AgencyZoom Integration — Automate AgencyZoom with AI on Beauto
AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.
Category: crm, analytics · 99 actions available
What you can automate with AgencyZoom
Beauto connects AgencyZoom with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from AgencyZoom events, enrich AgencyZoom data with AI, or sync AgencyZoom with the rest of your stack — without writing code.
- Sync AgencyZoom data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new AgencyZoom events and route the output anywhere
- Schedule recurring AgencyZoom tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
AgencyZoom actions Beauto supports
- 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 the
- 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 - ret
- 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.