--- title: "Connect AgencyZoom and Algolia - APIANT.ai" description: "When \"Service Request Created\" fires in AgencyZoom, your agent runs \"Add or Replace Record\" in Algolia." canonical: "https://apiant.ai/connect/agencyzoom-to-algolia" --- # Connect AgencyZoom and Algolia When **Service Request Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Add or Replace Record** in [Algolia](https://apiant.ai/connections/algolia), or **Browse Records** in Algolia to **Add customer** in AgencyZoom. Describe the whole flow and it is built, tested on every scenario and kept running. AgencyZoom **3** triggers AgencyZoom **23** actions Algolia **1** trigger Algolia **28** 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 Algolia 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 Algolia can do together ### From AgencyZoom to Algolia - When **Service Request Created** in AgencyZoom then **Add or Replace Record** in Algolia - When **Lead Stage Change** in AgencyZoom then **Check Task Status** in Algolia ### From Algolia to AgencyZoom - When **Browse Records** in Algolia then **Add customer** in AgencyZoom - When **Browse Records** in Algolia 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 Algolia ## Triggers and actions 4 triggers · 51 actions - 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 **Service Request Created** Triggers when a new service request (service ticket) is created in AgencyZoom, optionally limited to tickets matching the filters you choose. - 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 **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 **Browse Records** Triggers when a new record appears in an Algolia index, optionally limited to records matching a query or filter. - Action **Add or Replace Record** Adds a record to an Algolia index, or replaces the existing record with the same object ID. - Action **Batch Indexing** Adds, updates or deletes several records in one Algolia index with a single request. Returns the affected record IDs and the indexing task ID. - Action **Batch Multiple Indices** Adds, updates, or deletes records across multiple Algolia indices in a single request. - Action **Batch Save Query Rules** Creates or replaces several query rules on an Algolia index in one call, optionally clearing the existing rules first. - Action **Batch Save Synonyms** Creates or replaces a batch of synonyms on an Algolia index. - Action **Check Task Status** Returns whether an Algolia indexing task on an index has finished (published) or is still pending. - Action **Clear All Synonyms** Deletes all synonyms from an Algolia index. - Action **Clear Index (Delete All Records)** Deletes every record from an Algolia index while keeping its settings, synonyms and rules. - Action **Copy or Move Index** Copies or moves (renames) an Algolia index to a destination index within the same application. - Action **Delete Index** Deletes an Algolia index together with all its records and settings. - Action **Delete Query Rule** Deletes a query rule from an Algolia index by its ID. - Action **Delete Record** Deletes a single record from an Algolia index by its object ID. - Action **Delete Records by Query** Deletes every record in an Algolia index that matches a filter. The deletion is queued as a task; empty filters are refused. - Action **Delete Synonym** Deletes a synonym from an Algolia index by its ID. - Action **Find Query Rule** Returns a single query rule from an Algolia index by its rule ID, including its conditions and consequence. - Action **Find Record** Returns one record from an Algolia index by its object ID. - Action **Find Synonym** Finds a synonym in an Algolia index by its ID and returns its type, words and replacements. - Action **Get Index Settings** Returns the settings configured on an Algolia index, such as searchable attributes, ranking and faceting. - Action **Get Records (Batch)** Retrieves one or more records by object ID, potentially from different indices, in a single call. - Action **List Indices** Returns all indices in your Algolia application, with each index's name, record count, size and last-updated time. - Action **Partial Update Record** Adds new attributes to an Algolia record or updates existing ones, leaving the other attributes unchanged. - Action **Save Record (Auto Object ID)** Adds a record to an Algolia index with an auto-generated object ID, or replaces the record if the given object ID already exists. - Action **Save Synonym** Creates a synonym in an Algolia index, or replaces the existing synonym with the same ID. - Action **Search for Facet Values** Searches the values of a facet attribute in an index and returns the matching facet values with their record counts. - Action **Search Index** Searches one Algolia index and returns the matching records (hits) with result counts. - Action **Search Multiple Indices** Runs several search queries against one or more indices in a single request and returns each query's results in the same order. - Action **Search Synonyms** Searches the synonyms of an Algolia index by text and optional synonym type, returning the matching synonyms and the total match count. - Action **Update Index Settings** Updates the settings of an Algolia index, such as searchable attributes, faceting, ranking and typo tolerance. Settings you leave blank are not changed. ## 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) - [ **Algolia** Algolia is a search and discovery platform for fast, relevant search and AI-powered recommendations across...](https://apiant.ai/connections/algolia) 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](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 Algolia - [ **ActiveCampaign to Algolia** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-algolia) - [ **Airtable to Algolia** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-algolia) - [ **2Chat to Algolia** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-algolia) - [ **3Scribe to Algolia** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-algolia) - [ **5pm to Algolia** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-algolia) - [ **Abyssale to Algolia** Abyssale is a banner maker platform that helps you to automatically generate on-brand images at scale.](https://apiant.ai/connect/abyssale-to-algolia) Questions ## AgencyZoom and Algolia, 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 Algolia when something happens in AgencyZoom? Any of Algolia's 28 actions, including Update Index Settings, Add or Replace Record, Batch Indexing and Batch Multiple Indices. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Algolia to AgencyZoom? Yes. When something happens in Algolia, your agent can act in AgencyZoom too. This page covers both directions: Algolia's triggers and AgencyZoom's actions are listed here as well. ### ### Do I have to build a connector for AgencyZoom or Algolia? 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 Algolia 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.