All integrations

AgencyZoom

BUSINESS · CRM & SUPPORT

Leads, customers, policies, and pipelines in that agency’s own CRM.

Acts as the person, not as itself

Each user connects their own account. Every call carries both identities — the agent and the person it is acting for — so the agent can never reach past what that individual can already do.

Credentials never touch the agent

Tokens live in the vault and attach server-side at call time. The agent holds a session, not a secret, and revoking access does not mean rotating a key.

Every call on the record

Who asked, which agent acted, which action ran, and the verdict that let it through — one audit trail across every integration, not one per vendor.

What an agent can do

Each action is granted on its own. An agent allowed to read is not thereby allowed to write, and the scope beside each row is what the acting user must have connected for it to run at all.

agencyzoom_delete_v1_api_customers_by_customeridWRITE

Delete a customer via DELETE /v1/api/customers/{customerId}

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agencyzoom_delete_v1_api_customers_by_customerid_files_by_fileidWRITE

Delete a customer file via DELETE /v1/api/customers/{customerId}/files/{fileId}

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agencyzoom_delete_v1_api_customers_by_customerid_policies_by_policyidWRITE

Delete a customer policy via DELETE /v1/api/customers/{customerId}/policies/{policyId}

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agencyzoom_delete_v1_api_leads_by_leadid_files_by_fileidWRITE

Delete a lead file via DELETE /v1/api/leads/{leadId}/files/{fileId}

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agencyzoom_delete_v1_api_leads_by_leadid_opportunities_by_opportunityidWRITE

Delete a lead opportunity via DELETE /v1/api/leads/{leadId}/opportunities/{opportunityId}

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agencyzoom_delete_v1_api_leads_by_leadid_quotes_by_quoteidWRITE

Delete a lead quote via DELETE /v1/api/leads/{leadId}/quotes/{quoteId}

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agencyzoom_delete_v1_api_opportunities_by_opportunityidWRITE

Delete an opportunity via DELETE /v1/api/opportunities/{opportunityId}

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agencyzoom_delete_v1_api_opportunities_drivers_by_driveridWRITE

Delete a driver via DELETE /v1/api/opportunities/drivers/{driverId}

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agencyzoom_delete_v1_api_opportunities_vehicles_by_vehicleidWRITE

Delete a vehicle via DELETE /v1/api/opportunities/vehicles/{vehicleId}

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agencyzoom_delete_v1_api_tasks_by_taskidWRITE

Delete a task via DELETE /v1/api/tasks/{taskId}

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agencyzoom_get_v1_api_assign_groupsREAD

Get a list of assign groups via GET /v1/api/assign-groups

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agencyzoom_get_v1_api_by_leadid_recycle_eventsREAD

Get a list of recycle events via GET /v1/api/{leadId}/recycle-events

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agencyzoom_get_v1_api_carriersREAD

Get a list of carriers via GET /v1/api/carriers

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agencyzoom_get_v1_api_csrsREAD

Get a list of csrs via GET /v1/api/csrs

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agencyzoom_get_v1_api_custom_fieldsREAD

Get a list of custom fields via GET /v1/api/custom-fields

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agencyzoom_get_v1_api_customers_by_customeridREAD

Get the customer details via GET /v1/api/customers/{customerId}

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agencyzoom_get_v1_api_customers_by_customerid_ams_policiesREAD

Get AMS policies for a customer via GET /v1/api/customers/{customerId}/ams-policies

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agencyzoom_get_v1_api_customers_by_customerid_policiesREAD

Get policies for a customer via GET /v1/api/customers/{customerId}/policies

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agencyzoom_get_v1_api_customers_by_customerid_tasksREAD

Get the customer tasks via GET /v1/api/customers/{customerId}/tasks

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agencyzoom_get_v1_api_employeesREAD

Get a list of employees via GET /v1/api/employees

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agencyzoom_get_v1_api_end_stagesREAD

Get list of endStages via GET /v1/api/end-stages

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agencyzoom_get_v1_api_lead_source_categoriesREAD

Get a list of lead source categories via GET /v1/api/lead-source-categories

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agencyzoom_get_v1_api_lead_sourcesREAD

Get a list of lead sources via GET /v1/api/lead-sources

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agencyzoom_get_v1_api_leads_by_leadidREAD

Get the lead details via GET /v1/api/leads/{leadId}

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agencyzoom_get_v1_api_leads_by_leadid_notesREAD

