Files
Find and file documents. 4 tools; each one below with what it does and the guardrail on it.
| Tool | What it does | Guardrail |
|---|---|---|
| list_lead_files | List a lead's files. | Read only. Nothing in AgencyZoom changes. |
| upload_lead_file | Attach a file to a lead. | Per-user attribution: the change is made with the asking person's own AgencyZoom login. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
| list_customer_files | List a customer's files. | Read only. Nothing in AgencyZoom changes. |
| delete_file | Remove a file. | Per-user attribution: the change is made with the asking person's own AgencyZoom login. False-success detection: AgencyZoom can answer OK without making the change; the connector checks and says so. |
Card required. Cancel in one click from Settings. 30-day money-back on your first charge.