AgencyZoom

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.

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

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.

Deletes multiple AgencyZoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task 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.

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

Adds a new note to an existing customer's profile using their ID; cannot be used to edit or retrieve existing notes.

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.

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

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.

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.

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

Adds a new vehicle record to a specified opportunity; `opportunityId` must refer to a valid, existing opportunity.

Creates or updates a business lead in AgencyZoom using detailed personal and company information, for B2B sales and marketing lead management.

Creates a new lead or updates an existing one in AgencyZoom; ensure `pipelineId`, `stageId`, `leadSourceId`, and `assignTo` reference valid, existing entities.

Creates a new task in AgencyZoom; ensure `assigneeId`, `customerId`, or `leadId` are valid existing entities if provided, and use `contactEmail`, `customerId`, or `leadId` to link the task to a contact.

Irreversibly deletes a customer and all associated data in AgencyZoom using their `customerId`; useful for offboarding or data privacy compliance.

Permanently deletes a specific file, identified by `fileId`, associated with a customer, identified by `customerId`.

Permanently deletes a specific policy associated with a customer, for instance, if it's cancelled or inactive; this action is irreversible and requires caution.

Permanently deletes an existing driver record (a person associated with an insurance opportunity) from AgencyZoom using its unique `driverId`; this action is irreversible.

Deletes a specific file (identified by `fileId`) associated with an existing lead (identified by `leadId`); this operation is irreversible.

Permanently deletes an existing opportunity (by `opportunityId`) associated with an existing lead (by `leadId`) when it's irrelevant, closed, or erroneous; the lead itself remains.

Deletes a specific quote from a lead, requiring that the lead and quote exist and are associated.

Permanently deletes a specific opportunity by its unique ID; this action is irreversible and requires a valid, existing `opportunityId`.

Permanently and irreversibly deletes an existing task, identified by its `taskId`.

Permanently deletes a vehicle record by its `vehicleId`, which must correspond to an existing vehicle in the AgencyZoom system.

Deletes a specific message from an email thread within AgencyZoom. Requires the message ID to identify which message to remove. Returns the updated thread information with the remaining messages after deletion.

Permanently deletes a specific email thread from the AgencyZoom system, identified by its `threadId` (expected by the endpoint), provided the thread exists.

Retrieves all assign groups configured in AgencyZoom, used for categorizing or assigning items to specific teams or units.

Retrieves all insurance carriers from AgencyZoom, typically used for populating selection lists or synchronizing carrier data; does not return detailed policy or coverage information.

Fetches all Customer Service Representatives (CSRs), including their ID and name, returning an empty list if none are configured.

Retrieves metadata for all configured custom field definitions, not the specific values entered for individual records.

Retrieves a list of drivers (individuals), including their personal details, licensing information, and relationship status, associated with a specific, existing `opportunityId` in AgencyZoom.

Retrieves a complete list of all employees for the authenticated agency; returns an empty list if no employees are configured.

Retrieves a comprehensive list of all predefined lead source categories from AgencyZoom, used to classify lead origins.

Fetches a list of all lead sources configured in AgencyZoom, including their ID, name, sales exclusion status, and category ID.

Retrieves a list of life insurance professionals, including only their contact and status information (excluding sales or customer data), from the AgencyZoom platform.

Retrieves all agency locations or branches from AgencyZoom; filtering options are not available.

Retrieves all predefined loss reasons (e.g., 'Lost to competitor', 'Premium too high') available in AgencyZoom. These reasons can be used when marking leads as lost or for reporting purposes. No parameters required - returns complete list.

Retrieves all pipelines and their stages from AgencyZoom to understand workflow structures; this is a read-only operation and does not return individual items (like leads or tasks) within these pipelines.

Retrieves a list of all producers from AgencyZoom, typically related to text thread functionalities.

Fetches all product lines and policy types from AgencyZoom, each detailed with its ID, name, and product category ID.

Retrieves the available recycle event types and any existing X-Date information for a specified lead in AgencyZoom. Returns a list of recycle event categories that can be used to trigger follow-ups (e.g., 'X-Date', 'Accident Falls Off', 'Prior Insurance Fulfilled').

Retrieves all vehicles associated with an existing opportunity, using its unique opportunityId.

Retrieves a customer's synchronized Agency Management System (AMS) policy data (typically a single policy); requires an active AMS integration, may return empty/default values if data is missing.

Retrieves a fresh authentication URL for AgencyZoom's V4 Single Sign-On (SSO) process; call before each SSO attempt as the URL may change and should not be cached.

Fetches department and group information for an agency, optionally filtered by a specific `agencyNumber`, to analyze its organizational structure.

Retrieves metadata (id, title, MIME type, size, dates, creator info) for files attached to leads in AgencyZoom. Optionally filter by `leadId` to get files for a specific lead, or omit to retrieve files across all leads. Returns file metadata only, not the actual file content.

Fetches the complete history of notes for a specific lead by `leadId` (which must exist), useful for reviewing context for communications or follow-ups; this is a read-only operation.

Retrieves all insurance quotes (active and inactive) for a specific lead ID, useful for reviewing or tracking quote history.

Retrieves all tasks for a specific lead, identified by its `leadId`, to review its activity history or manage follow-ups.

Fetches a list of all defined end stages, representing final steps in processes like lead conversion or policy closure.

Retrieves from AgencyZoom all insurance policies for an existing customer (identified by `customerId`), including policy details like type, carrier, premium, effective dates, and assigned agents. Excludes premium payment history or claims information.

Fetches comprehensive details for a specific customer, including personal information, policies, notes, tasks, files, and custom fields, using their unique customer ID.

Fetches all tasks (read-only task data) for a customer by `customerId` to review their activities, follow-ups, and action items; the `customerId` must be valid.

Retrieves detailed information for a specific, existing driver (by `driverId`) associated with an AgencyZoom opportunity.

Retrieves comprehensive details for a specific lead in AgencyZoom by its unique `leadId` (which must correspond to an existing lead), including contact information, status, associated opportunities, quotes/policies, custom fields, and interaction history.

Retrieves all sales opportunities and their details for a specified, existing `leadId` in AgencyZoom.

Fetches comprehensive details for an existing opportunity using its unique `opportunityId`.

Retrieves comprehensive details for a specific task using its unique `taskId`, which must correspond to an existing task in AgencyZoom.