How do I connect AgencyZoom?

Sign up for Conductor Deck, then add a AgencyZoom step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.

Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.

What's the difference between a trigger and an action?

A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

AgencyZoom + Stream Deck

crm · analytics · 0 triggers · 99 actions

AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance. Add AgencyZoom to your Stream Deck workflows with guided setup for the connection details it needs.

Build an AgencyZoom workflow — free See how it works

No code
Free tier
One Stream Deck press
Pairs with OBS & Elgato tools
OAuth & keys handled in-builder

Popular ways to use AgencyZoom

Add AgencyZoom to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.

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Triggers & actions

Steps your workflow can perform in AgencyZoom.

Get a list of producers

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

Add tags to 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.

Authenticate for JWT via V4 SSO

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.

Batch create contacts

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

Batch create leads

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.

Batch delete tasks

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

Change lead 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.

Create a customer note

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

About AgencyZoom

AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.

crmanalytics

How to connect

Sign up for free

Create your Conductor Deck account: no credit card required.

Connect AgencyZoom

Follow the setup prompts for AgencyZoom. Conductor Deck handles the app authorization or required connection details inside the workflow builder.

Build a workflow

Add an AgencyZoom action to your visual workflow canvas. Configure the options you need, then connect it to other steps.

Assign to Stream Deck

Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.

Frequently asked questions

How do I connect AgencyZoom?: Sign up for Conductor Deck, then add a AgencyZoom step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.
Is it free?: Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.
What's the difference between a trigger and an action?: A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

Automate AgencyZoom with your Stream Deck

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