyZoom using its unique `driverId`; this action is irreversible.
  • Delete file from lead Deletes a specific file (identified by `fileId`) associated with an existing lead (identified by `leadId`); this operation is irreversible.
  • Delete a lead opportunity Permanently deletes an existing opportunity (by `opportunityId`) associated with an existing lead (by `leadId`) when it's irrelevant, closed, or erroneous; the lead itself remains.
  • Delete a lead quote Deletes a specific quote from a lead, requiring that the lead and quote exist and are associated.
  • Delete an opportunity Permanently deletes a specific opportunity by its unique ID; this action is irreversible and requires a valid, existing `opportunityId`.
  • Delete a task Permanently and irreversibly deletes an existing task, identified by its `taskId`.
  • Delete a vehicle Permanently deletes a vehicle record by its `vehicleId`, which must correspond to an existing vehicle in the AgencyZoom system.
  • Delete thread message Deletes a specific message from an email thread within AgencyZoom. Requires the message ID to identify which message to remove. Returns the updated thread information with the remaining messages after deletion.
  • Delete email thread Permanently deletes a specific email thread from the AgencyZoom system, identified by its `threadId` (expected by the endpoint), provided the thread exists.
  • Get a list of assign groups Retrieves all assign groups configured in AgencyZoom, used for categorizing or assigning items to specific teams or units.
  • Get a list of carriers Retrieves all insurance carriers from AgencyZoom, typically used for populating selection lists or synchronizing carrier data; does not return detailed policy or coverage information.
  • Get a list of CSRs Fetches all Customer Service Representatives (CSRs), including their ID and name, returning an empty list if none are configured.
  • Get a list of custom fields Retrieves metadata for all configured custom field definitions, not the specific values entered for individual records.
  • Get a list of drivers for an opportunity Retrieves a list of drivers (individuals), including their personal details, licensing information, and relationship status, associated with a specific, existing `opportunityId` in AgencyZoom.
  • Get a list of employees Retrieves a complete list of all employees for the authenticated agency; returns an empty list if no employees are configured.
  • Get lead source categories Retrieves a comprehensive list of all predefined lead source categories from AgencyZoom, used to classify lead origins.
  • Get lead sources Fetches a list of all lead sources configured in AgencyZoom, including their ID, name, sales exclusion status, and category ID.
  • Get a list of life professionals Retrieves 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 locations Retrieves all agency locations or branches from AgencyZoom; filtering options are not available.
  • Get loss reasons Retrieves all predefined loss reasons (e.g., 'Lost to competitor', 'Premium too high') available in AgencyZoom. These reasons can be used when marking leads as lost or for reporting purposes. No parameters required - re…
  • Get a list of pipelines Retrieves all pipelines and their stages from AgencyZoom to understand workflow structures; this is a read-only operation and does not return individual items (like leads or tasks) within these pipelines.
  • Get a list of producers Retrieves a list of all producers from AgencyZoom, typically related to text thread functionalities.
  • Get product lines and policy types Fetches all product lines and policy types from AgencyZoom, each detailed with its ID, name, and product category ID.
  • Get a list of recycle events Retrieves the available recycle event types and any existing X-Date information for a specified lead in AgencyZoom. Returns a list of recycle event categories that can be used to trigger follow-ups (e.g., 'X-Date', 'Acc…
  • Retrieve vehicles for opportunity Retrieves all vehicles associated with an existing opportunity, using its unique opportunityId.
  • Get AMS policies for a customer Retrieves a customer's synchronized Agency Management System (AMS) policy data (typically a single policy); requires an active AMS integration, may return empty/default values if data is missing.
  • Get auth URL for V4 SSO Retrieves 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 groups Fetches department and group information for an agency, optionally filtered by a specific `agencyNumber`, to analyze its organizational structure.
