AgencyZoom Zapier integrationAutomate AgencyZoom with Zapier.
The AgencyZoom Zapier integration gives you 6 triggers, 7 actions and 2 searches. All six triggers are instant, so a sold policy or a fresh service request starts your Zap the second it lands in the CRM, even on the free plan.
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What the AgencyZoom Zapier integration really does
It links AgencyZoom, the CRM property and casualty insurance agents use to sell and to automate their routine, to the other tools your agency runs. You build a Zap (an automation with one starting event and the steps that follow), and AgencyZoom either kicks it off or receives what it writes.
Three results show up again and again on agency desks. A follow-up after every sale that nobody forgets: New Policy Sold fires, and Create Task puts a dated to-do on a producer's list. A paper trail on every lead without retyping: a call logged in another tool becomes an AgencyZoom record through Create a Note. Service tickets opened from the outside: a form answer in another app turns into a ticket through Create Service Request, with its pipeline and stage already set.
Now the limits. Zapier offers no action that deletes anything in AgencyZoom, and nothing that creates a customer or a policy directly: the writing side stops at leads, notes, tasks and service requests. Searches cover leads and service requests only.
The upside is speed. Every trigger on this app is instant, so the plan interval never slows a Zap down. If you are weighing other platforms, the Make vs Zapier and n8n vs Zapier comparisons lay out the criteria side by side.
Zapier words in one minute
Seven terms carry the rest of this page. Each one gets a plain definition here, then the page uses it as is.
- Zap
- Your automation on Zapier: one trigger, then one or more actions that run each time that trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is switched on, Zapier waits for that event and nothing else.
- Action
- What the Zap does after it starts: the step that writes, sends or moves something on your behalf, here or in another app.
- Task
- The unit Zapier bills. One task equals one action your Zap finishes successfully, and your plan counts those.
- Polling vs instant
- A polling trigger is checked on a timer. An instant trigger is reported by the app itself the moment the event happens, with no wait.
- Filter
- A step that lets the Zap continue only when the incoming item meets your condition, and stops it quietly otherwise.
- Search step
- A step that looks up a record that already exists, so later steps can reuse what it found instead of guessing.
- Connection
- Your AgencyZoom account linked to Zapier once, then reused by every step that touches AgencyZoom.
What it costs to run
AgencyZoom is not a premium app, so it works from the free plan. The bill depends on actions, not on triggers.
- Premium appNo, works on the free plan
- Free plan100 tasks a month, two-step Zaps
- Instant triggers6 of 6
- BilledEach successful action
The trigger never costs a task, and neither does Zapier watching for events. Each action that succeeds counts once, so a Zap with three actions uses three times more than a Zap with one. An action that fails is not counted. The free plan gives 100 tasks a month and unlimited Zaps, but only two steps per Zap: one trigger, one action. Add a second action, a filter or a search and you have a multi-step Zap, which needs a paid plan. The interval grid below only applies to polling triggers, and AgencyZoom has none.
Connect your AgencyZoom account
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. You need an AgencyZoom login, plus access to any records you do not own but want the Zap to touch.
- 02
Pick AgencyZoom
Type AgencyZoom in the search box of the dialog, select it in the results, then click Add connection. A new browser tab opens on the AgencyZoom side.
- 03
Sign in and allow access
Log in to AgencyZoom in that tab and grant Zapier access to the account. The connection then appears in your list and every AgencyZoom step can reuse it.
Your first Zap: a sold policy becomes a task and a note
GoalWhen a policy is sold, assign a follow-up task to the producer and log a note on the client record.
- 01
Create the Zap and pick the trigger
Start a new Zap, choose AgencyZoom as the app and
New Policy Soldas the event. Then select the connection you made earlier. - 02
Test the trigger
Run the test. Zapier brings back the three most recent sold policies from your account, so you map fields from a real one rather than an empty shell.
- 03
Add the task
Add
Create Task. Fill the title, pick who it is assigned to, choose a type and a contact email, then a date such as tomorrow at noon. - 04
Add the note
Add
Create a Noteas a second action, with a title, the lead contact email and the note text. Two actions make this a multi-step Zap, so a paid plan is required. - 05
Test and publish
Test each step and read what came back. When both records look right in AgencyZoom, click Publish to switch the whole Zap on.
AgencyZoom triggers
6 events start a Zap when something happens in AgencyZoom, and 6 of them are instant: the app calls Zapier straight away, whatever your plan.
Lead Created
Instant triggerIn Zapier“Triggers when a new Lead is added.”
Starts your Zap whenever a new lead is added to AgencyZoom, by whoever on the team adds it. It is the entry door for anything that should happen once a prospect exists.
Lead Stage Change
Instant triggerIn Zapier“Triggers when the stage of a Lead changes.”
Watches the pipeline position of each lead. Moving a card from one stage to the next is enough to wake the Zap, which makes this the trigger for quoting and handoff routines.
