AgencyZoom Dashboard API
The Dashboard API from AgencyZoom — 1 operation(s) for dashboard.
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OpenAPI Specification
openapi: 3.2.0
info:
title: Agencyzoom Dashboard 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: Dashboard
paths:
/v1/api/dashboard-data/sales-data:
post:
tags:
- Dashboard
summary: Get summary sales data for dashboard
operationId: Dashboard-Data-Sales-Data
requestBody:
description: Request
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/DashboardDataRequest'
responses:
'200':
description: Retrieved successfully
content:
application/json:
schema:
$ref: '#/components/schemas/DashboardData'
'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:
DashboardData:
description: Dashboard data response model
properties:
goalTypes:
description: Agency primary and secondary goals
type: array
items:
type: string
enum:
- premium
- items
- points
- policies
- brokerFees
example:
- premium
- items
agency:
$ref: '#/components/schemas/SalesProgress'
agents:
description: Sales progress for eah producer
type: array
items:
$ref: '#/components/schemas/SalesProgress'
type: object
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
DailyDetailedSalesList:
description: Daily detailed sales of premium, items, policies, and points for a period of time
properties:
premium:
description: The daily sales in premium
type: array
items:
$ref: '#/components/schemas/DailySales'
revenue:
description: The daily sales in revenue
type: array
items:
$ref: '#/components/schemas/DailySales'
items:
description: The daily sales in number of items
type: array
items:
$ref: '#/components/schemas/DailySales'
policies:
description: The daily sales in number of policies
type: array
items:
$ref: '#/components/schemas/DailySales'
points:
description: The daily sales in points
type: array
items:
$ref: '#/components/schemas/DailySales'
brokerfees:
description: The daily sales in broker fees
type: array
items:
$ref: '#/components/schemas/DailySales'
condo:
description: The daily sales in condos
type: array
items:
$ref: '#/components/schemas/DailySales'
baseline:
description: The daily sales in baseline
type: array
items:
$ref: '#/components/schemas/DailySales'
type: object
DashboardDataRequest:
description: Dashboard data request model
properties:
period:
description: 'Date range: today, yesterday, thisweek, lastweek, lastmonth, mtd, qtd, ytd, 2020-06-01|2020-06-30'
type: string
default: mtd
example: mtd
startDate:
description: Start date
type: string
example: '2019-01-01'
endDate:
description: End date
type: string
example: '2019-12-31'
loc:
description: Agency Location Code.
type: string
example: AOA0001
lsp:
description: Target Producer ID
type: integer
insco:
description: Carrier ID
type: integer
type: object
DailySales:
description: Daily sales for a particular metrics
properties:
date:
description: The date
type: string
format: date
sales:
description: The quantity of the sales
type: integer
type: object
SalesProgress:
description: Sales progress for a producer/agent
properties:
agentId:
description: The producer ID. It can be null if the progress is for the whole agency
type: integer
monthlyGoal:
description: The primary monthly goal for the producer or agency
type: integer
monthlySecondary:
description: The secondary monthly goal for the producer or agency
type: integer
monthlySales:
description: The monthly sales ( primary goal metrics) for the producer or agency
type: integer
shouldBeAt:
description: The expected monthly sales ( primary goal metrics) for the producer or agency
type: integer
todayGoal:
description: Today's sales goal (primary goal metrics) for the producer or agency
type: integer
todaySales:
description: Today's sales ( primary goal metrics) for the producer or agency
type: integer
todayNeeded:
description: Today's remaining sales goal ( primary goal metrics) for the producer or agency
type: integer
trending:
description: The monthly trending sales number ( primary goal metrics) for the producer or agency
type: integer
pastWeek:
$ref: '#/components/schemas/DailyDetailedSalesList'
dailyAccSales:
description: The sales in the past month
type: array
items:
$ref: '#/components/schemas/DailySales'
monthlyPremium:
description: The monthly premium for the producer or agency
type: integer
monthlyItems:
description: The monthly items for the producer or agency
type: integer
monthlyPolicies:
description: The monthly policies for the producer or agency
type: integer
monthlyPoints:
description: The monthly points for the producer or agency
type: integer
monthlyAuto:
description: The monthly auto for the producer or agency
type: integer
monthlyHome:
description: The monthly home for the producer or agency
type: integer
monthlyBrokerFees:
description: The monthly broker fees for the producer or agency
type: integer
monthlyRevenue:
description: The monthly revenue for the producer or agency
type: integer
monthlyCondo:
description: The monthly condo for the producer or agency
type: integer
monthlyBaselinePolicies:
description: The monthly baseline for the producer or agency
type: integer
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)