AgencyZoom Contact Management API

openapi: 3.2.0
info:
  title: Agencyzoom Contact Management API
  description: 'Agencyzoom API enables third party applications to integrate with

    Agencyzoom to manage lead, customer, policy, and tasks. The management operations

    include actions such as creation, retrieval, updating, and deletion.


    Currently, Agencyzoom has a rate limit of **120** calls per minute during the day and night as of Aug 17, 2026.


    # Getting Started

    Using authentication endpoints as described below, the integrator can function on hehalf

    of the logged in user. The login endpoint returns a JWT token. Subsequent calls need

    pass the token as HTTP header bearer token.

    ```

    Authorization: Bearer

    ```

    Please note, the permissions afforded to the caller are the same as those for the logged

    in user. Therefore, the user name used for the integration has to be the agency owner

    if the integrated applications would like to access all the functionalities.


    # Versioning

    Agencyzoom API is backward compatible. Currently there is only one version.


    # Change Logs

    - ### 2023.11.07

    - POST v1/api/leads/list. Fixed bug in sort by `lastActivityDate`. Added 2 additional filters: lastActivityEarliestDate,lastActivityLatestDate

    - Increased rate limite for nightly API calls

    - POST v1/api/leads/{leadId}/quotes. Fixed bug of missing `Quote ID` response payload

    - ### 2023.11.21

    - Increased rate limite for daily API calls to 30 per minute

    - POST /v1/api/leads/{leadId}/notes. Fixed bug in processing line breaks

    - ### 2024.01.10

    - New API for contact management - Batch Create Contacts POST `v1/api/contact/batch-create`

    - Added the following new fields for PUT `v1/api/customers/{customerId}`

    `contactFirstname` `contactLastname` `contactMiddlename` `numberOfEmployees` `annualRevenue` `totalPayroll` `tagNamesbirthday` `csrId` `agentId` `customFields`

    - ### 2024.01.18

    - New API for Customer management - Get AMS policies for a specific customer `GET: v1/api/customers/{customerId}/ams-policies`

    - New API for Customer management - Get policies for a specific customer `GET: v1/api/customers/{customerId}/policies`

    - New API for Customer management - Update tags for a specific policy `POST: v1/api/policies/update-tags`


    - ### 2024.01.18

    - POST `/v1/api/leads/create`. Edit request params `pipelineId` `stageId` as required.

    - ### 2024.03.10

    - Added two new fields `licenseNumber` `stateLicensed` for POST `v1/api/opportunities/{opportunityId}/driver` GET `v1/api/opportunities/drivers/{driverId}` PUT `v1/api/opportunities/drivers/{driverId}`

    - ### 2026.08.7

    - Increased rate limite for daily API calls to 90 per minute

    - ### 2026.08.17

    - Increased rate limite for daily API calls to 120 per minute


    Happy coding!'
  termsOfService: https://agencyzoom.com/tos/
  contact:
    email: support@agencyzoom.com
  license:
    name: Propriety license
  version: 1.0.0
servers:
- url: https://api.agencyzoom.com
  description: Mobile test server
tags:
- name: Contact Management
paths:
  /v1/api/contact/batch-create:
    post:
      tags:
      - Contact Management
      summary: Batch create contact
      description: Batch create contacts. Please note, maximum 5 contacts can be created in a single call. Contacts can be associated with either customers (via customerId) or leads (via leadId).
      operationId: batchCreateContact
      requestBody:
        description: Contact create request
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/BatchContactDataRequest'
      responses:
        '200':
          description: A confirmation message
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GenericSuccessResponse'
        '400':
          description: Invalid request parameter(s)
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '500':
          description: Internal processing error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
      security:
      - bearer: []
components:
  schemas:
    ErrorResponse:
      description: Error response model.
      properties:
        error:
          description: The error message
          type: string
        fieldErrors:
          description: The field errors
          type: array
          items:
            $ref: '#/components/schemas/FieldError'
      type: object
    FieldError:
      description: Form field error model.
      properties:
        field:
          description: The field ID
          type: string
        error:
          description: The error message
          type: string
      type: object
    GenericSuccessResponse:
      description: A generic succss response.
      properties:
        message:
          description: An optional confirmation message
          type: string
        id:
          description: A Model's id
          type: integer
        result:
          description: 'whether success, 1: true, 0: false'
          type: boolean
      type: object
    ContactDataRequest:
      description: Contact creation or update request model
      required:
      - firstname
      - lastname
      properties:
        customerId:
          description: Customer ID
          type: integer
        leadId:
          description: Lead ID
          type: integer
        firstname:
          description: Contact first name
          type: string
        lastname:
          description: Contact last name
          type: string
        middlename:
          description: Contact middle name
          type: string
        birthday:
          description: birthday mm/dd/yy
          type: string
        email:
          description: Contact email
          type: string
        phone:
          description: Contact phone number
          type: string
        address1:
          description: Street address
          type: string
        city:
          description: city
          type: string
        state:
          description: state
          type: string
        zip:
          description: Postal code
          type: string
        country:
          description: country
          type: string
      type: object
    BatchContactDataRequest:
      description: Batch contact creation request model. Max 5 contacts
      required:
      - firstname
      - lastname
      properties:
        contactDataRequests:
          description: A list of contacts
          type: array
          items:
            $ref: '#/components/schemas/ContactDataRequest'
      type: object
  securitySchemes:
    bearer:
      type: http
      bearerFormat: JWT
      scheme: bearer
x-provenance:
  method: harvested
  publisher: AgencyZoom
  source: https://app.agencyzoom.com/openapi/agencyzoom.yaml
  note: split by refine-openapis from the provider's own published document, verified by fetch (openapi/_original/*.fetch.json);
    stamped by stamp-openapi-provenance.py (roadmap#793)