Use AgencyZoom with AI Agents

Productivity-agent

AgencyZoom is a customer relationship management (CRM) and agency management software designed specifically for insurance agencies. It provides features to help agents manage their leads, clients, policies, and agency operations.

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1. 🔑 Connect your AgencyZoom accou

2. ✅ Select an action

3. 🚀 Go live with the agent

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API actions for AgencyZoom for AI assitants/agents

Language

PYTHON

Framework

Create Lead

Creates a new lead in AgencyZoom with specified details.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_LEAD])

Update Lead

Updates an existing lead's information in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_LEAD])

Create Task

Creates a new task associated with a lead or policy in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_TASK])

Update Task

Updates an existing task's details in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_TASK])

Create Policy

Creates a new insurance policy in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_POLICY])

Update Policy

Updates an existing policy's information in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_POLICY])

Send Email

Sends an email to a lead or client through AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.SEND_EMAIL])

Schedule Appointment

Schedules an appointment with a lead or client in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.SCHEDULE_APPOINTMENT])

Create Note

Adds a new note to a lead, policy, or task in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_NOTE])

Update Note

Updates an existing note in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_NOTE])

Create Tag

Creates a new tag for organizing leads, policies, or tasks in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_TAG])

Apply Tag

Applies an existing tag to a lead, policy, or task in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.APPLY_TAG])

Remove Tag

Removes a tag from a lead, policy, or task in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.REMOVE_TAG])

Create Workflow

Creates a new automated workflow in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_WORKFLOW])

Start Workflow

Initiates a specific workflow for a lead or policy in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.START_WORKFLOW])

New Lead Created

Triggered when a new lead is created in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_LEAD_CREATED])

Lead Status Changed

Triggered when a lead's status is updated in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.LEAD_STATUS_CHANGED])

New Policy Created

Triggered when a new insurance policy is created in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_POLICY_CREATED])

Policy Renewed

Triggered when an insurance policy is renewed in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.POLICY_RENEWED])

Policy Cancelled

Triggered when an insurance policy is cancelled in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.POLICY_CANCELLED])

Task Completed

Triggered when a task is marked as completed in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.TASK_COMPLETED])

Task Due

Triggered when a task's due date is reached in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.TASK_DUE])

Appointment Scheduled

Triggered when a new appointment is scheduled in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.APPOINTMENT_SCHEDULED])

Email Opened

Triggered when an email sent through AgencyZoom is opened by the recipient.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.EMAIL_OPENED])

Form Submitted

Triggered when a lead or client submits a form in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.FORM_SUBMITTED])

Lead Score Changed

Triggered when a lead's score is updated in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.LEAD_SCORE_CHANGED])

Document Uploaded

Triggered when a new document is uploaded to a lead or policy in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.DOCUMENT_UPLOADED])

Payment Received

Triggered when a payment is recorded for a policy in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.PAYMENT_RECEIVED])

Workflow Completed

Triggered when an automated workflow is completed in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.WORKFLOW_COMPLETED])

New Note Added

Triggered when a new note is added to a lead, policy, or task in AgencyZoom.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_NOTE_ADDED])

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.