AgencyZoom Lead Automation & Mobile Approvals
Run AgencyZoom on autopilot. Keep the veto.
99 actions
AI can create leads, log opportunities, and delete tasks in AgencyZoom. Rills queues each proposed action for human approval before it runs.
Interactive. No signup. 14 days free · approvals always free.
Most automation fires first, asks later. Rills shows you the change before it ships.
Every consequential crm action from AgencyZoom arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.
Queue (3)
Delete 27 overdue tasks from inactive leads?
27 tasks · all >30 days overdue
Leads have been inactive for 60+ days
No SMS threads opened in past 90 days
Free to wait. Free to think.
Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.
Approve from your phone in five seconds.
Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, and no surprise send you find out about after it's already out the door.
Clear runs stop waiting on you.
Every run is scored against your review step. The ones that clearly match your judgment run above your threshold without a tap; the borderline ones still come to the queue. Autonomy is earned run by run, never switched on for good.
About AgencyZoom automation
AgencyZoom automation inside your insurance CRM sounds like a relief until a lead gets routed to the wrong pipeline and you don't see it until the prospect has walked. The cost isn't time; it's the lead you lost because you didn't have a chance to say no.
When AgencyZoom runs unsupervised
A lead gets created, an opportunity updates, a task fires off, and you find out when it's too late. That's the risk of letting your CRM act on its own.
- A business lead is created and dumped into the first pipeline available, regardless of the lead source or intent.
- An opportunity is updated to 'Closed Won' before the policy documents are actually signed, and the follow-up email goes out.
- A task is marked as completed that should have been reopened, and the prospect's reminder disappears.
- A file is deleted from a lead because the cleanup logic was too aggressive, and you lose the only copy of a signed form.
- A lead opportunity is created from an SMS thread that turned out to be spam, and now your pipeline is cluttered.
What Rills does inside AgencyZoom
Rills watches for actions like lead creation, opportunity updates, and task changes, then proposes them in a queue you review from your phone. You decide what ships and what waits.
The lead still gets created, but you see it before it goes into the pipeline.
Why AgencyZoom has no triggers and how Rills fills the gap
AgencyZoom doesn't push events when things change, so you can't build reactive workflows natively. Rills fills that gap by polling your account and watching for changes that matter.
- Rills can poll Search leads on a schedule to surface new leads that need assignment, then propose creating a business lead with the right pipeline.
- Rills can monitor Get SMS thread messages for unread threads and suggest creating a lead opportunity if the conversation shows intent.
- Rills can check Search and list tasks daily to find overdue tasks on inactive leads, then propose marking them as completed or deleting them.
- Rills can watch Get lead files for new documents and propose updating the opportunity with the attached file details.
What Rills can do in AgencyZoom
6 of 99 actions across reads, writes, and updates.
- 01
Create lead
Creates a new lead or updates an existing one in AgencyZoom, allowing you to track potential clients through your sales pipeline.
- 02
Get the lead details
Retrieves a complete profile for a specific lead, including contact details, status, associated opportunities, quotes, and interaction history.
- 03
Search leads
Searches and retrieves leads from AgencyZoom based on filters, sorting, and pagination criteria, allowing you to find the exact leads you need for your business.
- 04
Update lead
Updates contact details, status, or notes for an existing lead in AgencyZoom to keep your CRM accurate and organized.
- 05
Create an opportunity
Adds a new lead opportunity to AgencyZoom, enabling you to track potential sales deals from initial contact through to close. Use this when you need to log a fresh prospect or new business chance that isn't yet in your pipeline.
- 06
Get the opportunities for a lead
Retrieves all sales opportunities linked to a specific lead, including deal amounts, stages, and close dates.
Common questions about AgencyZoom automation
How do I automate AgencyZoom lead creation with phone approval?
Rills can propose creating a business lead in AgencyZoom based on triggers from your website or forms. You review the lead details in the mobile approval queue, and swipe to approve before it lands in your CRM. No leads get created without your okay.
Can I approve deleting a file from a lead in AgencyZoom before it's gone?
Yes. Rills can propose deleting a file from an AgencyZoom lead, but the actual deletion waits for your approval. From your phone, you can see which file is flagged and decide whether to let it go. You never lose a file by accident.
How do I automate AgencyZoom task completion and approve from my phone?
When a task is due, Rills can suggest marking it complete in AgencyZoom. You get a notification on your phone, review the task details, and swipe to confirm. The task only updates after you approve. That way you never close a task you meant to keep open.
How do I automatically update an AgencyZoom opportunity with approval?
Rills watches for changes like a new note or a status shift, then proposes updating the opportunity in AgencyZoom. You review the proposed changes on your phone and approve — or reject — before the update goes live. Your pipeline stays accurate without a dashboard check.
How is Rills different from Zapier for AgencyZoom?
On Zapier, an action fires the moment a trigger happens. With Rills, AI proposes the action and waits for your swipe. You get a mobile queue of what's about to happen in AgencyZoom — leads, deletions, opportunity updates — and nothing ships until you say yes. Approvals and logic are free; you only pay when an action runs.
Why use Rills instead of Make for AgencyZoom?
Make automates immediately once conditions are met. Rills pauses between decision and execution. For AgencyZoom, that means AI suggests updating a lead, deleting a file, or marking a task done, but you approve from your phone before it touches your CRM. That veto power is the difference between a helper and a mistake you can't undo.
Does Rills support AgencyZoom webhooks?
AgencyZoom doesn't have native webhooks for triggers, but Rills can respond to events from other tools you use. You can connect a form, a calendar, or a support ticket, and Rills will propose an AgencyZoom action like creating a lead or updating an opportunity. You review and approve from your phone; no webhook setup needed inside AgencyZoom.
How much does Rills cost for AgencyZoom automation?
Rills doesn't charge for the approval queue or workflow logic. You only pay for real actions: when AI proposes something and you approve it, you get billed for the AI call and any external API work. So if you create a lead or update an opportunity, you pay for that action. No monthly fees, no seat minimums.