> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-search-customers/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.meetgail.com/_mcp/server.

# 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.](/_fern-img/c19e93ab71e7018d41dcf88829163ee4b9c75fab1ca5e0933e3ce3f417ca70cd.webp)

> **Note**
>
> 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.

> Documentation for Gail, the AI platform for financial services. Learn how to set up GailGPT and Gail Agent to automate customer communications for insurance, banking, and finance.