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Beyond-Bot.ai + agencyzoom
AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to agencyzoom.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in agencyzoom.
Trigger Workflows
Start automated workflows in agencyzoom based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within agencyzoom.
Authenticate For Jwt Via V4 Sso
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.
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.
Mark Task As Completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
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.
Create A Driver For An Opportunity
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.
Create A Lead Note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Create A Lead Opportunity
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.
Create A Lead Quote
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.
Create An Opportunity
Creates a new lead opportunity in agencyzoom; this action cannot update existing opportunities.
Create A Vehicle For An Opportunity
Adds a new vehicle record to a specified opportunity; `opportunityid` must refer to a valid, existing opportunity.
Create Business Lead
Creates or updates a business lead in agencyzoom using detailed personal and company information, for b2b sales and marketing lead management.
Create Lead
Creates a new lead or updates an existing one in agencyzoom; ensure `pipelineid`, `stageid`, `leadsourceid`, and `assignto` reference valid, existing entities.
Create Task Post Endpoint
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.
Delete A Customer
Irreversibly deletes a customer and all associated data in agencyzoom using their `customerid`; useful for offboarding or data privacy compliance.
Delete Customer File
Permanently deletes a specific file, identified by `fileid`, associated with a customer, identified by `customerid`.
Delete A Customer Policy
Permanently deletes a specific policy associated with a customer, for instance, if it's cancelled or inactive; this action is irreversible and requires caution.
Delete An Opportunity Driver By Id
Permanently deletes an existing agencyzoom driver (e.g., lead, potential sale, or business engagement) using its valid `driverid`; this action is irreversible.
Delete File From Lead
Deletes a specific file (identified by `fileid`) associated with an existing lead (identified by `leadid`); this operation is irreversible.
Delete A Lead Opportunity
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.
Delete A Lead Quote
Deletes a specific quote from a lead, requiring that the lead and quote exist and are associated.
Delete An Opportunity
Permanently deletes a specific opportunity by its unique id; this action is irreversible and requires a valid, existing `opportunityid`.
Delete A Task
Permanently and irreversibly deletes an existing task, identified by its `taskid`.
Delete A Vehicle
Permanently deletes a vehicle record by its `vehicleid`, which must correspond to an existing vehicle in the agencyzoom system.
Delete Thread Message
Deletes a specific message from an email thread within agencyzoom, where the message id is implicitly handled (e.g., via url path or session) as the request schema is empty.
Delete Email Thread
Permanently deletes a specific email thread from the agencyzoom system, identified by its `threadid` (expected by the endpoint), provided the thread exists.
Get A List Of Assign Groups
Retrieves all assign groups configured in agencyzoom, used for categorizing or assigning items to specific teams or units.
Get A List Of Carriers
Retrieves all insurance carriers from agencyzoom, typically used for populating selection lists or synchronizing carrier data; does not return detailed policy or coverage information.
Get A List Of Csrs
Fetches all customer service representatives (csrs), including their id and name, returning an empty list if none are configured.
Get A List Of Custom Fields
Retrieves metadata for all configured custom field definitions, not the specific values entered for individual records.
Get A List Of Drivers For An Opportunity
Retrieves a list of drivers (individuals), including their personal details, licensing information, and relationship status, associated with a specific, existing `opportunityid` in agencyzoom.
Get A List Of Employees
Retrieves a complete list of all employees for the authenticated agency; returns an empty list if no employees are configured.
Get Lead Source Categories
Retrieves a comprehensive list of all predefined lead source categories from agencyzoom, used to classify lead origins.
Get Lead Sources
Fetches a list of all lead sources configured in agencyzoom, including their id, name, sales exclusion status, and category id.
Get A List Of Life Professionals
Retrieves a list of life insurance professionals, including only their contact and status information (excluding sales or customer data), from the agencyzoom platform.
Get A List Of Locations
Retrieves all agency locations or branches from agencyzoom; filtering options are not available.
Get Loss Reasons
Retrieves a list of all predefined loss reasons from agencyzoom, used for populating ui elements or analysis, returning all reasons without filtering or statistical data.
Get A List Of Pipelines
Retrieves all pipelines and their stages from agencyzoom to understand workflow structures; this is a read-only operation and does not return individual items (like leads or tasks) within these pipelines.
Get A List Of Producers
Retrieves a list of all producers from agencyzoom, typically related to text thread functionalities.
Get Product Lines And Policy Types
Fetches all product lines and policy types from agencyzoom, each detailed with its id, name, and product category id.
Get A List Of Recycle Events
Retrieves the history of recycling activities (e.g., reassignments, status changes, x-date updates) for a specified existing lead in agencyzoom.
Retrieve Vehicles For Opportunity
Retrieves all vehicles associated with an existing opportunity, using its unique opportunityid.
Get Ams Policies For A Customer
Retrieves a customer's synchronized agency management system (ams) policy data (typically a single policy); requires an active ams integration, may return empty/default values if data is missing.
Get Auth Url For V4 Sso
Retrieves a fresh authentication url for agencyzoom's v4 single sign-on (sso) process; call before each sso attempt as the url may change and should not be cached.
Get Departments Groups
Fetches department and group information for an agency, optionally filtered by a specific `agencynumber`, to analyze its organizational structure.
