AgencyZoom
AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.
99 actionsAPI key
What your bot can do in AgencyZoom
Looks up
- Get a list of producersRetrieves a list of all producers from agencyzoom, typically related to text thread functionalities.
- Authenticate for JWT via V4 SSOAuthenticates a user via v4 single sign-on (sso) using the provided callback code (typically required for success) to retrieve a jwt and…
- 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.
- 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…
- Get a list of employeesRetrieves a complete list of all employees for the authenticated agency.
- Get a list of life professionalsRetrieves a list of life insurance professionals, including only their contact and status information (excluding sales or customer data),…
- Get a list of locationsRetrieves all agency locations or branches from agencyzoom.
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- Get a list of pipelinesRetrieves all pipelines and their stages from agencyzoom to understand workflow structures.
- Get a list of recycle eventsRetrieves the history of recycling activities (e.g., reassignments, status changes, x-date updates) for a specified existing lead in…
- Get AMS policies for a customerRetrieves a customer's synchronized agency management system (ams) policy data (typically a single policy).
- Get auth URL for V4 SSORetrieves a fresh authentication url for agencyzoom's v4 single sign-on (sso) process.
- Get departments groupsFetches department and group information for an agency, optionally filtered by a specific agencynumber, to analyze its organizational…
- Get lead filesRetrieves metadata for files linked to leads.
- Get lead quotesRetrieves all insurance quotes (active and inactive) for a specific lead id, useful for reviewing or tracking quote history.
- 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 lead tasksRetrieves all tasks for a specific lead, identified by its leadid, 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 loss reasonsRetrieves a list of all predefined loss reasons from agencyzoom, used for populating ui elements or analysis, returning all reasons…
- Get policies for a customerRetrieves from agencyzoom details for an insurance policy of an existing customer (identified by customerid), excluding premium payment…
- 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 text thread detailsRetrieves detailed messages for an implicitly specified text thread.
- Get the customer detailsFetches comprehensive details for a specific customer, including personal information, policies, notes, tasks, files, and custom fields,…
- Get the customer tasksFetches all tasks (read-only task data) for a customer by customerid to review their activities, follow-ups, and action items.
- Get the driver detailsRetrieves detailed information for a specific, existing driver (by driverid) associated with an agencyzoom opportunity.
- Get the lead detailsRetrieves comprehensive details for a specific lead in agencyzoom by its unique leadid (which must correspond to an existing lead),…
- Get the opportunities for a leadRetrieves all sales opportunities and their details for a specified, existing leadid in agencyzoom.
- Get the opportunity detailsFetches comprehensive details for an existing opportunity using its unique opportunityid.
- Get the task detailsRetrieves comprehensive details for a specific task using its unique taskid, 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.
- List Product CategoriesRetrieves a complete, unfiltered list of all product categories (id and name) from agencyzoom, useful for understanding product…
- List service ticketsRetrieves a list of service tickets from agencyzoom, optionally filtered by criteria such as status, priority, or date ranges.
- Retrieve notes for specific leadFetches the complete history of notes for a specific lead by leadid (which must exist), useful for reviewing context for communications or…
- Retrieve vehicles for opportunityRetrieves all vehicles associated with an existing opportunity, using its unique opportunityid.
- Search and list tasksSearches and lists tasks, supporting pagination and accepting filter criteria in the post request body despite an empty request schema.
- 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…
- Search email threadsRetrieves a list of email thread metadata from agencyzoom, suitable for an overview when no specific filtering, sorting, or pagination is…
- 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.
- Search life and health leadsSearches for life and health insurance leads by providing filter criteria (matching alrlead fields) in the request body.
- Search SMS threadsSearches and retrieves sms threads from agencyzoom, with search parameters, filters, sorting, and pagination typically provided in the…
Takes action
- Add tags to a policyAdds new comma-separated tagnames to a policy, requiring tagnames and identification by either policyid or amspolicyid.
- 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.
- Batch delete tasksDeletes multiple agencyzoom tasks in a batch.
- 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…
- Create a customer noteAdds a new note to an existing customer's profile using their id.
