Use agencyzoom with AI Agents

AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.
๐Ÿ”— Connect and Use agencyzoom
1. ๐Ÿ”‘ Connect your agencyzoom accou
2. โœ… Select an action
3. ๐Ÿš€ Go live with the agent
What do you want to do?
Actions
Authentication
- LOG THE USER IN
Contact Management
Customer Management
Thread
Lead Management
Life and Health Lead Management
Opportunity Management
User Management
Configuration and Settings
Department and Groups
Pipeline
Business Classifications
Task Management
V4SSO Authentication
Service Center

API actions for agencyzoom for AI assitants/agents

Language
JS
PYTHON

Authentication

LOG THE USER IN

POST /v1/api/auth/login: Authenticates users and returns a JWT upon successful login. Requires a JSON payload with credentials. Responses include a 200 with the token, and error codes 400 or 5
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_LOG_THE_USER_IN])

V4 SSO LOG THE USER IN

POST /v1/api/auth/ssologin: Endpoint for Single Sign-On (SSO) authentication. Send JSON login details to receive a JWT token upon success, or error messages for invalid credentials or server i
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_V4_SSO_LOG_THE_USER_IN])

LOG THE USER OUT

Log out endpoint: POST /v1/api/auth/logout allows users to securely sign off. Returns success status on proper execution, error messages for invalid credentials or server issues.
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_LOG_THE_USER_OUT])

Contact Management

BATCH CREATE CONTACT

Batch create contacts. Please note, maximum 5 contacts can be created in a single call
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_BATCH_CREATE_CONTACT])

Customer Management

SEARCH CUSTOMERS

Endpoint '/v1/api/customers' (POST) is for "Search Customers". It accepts a JSON-formatted search request and returns a customer list if successful (200), an error for invalid parameters (400)
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_SEARCH_CUSTOMERS])

GET THE CUSTOMER DETAILS

Retrieve a customer's details by their unique ID. Requires customer ID in the path. Responses include customer information on success (200), invalid parameters (400), or internal errors (500).
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_GET_THE_CUSTOMER_DETAILS])

UPDATE CUSTOMER

Update an existing customer's information by providing the unique customerId. This PUT request expects customer details in JSON format, and on success, returns a confirmation message. Authenti
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_UPDATE_CUSTOMER])

DELETE A CUSTOMER

Delete a specified customer by ID with secured access; success, invalid parameter, and server error responses defined.
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_DELETE_A_CUSTOMER])

GET THE CUSTOMER TASKS

Retrieve a list of tasks for a specific customer by their ID. Requires a valid customer ID in the path. Returns an array of tasks on success or error details on failure. Authentication needed.
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_GET_THE_CUSTOMER_TASKS])

DELETE A CUSTOMER POLICY

Delete a customer's policy by providing their ID and the policy ID. This operation ensures the removal of policy details and returns a confirmation upon success, with error handling for invali
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_DELETE_A_CUSTOMER_POLICY])

DELETE A CUSTOMER FILE

Endpoint to delete a specific file for a customer by providing customer and file IDs. Requires authentication. Returns success or error messages.
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_DELETE_A_CUSTOMER_FILE])

CREATE A CUSTOMER NOTE

Create a note for a specific customer by POST to '/v1/api/customers/{customerId}/notes'. Requires the customer ID in the path and note details in the JSON body. Responses include success confi
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_CREATE_A_CUSTOMER_NOTE])

GET AMS POLICIES FOR A CUSTOMER

Retrieve a customerโ€™s AMS policies by their ID. Required: customer ID (integer). Responses: 200 (policy data), 400 (invalid parameters), 500 (server error). Auth: bearer token.
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_GET_AMS_POLICIES_FOR_A_CUSTOMER])

GET POLICIES FOR A CUSTOMER

Retrieve a customer's policies using their unique ID. Handles valid requests, invalid parameters, and server errors with appropriate JSON responses. Authentication required.
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_GET_POLICIES_FOR_A_CUSTOMER])

Thread

SEARCH EMAIL THREADS

The `/v1/api/email-thread/list` endpoint enables clients to search for email threads using specified search parameters, with successful queries returning thread data and failures detailing iss
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_SEARCH_EMAIL_THREADS])