  • Get lead files Retrieves metadata (id, title, MIME type, size, dates, creator info) for files attached to leads in AgencyZoom. Optionally filter by `leadId` to get files for a specific lead, or omit to retrieve files across all leads.…
  • Retrieve notes for specific lead Fetches the complete history of notes for a specific lead by `leadId` (which must exist), useful for reviewing context for communications or follow-ups; this is a read-only operation.
  • Get lead quotes Retrieves all insurance quotes (active and inactive) for a specific lead ID, useful for reviewing or tracking quote history.
  • Get lead tasks Retrieves all tasks for a specific lead, identified by its `leadId`, to review its activity history or manage follow-ups.
  • Get list of end stages Fetches a list of all defined end stages, representing final steps in processes like lead conversion or policy closure.
  • Get policies for a customer Retrieves from AgencyZoom all insurance policies for an existing customer (identified by `customerId`), including policy details like type, carrier, premium, effective dates, and assigned agents. Excludes premium paymen…
  • Get the customer details Fetches comprehensive details for a specific customer, including personal information, policies, notes, tasks, files, and custom fields, using their unique customer ID.
  • Get the customer tasks Fetches all tasks (read-only task data) for a customer by `customerId` to review their activities, follow-ups, and action items; the `customerId` must be valid.
  • Get the driver details Retrieves detailed information for a specific, existing driver (by `driverId`) associated with an AgencyZoom opportunity.
  • Get the lead details Retrieves comprehensive details for a specific lead in AgencyZoom by its unique `leadId` (which must correspond to an existing lead), including contact information, status, associated opportunities, quotes/policies, cus…
  • Get the opportunities for a lead Retrieves all sales opportunities and their details for a specified, existing `leadId` in AgencyZoom.
  • Get the opportunity details Fetches comprehensive details for an existing opportunity using its unique `opportunityId`.
  • Get the task details Retrieves comprehensive details for a specific task using its unique `taskId`, which must correspond to an existing task in AgencyZoom.
  • Get the vehicle details Retrieves detailed information for a specific vehicle, often associated with an AgencyZoom opportunity, using its unique vehicleId.
  • Get thread details Searches and retrieves detailed information for email threads in AgencyZoom; no explicit search criteria are passed in this request.
  • Link a driver to opportunity Assigns or reassigns an existing driver to an existing opportunity.
  • Link vehicle to opportunity Links an existing vehicle to an existing sales opportunity in AgencyZoom using their respective IDs, typically for managing auto insurance policies or related services.
  • List Product Categories Retrieves a complete, unfiltered list of all product categories (ID and name) from AgencyZoom, useful for understanding product organization or populating UI elements.
  • Log the user in Authenticates 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 out Use this action to log the current user out of AgencyZoom by invalidating their active session token.
  • Mark thread as unread Marks a text thread in AgencyZoom as read or unread using its `threadId`; this action does not modify message content and the specified `threadId` must refer to an existing thread.
  • Move lead to sold Marks an existing lead as sold by its `leadId` and records product details; `productLineId`, `premium`, `effectiveDate`, and `soldDate` are operationally required for each sold product, despite schema flexibility.
  • Remove text thread Call this action to permanently delete an SMS/text message thread in AgencyZoom; the target thread is identified by its `threadId`. Note: This operation is idempotent - deleting a non-existent thread will return success.
  • Reopen a task Reopens an existing AgencyZoom task that is currently 'completed' or 'closed', allowing it to be reactivated with optional comments.
  • Search business classifications Retrieves a comprehensive list of all available business classifications from AgencyZoom, each including an ID, code, and description.
  • Search customers Searches for customers in AgencyZoom using criteria like contact information, policy details, or custom fields, with options for filtering, sorting, and pagination.
  • Search email threads Retrieves 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 to default server-side limits and ordering.
  • Search leads Retrieves AgencyZoom leads, using filters, pagination, and sorting options sent in the POST body, as the request schema itself is empty.
  • Search leads count Retrieves a summary of lead counts categorized by workflow stage from AgencyZoom; this action does not support filtering and returns aggregate counts rather than individual lead details.
