AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.
Actions (99)
Authenticate for JWT via V4 SSO
ActionBatch create contacts
ActionBatch create leads
ActionBatch delete tasks
ActionChange lead status
ActionMark task as completed
ActionCreate a customer note
ActionCreate a driver for an opportunity
ActionCreate a lead note
ActionCreate a lead opportunity
ActionCreate a lead quote
ActionCreate an opportunity
ActionCreate a vehicle for an opportunity
ActionCreate business lead
ActionCreate lead
ActionCreate task post endpoint
ActionDelete a customer
ActionDelete customer file
ActionDelete a customer policy
ActionDelete an opportunity driver by ID
ActionDelete file from lead
ActionDelete a lead opportunity
ActionDelete a lead quote
ActionDelete an opportunity
ActionDelete a task
ActionDelete a vehicle
ActionDelete thread message
ActionDelete email thread
ActionGet a list of assign groups
ActionGet a list of carriers
ActionGet a list of CSRs
ActionGet a list of custom fields
ActionGet a list of drivers for an opportunity
ActionGet a list of employees
ActionGet lead source categories
ActionGet lead sources
ActionGet a list of life professionals
ActionGet a list of locations
ActionGet loss reasons
ActionGet a list of pipelines
ActionGet a list of producers
ActionGet product lines and policy types
ActionGet a list of recycle events
ActionRetrieve vehicles for opportunity
ActionGet AMS policies for a customer
ActionGet auth URL for V4 SSO
ActionGet departments groups
ActionGet lead files
ActionRetrieve notes for specific lead
ActionGet lead quotes
ActionGet lead tasks
ActionGet list of end stages
ActionGet policies for a customer
ActionGet the customer details
ActionGet the customer tasks
ActionGet the driver details
ActionGet the lead details
ActionGet the opportunities for a lead
ActionGet the opportunity details
ActionGet the task details
ActionGet the vehicle details
ActionGet thread details
ActionLink a driver to opportunity
ActionLink vehicle to opportunity
ActionList Product Categories
ActionLog the user in
ActionLog the user out
ActionMark thread as unread
ActionMove lead to sold
ActionRemove text thread
ActionReopen a task
ActionSearch business classifications
ActionSearch customers
ActionSearch email threads
ActionSearch leads
ActionSearch leads count
ActionSearch life and health leads
ActionSearch SMS threads
ActionSearch and list tasks
ActionList service tickets
ActionGet SMS thread messages
ActionUnlink driver from opportunity
ActionUnlink vehicle from opportunity
ActionUpdate email thread read status
ActionUpdate a driver's details
ActionRename lead file
ActionUpdate a lead opportunity
ActionUpdate lead quote data
ActionUpdate an opportunity
ActionUpdate policy by id
ActionUpdate a vehicle's details
ActionUpdate business lead
ActionUpdate customer info using id
ActionUpdate lead
ActionUpdate lead status by id
ActionUpdate my profile
ActionAdd tags to a policy
ActionUpdate task
ActionLog user in via SSO
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Agiled
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