- Create a driver for an opportunityCreates a new driver record associated with an existing agencyzoom opportunity using its id.
- Create a lead noteAdds a new note to an existing lead in agencyzoom, identified by leadid.
- Create a lead opportunityAdds a new sales opportunity to an existing lead in agencyzoom, requiring a valid leadid, carrierid, productlineid, and that custom field…
- 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.
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- Create a vehicle for an opportunityAdds a new vehicle record to a specified opportunity.
- Create an opportunityCreates a new lead opportunity in agencyzoom.
- Create business leadCreates or updates a business lead in agencyzoom using detailed personal and company information, for b2b sales and marketing lead…
- Create leadCreates a new lead or updates an existing one in agencyzoom.
- Create task post endpointCreates a new task in agencyzoom.
- Delete a customerIrreversibly deletes a customer and all associated data in agencyzoom using their customerid.
- Delete a customer policyPermanently deletes a specific policy associated with a customer, for instance, if it's cancelled or inactive.
- Delete a lead opportunityPermanently deletes an existing opportunity (by opportunityid) associated with an existing lead (by leadid) when it's irrelevant, closed,…
- Delete a lead quoteDeletes a specific quote from a lead, requiring that the lead and quote exist and are associated.
- Delete a taskPermanently and irreversibly deletes an existing task, identified by its taskid.
- Delete a vehiclePermanently deletes a vehicle record by its vehicleid, which must correspond to an existing vehicle in the agencyzoom system.
- Delete an opportunityPermanently deletes a specific opportunity by its unique id.
- Delete an opportunity driver by IDPermanently deletes an existing agencyzoom driver (e.g., lead, potential sale, or business engagement) using its valid driverid.
- Delete customer filePermanently deletes a specific file, identified by fileid, associated with a customer, identified by customerid.
- Delete email threadPermanently deletes a specific email thread from the agencyzoom system, identified by its threadid (expected by the endpoint), provided…
- Delete file from leadDeletes a specific file (identified by fileid) associated with an existing lead (identified by leadid).
- Delete thread messageDeletes a specific message from an email thread within agencyzoom, where the message id is implicitly handled (e.g., via url path or…
- 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…
- Log the user inAuthenticates an existing agencyzoom user using their email (as username) and password to obtain a jwt for api access.
- Log the user outUse this action to log the current user out of agencyzoom by invalidating their active session token.
- Log user in via SSOLogs a user into the agencyzoom platform via single sign-on (sso).
- Mark task as completedMarks an existing and accessible task in agencyzoom as 'completed'.
- Mark thread as unreadMarks a text thread in agencyzoom as read or unread using its threadid.
- Move lead to soldMarks an existing lead as sold by its leadid and records product details.
- Remove text threadCall this action to permanently delete a text thread in agencyzoom.
- Rename lead fileUpdates a lead's file name to newfilename.
- 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…
- Unlink vehicle from opportunityUnlinks a specific, existing vehicle from a specific, existing opportunity using their respective ids, removing only the association and…
- Unread email threadUpdates 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 driverid in the path and firstname and lastname in the request.
- Update a lead opportunityUpdates an existing opportunity's details (carrier, product line, premium, items, custom fields) for a specific lead.
- Update a vehicle's detailsUpdates details for an existing vehicle within an opportunity.
- Update an opportunityUpdates an existing opportunity with the provided details.
- Update business leadUpdates an existing business lead, identified by leadid (which must be valid and existing), using data provided in the request body not…
- 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 leadid.
- Update lead quote dataUpdates an existing quote for a specified lead in agencyzoom when its details require revision, ensuring the provided leadid (path…
- Update lead status by idUpdates a lead's status (0=active, 2=won, 3=lost, 5=xdated) by leadid, optionally setting workflow, stage, date, loss reason, x-date type,…
- Update my profileUpdates the profile information (first name, last name, email, and optional phone) for the currently authenticated user in agencyzoom.
- Update policy by idUpdates an existing insurance policy for the given policyid.
- Update taskModifies an existing agencyzoom task (which must be valid and identified by taskid in the path) with new attributes from the request body,…
