AgencyZoom
AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.
Uses your own API key. Composio asks for it once and keeps it; Quilt never sees it.
Reads on its own45
Agents use these right away.
- Get a list of producersRetrieves a list of all producers from AgencyZoom, typically related to text thread functionalities.
- 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; does not return detailed policy or coverage information.
- 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 with a specific, existing `opportunityId` in AgencyZoom.
- Get a list of employeesRetrieves a complete list of all employees for the authenticated agency; returns an empty list if no employees are configured.
- 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 a list of life professionalsRetrieves 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 locationsRetrieves all agency locations or branches from AgencyZoom; filtering options are not available.
- Get loss reasonsRetrieves all predefined loss reasons (e.g., 'Lost to competitor', 'Premium too high') available in AgencyZoom.
- Get a list of pipelinesRetrieves 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.
- 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 a list of recycle eventsRetrieves the available recycle event types and any existing X-Date information for a specified lead in AgencyZoom.
- Retrieve vehicles for opportunityRetrieves all vehicles associated with an existing opportunity, using its unique opportunityId.
- Get AMS policies for a customerRetrieves a customer's synchronized Agency Management System (AMS) policy data (typically a single policy); requires an active AMS integration, may return empty/default values if data is missing.
- Get auth URL for V4 SSORetrieves a fresh authentication URL for AgencyZoom's V4 Single Sign-On (SSO) process; call before each SSO attempt as the URL may change and should not be cached.
- Get departments groupsFetches department and group information for an agency, optionally filtered by a specific `agencyNumber`, to analyze its organizational structure.
- Get lead filesRetrieves metadata (id, title, MIME type, size, dates, creator info) for files attached to leads in AgencyZoom.
- 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 follow-ups; this is a read-only operation.
- Get lead quotesRetrieves all insurance quotes (active and inactive) for a specific lead ID, useful for reviewing or tracking quote history.
- 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 policies for a customerRetrieves from AgencyZoom all insurance policies for an existing customer (identified by `customerId`), including policy details like type, carrier, premium, effective dates, and assigned agents.
- Get the customer detailsFetches comprehensive details for a specific customer, including personal information, policies, notes, tasks, files, and custom fields, using their unique customer ID.
- Get the customer tasksFetches tasks for an AgencyZoom customer by customer ID.
- 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), including contact information, status, associated opportunities, quotes/policies, custom fields, and…
- 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; no explicit search criteria are passed in this request.
- List Product CategoriesRetrieves a complete, unfiltered list of all product categories (ID and name) from AgencyZoom, useful for understanding product organization or populating UI elements.
- Search business classificationsRetrieves a comprehensive list of all available business classifications from AgencyZoom, each including an ID, code, and description.
- Search customersRetrieves customer results from AgencyZoom.
- Search email threadsRetrieves a list of email thread metadata from AgencyZoom, suitable for an overview when no specific filtering, sorting, or pagination is needed, as results are subject to default server-side limits and ordering.
- Search leadsRetrieves lead results from AgencyZoom.
- Search leads countRetrieves a summary of lead counts categorized by workflow stage from AgencyZoom; this action does not support filtering and returns aggregate counts rather than individual lead details.
- Search life and health leadsSearches for life and health insurance leads in AgencyZoom, returning lead details and pagination information.
- Search SMS threadsSearches and retrieves SMS threads from AgencyZoom.
- Search and list tasksSearches and lists tasks with pagination, sorting, and filter criteria.
- List service ticketsRetrieves a paginated list of service tickets from AgencyZoom.
- Get SMS thread messagesRetrieves detailed messages for a specific SMS/text thread by its thread ID.
Asks someone first54
Anything that sends, creates, changes or deletes waits for a person to approve it in the session’s chat.
- Authenticate for JWT via V4 SSOCompletes AgencyZoom V4 Single Sign-On (SSO) authentication by exchanging an OAuth2 authorization code for a JWT token.
- 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; all referenced entity IDs (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isBusiness` is true.
- Batch delete tasksDeletes multiple AgencyZoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
- 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 associated tags.
- Mark task as completedMarks an existing and accessible task in AgencyZoom as 'completed'; this action does not return the full updated task object.
- Create a customer noteAdds 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 opportunityCreates 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 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 names match existing definitions in AgencyZoom.