  • Search life and health leads Searches 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 default set.
  • Search SMS threads Searches and retrieves SMS threads from AgencyZoom, with search parameters, filters, sorting, and pagination typically provided in the request body of this POST operation.
  • Search and list tasks Searches and lists tasks, supporting pagination and accepting filter criteria in the POST request body despite an empty request schema.
  • List service tickets Retrieves a paginated list of service tickets from AgencyZoom. Supports filtering by: - Status (0=removed, 1=active, 2=completed) - Priority ID and Category ID Returns service ticket details including subject, descripti…
  • Get SMS thread messages Retrieves detailed messages for a specific SMS/text thread by its thread ID. Returns all messages in the thread with their content, attachments, sender/recipient information, and metadata. The thread ID can be obtained…
  • Unlink driver from opportunity Unlinks a currently associated driver from an AgencyZoom opportunity, used when the driver is no longer relevant, for policy or data updates, potentially impacting the opportunity's status or associated policy details.
  • Unlink vehicle from opportunity Unlinks a specific, existing vehicle from a specific, existing opportunity using their respective IDs, removing only the association and not the records themselves.
  • Update email thread read status Updates the read or unread status of a specific email thread within AgencyZoom.
  • Update a driver's details Updates an existing driver's details in AgencyZoom, requiring `driverId` in the path and `firstName` and `lastName` in the request.
  • Rename lead file Updates a lead's file name to `newFileName`; requires `fileId` of the target file, which must be associated with both the `leadId` (path parameter) and the provided `customerReferralId`.
  • Update a lead opportunity Updates an existing opportunity's details (carrier, product line, premium, items, custom fields) for a specific lead; `leadId`, opportunity `id`, `carrierId`, and `productLineId` must refer to existing entities.
  • Update lead quote data Updates an existing quote for a specified lead in AgencyZoom when its details require revision, ensuring the provided `leadId` (path parameter), quote `id` (body parameter), `carrierId`, and `productLineId` are valid an…
  • Update an opportunity Updates an existing opportunity with the provided details; ensure any custom field names are predefined in AgencyZoom configuration.
  • Update policy by id Updates an existing insurance policy for the given `policyId`; monetary values must be in cents and dates in YYYY-MM-DD format.
  • Update a vehicle's details Updates details for an existing vehicle within an opportunity; this action cannot be used to create new vehicle records.
  • Update business lead Updates an existing business lead in AgencyZoom. Requires leadId (path parameter) plus core business information fields: firstname, email, name (business name), pipelineId, stageId, leadSourceId, assignTo (producer ID),…
  • Update customer info using id Updates an existing customer's information in AgencyZoom using their unique customerId.
  • Update lead Updates an existing lead's information in AgencyZoom using the `leadId`; ensure the `leadId` corresponds to an existing lead in AgencyZoom.
  • Update lead status by id Updates a lead's status (0=ACTIVE, 2=WON, 3=LOST, 5=XDATED) by `leadId`, optionally setting workflow, stage, date, loss reason, X-date type, source, recycle stage/pipeline, or tags; requires `date` and `xDateType` for s…
  • Update my profile Updates the profile information (first name, last name, email, and optional phone) for the currently authenticated user in AgencyZoom; the provided email address must be unique within the system.
  • Add tags to a policy Adds new comma-separated `tagNames` to a policy, requiring `tagNames` and identification by either `policyId` or `amsPolicyId`; if `amsPolicyId` is provided, `policyId` is ignored, and existing tags are not affected.
  • Update task Modifies an existing AgencyZoom task (which must be valid and identified by `taskId` in the path) with new attributes from the request body, which must also contain `taskId`.
  • Log user in via SSO Logs a user into the AgencyZoom platform via Single Sign-On (SSO). Returns JWT on success or error details on authentication failure.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in AgencyZoom, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

AgencyZoom questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions AgencyZoom's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put AgencyZoom to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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