Get lead notes via GET /v1/api/leads/{leadId}/notes

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agencyzoom_get_v1_api_leads_by_leadid_opportunitiesREAD

Get the opportunities for a lead via GET /v1/api/leads/{leadId}/opportunities

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agencyzoom_get_v1_api_leads_by_leadid_quotesREAD

Get lead quotes via GET /v1/api/leads/{leadId}/quotes

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agencyzoom_get_v1_api_leads_by_leadid_tasksREAD

Get lead tasks via GET /v1/api/leads/{leadId}/tasks

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agencyzoom_get_v1_api_life_professionalsREAD

Get a list of life professionals via GET /v1/api/life-professionals

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agencyzoom_get_v1_api_locationsREAD

Get a list of locations via GET /v1/api/locations

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agencyzoom_get_v1_api_loss_reasonsREAD

Get a list of loss reasons via GET /v1/api/loss-reasons

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agencyzoom_get_v1_api_opportunities_by_opportunityidREAD

Get the Opportunity details via GET /v1/api/opportunities/{opportunityId}

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agencyzoom_get_v1_api_opportunities_by_opportunityid_driversREAD

Get a list of drivers for an opportunity via GET /v1/api/opportunities/{opportunityId}/drivers

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agencyzoom_get_v1_api_opportunities_by_opportunityid_vehiclesREAD

Get a list of vehicles for an opportunity via GET /v1/api/opportunities/{opportunityId}/vehicles

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agencyzoom_get_v1_api_opportunities_drivers_by_driveridREAD

Get the Driver details via GET /v1/api/opportunities/drivers/{driverId}

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agencyzoom_get_v1_api_opportunities_vehicles_by_vehicleidREAD

Get the Vehicle details via GET /v1/api/opportunities/vehicles/{vehicleId}

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agencyzoom_get_v1_api_pipelinesREAD

Get a list of pipelines by type via GET /v1/api/pipelines

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agencyzoom_get_v1_api_pipelines_and_stagesREAD

Get a list of pipelines and stages via GET /v1/api/pipelines-and-stages

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agencyzoom_get_v1_api_product_categoriesREAD

Get a list of product categories (policy categories) via GET /v1/api/product-categories

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agencyzoom_get_v1_api_product_linesREAD

Get a list of product lines (policy types) via GET /v1/api/product-lines

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agencyzoom_get_v1_api_service_categoriesREAD

Get a list of service categories via GET /v1/api/service-categories

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agencyzoom_get_v1_api_service_prioritiesREAD

Get a list of service priorities via GET /v1/api/service-priorities

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agencyzoom_get_v1_api_service_resolutionsREAD

Get a list of service resolutions via GET /v1/api/service-resolutions

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agencyzoom_get_v1_api_serviceticket_service_tickets_by_id_ams_policiesREAD

Get AMS policies for a Service Ticket via GET /v1/api/serviceTicket/service-tickets/{id}/ams-policies

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agencyzoom_get_v1_api_serviceticket_service_tickets_by_id_policiesREAD

Get policies for a Service Ticket via GET /v1/api/serviceTicket/service-tickets/{id}/policies

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agencyzoom_get_v1_api_tagsREAD

Get a list of tags via GET /v1/api/tags

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agencyzoom_get_v1_api_tasks_by_taskidREAD

Get the task details via GET /v1/api/tasks/{taskId}

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agencyzoom_get_v1_api_text_thread_producerREAD

Get a list of producer via GET /v1/api/text-thread/producer

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agencyzoom_post_v1_api_contact_batch_createWRITE

Batch create contacts. Please note, maximum 5 contacts can be created in a single call. Contacts can be associated with either customers (via customerId) or leads (via leadId). via POST /v1/api/contact/batch-create

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agencyzoom_post_v1_api_customersWRITE

Search Customers via POST /v1/api/customers

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agencyzoom_post_v1_api_customers_by_customerid_notesWRITE

Create a customer note via POST /v1/api/customers/{customerId}/notes

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agencyzoom_post_v1_api_customers_createWRITE

Create customer via POST /v1/api/customers/create

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agencyzoom_post_v1_api_dashboard_data_sales_dataWRITE

Get summary sales data for dashboard via POST /v1/api/dashboard-data/sales-data

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agencyzoom_post_v1_api_department_groupsWRITE

