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# AgencyZoom Search Customers

> Finds customers in AgencyZoom using optional filters, and returns a page of matches.

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

| Field      | What it's for                                   | Example             |
| ---------- | ----------------------------------------------- | ------------------- |
| First name | Match customers by first name.                  | `Sarah`             |
| Last name  | Match customers by last name.                   | `Chen`              |
| Email      | Match customers by email.                       | `sarah@example.com` |
| State      | Match customers in a state.                     | `FL`                |
| Status     | Limit to active or inactive customers, or all.  | `active`            |
| Sort by    | Which field to order the results on.            | `lastname`          |
| Order      | Ascending or descending order.                  | `asc`               |
| Page       | Which page of results to return, starting at 0. | `0`                 |
| Page size  | How many results per page, from 1 to 100.       | `20`                |

Every filter is optional. Any field can be a fixed value or an
[expression](/platform/workflows/core-concepts/expressions/using-expressions-in-nodes) that reads from
an earlier step.

## Outputs

| Field       | What you get back                                                               |
| ----------- | ------------------------------------------------------------------------------- |
| Customers   | The matching customers on this page, each with name, email, phone, and address. |
| Total count | How many customers matched in all.                                              |
| Page        | The page and page size that were returned.                                      |

## 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](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-get-customer)
step to pull her full record, including her policies.

![The AgencyZoom Search Customers node configuration panel, showing the filters and paging.](https://fdr-prod-docs-files-public.s3.us-east-1.amazonaws.com/gail.docs.buildwithfern.com/c19e93ab71e7018d41dcf88829163ee4b9c75fab1ca5e0933e3ce3f417ca70cd/docs/pages/platform/workflows/assets/agencyzoom-search-customers.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA6KXJSKKNFOCF7G4B%2F20260823%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260823T232952Z&X-Amz-Expires=604800&X-Amz-Signature=8b67da25285430e3829ae4b24ec1b36c4c9296fdcf900665db71543ba246d63c&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

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.

## Related nodes

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

Pull the full record for a matched customer.

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

Add a note to a matched customer.

#### [For Each](/platform/workflows/node-reference/logic-and-flow/for-each)

Loop over the matches and act on each customer.

#### [Add Contact](/platform/workflows/node-reference/gail/add-contact)

Bring a matched customer into Gail as a contact.