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

# AgencyZoom

> Nodes that search, create, and update customers, leads, and tasks in AgencyZoom.

AgencyZoom nodes let a workflow work with the records you keep in AgencyZoom: find
customers, leads, and tasks, look one up in detail, create leads, add notes, and
create or complete tasks. Use them to react to what is in AgencyZoom, keep records up to
date, and hand follow-up work to your team.

> **Note**
>
> Connect AgencyZoom once from the [Marketplace](https://app.meetgail.com/marketplace).
> After that, these nodes act on your behalf, so you never enter credentials in the
> workflow itself. Until it is connected, the builder shows a "Connect AgencyZoom in
> Marketplace" prompt.

## Customers

Find customers and work with their records.

#### [Search Customers](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-search-customers)

Find customers with optional filters and paging.

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

Fetch one customer by id, including their policies.

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

Add a note to a customer by id.

## Leads

Find, create, and work with leads.

#### [Search Leads](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-search-leads)

Find leads with optional filters and paging.

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

Fetch one lead by id, including its opportunities and quotes.

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

Create a personal-lines lead in a pipeline and stage.

#### [Create Business Lead](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-create-business-lead)

Create a commercial lead with business details.

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

Add a note to a lead by id.

## Tasks

Find, create, update, and complete tasks.

#### [Search Tasks](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-search-tasks)

Find tasks with optional filters and paging.

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

Create a task, optionally linked to a customer or lead.

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

Change fields on an existing task.

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

Mark a task done by id.

> 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.

## Docs

- [AgencyZoom Search Customers](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-search-customers.md): Finds customers in AgencyZoom using optional filters, and returns a page of matches.
- [AgencyZoom Get Customer](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-get-customer.md): Fetches one AgencyZoom customer by id, including their policies.
- [AgencyZoom Add Customer Note](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-add-customer-note.md): Adds a note to an AgencyZoom customer by id.
- [AgencyZoom Search Leads](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-search-leads.md): Finds leads in AgencyZoom using optional filters, and returns a page of matches.
- [AgencyZoom Get Lead](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-get-lead.md): Fetches one AgencyZoom lead by id, including its opportunities and quotes.
- [AgencyZoom Add Lead Note](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-add-lead-note.md): Adds a note to an AgencyZoom lead by id.
- [AgencyZoom Create Lead](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-create-lead.md): Creates a personal-lines lead in AgencyZoom and returns the new lead's id.
- [AgencyZoom Create Business Lead](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-create-business-lead.md): Creates a commercial lead in AgencyZoom, with business details, and returns the new lead's id.
- [AgencyZoom Search Tasks](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-search-tasks.md): Finds tasks in AgencyZoom using optional filters, and returns a page of matches.
- [AgencyZoom Complete Task](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-complete-task.md): Marks an AgencyZoom task done by id, recording who completed it and when.
- [AgencyZoom Create Task](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-create-task.md): Creates a task in AgencyZoom, optionally linked to a customer or lead.
- [AgencyZoom Update Task](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-update-task.md): Changes fields on an existing AgencyZoom task, touching only the fields you set.