AgencyZoom

AgencyZoom Customers API

The Customers API from AgencyZoom — 4 operation(s) for customers.

GitHub OpenAPI
Business capability
Customer Information & Consent Management BC-2120.40

Operations 6

POST /v1/api/customers Search customers #
GET /v1/api/customers/{customerId} Get customer details #
PUT /v1/api/customers/{customerId} Update customer #
DELETE /v1/api/customers/{customerId} Delete customer #
GET /v1/api/customers/{customerId}/policies Get customer policies #
GET /v1/api/customers/{customerId}/ams-policies Get AMS policies for customer #

Documentation

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

Specifications

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

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OpenAPI Specification

agencyzoom-customers-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: AgencyZoom Customers API
  version: 1.0.0
  description: REST API for managing insurance agency contacts, leads, customers, opportunities, policies, pipelines, and producer activity inside AgencyZoom. Derived from the OpenAPI specification published on the AgencyZoom application portal.
  contact:
    name: AgencyZoom
    url: https://agencyzoom.com
servers:
- url: https://api.agencyzoom.com
  description: Production
security:
- BearerAuth: []
tags:
- name: Customers
paths:
  /v1/api/customers:
    post:
      tags:
      - Customers
      summary: Search customers
      responses:
        '200':
          description: Customer list
      operationId: postV1ApiCustomers
      x-operation-id-source: derived
  /v1/api/customers/{customerId}:
    get:
      tags:
      - Customers
      summary: Get customer details
      parameters:
      - $ref: '#/components/parameters/CustomerId'
      responses:
        '200':
          description: Customer details
      operationId: getV1ApiCustomersByCustomerId
      x-operation-id-source: derived
    put:
      tags:
      - Customers
      summary: Update customer
      parameters:
      - $ref: '#/components/parameters/CustomerId'
      responses:
        '200':
          description: Customer updated
      operationId: putV1ApiCustomersByCustomerId
      x-operation-id-source: derived
    delete:
      tags:
      - Customers
      summary: Delete customer
      parameters:
      - $ref: '#/components/parameters/CustomerId'
      responses:
        '204':
          description: Customer deleted
      operationId: deleteV1ApiCustomersByCustomerId
      x-operation-id-source: derived
  /v1/api/customers/{customerId}/policies:
    get:
      tags:
      - Customers
      summary: Get customer policies
      parameters:
      - $ref: '#/components/parameters/CustomerId'
      responses:
        '200':
          description: Customer policies
      operationId: getV1ApiCustomersByCustomerIdPolicies
      x-operation-id-source: derived
  /v1/api/customers/{customerId}/ams-policies:
    get:
      tags:
      - Customers
      summary: Get AMS policies for customer
      parameters:
      - $ref: '#/components/parameters/CustomerId'
      responses:
        '200':
          description: AMS policies
      operationId: getV1ApiCustomersByCustomerIdAmsPolicies
      x-operation-id-source: derived
components:
  parameters:
    CustomerId:
      name: customerId
      in: path
      required: true
      schema:
        type: string
  securitySchemes:
    BearerAuth:
      type: http
      scheme: bearer
      bearerFormat: JWT
      description: Login via /v1/api/auth/login or /v1/api/auth/ssologin to obtain a JWT, then send as Authorization Bearer.