Reference

Authenticate for JWT via V4 SSO

Completes single sign-on authentication for AgencyZoom by exchanging an authorization code for a secure token, enabling API access to manage insurance workflows.

Get auth URL for V4 SSO

Generates a new, single-use authentication URL for logging into AgencyZoom's V4 Single Sign-On system, ensuring secure and up-to-date access to the CRM.

Log the user in

Authenticates an existing AgencyZoom user with their email and password to obtain a JSON Web Token (JWT) for secure API access, enabling automated management of CRM data.

Log the user out

Terminates the current user's active session in AgencyZoom, ensuring secure access control and preventing unauthorized use of the account.

Log user in via SSO

Enables secure user authentication through Single Sign-On, allowing users to access the AgencyZoom platform without separate credentials.

Get a list of carriers

Retrieves all insurance carriers stored in your AgencyZoom account, enabling you to populate selection lists or synchronize carrier data with other business tools.

Batch create contacts

Adds multiple contacts to AgencyZoom in a single request, saving time when you need to quickly populate your CRM with a batch of new individuals.

Delete a customer

Permanently removes a customer record and all associated data from AgencyZoom, helping keep your CRM clean and compliant with data deletion requests.

Get the customer details

Retrieves a complete customer profile, including personal information, policies, notes, tasks, files, and custom fields, so you can quickly access all related data from one source.

Search customers

Find customers in your AgencyZoom CRM by filtering on contact details, policy attributes, or custom fields, and control the order and number of results returned.

Update customer info using id

Updates an existing customer's details in AgencyZoom, allowing you to correct or change their contact information, preferences, or account status.

Create a driver for an opportunity

Adds a driver record to an existing AgencyZoom opportunity, enabling you to associate driver details with a quote or policy application.

Delete an opportunity driver by ID

Permanently removes a specific driver record linked to an insurance opportunity, helping maintain accurate and clean data in your CRM.

Get a list of drivers for an opportunity

Retrieves detailed information about all drivers linked to a specific insurance opportunity, including personal details and licensing info, to help manage client relationships

Get the driver details

Retrieve the full profile of a specific driver associated with an AgencyZoom opportunity, making it easy to access their details for follow-ups, verification, or record updates.

Link a driver to opportunity

Connects an existing driver to a specific job or load opportunity, or changes which driver is assigned to it.

Unlink driver from opportunity

Removes a driver's association from an insurance opportunity, allowing you to update policy details or driver lineup without affecting the rest of the opportunity.

Update a driver's details

Updates an existing driver's personal information, such as name, in your AgencyZoom database to keep records accurate and up-to-date.

Delete customer file

Permanently removes a specific file from a customer's record, helping you keep your CRM organized and clutter-free

Delete file from lead

Removes a specific file attached to a lead record when it's no longer needed, was uploaded by mistake, or needs to be replaced with an updated version.

Get lead files

Retrieves key metadata (e.g., name, size, type, dates, creator) for files attached to leads, enabling you to inventory and manage attachments without downloading them.

Rename lead file

Renames a specific file attached to a lead record, allowing you to keep documents organized and consistently labeled.

Create lead

Creates a new lead or updates an existing one in AgencyZoom, allowing you to track potential clients through your sales pipeline.

Get the lead details

Retrieves a complete profile for a specific lead, including contact details, status, associated opportunities, quotes, and interaction history.

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.

Update lead

Updates contact details, status, or notes for an existing lead in AgencyZoom to keep your CRM accurate and organized.

Batch create leads

Creates multiple leads at once, streamlining the process of adding new contacts or prospects to your AgencyZoom CRM.

Change lead status

Moves a lead through your sales pipeline by updating its status (e.g., Won, Lost) and optionally adjusting workflow, pipeline stage, source, or tags.

Create business lead

Creates or updates a business lead record in AgencyZoom with full personal and company details, streamlining B2B lead management and follow-up.

Get a list of pipelines

Retrieves all pipeline names and their stages from AgencyZoom, providing the structure used to organize leads and deals without returning individual items.

Get a list of recycle events

Retrieves the available recycle event types and associated X-Date information for a specific lead, enabling you to trigger follow-up actions based on predefined event categories.

Get lead source categories

Retrieves all predefined lead source categories available in AgencyZoom to classify where leads originate.

Get lead sources

Retrieves all configured lead sources to analyze where your leads are coming from and manage source-based sales exclusions

Get list of end stages

Retrieves all final stages defined in your AgencyZoom account, such as 'Converted' or 'Closed', to help you track completed processes and analyze pipeline outcomes.

