WorkflowsNode ReferenceIntegrationsAgencyZoom

AgencyZoom Search Tasks

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The Search Tasks node looks up tasks in AgencyZoom and hands back a page of matches. Every filter is optional, so you can search broadly or narrow down to exactly the tasks you want.

When to use it

  • You want to find open tasks before working through them.
  • You need a page of tasks of a certain kind, for a certain assignee, or due soon.
  • You want to search, then complete or update the first match in a later step.

Inputs

FieldWhat it’s forExample
StatusLimit to open or done tasks.open
TypeLimit to a category: sales or onboarding.sales
AssigneeMatch tasks assigned to a user.A user id
Due windowA predefined window such as today, past due, or next week.today
Sort byWhich field to order the results on.id
OrderAscending or descending order.asc
PageWhich page of results to return, starting at 0.0
Page sizeHow many results per page, from 1 to 200.20

Every filter is optional. Any field can be a fixed value or an expression that reads from an earlier step.

Outputs

FieldWhat you get back
TasksThe matching tasks on this page, each with title, status, due date, and who it belongs to.
Total countHow many tasks matched in all.
PageThe page and page size that were returned.

Example

A workflow tidies up finished work each evening for Chen Insurance Group. It uses Search Tasks to find open onboarding tasks that are already past due, then loops over them with a For Each step to complete the ones whose underlying work is done.

The AgencyZoom Search Tasks node configuration panel, showing the filters and paging.

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.

Complete Task

Mark a matched task done.

Update Task

Change fields on a matched task.

For Each

Loop over the matches and act on each task.

Create Task

Create a new task instead of finding one.