AgencyZoom Search Customers
The Search Customers node looks up customers in AgencyZoom and hands back a page of matches. Every filter is optional, so you can search broadly or narrow down to exactly the customers you want.
When to use it
- You want to find a customer by name, email, or location before acting on them.
- You need a page of customers that share a status or came from a source.
- You want to search, then work with the first match in a later step.
Inputs
Every filter is optional. Any field can be a fixed value or an expression that reads from an earlier step.
Outputs
Example
A workflow needs Sarah Chen’s record before logging a call. It uses Search Customers with her last name and state to find her, then feeds the first match’s id into a Get Customer step to pull her full record, including her policies.
Ask for only the page size you need. Large pages bloat the run’s history, so keep the default of 20 unless you truly need more, and page through results rather than pulling everything at once.