> 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-tasks/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.meetgail.com/_mcp/server.

# AgencyZoom Search Tasks

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

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

| Field      | What it's for                                              | Example   |
| ---------- | ---------------------------------------------------------- | --------- |
| Status     | Limit to open or done tasks.                               | `open`    |
| Type       | Limit to a category: sales or onboarding.                  | `sales`   |
| Assignee   | Match tasks assigned to a user.                            | A user id |
| Due window | A predefined window such as today, past due, or next week. | `today`   |
| Sort by    | Which field to order the results on.                       | `id`      |
| 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 200.                  | `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                                                                          |
| ----------- | ------------------------------------------------------------------------------------------ |
| Tasks       | The matching tasks on this page, each with title, status, due date, and who it belongs to. |
| Total count | How many tasks matched in all.                                                             |
| Page        | The 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](/platform/workflows/node-reference/logic-and-flow/for-each) step
to complete the ones whose underlying work is done.

![The AgencyZoom Search Tasks node configuration panel, showing the filters and paging.](/_fern-img/421fe8e33d5739330fcc544cc25b5052aed9bda434f0e4eab9e550eec74962cd.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

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

Mark a matched task done.

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

Change fields on a matched task.

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

Loop over the matches and act on each task.

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

Create a new task instead of finding one.

> 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.