Get Lead Files
Retrieves metadata for files linked to leads; sends an empty post request, which typically fetches a default set of files (not full lead details) for existing leads with documents.
Retrieve Notes For Specific Lead
Fetches the complete history of notes for a specific lead by `leadid` (which must exist), useful for reviewing context for communications or follow-ups; this is a read-only operation.
Get Lead Quotes
Retrieves all insurance quotes (active and inactive) for a specific lead id, useful for reviewing or tracking quote history.
Get Lead Tasks
Retrieves all tasks for a specific lead, identified by its `leadid`, to review its activity history or manage follow-ups.
Get List Of End Stages
Fetches a list of all defined end stages, representing final steps in processes like lead conversion or policy closure.
Get Policies For A Customer
Retrieves from agencyzoom details for an insurance policy of an existing customer (identified by `customerid`), excluding premium payment history or claims information.
Get The Customer Details
Fetches comprehensive details for a specific customer, including personal information, policies, notes, tasks, files, and custom fields, using their unique customer id.
Get The Customer Tasks
Fetches all tasks (read-only task data) for a customer by `customerid` to review their activities, follow-ups, and action items; the `customerid` must be valid.
Get The Driver Details
Retrieves detailed information for a specific, existing driver (by `driverid`) associated with an agencyzoom opportunity.
Get The Lead Details
Retrieves comprehensive details for a specific lead in agencyzoom by its unique `leadid` (which must correspond to an existing lead), including contact information, status, associated opportunities, quotes/policies, custom fields, and interaction history.
Get The Opportunities For A Lead
Retrieves all sales opportunities and their details for a specified, existing `leadid` in agencyzoom.
Get The Opportunity Details
Fetches comprehensive details for an existing opportunity using its unique `opportunityid`.
Get The Task Details
Retrieves comprehensive details for a specific task using its unique `taskid`, which must correspond to an existing task in agencyzoom.
Get The Vehicle Details
Retrieves detailed information for a specific vehicle, often associated with an agencyzoom opportunity, using its unique vehicleid.
Get Thread Details
Searches and retrieves detailed information for email threads in agencyzoom; no explicit search criteria are passed in this request.
Link A Driver To Opportunity
Assigns or reassigns an existing driver to an existing opportunity.
Link Vehicle To Opportunity
Links an existing vehicle to an existing sales opportunity in agencyzoom using their respective ids, typically for managing auto insurance policies or related services.
List Product Categories
Retrieves a complete, unfiltered list of all product categories (id and name) from agencyzoom, useful for understanding product organization or populating ui elements.
Log The User In
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.
Log The User Out
Use this action to log the current user out of agencyzoom by invalidating their active session token.
Mark Thread As Unread
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.
Move Lead To Sold
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.
Remove Text Thread
Call this action to permanently delete a text thread in agencyzoom; the target thread is identified by the api via implicit context as this action accepts no parameters.
Reopen A Task
Reopens an existing agencyzoom task that is currently 'completed' or 'closed', allowing it to be reactivated with optional comments.
Search Business Classifications
Retrieves a comprehensive list of all available business classifications from agencyzoom, each including an id, code, and description.
Search Customers
Searches for customers in agencyzoom using criteria like contact information, policy details, or custom fields, with options for filtering, sorting, and pagination.
Search Email Threads
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.
Search Leads
Retrieves agencyzoom leads, using filters, pagination, and sorting options sent in the post body, as the request schema itself is empty.
Search Leads Count
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.
Search Life And Health Leads
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.
Search Sms Threads
Searches and retrieves sms threads from agencyzoom, with search parameters, filters, sorting, and pagination typically provided in the request body of this post operation.
Search And List Tasks
Searches and lists tasks, supporting pagination and accepting filter criteria in the post request body despite an empty request schema.
List Service Tickets
Retrieves a list of service tickets from agencyzoom, optionally filtered by criteria such as status, priority, or date ranges.
Get Text Thread Details
Retrieves detailed messages for an implicitly specified text thread.
Unlink Driver From Opportunity
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.
Unlink Vehicle From Opportunity
Unlinks a specific, existing vehicle from a specific, existing opportunity using their respective ids, removing only the association and not the records themselves.
Unread Email Thread
Updates the read or unread status of a specific email thread within agencyzoom.
Update A Driver'S Details
Updates an existing driver's details in agencyzoom, requiring `driverid` in the path and `firstname` and `lastname` in the request.
Rename Lead File
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`.
Update A Lead Opportunity
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.
Update Lead Quote Data
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.
Update An Opportunity
Updates an existing opportunity with the provided details; ensure any custom field names are predefined in agencyzoom configuration.
Update Policy By Id
Updates an existing insurance policy for the given `policyid`; monetary values must be in cents and dates in yyyy-mm-dd format.
Update A Vehicle'S Details
Updates details for an existing vehicle within an opportunity; this action cannot be used to create new vehicle records.
Update Business Lead
Updates an existing business lead, identified by `leadid` (which must be valid and existing), using data provided in the request body not defined in this schema.
Update Customer Info Using Id
Updates an existing customer's information in agencyzoom using their unique customerid.
Update Lead
Updates an existing lead's information in agencyzoom using the `leadid`; ensure the `leadid` corresponds to an existing lead in 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).
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.
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.
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`.
Log User In Via Sso
Logs a user into the agencyzoom platform via single sign-on (sso).