UNREAD THREAD

Marks an email thread as unread. Requires a JSON request body. Responses include 200 (success), 400 (invalid parameters), and 500 (internal error). Auth via bearer token.
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_UNREAD_THREAD])

DELETE THREAD

Deletes an email thread. Requires JSON body as per DeleteThreadRequest schema. Successful deletion returns a GenericSuccessResponse. Errors responded with ErrorResponse for bad requests (400)
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_DELETE_THREAD])

GET THREAD DETAILS

POST /v1/api/email-thread/email-thread-detail: Endpoint to retrieve detailed info on an email thread by a search request. Requires JSON input, returns thread info on success or error messages
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_GET_THREAD_DETAILS])

DELETE MESSAGE

The `/v1/api/email-thread/delete-message` endpoint deletes a message from a thread with a JSON request, returning status 200, 400, or 500 based on success or failure. Bearer token authenticati
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_DELETE_MESSAGE])

Lead Management

SEARCH LEADS

The `/v1/api/leads/list` POST endpoint searches for leads in the 'Lead Management' system, accepts a 'LeadSearchRequest' JSON, and returns matching leads or error codes (200, 400/500) with bea
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_SEARCH_LEADS])

SEARCH LEADS COUNT

POST /v1/api/leads/pipeline-count: Retrieve the count of leads based on search criteria. Requires a JSON request body with lead search parameters and returns a leads count response. Errors ret
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_SEARCH_LEADS_COUNT])

GET THE OPPORTUNITIES FOR A LEAD

Retrieve a lead's potential deals with a GET request to /v1/api/leads/{leadId}/opportunities. Requires 'leadId' parameter. Responses include an opportunity list, invalid parameter error, or se
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_GET_THE_OPPORTUNITIES_FOR_A_LEAD])

UPDATE A LEAD OPPORTUNITY

Update an existing lead's opportunity by specifying the leadId. Requires a JSON request body with details for the opportunity. Responses cover confirmation, client errors, and server errors. A
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_UPDATE_A_LEAD_OPPORTUNITY])

CREATE A LEAD OPPORTUNITY

Create an opportunity for a specific lead by POSTing to `/v1/api/leads/{leadId}/opportunities`. Requires leadId in the path and opportunity data in the request body. Responses include success
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_CREATE_A_LEAD_OPPORTUNITY])

GET LEAD FILES

This POST endpoint retrieves lead files. Users must submit a JSON request body with lead search parameters. Successful responses return an array of files; failures give error details. Authenti
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_GET_LEAD_FILES])

DELETE A LEAD FILE

Delete a specific file associated with a lead by providing their respective IDs. A successful deletion returns a confirmation, while errors yield detailed messages. Authentication required.
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_DELETE_A_LEAD_FILE])

UPDATE A LEAD FILE NAME

PUT /v1/api/leads/{leadId}/rename: Renames a lead file. Requires leadId and a JSON payload with the new name. Returns success or error messages. Auth via bearer token.
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_UPDATE_A_LEAD_FILE_NAME])

DELETE A LEAD OPPORTUNITY

Delete a lead's opportunity by specifying `leadId` and `opportunityId`. Success returns a confirmation, while failure results in error messages for invalid parameters or server errors.
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_DELETE_A_LEAD_OPPORTUNITY])

GET LEAD QUOTES

Retrieve quotes for a specific lead by ID. Supports secure requests and returns a list of quotes or error messages for invalid requests and internal errors.
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_GET_LEAD_QUOTES])

UPDATE A LEAD QUOTE

Update a lead's quote by submitting new details using the PUT method at '/v1/api/leads/{leadId}/quotes'. Requires leadId and accepts JSON payload. Responses include success, invalid request, a
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_UPDATE_A_LEAD_QUOTE])

CREATE A LEAD QUOTE

Create a new quote for a specific lead by POSTing data. Requires lead ID in the path and supports responses for success (200), invalid parameters (400), and server errors (500).
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_CREATE_A_LEAD_QUOTE])

