AgencyZoom Opportunity Management API
The Opportunity Management API from AgencyZoom — 12 operation(s) for opportunity management.
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curl "https://apis.io/api/v1/apis/agencyzoom:agencyzoom-opportunity-management-api"
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OpenAPI Specification
openapi: 3.2.0
info:
title: Agencyzoom Opportunity 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:
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# Full source: https://raw.githubusercontent.com/api-evangelist/agencyzoom/refs/heads/main/openapi/agencyzoom-opportunity-management-api-openapi.yml