AgencyZoom integration

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'…

Batch create contacts

Creates 1 to 5 new contacts in AgencyZoom in a single batch API call.

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.

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.

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.

Mark task as completed

Marks an existing and accessible task in AgencyZoom as 'completed'; this action does not return the full updated task object.

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.

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.

Create a lead note

Adds a new note to an existing lead in AgencyZoom, identified by `leadId`.

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.

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.

Create an opportunity

Creates a new lead opportunity in AgencyZoom; this action cannot update existing opportunities.