AgencyZoom integration
AgencyZoom is for the P&C insurance agent that's looking to increase sales,…
- Provider
- agencyzoom
- Category
- Crm
- Setup
- User-supplied API key
- Actions
- 99 available
Quick start
Call AgencyZoom from your generated app's worker code via the OverSkill composio client. The toolkit slug below maps to AgencyZoom's public Composio identifier — your app references it by name and OverSkill handles the OAuth round-trip.
// In your generated app's worker handler:
const composio = composioClient(env);
const result = await composio.execute(
"AGENCYZOOM_ACTION_NAME",
{ /* action parameters — see Actions section below */ }
);
return new Response(JSON.stringify(result), {
headers: { "Content-Type": "application/json" }
});
Replace ACTION_NAME with one of the slugs listed in
the Actions section below. The composio client handles auth +
rate limits automatically — no API key is exposed to user code.
Setup
End-users supply their own AgencyZoom API key. OverSkill provides a pre-built connection form via the integration card — your app can call the composio client immediately once the user has connected.
Available actions
99 actions exposed via the
AgencyZoom integration. Each maps to a callable
slug — pass it to composio.execute(...) in your
worker code.
-
AGENCYZOOM_AUTHENTICATE_FOR_JWTVIA_V4_SSO -
AGENCYZOOM_BATCH_CREATE_CONTACT -
AGENCYZOOM_BATCH_CREATE_LEAD -
AGENCYZOOM_BATCH_DELETE_TASK -
AGENCYZOOM_CHANGE_STATUS_FOR_LEAD -
AGENCYZOOM_COMPLETE_TASK -
AGENCYZOOM_CREATE_A_CUSTOMER_NOTE -
AGENCYZOOM_CREATE_A_DRIVER_FOR_AN_OPPORTUNITY -
AGENCYZOOM_CREATE_A_LEAD_NOTE -
AGENCYZOOM_CREATE_A_LEAD_OPPORTUNITY -
AGENCYZOOM_CREATE_A_LEAD_QUOTE -
AGENCYZOOM_CREATE_AN_OPPORTUNITY
Show all 99 actions
-
AGENCYZOOM_CREATE_A_VEHICLE_FOR_AN_OPPORTUNITY -
AGENCYZOOM_CREATE_BIZ_LEAD -
AGENCYZOOM_CREATE_LEAD -
AGENCYZOOM_CREATE_TASK -
AGENCYZOOM_DELETE_A_CUSTOMER -
AGENCYZOOM_DELETE_A_CUSTOMER_FILE -
AGENCYZOOM_DELETE_A_CUSTOMER_POLICY -
AGENCYZOOM_DELETE_A_DRIVER -
AGENCYZOOM_DELETE_A_LEAD_FILE -
AGENCYZOOM_DELETE_A_LEAD_OPPORTUNITY -
AGENCYZOOM_DELETE_A_LEAD_QUOTE -
AGENCYZOOM_DELETE_AN_OPPORTUNITY -
AGENCYZOOM_DELETE_A_TASK -
AGENCYZOOM_DELETE_A_VEHICLE -
AGENCYZOOM_DELETE_MESSAGE -
AGENCYZOOM_DELETE_THREAD -
AGENCYZOOM_GET_A_LIST_OF_ASSIGN_GROUPS -
AGENCYZOOM_GET_A_LIST_OF_CARRIERS -
AGENCYZOOM_GET_A_LIST_OF_CSRS -
AGENCYZOOM_GET_A_LIST_OF_CUSTOM_FIELDS -
AGENCYZOOM_GET_A_LIST_OF_DRIVERS_FOR_AN_OPPORTUNITY -
AGENCYZOOM_GET_A_LIST_OF_EMPLOYEES -
