AgencyZoom

AgencyZoom Customer Management API

The Customer Management API from AgencyZoom — 14 operation(s) for customer management.

GitHub OpenAPI

Operations 16

POST /v1/api/customers Search Customers #
GET /v1/api/customers/{customerId} Get the customer details #
PUT /v1/api/customers/{customerId} Update customer #
DELETE /v1/api/customers/{customerId} Delete a customer #
GET /v1/api/customers/{customerId}/tasks Get the customer tasks #
DELETE /v1/api/customers/{customerId}/policies/{policyId} Delete a customer policy #
DELETE /v1/api/customers/{customerId}/files/{fileId} Delete a customer file #
POST /v1/api/customers/{customerId}/notes Create a customer note #
GET /v1/api/customers/{customerId}/ams-policies Get AMS policies for a customer #
GET /v1/api/customers/{customerId}/policies Get policies for a customer #
POST /v1/api/customers/create Create customer #
POST /v1/api/policies/create Create policy #
PUT /v1/api/policies/{policyId} Update a policy #
POST /v1/api/policies/update-tags Update tags for a policy #
POST /v1/api/policies/update-status Update status for a policy #
POST /v1/api/policies/endorse Create an endorsement for a policy #

Documentation

📖
Documentation
https://app.agencyzoom.com/openapi/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/agencyzoom/refs/heads/main/openapi/agencyzoom-customer-management-api-openapi.yml

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OpenAPI Specification

agencyzoom-customer-management-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Agencyzoom Customer 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:


# --- truncated at 32 KB (54 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/agencyzoom/refs/heads/main/openapi/agencyzoom-customer-management-api-openapi.yml