- 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; this action does not bind policies or process payments.
- Create an opportunityCreates a new lead opportunity in AgencyZoom; this action cannot update existing opportunities.
- Create a vehicle for an opportunityAdds a new vehicle record to a specified opportunity; `opportunityId` must refer to a valid, existing opportunity.
- Create business leadCreates or updates a business lead in AgencyZoom using detailed personal and company information, for B2B sales and marketing lead management.
- Create leadCreates a new lead or updates an existing one in AgencyZoom; ensure `pipelineId`, `stageId`, `leadSourceId`, and `assignTo` reference valid, existing entities.
- Create task post endpointCreates 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 customerIrreversibly deletes a customer and all associated data in AgencyZoom using their `customerId`; useful for offboarding or data privacy compliance.
- Delete customer filePermanently deletes a specific file, identified by `fileId`, associated with a customer, identified by `customerId`.
- Delete a customer policyPermanently 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 IDPermanently 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 leadDeletes a specific file (identified by `fileId`) associated with an existing lead (identified by `leadId`); this operation is irreversible.
- Delete a lead opportunityPermanently 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 quoteDeletes a specific quote from a lead, requiring that the lead and quote exist and are associated.
- Delete an opportunityPermanently deletes a specific opportunity by its unique ID; this action is irreversible and requires a valid, existing `opportunityId`.
- 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 thread messageDeletes a specific message from an email thread within AgencyZoom.
- Delete email threadPermanently deletes a specific email thread from the AgencyZoom system, identified by its `threadId` (expected by the endpoint), provided the thread exists.
- 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 policies or related services.
- Log the user inAuthenticates an existing AgencyZoom user using their email (as username) and password to obtain a JWT for API access; this action does not support new user creation.
- Log the user outUse this action to log the current user out of AgencyZoom by invalidating their active session token.
- Mark thread as unreadMarks a text thread in AgencyZoom as read or unread using its `threadId`; this action does not modify message content and the specified `threadId` must refer to an existing thread.
- Move lead to soldMarks an existing lead as sold by its `leadId` and records product details; `productLineId`, `premium`, `effectiveDate`, and `soldDate` are operationally required for each sold product, despite schema flexibility.
- Remove text threadCall this action to permanently delete an SMS/text message thread in AgencyZoom; the target thread is identified by its `threadId`.
- 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 updates, potentially impacting the opportunity's status or associated policy details.
- Unlink vehicle from opportunityUnlinks a specific, existing vehicle from a specific, existing opportunity using their respective IDs, removing only the association and not the records themselves.
- Update email thread read statusUpdates 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.
- Rename lead fileUpdates the name of a lead's file using the lead ID, file ID, and new file name.
- Update a lead opportunityUpdates an existing opportunity's details (carrier, product line, premium, items, custom fields) for a specific lead; `leadId`, opportunity `id`, `carrierId`, and `productLineId` must refer to existing entities.
- Update lead quote dataUpdates an existing quote for a specified lead in AgencyZoom when its details require revision, ensuring the provided `leadId` (path parameter), quote `id` (body parameter), `carrierId`, and `productLineId` are valid and correspond to…
- Update an opportunityUpdates an existing opportunity with the supplied details.
- Update policy by idUpdates an existing insurance policy for the given `policyId`; monetary values must be in cents and dates in YYYY-MM-DD format.
- Update a vehicle's detailsUpdates details for an existing vehicle within an opportunity; this action cannot be used to create new vehicle records.
- Update business leadUpdates an existing business lead in AgencyZoom.
- 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`; ensure the `leadId` corresponds to an existing lead in AgencyZoom.
- 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, source, recycle stage/pipeline, or tags; requires `date` and `xDateType` for status 5 (XDATED),…
- Update my profileUpdates the profile information (first name, last name, email, and optional phone) for the currently authenticated user in AgencyZoom; the provided email address must be unique within the system.
- Add tags to a policyAdds new comma-separated `tagNames` to a policy, requiring `tagNames` and identification by either `policyId` or `amsPolicyId`; if `amsPolicyId` is provided, `policyId` is ignored, and existing tags are not affected.
- Update taskUpdates an existing AgencyZoom task identified by taskId with the supplied task attributes.
- Log user in via SSOLogs a user into the AgencyZoom platform via Single Sign-On (SSO).