--- title: "Connect AgencyZoom and Air - APIANT.ai" description: "When \"Lead Created\" fires in AgencyZoom, your agent runs \"Add Assets to a Board\" in Air." canonical: "https://apiant.ai/connect/agencyzoom-to-air" --- # Connect AgencyZoom and Air When **Lead Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Add Assets to a Board** in [Air](https://apiant.ai/connections/air), or **Asset Custom Field Updated** in Air to **Add customer** in AgencyZoom. Describe the whole flow and it is built, tested on every scenario and kept running. AgencyZoom **6** triggers AgencyZoom **24** actions Air **5** triggers Air **27** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AgencyZoom and Air 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 AgencyZoom and Air can do together ### From AgencyZoom to Air - When **Lead Created** in AgencyZoom then **Add Assets to a Board** in Air - When **New Policy Sold** in AgencyZoom then **Add Guest to a Board** in Air ### From Air to AgencyZoom - When **Asset Custom Field Updated** in Air then **Add customer** in AgencyZoom - When **Board Custom Field Updated** in Air then **Add customer note** in 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 Air ## Triggers and actions 11 triggers · 51 actions - 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 **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. - Trigger **Asset Custom Field Updated** Triggers when the custom field values on an asset change (or a new asset appears with custom field values), checking the most recently updated assets. - Trigger **Board Custom Field Updated** Triggers when the custom field values on a board change (also fires once for each board when first seen). Returns the board with its current custom field values. - Trigger **New Asset** Triggers when a new asset is added to the Air workspace, optionally limited to a board, showcase, tag or search. - Trigger **New Board** Triggers when a new board is created in your Air workspace. - Trigger **Tag Added to Asset** Triggers when a tag is added to an asset in your Air workspace, once per asset and tag. - Action **Add Assets to a Board** Adds one or more assets to a board in your Air workspace. - Action **Add Guest to a Board** Invites a person by email as a guest on an Air board with the chosen guest role. - Action **Add Tags to an Asset Version** Adds an existing tag to a specific version of an asset in Air. - Action **Apply a Custom Field to a Board** Sets the value of a custom field on an Air board — text or date for plain fields, or selected options for single- and multi-select fields. - Action **Apply a Custom Field to an Asset** Sets the value of one custom field on an asset — text or date for plain fields, or chosen option(s) for single- and multi-select fields. - Action **Apply Custom Fields to an Asset** Sets the value or selected options of one custom field on an Air asset. - Action **Create a Board** Creates a board in your Air workspace, at the top level, at the root of a library, or inside another board. - Action **Create a Custom Field** Creates a new custom field in the Air workspace, optionally with its list of choices for a select field. - Action **Find Assets** Returns the assets in your Air workspace that match a search term, board, showcase, tag, custom field value or creation date range. - Action **Find Boards** Finds boards in your Air workspace by name, optionally limited to a parent board, showcase or library. Returns the matching boards, most recently updated first. - Action **Find Custom Fields** Searches the workspace's custom fields by name and returns the matching fields. - Action **Find Guests of a Board** Returns the guests of an Air board, accepted guests first, optionally filtered by email address. - Action **Generate an Upload URL** Creates a new asset (or a new version of an existing asset) in Air and returns the URL to upload the file's bytes to. - Action **Get Asset by ID** Returns an Air asset by its id, including its custom field values and cover version details (file name, type, size, tags and preview URLs). - Action **Get Asset Parent Boards** Returns the boards that contain a given Air asset, most recently created first. - Action **Get Asset Version by ID** Returns one version of an asset, including its file details, tags, preview URLs and IPTC/EXIF metadata. - Action **Get Board by ID** Returns a single Air board by its ID, including its title, description, parent board, dates and custom field values. - Action **Get Custom Field by ID** Returns one Air custom field, including its name, type and the choices of a select field. - Action **Get or Create Tags** Returns the tag with the given name, creating it in the Air workspace first if it does not already exist. - Action **Import a File From a URL** Imports a file into Air from a public URL, creating a new asset or a new version of an existing asset. Returns the import id to check its status. - Action **Remove an Asset From a Board** Removes an asset from a board in your Air workspace. The asset itself is not deleted. - Action **Remove Guest From a Board** Removes a guest from a board, revoking their access to it. - Action **Status of an Import** Returns the current status of a file import (pending, in progress, failed or succeeded), with error details when it failed. - Action **Update a Board** Updates the title, description or parent board of an existing Air board. - Action **Update an Asset Version** Updates the title and/or description of an asset version in Air. - Action **Update Role of Guest** Changes the role of a guest on an Air board. - Action **Upload a File** Uploads a file from a URL into your Air workspace as a new asset, or as a new version of an existing asset. ## Each app on its own - [ **AgencyZoom** AgencyZoom is a sales and automation software specifically made for P&C insurance agents.](https://apiant.ai/connections/agencyzoom) - [ **Air** Air is a tool for automating creative operations & managing creative assets at any scale.](https://apiant.ai/connections/air) Reviews ## What our customers say ## More from AgencyZoom - [ **AgencyZoom to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/agencyzoom-to-hubspot) - [ **AgencyZoom to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agencyzoom-to-salesforce) - [ **AgencyZoom to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/agencyzoom-to-slack) - [ **AgencyZoom to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/agencyzoom-to-google-sheets) - [ **AgencyZoom to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/agencyzoom-to-gmail) - [ **AgencyZoom to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/agencyzoom-to-google-calendar) ## More into Air - [ **ActiveCampaign to Air** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-air) - [ **2Chat to Air** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-air) - [ **3Scribe to Air** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-air) - [ **5pm to Air** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-air) - [ **Abyssale to Air** Abyssale is a banner maker platform that helps you to automatically generate on-brand images at scale.](https://apiant.ai/connect/abyssale-to-air) - [ **Academy by Coassemble to Air** 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-air) Questions ## AgencyZoom and Air, answered ### ### What can start an automation from AgencyZoom? Any of AgencyZoom's 6 triggers in the catalog, including Lead Created, New Policy Sold, Service Request Created and Lead Stage Change. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Air when something happens in AgencyZoom? Any of Air's 27 actions, including Create a Board, Create a Custom Field, Update a Board and Update an Asset Version. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Air to AgencyZoom? Yes. When something happens in Air, your agent can act in AgencyZoom too. This page covers both directions: Air's triggers and AgencyZoom's actions are listed here as well. ### ### Do I have to build a connector for AgencyZoom or Air? 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 Air 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.