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OpenAPI Specification

openapi: 3.1.0
info:
  title: AgencyZoom Authentication Leads 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: Leads
paths:
  /v1/api/leads/list:
    post:
      tags:
      - Leads
      summary: Search leads
      responses:
        '200':
          description: Lead list
  /v1/api/leads/create:
    post:
      tags:
      - Leads
      summary: Create personal lead
      responses:
        '201':
          description: Lead created
  /v1/api/leads/create-biz-lead:
    post:
      tags:
      - Leads
      summary: Create commercial lead
      responses:
        '201':
          description: Commercial lead created
  /v1/api/leads/{leadId}:
    get:
      tags:
      - Leads
      summary: Get lead details
      parameters:
      - $ref: '#/components/parameters/LeadId'
      responses:
        '200':
          description: Lead details
    put:
      tags:
      - Leads
      summary: Update lead
      parameters:
      - $ref: '#/components/parameters/LeadId'
      responses:
        '200':
          description: Lead updated
  /v1/api/leads/{leadId}/sold:
    post:
      tags:
      - Leads
      summary: Mark lead as sold
      parameters:
      - $ref: '#/components/parameters/LeadId'
      responses:
        '200':
          description: Lead marked as sold
  /v1/api/leads/{leadId}/opportunities:
    get:
      tags:
      - Leads
      summary: Retrieve opportunities for a lead
      parameters:
      - $ref: '#/components/parameters/LeadId'
      responses:
        '200':
          description: Opportunities
  /v1/api/leads/{leadId}/quotes:
    get:
      tags:
      - Leads
      summary: Retrieve quotes for a lead
      parameters:
      - $ref: '#/components/parameters/LeadId'
      responses:
        '200':
          description: Quotes
  /v1/api/leads/{leadId}/notes:
    get:
      tags:
      - Leads
      summary: Retrieve notes for a lead
      parameters:
      - $ref: '#/components/parameters/LeadId'
      responses:
        '200':
          description: Notes
    post:
      tags:
      - Leads
      summary: Add note to a lead
      parameters:
      - $ref: '#/components/parameters/LeadId'
      responses:
        '201':
          description: Note added
components:
  parameters:
    LeadId:
      name: leadId
      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.