DELETE A LEAD QUOTE

Delete a specific quote associated with a lead by providing unique lead and quote IDs. Success returns a confirmation, while invalid requests or server errors provide detailed feedback.
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_DELETE_A_LEAD_QUOTE])

UPDATE BUSINESS LEAD

Update business lead
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_UPDATE_BUSINESS_LEAD])

CREATE BIZ LEAD

Create a business lead
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_CREATE_BIZ_LEAD])

GET THE LEAD DETAILS

Fetch information for a specific lead by ID in the Lead Management system. Requires an integer leadId and can respond with lead details on success or error messages on invalid parameters or in
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_GET_THE_LEAD_DETAILS])

UPDATE LEAD

Update a personal lead
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_UPDATE_LEAD])

GET LEAD TASKS

Retrieve a list of tasks associated with a specific lead by providing the lead's ID. The response includes an array of tasks for a valid request or error messages for invalid parameters or ser
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_GET_LEAD_TASKS])

GET LEAD NOTES

Retrieve notes associated with a specific lead by ID. Supports filtering through path parameters, with potential errors including invalid parameters (400) or server issues (500).
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_GET_LEAD_NOTES])

CREATE A LEAD NOTE

Create a note for a specific lead by POST to '/v1/api/leads/{leadId}/notes'. Include the note content in JSON format. Requires a valid 'leadId' and authorization. Responses indicate success, i
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_CREATE_A_LEAD_NOTE])

CHANGE STATUS FOR LEAD

Endpoint to update lead's status by leadId. Requires leadId in path and JSON body for new status. Responses include success, invalid parameter, and internal error messages. Authenticated via b
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_CHANGE_STATUS_FOR_LEAD])

UPDATE LEAD STATUS BY ID

Endpoint updates a lead's status by ID. Accepts JSON payload for status change, returns 200 on success or error codes 400/500 for issues. Secure via bearer token.
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_UPDATE_LEAD_STATUS_BY_ID])

MOVE LEAD TO SOLD

POST /v1/api/leads/{leadId}/sold: Endpoint to mark a lead as sold by providing the lead ID. Requires authentication and returns a confirmation message or error response.
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_MOVE_LEAD_TO_SOLD])

CREATE LEAD

Create a personal lead
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_CREATE_LEAD])

BATCH CREATE LEAD

Batch create a personal lead. Please note, maximum 5 leads can be created
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_BATCH_CREATE_LEAD])

Life and Health Lead Management

SEARCH LIFE AND HEALTH LEADS

POST /v1/api/life: A secure endpoint for searching life and health insurance leads, accepting JSON requests and responding with lead details, errors, or internal processing issues.
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_SEARCH_LIFE_AND_HEALTH_LEADS])

Opportunity Management

CREATE A DRIVER FOR AN OPPORTUNITY

POST /v1/api/opportunities/{opportunityId}/driver: Endpoint to assign a driver to a specified opportunity by ID. Requires authentication and returns status on success or error.
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_CREATE_A_DRIVER_FOR_AN_OPPORTUNITY])

GET THE DRIVER DETAILS

Retrieve details of a specific driver by ID for opportunity management. Requires ID in path and returns driver info on success, or error messages on invalid input or server error.
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_GET_THE_DRIVER_DETAILS])

UPDATE A DRIVER S DETAILS

Endpoint to update the particulars of a driver linked with an opportunity, identified by a unique `driverId`. The update is accomplished via a PUT request accepting a JSON body, with potential
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_UPDATE_A_DRIVER_S_DETAILS])

DELETE A DRIVER

Delete a specific driver by their ID, managing opportunities. Returns confirmation on success, or error messages for invalid requests or server issues. Authentication required.
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_DELETE_A_DRIVER])

CREATE A VEHICLE FOR AN OPPORTUNITY

POST /v1/api/opportunities/{opportunityId}/vehicle: Endpoint to create a vehicle linked to a specific opportunity identified by 'opportunityId'. Returns success or error response. Requires JSO
from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.AGENCYZOOM_CREATE_A_VEHICLE_FOR_AN_OPPORTUNITY])

Frequently asked questions

What is Composio.dev?

