An AI teammate for AgencyZoom.
Connect AgencyZoom and your Cicada agent works in it for you: 99 AgencyZoom actions, from looking things up to making changes. Ask from iMessage, WhatsApp, Slack or the app, and keep it read-only if you only want it to look.
300 free credits. No card. Read-only if you want.
- Which AgencyZoom deals haven't moved in two weeks? Draft a nudge for each.
- Log today's calls in AgencyZoom and update the next steps.
- Send me this week's new pipeline from AgencyZoom every Friday at 4.
- Who in AgencyZoom haven't we contacted in 30 days? Make me a list.
99 AgencyZoom actions, picked for what you ask.
About AgencyZoom: AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.
Reads
46 in all · always allowed- Get a list of producersRetrieves a list of all producers from AgencyZoom, typically related to text thread functionalities.
- Search leadsRetrieves AgencyZoom leads, using filters, pagination, and sorting options sent in the post body,…
- Get lead filesRetrieves metadata for files linked to leads; sends an empty post request, which typically fetches…
- Get lead tasksRetrieves all tasks for a specific lead, identified by its `leadid`, to review its activity history…
- Get lead quotesRetrieves all insurance quotes (active and inactive) for a specific lead id, useful for reviewing…
- Get lead sourcesFetches a list of all lead sources configured in AgencyZoom, including their id, name, sales…
- Get loss reasonsRetrieves a list of all predefined loss reasons from AgencyZoom, used for populating ui elements or…
- Search customersSearches for customers in AgencyZoom using criteria like contact information, policy details, or…
- Get a list of CSRsFetches all customer service representatives (csrs), including their id and name, returning an…
- Get thread detailsSearches and retrieves detailed information for email threads in AgencyZoom;
Changes
53 in all · off when AgencyZoom is read-only- Create leadCreates a new lead or updates an existing one in AgencyZoom;
- Update leadUpdates an existing lead's information in AgencyZoom using the `leadid`;
- Update taskModifies an existing AgencyZoom task (which must be valid and identified by `taskid` in the path)…
- Delete a taskPermanently and irreversibly deletes an existing task, identified by its `taskid`.
- Reopen a taskReopens an existing AgencyZoom task that is currently 'completed' or 'closed', allowing it to be…
- Log the user inAuthenticates an existing AgencyZoom user using their email (as username) and password to obtain a…
- Delete a vehiclePermanently deletes a vehicle record by its `vehicleid`, which must correspond to an existing…
- Log the user outUse this action to log the current user out of AgencyZoom by invalidating their active session…
- Rename lead fileUpdates a lead's file name to `newfilename`; requires `fileid` of the target file, which must be…
- Delete a customerIrreversibly deletes a customer and all associated data in AgencyZoom using their `customerid`;
Showing 20 of 99. Your agent can use every one of them; you don't pick them, you ask for the outcome.
Connected in a minute. In your control after that.
Connect AgencyZoom
Open Connections, find AgencyZoom and paste an API key from your AgencyZoom account settings. Cicada checks it works before saving it.
Choose what it may do
Full, Ask first or Read-only, for the whole workspace. Share AgencyZoom with the team, or keep it under each person's own login.
Ask from anywhere
Text your agent on iMessage or WhatsApp, message it in Slack or the app, or put a AgencyZoom job on a schedule: every morning, every Friday.
AgencyZoom, together with the rest of your stack.
Ask for an outcome that spans apps and your agent pulls from each one, cross-checks them and sends back one answer.
More sales & crm integrations
Often used alongside
AgencyZoom and Cicada, answered.
Does Cicada integrate with AgencyZoom?
Yes. AgencyZoom is one of the 888 apps with a page here, and it connects with an API key. Once it's connected, every agent in your workspace can use it from any channel you talk to them on.
How do I connect AgencyZoom?
Open Connections, find AgencyZoom and paste an API key from your AgencyZoom account settings. Cicada checks it works before saving it.
What can Cicada do in AgencyZoom?
99 actions: 46 that read from AgencyZoom and 53 that change things in it, for example get a list of producers, search leads, get lead files. It picks the right ones for what you ask and chains them with your other apps.
Can I stop Cicada changing things in AgencyZoom?
Yes. In Connections, set AgencyZoom to Read-only and no agent in your workspace can create, change or delete anything in it; it can still read. Ask first lets it act but makes it check with you before each change.
Can I ask about AgencyZoom from my phone?
Yes. Text your agent on iMessage or WhatsApp, or message it in Slack or the app. It answers in the same thread, and it can run AgencyZoom jobs on a schedule, like every morning at 8.
Is my AgencyZoom data safe?
Your AgencyZoom login or key is stored on the server and never appears in a conversation. Disconnecting removes it. Every action an agent takes is in your activity log, and your data isn't used to train models.
One teammate. The output of a team.
Works nights, remembers every decision, answers in the thread. Start free with 300 credits.