Get departments, groups via POST /v1/api/department-groups

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agencyzoom_post_v1_api_email_thread_delete_messageWRITE

Delete Message via POST /v1/api/email-thread/delete-message

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agencyzoom_post_v1_api_email_thread_delete_threadWRITE

Delete Thread via POST /v1/api/email-thread/delete-thread

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agencyzoom_post_v1_api_email_thread_email_thread_detailWRITE

Get thread details via POST /v1/api/email-thread/email-thread-detail

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agencyzoom_post_v1_api_email_thread_listWRITE

Search Email Threads via POST /v1/api/email-thread/list

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agencyzoom_post_v1_api_email_thread_unread_threadWRITE

Unread Thread via POST /v1/api/email-thread/unread-thread

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agencyzoom_post_v1_api_get_classificationsWRITE

Search Business Classifications via POST /v1/api/get-classifications

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agencyzoom_post_v1_api_leads_batch_createWRITE

Batch create a personal lead. Please note, maximum 5 leads can be created via POST /v1/api/leads/batch-create

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agencyzoom_post_v1_api_leads_by_leadid_delete_leadWRITE

Delete a Lead via POST /v1/api/leads/{leadId}/delete-lead

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agencyzoom_post_v1_api_leads_by_leadid_notesWRITE

Create a lead note via POST /v1/api/leads/{leadId}/notes

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agencyzoom_post_v1_api_leads_by_leadid_opportunitiesWRITE

Create a lead opportunity via POST /v1/api/leads/{leadId}/opportunities

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agencyzoom_post_v1_api_leads_by_leadid_quotesWRITE

Create a lead quote via POST /v1/api/leads/{leadId}/quotes

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agencyzoom_post_v1_api_leads_by_leadid_soldWRITE

Move lead to sold via POST /v1/api/leads/{leadId}/sold

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agencyzoom_post_v1_api_leads_createWRITE

Create a personal lead via POST /v1/api/leads/create

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agencyzoom_post_v1_api_leads_create_biz_leadWRITE

Create a commercial lead via POST /v1/api/leads/create-biz-lead

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agencyzoom_post_v1_api_leads_filesWRITE

Get lead files via POST /v1/api/leads/files

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agencyzoom_post_v1_api_leads_listWRITE

Search leads via POST /v1/api/leads/list

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agencyzoom_post_v1_api_leads_pipeline_countWRITE

Search leads count via POST /v1/api/leads/pipeline-count

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agencyzoom_post_v1_api_lifeWRITE

Search life and health leads via POST /v1/api/life

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agencyzoom_post_v1_api_opportunitiesWRITE

Create an opportunity via POST /v1/api/opportunities

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agencyzoom_post_v1_api_opportunities_by_opportunityid_driverWRITE

Create a driver for an opportunity via POST /v1/api/opportunities/{opportunityId}/driver

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agencyzoom_post_v1_api_opportunities_by_opportunityid_vehicleWRITE

Create a vehicle for an opportunity via POST /v1/api/opportunities/{opportunityId}/vehicle

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agencyzoom_post_v1_api_policies_createWRITE

Create policy. via POST /v1/api/policies/create

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agencyzoom_post_v1_api_policies_endorseWRITE

Create an endorsement for a policy via POST /v1/api/policies/endorse

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agencyzoom_post_v1_api_policies_update_statusWRITE

Update a policy via POST /v1/api/policies/update-status

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agencyzoom_post_v1_api_policies_update_tagsWRITE

Tag a policy via POST /v1/api/policies/update-tags

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agencyzoom_post_v1_api_serviceticket_service_tickets_by_id_completeWRITE

Complete Service Ticket via POST /v1/api/serviceTicket/service-tickets/{id}/complete

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agencyzoom_post_v1_api_serviceticket_service_tickets_createWRITE

Create Service Ticket via POST /v1/api/serviceTicket/service-tickets/create

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agencyzoom_post_v1_api_serviceticket_service_tickets_listWRITE

Service Ticket List via POST /v1/api/serviceTicket/service-tickets/list

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agencyzoom_post_v1_api_tasksWRITE

Create Task via POST /v1/api/tasks

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agencyzoom_post_v1_api_tasks_batch_deleteWRITE

Batch Delete Task via POST /v1/api/tasks/batch-delete

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agencyzoom_post_v1_api_tasks_listWRITE