Composio.dev is a platform for building AI applications, designed to make the process of developing AI solutions super easy and fun! It provides a comprehensive set of tools and libraries that simplify the process of developing AI solutions, allowing you to focus on the creative aspects of your project without getting bogged down by the technical details.

How does Composio.dev support agencyzoom?

Composio.dev seamlessly integrates with agencyzoom, allowing you to leverage its capabilities within the Composio.dev platform. You can utilize agencyzoom to call functions across various platforms, including Google, GitHub, and others, making it a breeze to incorporate different services into your AI applications. Additionally, it supports user authentication via OAuth2 and can work in conjunction with other popular frameworks like LangChain and CrewAI, giving you the flexibility to build truly innovative AI solutions.

What models can I use with agencyzoom?

With agencyzoom, you have access to a wide range of state-of-the-art language models, including GPT-4o (OpenAI), GPT-3.5 (OpenAI), GPT-4 (OpenAI), Claude (Anthropic), PaLM (Google), LLaMA and LLaMA 2 (Meta), Gemini, and many others. This flexibility allows you to choose the model that best suits your specific use case, whether you're building a chatbot, a content creation tool, or any other AI-powered application. You can experiment with different models and find the one that delivers the best performance for your project.

How can I integrate agencyzoom into my project?

Composio.dev provides a seamless integration for agencyzoom, making it super easy to incorporate this powerful framework into your projects. You can leverage the Composio.dev API to call functions from agencyzoom, allowing you to tap into its capabilities with just a few lines of code. The SDK is available in Python, JavaScript, and TypeScript, so you can work with your preferred programming language and integrate agencyzoom into your projects seamlessly.

What is the pricing for agencyzoom?

agencyzoom is completely free to use, with a generous free tier that allows up to 1000 requests per month. This makes it accessible for developers and organizations of all sizes to explore and experiment with this powerful tool without any upfront costs. Whether you're a student working on a personal project or a startup building the next big thing, you can get started with agencyzoom without worrying about breaking the bank.

What kind of authentication is supported for agencyzoom?

agencyzoom supports OAuth2 authentication, ensuring secure and authorized access to its functionalities. You can leverage the Composio.dev API to handle authentication and call functions from agencyzoom seamlessly. The SDK is available in Python, JavaScript, and TypeScript for your convenience, making it easy to integrate authentication into your projects and keep your users' data safe and secure.

Can I add agencyzoom to my project?

Absolutely! You can easily incorporate agencyzoom into your project by utilizing the Composio.dev API. This API allows you to call functions from agencyzoom, enabling you to leverage its capabilities within your application. The SDK is available in Python, JavaScript, and TypeScript to facilitate integration, so you can work with the language you're most comfortable with and add agencyzoom to your project with ease.

What is the accuracy of agencyzoom?

agencyzoom is designed to provide highly accurate and reliable results, ensuring that your AI applications perform at their best. The integration with Composio.dev ensures precise function calls, enabling you to build robust and powerful AI applications with confidence. agencyzoom's comprehensive framework and the ability to leverage state-of-the-art models ensure reliable and accurate outcomes for your AI development needs, whether you're working on a chatbot, a content creation tool, or any other AI-powered project.

What are some common use cases for agencyzoom?

agencyzoom can be used for a wide range of AI applications, making it a versatile tool for developers and creators alike. Some common use cases include natural language processing, text generation, question answering, sentiment analysis, and more. It's particularly useful for building chatbots, virtual assistants, content creation tools, and other AI-powered applications that can help you automate tasks, engage with users, and create compelling content. Whether you're working on a personal project or building a product for your startup, agencyzoom can help you bring your ideas to life.

How does agencyzoom handle data privacy and security?

Data privacy and security are crucial considerations when working with AI systems, and agencyzoom takes these issues seriously. It follows industry best practices and adheres to strict data protection regulations, ensuring that your data is kept safe and secure. agencyzoom provides robust security measures, such as encryption and access controls, to ensure the confidentiality and integrity of your data. You can rest assured that your sensitive information is protected when using agencyzoom for your AI development needs.
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