Built by Metorial, the integration platform for agentic AI.
Create up to 5 contacts associated with customers in AgencyZoom. Each contact requires a customer ID, first name, and last name. Optionally include email, phone, birthday, and address fields.
Create a new task in AgencyZoom. Supports to-do, email, call, and meeting task types. Optionally assign to a user, set due date/time, and link to a lead or customer.
Create a new personal or commercial (business) lead in AgencyZoom. Personal leads require first and last name. Business leads additionally support company-specific fields like company name, FEIN, business entity type, classification, employee count, annual revenue, and payroll.
Retrieve configuration and reference data such as carriers, product lines, employees, pipelines, lead sources, and more. Use this to look up valid IDs and values for use in other tools.
Create a new insurance policy in AgencyZoom. Associate it with a customer, set carrier and product line details, premium amounts, effective/expiry dates, and assign agents or CSRs.
Update, complete, or reopen a task in AgencyZoom. Use "update" to modify task fields, "complete" to mark a task as done, or "reopen" to reopen a completed task with an optional comment.
Create, update, or delete a standalone opportunity in AgencyZoom. Set carrier, product line, premium, items, and property address details for an insurance opportunity.
Delete one or more tasks from AgencyZoom. Provide a single task ID or multiple IDs to batch-delete tasks. This action is permanent and cannot be undone.
Create a new personal or commercial customer record in AgencyZoom. Provide contact details, address, business information (for commercial customers), tags, and custom fields. Returns the newly created customer record.
Create a new service ticket in AgencyZoom. A service ticket tracks a customer service request or issue. Requires a customer ID; optionally assign a CSR, set category, priority, pipeline stage, description, and tags.
Add, update, or remove a driver on an opportunity in AgencyZoom. Manage driver details such as name, birthday, gender, marital status, and license number for auto insurance opportunities.
Delete an insurance policy from AgencyZoom. This action is permanent and cannot be undone.
Search and list tasks in AgencyZoom. Filter by status, type, assignee, date range, or associated lead/customer. Returns paginated results with task details.
Update an existing customer's details or tags in AgencyZoom. Provide only the fields you want to change. If tags are provided, the customer's tags will be replaced via a separate tags endpoint. Returns the updated customer record.
Add, update, or delete a quote on a lead. Quotes represent insurance pricing proposals from carriers for a lead. Use "create" to add a new quote, "update" to modify an existing one, or "delete" to remove one.
Search and list customers in AgencyZoom. Filter by search term, customer type, date range, and paginate through results. Returns a summary list of matching customers with basic contact information.
Update a lead's details, change its status, or mark it as sold. Use action "update" to modify lead fields, "change_status" to transition the lead to a new status, or "mark_sold" to record a sale with carrier, product line, premium, and policy details.
Add, update, or remove a vehicle on an opportunity in AgencyZoom. Manage vehicle details such as VIN, make, model, year, and ownership type for auto insurance opportunities.
Get details of an opportunity in AgencyZoom. Optionally include associated drivers and vehicles. Useful for viewing auto insurance opportunity details with driver and vehicle information.
Update an insurance policy in AgencyZoom. Supports updating policy details, changing policy status (active, cancelled, renewed, etc.), updating tags, or creating an endorsement with a premium change.
Retrieve detailed information about a specific customer by ID. Optionally include the customer's policies and tasks in a single request. Returns the full customer record with all available fields.
Add a note to an existing customer record in AgencyZoom. Notes are useful for recording interactions, follow-up reminders, or any relevant information about the customer. Returns the newly created note.
Add, update, or delete an opportunity on a lead. Opportunities track potential insurance products and premiums associated with a lead. Use "create" to add a new opportunity, "update" to modify an existing one, or "delete" to remove one.
Update or complete an existing service ticket in AgencyZoom. Use action "update" to modify ticket fields like CSR assignment, category, priority, pipeline stage, or description. Use action "complete" to mark the ticket as completed with an optional resolution.
Search and list service tickets in AgencyZoom. Filter by status, category, priority, resolution, CSR, customer, date range, carrier, or policy type. Supports pagination with offset and limit.
Get detailed information about a specific lead by ID, including its opportunities and quotes. Returns full lead details such as contact info, status, pipeline position, custom fields, tags, and associated opportunities and quotes.
Add a note to an existing lead in AgencyZoom. Notes are used to record interactions, observations, and other relevant information about a lead.
Permanently delete a lead from AgencyZoom by its ID. This action is irreversible and will remove the lead along with all associated data.
Search and list leads in AgencyZoom with flexible filtering options. Filter by status, producer, lead source, pipeline, stage, and date range. Supports pagination with offset and limit.
Permanently delete a customer record from AgencyZoom. This action is irreversible and will remove the customer and all associated data. Use with caution.