Update Lead on the same record can move the lead again and set the Zap off in a loop.Lead Status Change
Instant triggerIn Zapier“Triggers when the status of a Lead changes.”
Reacts to a different field from the stage: the status of the lead. Use it when the status your team sets on a lead has to reach other tools without a manual export.
New Policy Sold
Instant triggerIn Zapier“Triggers when a new policy is sold.”
Fires as soon as a policy is recorded as sold. For most agencies this is the moment that matters most, because onboarding, commission tracking and the welcome message all hang on it.
Service Request Created
Instant triggerIn Zapier“Triggers when a new Service Request is created.”
Kicks in when a new service request appears in AgencyZoom and lands in your service team's queue.
Create Service Request, every new ticket spawns another one and burns your tasks fast.Service Request Status Change
Instant triggerIn Zapier“Triggers when the status of a Service Request changes.”
Follows a ticket through its life: each time a service request switches status, the Zap gets the news. That suits anything the client should hear about without a phone call.
Update Service Request in the same Zap can flip the status again and restart it, so keep those two apart.AgencyZoom actions
AgencyZoom gives you 7 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Create a Note
ActionIn Zapier“Create a note for a lead or a customer.”
Writes a note onto a lead or customer record. Title, the contact email of the lead and the note body are mandatory, which keeps every entry tied to the right person.
Create Business Lead
ActionIn Zapier“Create a business lead in Agencyzoom.”
Opens a commercial lines lead, where the business name is the one field you cannot skip. It keeps business prospects apart from personal ones from the very first record.
Create Personal Lead
ActionIn Zapier“Create a personal lines lead in Agencyzoom.”
Adds a personal lines prospect to AgencyZoom from any form, landing page or quote tool. Only the name is mandatory, so even a thin web form can feed the pipeline.
Update Lead
ActionIn Zapier“Update a lead in Agencyzoom.”
Changes an existing lead rather than creating a duplicate. The only required input is which lead to edit, often supplied by Find a Lead placed just before it.
Create Service Request
ActionIn Zapier“Create a service request in Agencyzoom.”
Opens a ticket on an existing customer. It is the most demanding action here: customer name and email, summary, category, priority, pipeline, stage, a due-after delay in days and a description are all required.
Update Service Request
ActionIn Zapier“Update a service request in Agencyzoom.”
Edits a ticket already open. Beyond picking the request, Zapier asks again for summary, category, priority, pipeline, stage and the CSR in charge, so prepare those values even when only one changes.
Create Task
ActionIn Zapier“Create a task in Agencyzoom.”
Puts a to-do on someone's AgencyZoom list. You give it a title, an assignee, a type, the email of the lead or customer, and a date that accepts plain phrases like tomorrow at noon.
AgencyZoom searches
2 search steps look for data that already exists in AgencyZoom, so a later step can use it.
A search step finds a record that already exists and hands it to the next steps. In the editor, searches sit at the bottom of the Action event list, under SEARCH. Three settings decide what happens when the result is not a clean single match.
Find a Lead
SearchIn Zapier“Search for Lead by id, email, phone, or name.”
Looks up a lead by id, email, phone or name, with name used when you leave the choice empty. It also asks you to answer Create Agencyzoom lead if it doesn't exist yet? before going on.
Update Lead rewrites it.Find Service Request
SearchIn Zapier“Search for Service Request by customerName, pipeline, stage, create date range”
Locates a ticket by customer name, pipeline, stage or a creation date range. Handy when an outside event refers to a request but carries no AgencyZoom reference.
The three settings every search exposes
- Successful if no search results are found?Left on its default, an empty search stops the Zap and skips the steps that relied on it. Switched on, the Zap carries on with nothing.
- Create X if it doesn't exist yet?Ticking it turns the search into a find-or-create: the previous setting disappears and Zapier asks for the fields needed to create the missing record.
- If multiple search results are found?Three ways out when several records match: keep the first one, which is the default, stop the Zap, or pass all of them along.
When an AgencyZoom Zap breaks
Zapier links no help article to AgencyZoom, so the risks below are the general ones that apply to every app, read through an agency workflow.
Most failures come from timing and loops, not from the connection itself. For a structured way to diagnose a stuck Zap, the Zapier troubleshooting guide walks through it.
Old leads are never picked up
A Zap only reacts to what happens after you publish it. Leads and policies already in AgencyZoom stay untouched, and moving that backlog is a separate job.The Zap keeps restarting itself
Updating a lead or a ticket from a Zap triggered by that same lead or ticket writes into the place it watches, sets it off again and drains your tasks.A bulk import is held back
When a trigger suddenly returns a large batch, after an import or a data migration, Zapier's flood protection can hold it back instead of running every item.Required fields left blank
Service request and task actions demand many fields. If an earlier step brings an empty value for one of them, the action fails and nothing is created.
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