AgencyZoom
Insurance agency management platform for leads, contacts, and workflow automation
Actions
| Name | Description |
|---|---|
batch_create_contactsCreate multiple contacts at once in AgencyZoom | Create multiple contacts at once in AgencyZoom |
create_leadCreate a new lead in AgencyZoom | Create a new lead in AgencyZoom |
delete_leadDelete a lead from AgencyZoom | Delete a lead from AgencyZoom |
update_statusUpdate the status of a lead in AgencyZoom | Update the status of a lead in AgencyZoom |
create_noteAdd a note to a lead in AgencyZoom | Add a note to a lead in AgencyZoom |
custom_api_callMake a custom API call to the AgencyZoom API | Make a custom API call to the AgencyZoom API |
Triggers
| Name | Description |
|---|---|
lead_createdTriggers when a new lead is created in AgencyZoom | Triggers when a new lead is created in AgencyZoom |
task_updatedTriggers when a task is updated in AgencyZoom | Triggers when a task is updated in AgencyZoom |
Quick Start
import { WeavzClient } from '@weavz/sdk'
const weavz = new WeavzClient({ apiKey: 'wvz_...' })
const result = await weavz.actions.execute({
integrationName: 'agencyzoom',
actionName: 'batch_create_contacts',
input: { /* ... */ },
connectionId: 'conn_id',
workspaceId: 'ws_id',
})Related Integrations
Works well with
Frequently Asked Questions
How do I connect AgencyZoom to my app?
Use Weavz Hosted Connect for Custom authentication. Install the SDK, create a connection through the connect portal or API, then execute actions programmatically.
What actions does AgencyZoom support?
AgencyZoom supports 6 actions including Batch Create Contacts, Create Lead, Delete Lead, Update Lead Status, Create Note, and more.
Can I use AgencyZoom with AI agents?
Yes. Add AgencyZoom to an MCP server in TOOLS mode or CODE mode. CODE mode provides 80-98% context reduction with 3 meta-tools for efficient agent access.
What authentication does AgencyZoom use?
AgencyZoom uses Custom. Weavz handles token management, refresh, and secure credential storage automatically.
How much does the AgencyZoom integration cost?
The AgencyZoom integration is included on all Weavz plans including the free tier with 1,000 actions per month. No credit card required.
What triggers does AgencyZoom support?
AgencyZoom supports 2 triggers including Lead Created, Task Updated.
Connect AgencyZoom in 2 minutes
Get 1,000 free actions every month. No credit card required.