Integration
Connect AgencyZoom and Agiled
When Service Request Created fires in AgencyZoom, your agent runs Add Invoice in Agiled, or Invoice Created in Agiled to Add customer in AgencyZoom. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want AgencyZoom and Agiled to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What AgencyZoom and Agiled can do together
From AgencyZoom to Agiled
When Service Request Created in AgencyZoom
then Add Invoice in Agiled
From Agiled to AgencyZoom
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 AgencyZoom and Agiled
Triggers and actions 9 triggers · 54 actions
- Lead Stage Change
Triggers when a lead moves into a different pipeline stage.
- Lead Status Change
Triggers when a lead's status changes (for example from New to Quoted, Won or Lost) in AgencyZoom.
- Service Request Created
Triggers when a new service request (service ticket) is created in AgencyZoom, optionally limited to tickets matching the filters you choose.
- Add customer
Creates a new customer in AgencyZoom with contact details, address, assigned producer and CSR, tags and custom field values.
- Add customer note
Adds a note to an existing customer's record in AgencyZoom.
- 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.
- Complete service ticket
Completes an AgencyZoom service ticket with a resolution, optionally adding a resolution description and cancelling the ticket's related tasks.
- Complete task
Marks an AgencyZoom task as completed.
- Create a Note
Adds a note to a lead in AgencyZoom.
- Create Business Lead
Creates a commercial (business) lead in AgencyZoom with its business details, contact information, pipeline stage and assigned producer.
- Create Personal Lead
Creates a personal (individual) lead in AgencyZoom in the pipeline and stage you choose, assigned to a producer.
- Create Service Request
Creates a service request (service ticket) for a customer in AgencyZoom, placed in the pipeline and stage you choose.
- Create Task
Creates a task in AgencyZoom, optionally linked to a lead or customer and assigned to a team member.
- Delete customer
Deletes a customer from AgencyZoom.
- Delete lead
Deletes a lead in AgencyZoom, optionally deleting its linked contacts too.
- 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.
- 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.
- Find Service Request
Returns the service requests (service tickets) that match the household name, policy number, status, pipeline, dates or other criteria you specify.
- Find tasks
Returns AgencyZoom tasks matching the criteria you choose, such as status, assignee, task type, due period, lead source or creation date range.
- Get customer
Returns one customer's full details, including contact information, custom fields, policies, notes, tasks and files.
- Get lead
Returns the full details of one AgencyZoom lead, including its contact information, pipeline stage, opportunities, quotes and custom field values.
- 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.
- Update Lead
Updates an existing personal lead in AgencyZoom. Fields you leave blank keep the lead's current values.
- Update policy
Updates an existing policy in AgencyZoom, such as its carrier, premium, dates, producer and tags.
- 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.
- Update task
Updates an existing AgencyZoom task — its title, type, due date, notes, assignee, linked lead or customer, invitees or open/completed status.
- Invoice Created
Triggers when an invoice is created in Agiled.
- New CRM Stage
Triggers when a new deal pipeline stage is added to any CRM pipeline in Agiled.
- Product Created
Triggers when a product is created in Agiled.
- Project Created
Triggers when a new project is created in Agiled.
- Task Created
Triggers when a new task is created in Agiled.
- Ticket Created
Triggers when a ticket is created in Agiled.
- Add Invoice
Creates an invoice in Agiled.
- Add Product
Creates a product in Agiled's catalog.
- Add Project
Creates a project in Agiled.
- Create Contact
Creates a contact in Agiled CRM with a name, email and phone number.
- Create Estimate
Creates a new estimate (quote) in Agiled.
- Create Expense
Creates an expense in Agiled.
- Create Task
Creates a task in Agiled.
- Create Ticket
Creates a support ticket in Agiled.
- Delete Contact
Deletes a contact from Agiled by its id.
- Delete Contract
Deletes a contract (an Agiled document) by its id.
- Delete Estimate
Deletes an estimate in Agiled by its id.
- Delete Expense
Deletes an expense from Agiled by its id.
- Delete Product
Deletes a product from your Agiled catalog by its id.
- Delete Project
Deletes a project in Agiled by its id.
- Delete Task
Deletes a task in Agiled by its id.
- Delete Ticket
Deletes a support ticket in Agiled by its id.
- Edit Contact
Updates an existing contact's name, email or phone in Agiled.
- Edit Contract
Updates an existing contract document in Agiled, such as renaming it.
- Edit Estimate
Updates an existing estimate in Agiled, such as its name.
- Edit Expense
Updates an existing expense in Agiled.
- Edit Invoice
Updates an existing invoice in Agiled.
- Edit Product
Updates an existing product's name, SKU or price in Agiled.
- Edit Project
Updates an existing project's name, status or dates in Agiled.
- Edit Task
Updates an existing task's name, status or due date.
- Edit Ticket
Updates an existing ticket in Agiled. Only the fields you fill in are changed.
- Get Contacts
Returns contacts from your Agiled CRM, optionally filtered by email or full name.
- Get Contract
Returns one contract document by its id.
- Get Estimate
Returns one estimate by its id, with optional related records.
- Get Product
Returns one product by its id.
- Get Projects
Returns projects in your Agiled workspace, optionally filtered by name or status.
- Get Ticket
Returns one support ticket by its id, with optional related records.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
AgencyZoom and Agiled, answered
What can start an automation from AgencyZoom?
Any of AgencyZoom's 3 triggers in the catalog, including Service Request Created, Lead Stage Change and Lead Status Change. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Agiled when something happens in AgencyZoom?
Any of Agiled's 31 actions, including Create Contact, Create Estimate, Create Expense and Create Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Agiled to AgencyZoom?
Yes. When something happens in Agiled, your agent can act in AgencyZoom too. This page covers both directions: Agiled's triggers and AgencyZoom's actions are listed here as well.
Do I have to build a connector for AgencyZoom or Agiled?
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 AgencyZoom and Agiled 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.