--- title: "Connect Adalo and AgencyZoom - APIANT.ai" description: "When \"New Record\" fires in Adalo, your agent runs \"Add customer\" in AgencyZoom, or \"Lead Created\" in AgencyZoom to \"Create Record\" in Adalo." canonical: "https://apiant.ai/connect/adalo-to-agencyzoom" --- # Connect Adalo and AgencyZoom When **New Record** fires in [Adalo](https://apiant.ai/connections/adalo), your agent runs **Add customer** in [AgencyZoom](https://apiant.ai/connections/agencyzoom), or **Lead Created** in AgencyZoom to **Create Record** in Adalo. Describe the whole flow and it is built, tested on every scenario and kept running. Adalo **2** triggers Adalo **6** actions AgencyZoom **6** triggers AgencyZoom **25** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Adalo and AgencyZoom to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Adalo and AgencyZoom can do together ### From Adalo to AgencyZoom - When **New Record** in Adalo then **Add customer** in AgencyZoom - When **Updated Record** in Adalo then **Add customer note** in AgencyZoom ### From AgencyZoom to Adalo - When **Lead Created** in AgencyZoom then **Create Record** in Adalo - When **New Policy Sold** in AgencyZoom then **Update Record** in Adalo Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Adalo and AgencyZoom ## Triggers and actions 8 triggers · 31 actions - Trigger **New Record** Triggers when a new record is added to an Adalo collection. - Trigger **Updated Record** Triggers when a record in an Adalo collection is added or changed. - Action **Create Record** Creates a new record in an Adalo collection from the property values you supply, and returns the new record. - Action **Delete Record** Deletes a record from an Adalo collection. - Action **Get Record** Returns one record from an Adalo collection by its ID, with all of the record's properties. - Action **List Records** Returns the records in an Adalo collection. Optionally returns only records whose property equals a value (text, number, true/false or date properties only). - Action **Send Push Notification** Sends a push notification to one user of your Adalo app, chosen by email address or user ID. The user must have the app installed and notifications allowed. - Action **Update Record** Updates an existing record in an Adalo collection with the property values you supply, and returns the updated record. - Trigger **Lead Created** Triggers when a new lead is created in AgencyZoom, optionally limited to a pipeline, stage, lead source, producer or location. - Trigger **Lead Stage Change** Triggers when a lead moves into a different pipeline stage. - Trigger **Lead Status Change** Triggers when a lead's status changes (for example from New to Quoted, Won or Lost) in AgencyZoom. - Trigger **New Policy Sold** Triggers when a lead is marked sold (won) in AgencyZoom, returning the sold lead with its sold date and premium. - Trigger **Service Request Created** Triggers when a new service request (service ticket) is created in AgencyZoom, optionally limited to tickets matching the filters you choose. - Trigger **Service Request Status Change** Triggers when a service request's status changes (for example from open to completed or removed). - Action **Add customer** Creates a new customer in AgencyZoom with contact details, address, assigned producer and CSR, tags and custom field values. - Action **Add customer note** Adds a note to an existing customer's record in AgencyZoom. - Action **Add opportunity** Creates a new opportunity (a quoted policy line such as auto or home) on an existing lead in AgencyZoom. - Action **Change lead status** Changes a lead's status in AgencyZoom to Active, Won, Lost or X-Dated, optionally moving it to a pipeline stage, recording a loss reason or setting a recycle date. - Action **Complete service ticket** Completes an AgencyZoom service ticket with a resolution, optionally adding a resolution description and cancelling the ticket's related tasks. - Action **Complete task** Marks an AgencyZoom task as completed. - Action **Create a Note** Adds a note to a lead in AgencyZoom. - Action **Create Business Lead** Creates a commercial (business) lead in AgencyZoom with its business details, contact information, pipeline stage and assigned producer. - Action **Create Personal Lead** Creates a personal (individual) lead in AgencyZoom in the pipeline and stage you choose, assigned to a producer. - Action **Create Service Request** Creates a service request (service ticket) for a customer in AgencyZoom, placed in the pipeline and stage you choose. - Action **Create Task** Creates a task in AgencyZoom, optionally linked to a lead or customer and assigned to a team