Move lead to sold

Converts an existing lead to a sold status, recording the specific product, premium, and effective dates to finalize the sale.

Search business classifications

Lists all business classifications from AgencyZoom, including IDs and codes, to help you organize and categorize your client records with standardized industry labels.

Search leads count

Aggregates and returns the number of leads in each workflow stage, providing a quick overview of your pipeline without individual lead details.

Search life and health leads

Searches your life and health insurance leads stored in AgencyZoom using flexible filters, such as lead type, date range, or location, so you can quickly find the right prospects to follow up with.

Update business lead

Updates an existing business lead's details, such as contact information, pipeline stage, assignment, or source, to keep the CRM record accurate and actionable.

Update lead status by id

Updates a lead's status in AgencyZoom to reflect their current stage in your sales process, such as marking them as won, lost, or scheduled for future follow-up.

Get a list of locations

Retrieves all agency locations or branches, enabling you to view and manage your multi-location business in one place.

Create a customer note

Adds a new note to an existing customer's profile, enabling solopreneurs to document interactions, preferences, and action items without overwriting previous entries.

Create a lead note

Attaches a new note to an existing lead record in AgencyZoom, enabling you to capture important context, actions, and follow-up details for each prospect.

Retrieve notes for specific lead

Fetches the complete history of notes associated with a lead, allowing you to quickly review prior context and conversations before planning your next interaction.

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.

Get the opportunities for a lead

Retrieves all sales opportunities linked to a specific lead, including deal amounts, stages, and close dates.

Create a lead opportunity

Adds a new sales opportunity to an existing lead, capturing details like carrier and product line to track potential deals through the pipeline.

Delete a lead opportunity

Removes a specific opportunity from a lead record to clean up outdated or incorrect sales data, while keeping the lead itself intact.

Delete an opportunity

Permanently removes a specific opportunity from the CRM using its unique identifier, helping solopreneurs keep their sales pipeline clean and accurate.

Get the opportunity details

Retrieves all relevant information about a specific sales opportunity, including its deal value, stage, associated contacts, and notes, so you can quickly review and act on it.

Update a lead opportunity

Updates the details of an existing opportunity linked to a specific lead, such as carrier, product line, premium, items, or custom fields, enabling you to keep prospect records accurate as negotiations or client preferences change.

Update an opportunity

Update an existing sales opportunity with new details such as stage, value, custom fields, or owner, keeping your pipeline accurate and actionable.

Add tags to a policy

Appends new labels or categories to an insurance policy, allowing you to organize and quickly identify policies by key attributes without affecting existing tags.

Delete a customer policy

Permanently removes a customer's policy record from the system, typically used when a policy is cancelled, inactive, or no longer needed.

Get AMS policies for a customer

Retrieves insurance policy details for a specific customer from their connected Agency Management System.

Get loss reasons

Retrieve the list of predefined loss reasons (e.g., 'Lost to competitor', 'Premium too high') from AgencyZoom to use when marking leads as lost or for reporting.

Get policies for a customer

Retrieves all insurance policies for a specific customer, including policy details such as type, carrier, premium, effective dates, and assigned agents.

Update policy by id

Updates an existing insurance policy record by its unique identifier, allowing you to keep policy details current and accurate for your clients.

Get product lines and policy types

Retrieves all available product lines and policy types from AgencyZoom, including their unique IDs, names, and associated product categories, enabling you to reference and organize insurance offerings in your workflows.

List Product Categories

Retrieves all product categories (ID and name) from AgencyZoom, giving you a clear view of how your products are organized for easy management and reporting.

Create a lead quote

Generates a new insurance quote for an existing lead in your AgencyZoom CRM, allowing you to present pricing options to potential clients without binding the policy or processing payments.

Delete a lead quote

Permanently removes a specific quote associated with a lead, helping solopreneurs maintain accurate records by eliminating outdated or erroneous quotes

Get lead quotes

Retrieves all insurance quotes—both active and inactive—for a specific lead, allowing you to review the full quote history and track changes over time

Update lead quote data

Updates the details of an existing quote for a specific lead in AgencyZoom, enabling you to modify carrier, product line, or other quote information as needed.

Get a list of custom fields

Retrieves the definitions of all custom fields configured in your AgencyZoom account, providing the field names, types, and settings without any record-specific values.

Create task post endpoint

Creates a new task in AgencyZoom, enabling you to assign it to a team member or link it to a customer, lead, or contact.

