# AgencyZoom AI integration on Definable

> AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.

## What this connects

AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.

Vendor: https://www.agencyzoom.com/

## Tools available

**99** tools available. First 12:

- `AGENCYZOOM_AUTHENTICATE_FOR_JWTVIA_V4_SSO` — Authenticate for JWT via V4 SSO — Completes AgencyZoom V4 Single Sign-On (SSO) authentication by exchanging an OAuth2 authorization code for a JWT token. Prerequisites: First call get_auth_url_for_v4sso to obtain the authentication URL, then redirect the user to that URL for login. After successful authentication through Vertafore's OAuth provider, the callback will include a 'code' parameter. Use that code with this action to obtain the JWT token for API access. Note: This is typically used during initial authentication setup. The code is single-use, time-limited, and must match the PKCE challenge from the original auth request.
- `AGENCYZOOM_BATCH_CREATE_CONTACT` — Batch create contacts — Creates 1 to 5 new contacts in AgencyZoom in a single batch API call.
- `AGENCYZOOM_BATCH_CREATE_LEAD` — Batch create leads — Creates up to 5 new leads in AgencyZoom; all referenced entity IDs (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isBusiness` is true.
- `AGENCYZOOM_BATCH_DELETE_TASK` — Batch delete tasks — Deletes multiple AgencyZoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
- `AGENCYZOOM_CHANGE_STATUS_FOR_LEAD` — Change lead status — Updates a lead's lifecycle status (e.g., Active, Won, Lost, X-Dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
- `AGENCYZOOM_COMPLETE_TASK` — Mark task as completed — Marks an existing and accessible task in AgencyZoom as 'completed'; this action does not return the full updated task object.
- `AGENCYZOOM_CREATE_A_CUSTOMER_NOTE` — Create a customer note — Adds a new note to an existing customer's profile using their ID; cannot be used to edit or retrieve existing notes.
- `AGENCYZOOM_CREATE_A_DRIVER_FOR_AN_OPPORTUNITY` — Create a driver for an opportunity — Creates a new driver record associated with an existing AgencyZoom opportunity using its ID; requires firstName and lastName, with optional fields for additional driver details.
- `AGENCYZOOM_CREATE_A_LEAD_NOTE` — Create a lead note — Adds a new note to an existing lead in AgencyZoom, identified by `leadId`.
- `AGENCYZOOM_CREATE_A_LEAD_OPPORTUNITY` — Create a lead opportunity — Adds a new sales opportunity to an existing lead in AgencyZoom, requiring a valid `leadId`, `carrierId`, `productLineId`, and that custom field names match existing definitions in AgencyZoom.
- `AGENCYZOOM_CREATE_A_LEAD_QUOTE` — Create a lead quote — Creates a new insurance quote for an existing lead in AgencyZoom, using valid carrier and product line IDs, to track a proposal; this action does not bind policies or process payments.
- `AGENCYZOOM_CREATE_AN_OPPORTUNITY` — Create an opportunity — Creates a new lead opportunity in AgencyZoom; this action cannot update existing opportunities.

## Auth

Auth schemes: `API_KEY`, `BASIC_WITH_JWT`.

## How agents use AgencyZoom

Inside a Definable workflow, AgencyZoom is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → AgencyZoom** — the Researcher (GPT-5.5) pulls context from AgencyZoom (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → AgencyZoom** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into AgencyZoom (create record, post message, draft email).
- **Designer / Engineer → Distributor → AgencyZoom** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via AgencyZoom (attach file, open PR comment, post status).

The Verifier checks every AgencyZoom call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- crm — https://definable.ai/apps/category/crm/
- analytics — https://definable.ai/apps/category/analytics/

## Related

- HTML page: https://definable.ai/apps/agencyzoom/
- Same category (crm): https://definable.ai/apps/category/crm/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt