AgencyZoom

description

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

what casper can do

• 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.