Developer docs

AgencyZoom integration

AgencyZoom is for the P&C insurance agent that's looking to increase sales,…

Updated June 2026 99 actions available

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.

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.