Integration
Connect AgencyZoom to Anysite
When Service Request Created fires in AgencyZoom, your agent runs Find LinkedIn users by keywords in Anysite. 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 Anysite 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 can start in Anysite
When Service Request Created in AgencyZoom
then Find LinkedIn users by keywords in Anysite
When Lead Stage Change in AgencyZoom
then Find Reddit posts by search criteria in Anysite
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 Anysite
Triggers and actions 3 triggers · 46 actions
Trigger
Lead Stage ChangeTriggers when a lead moves into a different pipeline stage.
Trigger
Lead Status ChangeTriggers when a lead's status changes (for example from New to Quoted, Won or Lost) in AgencyZoom.
Trigger
Service Request CreatedTriggers when a new service request (service ticket) is created in AgencyZoom, optionally limited to tickets matching the filters you choose.
Action
Add customerCreates a new customer in AgencyZoom with contact details, address, assigned producer and CSR, tags and custom field values.
Action
Add customer noteAdds a note to an existing customer's record in AgencyZoom.
Action
Change lead statusChanges 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 ticketCompletes an AgencyZoom service ticket with a resolution, optionally adding a resolution description and cancelling the ticket's related tasks.
Action
Complete taskMarks an AgencyZoom task as completed.
Action
Create a NoteAdds a note to a lead in AgencyZoom.
Action
Create Business LeadCreates a commercial (business) lead in AgencyZoom with its business details, contact information, pipeline stage and assigned producer.
Action
Create Personal LeadCreates a personal (individual) lead in AgencyZoom in the pipeline and stage you choose, assigned to a producer.
Action
Create Service RequestCreates a service request (service ticket) for a customer in AgencyZoom, placed in the pipeline and stage you choose.
Action
Create TaskCreates a task in AgencyZoom, optionally linked to a lead or customer and assigned to a team member.
Action
Delete customerDeletes a customer from AgencyZoom.
Action
Delete leadDeletes a lead in AgencyZoom, optionally deleting its linked contacts too.
Action
Find a LeadReturns 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 customersReturns 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 RequestReturns the service requests (service tickets) that match the household name, policy number, status, pipeline, dates or other criteria you specify.
Action
Find tasksReturns AgencyZoom tasks matching the criteria you choose, such as status, assignee, task type, due period, lead source or creation date range.
Action
Get customerReturns one customer's full details, including contact information, custom fields, policies, notes, tasks and files.
Action
Get leadReturns the full details of one AgencyZoom lead, including its contact information, pipeline stage, opportunities, quotes and custom field values.
Action
Update customerUpdates an existing AgencyZoom customer's contact details, address, assigned CSR and producer, tags and custom fields. Fields left blank are not changed.
Action
Update LeadUpdates an existing personal lead in AgencyZoom. Fields you leave blank keep the lead's current values.
Action
Update policyUpdates an existing policy in AgencyZoom, such as its carrier, premium, dates, producer and tags.
Action
Update Service RequestUpdates 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 taskUpdates an existing AgencyZoom task — its title, type, due date, notes, assignee, linked lead or customer, invitees or open/completed status.
Action
Find Amazon products by search criteriaSearch Amazon product listings by keyword.
Action
Find Google Maps places by search criteriaSearch Google Maps for places by keyword and location.
Action
Find LinkedIn jobs by keywordsSearch LinkedIn job postings by keyword, location, or other criteria.
Action
Find LinkedIn users by keywordsSearch LinkedIn for users matching a name, title, or other criteria.
Action
Find Reddit posts by search criteriaSearch Reddit posts by keyword or subreddit.
Action
Find TikTok videos by search criteriaSearch TikTok videos by keyword or hashtag.
Action
Find X posts by search criteriaSearch X (Twitter) posts by keyword or other criteria.
Action
Find Yelp businesses by termSearch Yelp businesses by keyword and location.
Action
Find YouTube videos by search criteriaSearch YouTube videos by keyword.
Action
Get Amazon productFetch structured product data (price, rating, details) for an Amazon listing by URL or ASIN.
Action
Get Glassdoor company ratingsFetch structured ratings and review summary for a company on Glassdoor.
Action
Get Google Maps placeFetch structured place details (hours, rating, address) from Google Maps by place ID or URL.
Action
Get Instagram profileFetch structured profile data for an Instagram user by username.
Action
Get LinkedIn companyFetch structured company data for a LinkedIn company page by URL.
Action
Get LinkedIn profileFetch structured profile data for a LinkedIn user by profile URL.
Action
Get Reddit postFetch structured data for a Reddit post by URL, including comments.
Action
Get TikTok profileFetch structured profile data for a TikTok user by username.
Action
Get TikTok videoFetch structured data for a TikTok video by URL.
Action
Get X postFetch structured data for an X (Twitter) post by URL or ID.
Action
Get X profileFetch structured profile data for an X (Twitter) user by username.
Action
Get Yelp businessFetch structured business details from Yelp by business URL or ID.
Action
Get YouTube channelFetch structured data for a YouTube channel by URL or handle.
Action
Get YouTube videoFetch structured data for a YouTube video by URL or ID.
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 Anysite, 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 Anysite when something happens in AgencyZoom?
Any of Anysite's 23 actions, including Find Amazon products by search criteria, Find Google Maps places by search criteria, Find LinkedIn jobs by keywords and Find LinkedIn users by keywords. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Anysite to AgencyZoom?
Anysite has no triggers in the catalog today, so automations start in AgencyZoom. If you need the other direction, ask: your agent reads Anysite's API documentation and adds it.
Do I have to build a connector for AgencyZoom or Anysite?
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 Anysite 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.