BASIC_WITH_JWT
agencyzoom_jwt_auth_scheme
Developer setup
No fields declared in this snapshot.
User connection
- Usernameusername · stringRequired
- Passwordpassword · stringRequired
All integrations
AG
Catalogue metadata onlycrmv20260615_00
AGENCYZOOM
AgencyZoom
AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.
Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.
Pakkawork boundary
Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.
No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options
Attributed source 99
Action summaries
Display-only definitions
0
Trigger types
Not installed instances
2
Auth modes
Field names, never values
No
Execution
No runtime adapter
Authentication map
What setup is declared?
Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.
API_KEYBASIC_WITH_JWT
Provider setup
API_KEY
agencyzoom_api_key
Developer setup
No fields declared in this snapshot.
User connection
- JWT Tokenbearer_token · stringRequired
Capability index
Actions and trigger definitions
Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.
Showing 91–99 of 99 actions
Update a vehicle's details
AGENCYZOOM_UPDATE_A_VEHICLE_S_DETAILS
Updates details for an existing vehicle within an opportunity; this action cannot be used to create new vehicle records.
Untrusted display-only summary
Update business lead
AGENCYZOOM_UPDATE_BUSINESS_LEAD
Updates an existing business lead in AgencyZoom. Requires leadId (path parameter) plus core business information fields: firstname, email, name (business name), pipelineId, stageId, leadSourceId, assignTo (producer ID), and country. All other fields are optional and will only update if provided.
Untrusted display-only summary
Update customer info using id
AGENCYZOOM_UPDATE_CUSTOMER
Updates an existing customer's information in AgencyZoom using their unique customerId.
Untrusted display-only summary
Update lead
AGENCYZOOM_UPDATE_LEAD
Updates an existing lead's information in AgencyZoom using the `leadId`; ensure the `leadId` corresponds to an existing lead in AgencyZoom.
Untrusted display-only summary
Update lead status by id
AGENCYZOOM_UPDATE_LEAD_STATUS_BY_ID
Updates a lead's status (0=ACTIVE, 2=WON, 3=LOST, 5=XDATED) by `leadId`, optionally setting workflow, stage, date, loss reason, X-date type, source, recycle stage/pipeline, or tags; requires `date` and `xDateType` for status 5 (XDATED), and `lossReasonId` for status 3 (LOST).
Untrusted display-only summary
Update my profile
AGENCYZOOM_UPDATE_MY_PROFILE
Updates the profile information (first name, last name, email, and optional phone) for the currently authenticated user in AgencyZoom; the provided email address must be unique within the system.
Untrusted display-only summary
Add tags to a policy
AGENCYZOOM_UPDATE_TAGS_FOR_A_POLICY
Adds new comma-separated `tagNames` to a policy, requiring `tagNames` and identification by either `policyId` or `amsPolicyId`; if `amsPolicyId` is provided, `policyId` is ignored, and existing tags are not affected.
Untrusted display-only summary
Update task
AGENCYZOOM_UPDATE_TASK
Modifies an existing AgencyZoom task (which must be valid and identified by `taskId` in the path) with new attributes from the request body, which must also contain `taskId`.
Untrusted display-only summary
Log user in via SSO
AGENCYZOOM_V4_SSO_LOG_THE_USER_IN
Logs a user into the AgencyZoom platform via Single Sign-On (SSO). Returns JWT on success or error details on authentication failure.
Untrusted display-only summary
Provenance
Versioned facts, explicit trust.
The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.
- Repository
- https://github.com/provider-directoryHQ/provider-directory
- Commit
- 85e33f6a81dfe987f6fc3637d48d45052cea8ca5
- Generated
- 2026-09-12
- Trust policy
- untrusted_display_only
Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.