member. - Action **Delete customer** Deletes a customer from AgencyZoom. - Action **Delete lead** Deletes a lead in AgencyZoom, optionally deleting its linked contacts too. - Action **Find a Lead** Returns the AgencyZoom leads that match the name, email, phone, status, owner, pipeline or date criteria you supply, plus the first match on its own. - Action **Find customers** Returns the customers in your AgencyZoom agency that match the criteria you give, such as email, phone, name, policy number or assigned agent. - Action **Find Service Request** Returns the service requests (service tickets) that match the household name, policy number, status, pipeline, dates or other criteria you specify. - Action **Find tasks** Returns AgencyZoom tasks matching the criteria you choose, such as status, assignee, task type, due period, lead source or creation date range. - Action **Get customer** Returns one customer's full details, including contact information, custom fields, policies, notes, tasks and files. - Action **Get lead** Returns the full details of one AgencyZoom lead, including its contact information, pipeline stage, opportunities, quotes and custom field values. - Action **List customer policies** Returns the policies written for an AgencyZoom customer, including carrier, policy type, premium, dates, producer, CSR and status. - Action **Update customer** Updates an existing AgencyZoom customer's contact details, address, assigned CSR and producer, tags and custom fields. Fields left blank are not changed. - Action **Update Lead** Updates an existing personal lead in AgencyZoom. Fields you leave blank keep the lead's current values. - Action **Update policy** Updates an existing policy in AgencyZoom, such as its carrier, premium, dates, producer and tags. - Action **Update Service Request** Updates an existing AgencyZoom service request (service ticket), including its pipeline stage, subject, category, priority, assignees, related policies, due date, tags and custom fields. - Action **Update task** Updates an existing AgencyZoom task — its title, type, due date, notes, assignee, linked lead or customer, invitees or open/completed status. ## Each app on its own - [ **Adalo** Adalo is a platform where anyone can create apps without code.](https://apiant.ai/connections/adalo) - [ **AgencyZoom** AgencyZoom is a sales and automation software specifically made for P&C insurance agents.](https://apiant.ai/connections/agencyzoom) Reviews ## What our customers say ## More from Adalo - [ **Adalo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/adalo-to-hubspot) - [ **Adalo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/adalo-to-salesforce) - [ **Adalo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/adalo-to-slack) - [ **Adalo to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/adalo-to-google-sheets) - [ **Adalo to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/adalo-to-gmail) - [ **Adalo to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/adalo-to-google-calendar) ## More into AgencyZoom - [ **ActiveCampaign to AgencyZoom** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-agencyzoom) - [ **2Chat to AgencyZoom** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-agencyzoom) - [ **3Scribe to AgencyZoom** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-agencyzoom) - [ **5pm to AgencyZoom** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-agencyzoom) - [ **Abyssale to AgencyZoom** Abyssale is a banner maker platform that helps you to automatically generate on-brand images at scale.](https://apiant.ai/connect/abyssale-to-agencyzoom) - [ **Academy by Coassemble to AgencyZoom** Academy by Coassemble is a simple LMS platform that allows anyone to easily create and share courses.](https://apiant.ai/connect/academy-by-coassemble-to-agencyzoom) Questions ## Adalo and AgencyZoom, answered ### ### What can start an automation from Adalo? Any of Adalo's 2 triggers in the catalog, including New Record and Updated Record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in AgencyZoom when something happens in Adalo? Any of AgencyZoom's 25 actions, including Create a Note, Create Business Lead, Create Personal Lead and Create Service Request. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from AgencyZoom to Adalo? Yes. When something happens in AgencyZoom, your agent can act in Adalo too. This page covers both directions: AgencyZoom's triggers and Adalo's actions are listed here as well. ### ### Do I have to build a connector for Adalo or AgencyZoom? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Adalo and AgencyZoom without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.