> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.meetgail.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.meetgail.com/_mcp/server.

# AgencyZoom

> Nodes that search and update customers, leads, and tasks in AgencyZoom.

AgencyZoom nodes let a workflow work with the records you keep in AgencyZoom: find
customers, leads, and tasks, look one up in detail, add notes, and create or
complete tasks. Use them to react to what is in AgencyZoom, keep records up to
date, and hand follow-up work to your team.

Connect AgencyZoom once from the [Marketplace](https://app.meetgail.com/marketplace).
After that, these nodes act on your behalf, so you never enter credentials in the
workflow itself. Until it is connected, the builder shows a "Connect AgencyZoom in
Marketplace" prompt.

## Customers

Find customers and work with their records.

#### [Search Customers](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-search-customers)

Find customers with optional filters and paging.

#### [Get Customer](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-get-customer)

Fetch one customer by id, including their policies.

#### [Add Customer Note](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-add-customer-note)

Add a note to a customer by id.

## Leads

Find leads and work with their records.

#### [Search Leads](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-search-leads)

Find leads with optional filters and paging.

#### [Get Lead](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-get-lead)

Fetch one lead by id, including its opportunities and quotes.

#### [Add Lead Note](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-add-lead-note)

Add a note to a lead by id.

## Tasks

Find, create, update, and complete tasks.

#### [Search Tasks](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-search-tasks)

Find tasks with optional filters and paging.

#### [Create Task](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-create-task)

Create a task, optionally linked to a customer or lead.

#### [Update Task](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-update-task)

Change fields on an existing task.

#### [Complete Task](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-complete-task)

Mark a task done by id.