AgencyZoom

Retrieves detailed information for a specific vehicle, often associated with an AgencyZoom opportunity, using its unique vehicleId.

Untrusted display-only summary

Searches and retrieves detailed information for email threads in AgencyZoom; no explicit search criteria are passed in this request.

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Assigns or reassigns an existing driver to an existing opportunity.

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Links an existing vehicle to an existing sales opportunity in AgencyZoom using their respective IDs, typically for managing auto insurance policies or related services.

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Retrieves a complete, unfiltered list of all product categories (ID and name) from AgencyZoom, useful for understanding product organization or populating UI elements.

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Authenticates an existing AgencyZoom user using their email (as username) and password to obtain a JWT for API access; this action does not support new user creation.

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Use this action to log the current user out of AgencyZoom by invalidating their active session token.

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Marks a text thread in AgencyZoom as read or unread using its `threadId`; this action does not modify message content and the specified `threadId` must refer to an existing thread.

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Marks an existing lead as sold by its `leadId` and records product details; `productLineId`, `premium`, `effectiveDate`, and `soldDate` are operationally required for each sold product, despite schema flexibility.

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Call this action to permanently delete an SMS/text message thread in AgencyZoom; the target thread is identified by its `threadId`. Note: This operation is idempotent - deleting a non-existent thread will return success.

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Reopens an existing AgencyZoom task that is currently 'completed' or 'closed', allowing it to be reactivated with optional comments.

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Retrieves a comprehensive list of all available business classifications from AgencyZoom, each including an ID, code, and description.

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Searches for customers in AgencyZoom using criteria like contact information, policy details, or custom fields, with options for filtering, sorting, and pagination.

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Retrieves a list of email thread metadata from AgencyZoom, suitable for an overview when no specific filtering, sorting, or pagination is needed, as results are subject to default server-side limits and ordering.

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Retrieves AgencyZoom leads, using filters, pagination, and sorting options sent in the POST body, as the request schema itself is empty.

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Retrieves a summary of lead counts categorized by workflow stage from AgencyZoom; this action does not support filtering and returns aggregate counts rather than individual lead details.

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Searches for life and health insurance leads by providing filter criteria (matching AlrLead fields) in the request body; an empty request may retrieve all leads or a default set.

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Searches and retrieves SMS threads from AgencyZoom, with search parameters, filters, sorting, and pagination typically provided in the request body of this POST operation.

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Searches and lists tasks, supporting pagination and accepting filter criteria in the POST request body despite an empty request schema.

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Retrieves a paginated list of service tickets from AgencyZoom. Supports filtering by: - Status (0=removed, 1=active, 2=completed) - Priority ID and Category ID Returns service ticket details including subject, description, dates, assignment information, and workflow stage. Results are paginated with default page size…

Untrusted display-only summary

Retrieves detailed messages for a specific SMS/text thread by its thread ID. Returns all messages in the thread with their content, attachments, sender/recipient information, and metadata. The thread ID can be obtained from the search_sms_threads action.

Untrusted display-only summary

Unlinks a currently associated driver from an AgencyZoom opportunity, used when the driver is no longer relevant, for policy or data updates, potentially impacting the opportunity's status or associated policy details.

Untrusted display-only summary

Unlinks a specific, existing vehicle from a specific, existing opportunity using their respective IDs, removing only the association and not the records themselves.

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Updates the read or unread status of a specific email thread within AgencyZoom.

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Updates an existing driver's details in AgencyZoom, requiring `driverId` in the path and `firstName` and `lastName` in the request.

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Updates a lead's file name to `newFileName`; requires `fileId` of the target file, which must be associated with both the `leadId` (path parameter) and the provided `customerReferralId`.

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Updates an existing opportunity's details (carrier, product line, premium, items, custom fields) for a specific lead; `leadId`, opportunity `id`, `carrierId`, and `productLineId` must refer to existing entities.

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Updates an existing quote for a specified lead in AgencyZoom when its details require revision, ensuring the provided `leadId` (path parameter), quote `id` (body parameter), `carrierId`, and `productLineId` are valid and correspond to existing entities.

Untrusted display-only summary

Updates an existing opportunity with the provided details; ensure any custom field names are predefined in AgencyZoom configuration.

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Updates an existing insurance policy for the given `policyId`; monetary values must be in cents and dates in YYYY-MM-DD format.

Untrusted display-only summary