AgencyZoom Tools
AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.
Use AgencyZoom Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call AgencyZoom Tools. Choose from 99 supported Actions. Review each execution in Audit.
Connect AgencyZoom Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
CrmPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Agencyzoom Authenticate For Jwtvia V4 SsoCompletes 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 user to that URL for login. After successful authenticatio…
- Agencyzoom Batch Create ContactCreates 1 to 5 new contacts in AgencyZoom in a single batch API call.
- Agencyzoom Batch Create LeadCreates 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.
- Agencyzoom Batch Delete TaskDeletes multiple AgencyZoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
- Agencyzoom Change Status For LeadUpdates a lead's lifecycle status (e.g., Active, Won, Lost, X-Dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
- Agencyzoom Complete TaskMarks an existing and accessible task in AgencyZoom as 'completed'; this action does not return the full updated task object.
- Agencyzoom 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.
- Agencyzoom 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.
- Agencyzoom Create A Lead NoteAdds a new note to an existing lead in AgencyZoom, identified by `leadId`.
- Agencyzoom 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.
- 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.
- Agencyzoom Create A Vehicle For An OpportunityAdds a new vehicle record to a specified opportunity; `opportunityId` must refer to a valid, existing opportunity.
- Agencyzoom Create An OpportunityCreates a new lead opportunity in AgencyZoom; this action cannot update existing opportunities.
- Agencyzoom Create Biz LeadCreates or updates a business lead in AgencyZoom using detailed personal and company information, for B2B sales and marketing lead management.
- Agencyzoom Create LeadCreates a new lead or updates an existing one in AgencyZoom; ensure `pipelineId`, `stageId`, `leadSourceId`, and `assignTo` reference valid, existing entities.
- Agencyzoom Create TaskCreates 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.
- Agencyzoom Delete A CustomerIrreversibly deletes a customer and all associated data in AgencyZoom using their `customerId`; useful for offboarding or data privacy compliance.
- Agencyzoom Delete A Customer FilePermanently deletes a specific file, identified by `fileId`, associated with a customer, identified by `customerId`.
- Agencyzoom 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.
- Agencyzoom Delete A DriverPermanently deletes an existing driver record (a person associated with an insurance opportunity) from AgencyZoom using its unique `driverId`; this action is irreversible.
- Agencyzoom Delete A Lead FileDeletes a specific file (identified by `fileId`) associated with an existing lead (identified by `leadId`); this operation is irreversible.
- Agencyzoom 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.
- Agencyzoom Delete A Lead QuoteDeletes a specific quote from a lead, requiring that the lead and quote exist and are associated.
- Agencyzoom Delete A TaskPermanently and irreversibly deletes an existing task, identified by its `taskId`.
- Agencyzoom Delete A VehiclePermanently deletes a vehicle record by its `vehicleId`, which must correspond to an existing vehicle in the AgencyZoom system.
- Agencyzoom Delete An OpportunityPermanently deletes a specific opportunity by its unique ID; this action is irreversible and requires a valid, existing `opportunityId`.
- Agencyzoom Delete MessageDeletes 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.
- Agencyzoom Delete ThreadPermanently deletes a specific email thread from the AgencyZoom system, identified by its `threadId` (expected by the endpoint), provided the thread exists.
- Agencyzoom Get A List Of Assign GroupsRetrieves all assign groups configured in AgencyZoom, used for categorizing or assigning items to specific teams or units.
- +70 Actions
Provider sources
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