Search and list tasks

Retrieves a filtered list of tasks from your AgencyZoom account, supporting pagination to manage large result sets. Use this to quickly find specific tasks without manually scrolling through your task list.

Batch delete tasks

Permanently removes multiple tasks in one request, with the response indicating overall batch success rather than individual task status.

Delete a task

Permanently removes a task from your AgencyZoom system, helping you maintain a clean and organized workflow by eliminating completed, duplicate, or irrelevant items.

Get lead tasks

Retrieves all tasks associated with a specific lead, allowing you to review past activities and plan follow-ups.

Get the customer tasks

Retrieve all tasks associated with a specific customer to review their ongoing activities, follow-ups, and action items.

Get the task details

Fetches full details of a specific task in AgencyZoom, including its status, due date, assignee, notes, and attachments, using the task's unique identifier.

Mark task as completed

Marks a specific task as completed in AgencyZoom to track progress and keep your workflow organized.

Reopen a task

Reactivates a previously completed or closed task in AgencyZoom, allowing you to resume work or add new comments without losing the original record.

Update task

Updates an existing task in AgencyZoom with new details such as status, due date, priority, or assignee, helping you keep your workflow accurate and organized.

Delete email thread

Permanently removes a specific email thread from your AgencyZoom account, helping you keep your communication history organized and clutter-free.

Delete thread message

Removes a specific email message from a thread, helping maintain clean and accurate communication records.

Get SMS thread messages

Retrieves all messages within a specific SMS conversation thread, including content, attachments, and sender/recipient details. Useful for reviewing full communication history with a lead or client.

Get thread details

Retrieves complete details of a specific email thread, including participants, subject, and message history, to track client conversations and follow-ups.

Mark thread as unread

Marks a text conversation thread as unread using its unique identifier, allowing you to flag it for later review without altering the message content.

Remove text thread

Permanently deletes an SMS conversation thread from AgencyZoom, helping you maintain a clean and organized communication history.

Search email threads

Discover and review email thread summaries for your contacts and deals in AgencyZoom, helping you stay on top of conversations without manual searching.

Search SMS threads

Searches and retrieves SMS threads from AgencyZoom using filters, sorting, and pagination, helping solopreneurs quickly find relevant customer conversations.

Update email thread read status

Marks an email thread as read or unread in AgencyZoom to help organize and prioritize communication.

List service tickets

View all service tickets in your AgencyZoom account, with filters to find specific tickets by status, priority, or category.

Get a list of assign groups

Fetches all assign groups in AgencyZoom, enabling you to organize and route items (like leads or tasks) to specific teams or units.

Get a list of CSRs

Retrieves a list of all Customer Service Representatives (CSRs) with their unique identifiers and names, useful for managing support team assignments or integrating with other tools.

Get a list of employees

Retrieves all employees registered in your agency, enabling you to view your complete team roster for management, auditing, or integration purposes.

Get a list of life professionals

Retrieves contact and status information for life insurance professionals from your AgencyZoom account, useful for managing your network of agents without accessing sensitive sales or customer data.

Get a list of producers

Fetches a complete list of producers (agents) in your AgencyZoom account, enabling you to manage team members and streamline client workflow.

Get departments groups

Fetches the department and group hierarchy of an agency to analyze its organizational layout and team composition.

Update my profile

Updates the name, email, and optional phone number associated with your own user account in AgencyZoom.

Create a vehicle for an opportunity

Links a specific vehicle record to an existing sales opportunity, enabling tracking of the vehicle details within the deal.

Delete a vehicle

Permanently remove a vehicle record from your inventory when it is no longer available, ensuring your listings stay current and accurate.

Get the vehicle details

Retrieves the full details of a specific vehicle from your AgencyZoom CRM, helping you quickly access specs, history, and attributes needed to manage sales, inventory, or customer communications.

Link vehicle to opportunity

Connects a specific vehicle record to a sales opportunity, enabling streamlined tracking of auto insurance quotes or policy sales without manual data entry.

Retrieve vehicles for opportunity

Fetches all vehicles linked to a specific sales opportunity, allowing you to review vehicle details for a deal without manually searching.

Unlink vehicle from opportunity

Removes the association between a vehicle and an opportunity, allowing you to correct or update records without deleting the vehicle or opportunity themselves.

Update a vehicle's details

Edit existing vehicle details linked to an opportunity, such as make, model, VIN, or coverage options, without creating a new vehicle record.