AgencyZoom integration

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 a list of lead source categories

Retrieves a comprehensive list of all predefined lead source categories from agencyzoom, used to classify lead origins.

Get a list of 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 a list of loss reasons

Retrieves a list of all predefined loss reasons from agencyzoom, used for populating ui elements or analysis, returning all reasons without filtering or statistical data.

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.

Authenticate for jwtvia v4 sso

Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.

Batch create contact

Creates 1 to 5 new contacts in agencyzoom in a single batch api call.

Batch create lead

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 task

Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.

Change status for lead

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.

Complete task

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; full driver details are handled by the api endpoint directly, not specified in this action's request.

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.