Search tasks via POST /v1/api/tasks/list

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agencyzoom_post_v1_api_text_thread_delete_threadWRITE

Delete Thread via POST /v1/api/text-thread/delete-thread

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agencyzoom_post_v1_api_text_thread_listWRITE

Search SMS Threads via POST /v1/api/text-thread/list

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agencyzoom_post_v1_api_text_thread_text_thread_detailWRITE

Text Detail Thread via POST /v1/api/text-thread/text-thread-detail

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agencyzoom_post_v1_api_text_thread_unread_threadWRITE

Unread Thread via POST /v1/api/text-thread/unread-thread

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agencyzoom_put_v1_api_customers_by_customeridWRITE

Update customer via PUT /v1/api/customers/{customerId}

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agencyzoom_put_v1_api_leads_by_leadidWRITE

Update a personal lead - If no parameter is provided, the existing data will be deleted. via PUT /v1/api/leads/{leadId}

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agencyzoom_put_v1_api_leads_by_leadid_opportunitiesWRITE

update a lead opportunity via PUT /v1/api/leads/{leadId}/opportunities

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agencyzoom_put_v1_api_leads_by_leadid_quotesWRITE

update a lead quote via PUT /v1/api/leads/{leadId}/quotes

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agencyzoom_put_v1_api_leads_by_leadid_renameWRITE

update a lead file name via PUT /v1/api/leads/{leadId}/rename

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agencyzoom_put_v1_api_leads_by_leadid_stageWRITE

Change stage for lead via PUT /v1/api/leads/{leadId}/stage

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agencyzoom_put_v1_api_leads_by_leadid_statusWRITE

Change status for lead via PUT /v1/api/leads/{leadId}/status

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agencyzoom_put_v1_api_leads_by_leadid_update_biz_leadWRITE

Update commercial lead - If no parameter is provided, the existing data will be deleted. via PUT /v1/api/leads/{leadId}/update-biz-lead

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agencyzoom_put_v1_api_opportunities_by_opportunityidWRITE

Update an opportunity via PUT /v1/api/opportunities/{opportunityId}

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agencyzoom_put_v1_api_opportunities_by_opportunityid_link_driver_by_driveridWRITE

link a driver to opportunity via PUT /v1/api/opportunities/{opportunityId}/link-driver/{driverId}

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agencyzoom_put_v1_api_opportunities_by_opportunityid_link_vehicle_by_vehicleidWRITE

link a vehicle to opportunity via PUT /v1/api/opportunities/{opportunityId}/link-vehicle/{vehicleId}

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agencyzoom_put_v1_api_opportunities_by_opportunityid_unlink_driver_by_driveridWRITE

Unlink a driver from opportunity via PUT /v1/api/opportunities/{opportunityId}/unlink-driver/{driverId}

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agencyzoom_put_v1_api_opportunities_by_opportunityid_unlink_vehicle_by_vehicleidWRITE

Unlink a vehicle from opportunity via PUT /v1/api/opportunities/{opportunityId}/unlink-vehicle/{vehicleId}

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agencyzoom_put_v1_api_opportunities_drivers_by_driveridWRITE

Update a driver's details via PUT /v1/api/opportunities/drivers/{driverId}

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agencyzoom_put_v1_api_opportunities_vehicles_by_vehicleidWRITE

Update a vehicle's details via PUT /v1/api/opportunities/vehicles/{vehicleId}

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agencyzoom_put_v1_api_policies_by_policyidWRITE

Update a policy via PUT /v1/api/policies/{policyId}

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agencyzoom_put_v1_api_profile_myWRITE

Update My Profile via PUT /v1/api/profile/my

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agencyzoom_put_v1_api_serviceticket_service_tickets_by_idWRITE

Update Service Ticket via PUT /v1/api/serviceTicket/service-tickets/{id}

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agencyzoom_put_v1_api_tasks_by_taskidWRITE

Update task via PUT /v1/api/tasks/{taskId}

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agencyzoom_put_v1_api_tasks_by_taskid_completedWRITE

Complete task via PUT /v1/api/tasks/{taskId}/completed

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agencyzoom_put_v1_api_tasks_by_taskid_reopenedWRITE

Reopen a task via PUT /v1/api/tasks/{taskId}/reopened

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Put AgencyZoom behind one governed endpoint.

Same permissions, same audit trail, whatever else you connect next.