AgencyZoom
AgencyZoom offers API integration to manage sales pipelines and customer relationship tasks for insurance agencies.
Start today, cancel anytime.
Always up to date with latest API changes.
Trusted by SMBs.
Make.comAvailable Module Types
- All Modules (22)
- Action
- Search
- Universal
- Trigger (polling)
AgencyZoom API Integration for Make.com
Create custom AgencyZoom automation workflows by using triggers, actions, and search modules listed below.
Trigger (polling)
Watch New Leads
Triggers when a new lead is created.
Trigger (polling)
Watch Updated Leads
Triggers when a lead has an activity or is updated.
Trigger (polling)
Watch New Tasks
Triggers when a new task is added.
Action
Complete a Task
Completes a task in a specified service.
Action
Create a Business Lead
Creates a new business lead.
Action
Create a Note
Creates a note for a lead.
Action
Create a Personal Lead
Creates a new personal lead.
Action
Create a Task
Creates a new task.
Action
Delete a Lead
Deletes a single lead.
Action
Delete a Task
Deletes an existing task.
Action
Get a Lead
Retrieves lead details.
Action
Get a Task
Retrieves details of a single task.
Search
List Lead Notes
Retrieves a lead notes list for a specific lead.
Search
List Lead Opportunities
Retrieves a list of opportunities for a lead.
Search
List Lead Tasks
Retrieves a list of tasks for a specific lead.
Universal
Make an API Call
Performs an arbitrary authorized API call.
Action
Reopen a Task
Marks a task as active again.
Search
Search Leads
Searches for leads by specified criteria.
Search
Search Tasks
Searches for tasks by specified criteria.
Action
Update a Business Lead
Updates an existing business lead.
Action
Update a Personal Lead
Updates a personal lead.
Action
Update a Task
Updates a single task's details.
AgencyZoom Automation Use Cases
Explore potential use cases for automations using AgencyZoom API and utilize our integration modules crafted specifically for such workflows.
2 modules
Create New Business Lead
Create a new business lead from a trigger event.
Create a Business Lead
Watch New Leads
3 modules
Update Lead on Activity
Update a lead when an activity occurs.
Update a Business Lead
Update a Personal Lead
Watch Updated Leads
2 modules
Archive Lead on Task Deletion
Delete a lead when a task is deleted.
Delete a Task
Delete a Lead
2 modules
Track New Tasks
List tasks when a new task is added.
Watch New Tasks
List Lead Tasks
2 modules
Assign Task on New Lead
Create a task when a new lead is added.
Watch New Leads
Create a Task
2 modules
Notify on Lead Opportunities
List opportunities when a lead is retrieved.
Get a Lead
List Lead Opportunities
2 modules
Complete Task on Lead Update
Complete a task when a lead is updated.
Watch Updated Leads
Complete a Task
2 modules
Send Note on Task Completion
Create a note when a task is completed.
Complete a Task
Create a Note
2 modules
Reopen Task on Lead Activity
Reopen a task when there is lead activity.
Watch Updated Leads
Reopen a Task
Supported Platforms
- Make.com
How to start with AgencyZoom on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
Our team of experts needs to know your concern. Please, report any issues you notice during app execution.