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, th…

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

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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.

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

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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.

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

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

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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.

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

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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.

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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.

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

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

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

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

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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.

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

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

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

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

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

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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.

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

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

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

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

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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.

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

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

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

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