--- title: "Connect AgencyZoom and Authorize.net - APIANT.ai" description: "When \"Lead Created\" fires in AgencyZoom, your agent runs \"Create a Subscription from a Customer Profile\" in Authorize.net." canonical: "https://apiant.ai/connect/agencyzoom-to-authorize-net" --- # Connect AgencyZoom and Authorize.net When **Lead Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Create a Subscription from a Customer Profile** in [Authorize.net](https://apiant.ai/connections/authorize-net), or **New Transaction** in Authorize.net 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 Authorize.net **1** trigger Authorize.net **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 Authorize.net 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 Authorize.net can do together ### From AgencyZoom to Authorize.net - When **Lead Created** in AgencyZoom then **Create a Subscription from a Customer Profile** in Authorize.net - When **New Policy Sold** in AgencyZoom then **Create Customer Payment Profile** in Authorize.net ### From Authorize.net to AgencyZoom - When **New Transaction** in Authorize.net then **Add customer** in AgencyZoom - When **New Transaction** in Authorize.net 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 Authorize.net ## Triggers and actions 7 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 **New Transaction** Triggers when a new transaction (charge, authorization, refund or void) is submitted. - Action **Cancel a Subscription** Cancels a subscription. No further payments are charged. - Action **Capture a Previously Authorized Amount** Captures funds from a transaction that was authorized earlier. - Action **Charge a Customer Profile** Charges a saved customer payment profile. - Action **Create a Subscription** Creates a recurring-billing subscription charged to a credit card. - Action **Create a Subscription from a Customer Profile** Creates a recurring-billing subscription charged to a saved customer payment profile. - Action **Create Customer Payment Profile** Saves a credit card on an existing customer profile. - Action **Create Customer Profile** Creates a customer profile, optionally with a saved card and billing address. - Action **Create Customer Profile from a Transaction** Saves the customer, card and addresses from an existing transaction as a new customer profile. - Action **Create Customer Shipping Address** Adds a shipping address to a customer profile. - Action **Credit a Bank Account** Sends money to a bank account by eCheck (ACH), as a refund of an earlier bank debit or as a standalone credit. - Action **Debit a Bank Account** Charges a bank account by eCheck (ACH). - Action **Delete Customer Payment Profile** Deletes a saved payment profile. - Action **Delete Customer Profile** Deletes a customer profile and everything saved on it. - Action **Delete Customer Shipping Address** Deletes a shipping address from a customer profile. - Action **Get Customer Payment Profile** Returns one saved payment profile. - Action **Get Customer Profile** Returns a customer profile with its payment profiles and shipping addresses. Look it up by profile ID, your customer ID, or email. - Action **Get Customer Shipping Address** Returns one shipping address from a customer profile. - Action **Get Subscription** Returns a subscription's details, including its status. - Action **Get Transaction Details** Returns the full details of one transaction by its transaction ID. - Action **List Settled Batches** Returns settlement batches within a date range (up to 31 days). - Action **List Subscriptions** Returns subscriptions by status: active, expiring this month, card expiring this month, or past due (cardExpiringThisMonth, subscriptionActive, subscriptionInactive, subscriptionExpiringThisMonth). - Action **List Transactions in a Settled Batch** Returns the transactions in one settlement batch. - Action **Refund a Transaction** Refunds a settled credit card transaction, in full or in part. - Action **Update Customer Payment Profile** Replaces a saved payment profile's card and billing address. Fields left blank are cleared. - Action **Update Customer Profile** Updates a customer profile's ID, description or email. Fields left blank are cleared. - Action **Update Customer Shipping Address** Replaces a shipping address on a customer profile. Fields left blank are cleared. - Action **Void a Transaction** Cancels an unsettled transaction so it is never submitted for settlement. ## 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) - [ **Authorize.net** Authorize.net is a world leading payment system.](https://apiant.ai/connections/authorize-net) 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 Authorize.net - [ **ActiveCampaign to Authorize.net** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-authorize-net) - [ **Airtable to Authorize.net** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-authorize-net) - [ **Asana to Authorize.net** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-authorize-net) - [ **2Chat to Authorize.net** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-authorize-net) - [ **3Scribe to Authorize.net** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-authorize-net) - [ **5pm to Authorize.net** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-authorize-net) Questions ## AgencyZoom and Authorize.net, 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 Authorize.net when something happens in AgencyZoom? Any of Authorize.net's 27 actions, including Create a Subscription, Create a Subscription from a Customer Profile, Create Customer Payment Profile and Create Customer Profile. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Authorize.net to AgencyZoom? Yes. When something happens in Authorize.net, your agent can act in AgencyZoom too. This page covers both directions: Authorize.net's triggers and AgencyZoom's actions are listed here as well. ### ### Do I have to build a connector for AgencyZoom or Authorize.net? 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 Authorize.net 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.