wopie.

Agencyzoom AI agent for Slack and Teams

Put Wopie to work in Agencyzoom.

Wopie adds leads and notes in Agencyzoom, tracks quotes and tasks and moves deals along once you approve.

Hire for free

$100 in credits · No card needed

# agency

Carla in #agency

@wopie add a lead: Tom Reeves, auto and home bundle, from the website form

Wopie Quoted 50 credits before starting

Lead added for Tom Reeves in the Auto and Home pipeline. Source set to Website form. Assigned to you.

Used 45 credits·Created in Agencyzoom

How Wopie works with Agencyzoom.

Wopie is an AI agent that works in Agencyzoom for you. You ask in Slack or Microsoft Teams. It adds leads and notes, sets tasks, shows quotes and policies for a customer and moves a lead through your pipeline. It uses your own stages and producers. Deleting a record or a policy waits for your OK.

  1. 1Ask in a channelWrite what you need in Slack or Microsoft Teams, the way you'd ask a teammate. No setup in Agencyzoom.
  2. 2Wopie does the workIt tells you the credits first, then works in Agencyzoom and your other tools, and posts the result in the thread.
  3. 3You stay in chargeAnything that reaches a customer, moves money or deletes data waits for your OK.
Works in
Slack and Microsoft Teams
Connects
With your Agencyzoom API key
Category
Sales & CRM
What it can do
99 Agencyzoom actions: 45 look things up, 54 make changes
Price
$100 in free credits, then pay per job

Wopie uses Agencyzoom with your other tools.

Ask for a result that needs more than one tool. Wopie pulls from Agencyzoom, checks the rest and hands back one finished answer.

Everything Wopie can do in Agencyzoom.

99 Agencyzoom actions, in plain words. You never pick them yourself: ask for the result and Wopie chooses. 45 only look things up. The rest make changes, inside the access you give it.

  • Add tags to a policyChanges

    Adds new comma-separated to a policy, requiring and identification by either or; if is provided, is ignored, and tags…

  • Authenticate for JWT via V4 SSOChanges
  • create contacts in bulkChanges
  • create leads in bulkChanges
  • delete tasks in bulkChanges
  • Change lead statusChanges

    Updates a lead's lifecycle status and can.

  • Create a customer noteChanges

    Adds a new note to a customer's profile; cannot be used to edit or gets notes.

  • Create a driver for an opportunityChanges
  • Create a lead noteChanges
  • Create a lead opportunityChanges
  • Create a lead quoteChanges
  • Create a vehicle for an opportunityChanges

    Adds a new vehicle record to a chosen opportunity; must refer to a valid, opportunity.

Safe in Agencyzoom by default.

  • Only what you share

    Wopie sees only what your Agencyzoom connection allows, and never more than the person who asked.

  • Asks before it acts

    Looking things up runs on its own. Anything that reaches a customer, moves money or deletes data waits for your OK.

  • Every step on record

    Each change it makes in Agencyzoom is logged, with who asked and who approved it.

How Wopie stays safe

From owners using it

What owners are saying.

  • “Wopie.ai has transformed how I run the agency. Enquiries, follow-ups and everyday admin are easier to stay on top of, freeing me to focus on our clients and growth. It's simple to use, and the entire operation now runs more smoothly.”

    Harcourts · Real estate

  • “Wopie.ai has genuinely changed how I run Aster Stayz. It saves me hours on everyday tasks, giving me more time to care for our guests and grow the business. It's simple to use and has made the entire operation feel far more manageable.”

    Aster Stayz · Short-term rentals

More Sales & CRM integrations.

Wopie works in 3,200+ apps, and can use several in one job.

Browse all integrations

Agencyzoom integration

Agencyzoom questions, answered.

No. Anything that goes to a customer waits for your OK.

Agencyzoom and its logo belong to their owner and are shown only to say the two work together.