Agencyzoom

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

Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.

Creates 1 to 5 new contacts in agencyzoom in a single batch api call.

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.

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

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

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

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

Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.

Adds a new note to an existing lead in agencyzoom, identified by `leadid`.

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.

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.

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

Creates or updates a business lead in agencyzoom using detailed personal and company information, for b2b sales and marketing lead management.

Creates a new lead or updates an existing one in agencyzoom; ensure `pipelineid`, `stageid`, `leadsourceid`, and `assignto` reference valid, existing entities.

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.

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

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

Permanently deletes a specific file, identified by `fileid`, associated with a customer, identified by `customerid`.