AGENCYZOOM_GET_A_LIST_OF_LEAD_SOURCE_CATEGORIES -
AGENCYZOOM_GET_A_LIST_OF_LEAD_SOURCES -
AGENCYZOOM_GET_A_LIST_OF_LIFE_PROFESSIONALS -
AGENCYZOOM_GET_A_LIST_OF_LOCATIONS -
AGENCYZOOM_GET_A_LIST_OF_LOSS_REASONS -
AGENCYZOOM_GET_A_LIST_OF_PIPELINES -
AGENCYZOOM_GET_A_LIST_OF_PRODUCER -
AGENCYZOOM_GET_A_LIST_OF_PRODUCT_LINES_POLICY_TYPES -
AGENCYZOOM_GET_A_LIST_OF_RECYCLE_EVENTS -
AGENCYZOOM_GET_A_LIST_OF_VEHICLES_FOR_AN_OPPORTUNITY -
AGENCYZOOM_GET_AMS_POLICIES_FOR_A_CUSTOMER -
AGENCYZOOM_GET_AUTH_URL_FOR_V4_SSO -
AGENCYZOOM_GET_DEPARTMENTS_GROUPS -
AGENCYZOOM_GET_LEAD_FILES -
AGENCYZOOM_GET_LEAD_NOTES -
AGENCYZOOM_GET_LEAD_QUOTES -
AGENCYZOOM_GET_LEAD_TASKS -
AGENCYZOOM_GET_LIST_OF_END_STAGES -
AGENCYZOOM_GET_POLICIES_FOR_A_CUSTOMER -
AGENCYZOOM_GET_THE_CUSTOMER_DETAILS -
AGENCYZOOM_GET_THE_CUSTOMER_TASKS -
AGENCYZOOM_GET_THE_DRIVER_DETAILS -
AGENCYZOOM_GET_THE_LEAD_DETAILS -
AGENCYZOOM_GET_THE_OPPORTUNITIES_FOR_A_LEAD -
AGENCYZOOM_GET_THE_OPPORTUNITY_DETAILS -
AGENCYZOOM_GET_THE_TASK_DETAILS -
AGENCYZOOM_GET_THE_VEHICLE_DETAILS -
AGENCYZOOM_GET_THREAD_DETAILS -
AGENCYZOOM_LINK_A_DRIVER_TO_OPPORTUNITY -
AGENCYZOOM_LINK_A_VEHICLE_TO_OPPORTUNITY -
AGENCYZOOM_LIST_PRODUCT_CATEGORIES -
AGENCYZOOM_LOG_THE_USER_IN -
AGENCYZOOM_LOG_THE_USER_OUT -
AGENCYZOOM_MARK_THREAD_AS_UNREAD_API_ENDPOINT -
AGENCYZOOM_MOVE_LEAD_TO_SOLD -
AGENCYZOOM_REMOVE_TEXT_THREAD_ENDPOINT -
AGENCYZOOM_REOPEN_A_TASK -
AGENCYZOOM_SEARCH_BUSINESS_CLASSIFICATIONS -
AGENCYZOOM_SEARCH_CUSTOMERS -
AGENCYZOOM_SEARCH_EMAIL_THREADS -
AGENCYZOOM_SEARCH_LEADS -
AGENCYZOOM_SEARCH_LEADS_COUNT -
AGENCYZOOM_SEARCH_LIFE_AND_HEALTH_LEADS -
AGENCYZOOM_SEARCH_SMS_THREADS -
AGENCYZOOM_SEARCH_TASKS -
AGENCYZOOM_SERVICE_TICKET_LIST -
AGENCYZOOM_TEXT_DETAIL_THREAD -
AGENCYZOOM_UNLINK_A_DRIVER_FROM_OPPORTUNITY -
AGENCYZOOM_UNLINK_A_VEHICLE_FROM_OPPORTUNITY -
AGENCYZOOM_UNREAD_THREAD -
AGENCYZOOM_UPDATE_A_DRIVER_S_DETAILS -
AGENCYZOOM_UPDATE_A_LEAD_FILE_NAME -
AGENCYZOOM_UPDATE_A_LEAD_OPPORTUNITY -
AGENCYZOOM_UPDATE_A_LEAD_QUOTE -
AGENCYZOOM_UPDATE_AN_OPPORTUNITY -
AGENCYZOOM_UPDATE_A_POLICY -
AGENCYZOOM_UPDATE_A_VEHICLE_S_DETAILS -
AGENCYZOOM_UPDATE_BUSINESS_LEAD -
AGENCYZOOM_UPDATE_CUSTOMER -
AGENCYZOOM_UPDATE_LEAD -
AGENCYZOOM_UPDATE_LEAD_STATUS_BY_ID -
AGENCYZOOM_UPDATE_MY_PROFILE -
AGENCYZOOM_UPDATE_TAGS_FOR_A_POLICY -
AGENCYZOOM_UPDATE_TASK -
AGENCYZOOM_V4_SSO_LOG_THE_USER_IN
Build with AgencyZoom
Open OverSkill, describe what you want to build, and reference AgencyZoom in your prompt — the AI will wire up the integration automatically.