Integration
Connect AgencyZoom and Clockwork Recruiting
When Lead Created fires in AgencyZoom, your agent runs Create Person Website in Clockwork Recruiting, or New Candidacy in Clockwork Recruiting 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 Clockwork Recruiting to do together?
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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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Clockwork Recruiting can do together
From AgencyZoom to Clockwork Recruiting
When Lead Created in AgencyZoom
then Create Person Website in Clockwork Recruiting
From Clockwork Recruiting 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 Clockwork Recruiting
Triggers and actions 12 triggers · 76 actions
- Lead Created
Triggers when a new lead is created in AgencyZoom, optionally limited to a pipeline, stage, lead source, producer or location.
- 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.
- New Policy Sold
Triggers when a lead is marked sold (won) in AgencyZoom, returning the sold lead with its sold date and premium.
- Service Request Created
Triggers when a new service request (service ticket) is created in AgencyZoom, optionally limited to tickets matching the filters you choose.
- Service Request Status Change
Triggers when a service request's status changes (for example from open to completed or removed).
- 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.
- Add opportunity
Creates a new opportunity (a quoted policy line such as auto or home) on an existing lead 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.
- List customer policies
Returns the policies written for an AgencyZoom customer, including carrier, policy type, premium, dates, producer, CSR and status.
- 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.
- Candidate Status Change
Triggers when a candidate's status changes on the chosen project.
- New Candidacy
Triggers when a new candidate is added to the chosen project.
- New Person Record
Triggers when a new person record is added to your Clockwork firm.
- Updated Candidacy
Triggers when any candidacy on the chosen project is updated.
- Updated Person Record
Triggers when a person record in your Clockwork firm is updated.
- Updated Person With Verbosity
Triggers when a person record is updated, returning the person with their preferred email, phone, LinkedIn, address, primary position and tags.
- Create Person Website
Create Person Website
- Delete a Candidate
Return status message
- Delete a Person
Delete Person.
- Delete a Person Address
Delete Address.
- Delete a Person Attachment
Delete attachment.
- Delete a Person Compensation
Delete Compensation.
- Delete a Person Email
Delete EmailAddress.
- Delete a Person Linkedin
Delete LinkedinUrl.
- Delete a Person Note
Delete Note.
- Delete Person Education
Delete Education.
- Delete Person Phone Number
Delete Phone Number.
- Delete Person Position
Delete Position.
- Delete Person Website
Delete Web Site.
- Find a Candidate
Returns a single candidacy and the associated metadata.
- Find a Company
Returns a single company and the associated metadata.
- Find a Person
Returns a single person and the associated metadata.
- Find a Person Address
Returns a single address and the associated metadata.
- Find a Person Attachment
Returns a single attachment.
- Find a Person Compensation
Returns a single compensation and the associated metadata.
- Find a Person Email
Returns a single email address and the associated metadata.
- Find a Person Note
Returns a single note and the associated metadata.
- Find a Project
Returns a single project and the associated metadata.
- Find a Project Admin
Returns the project settings
- Find a Project Client
Returns a single client and the associated metadata.
- Find a Project User
Returns a single user and the associated metadata.
- Find a School
Returns a single school and the associated metadata.
- Find a Tag
Returns a single tag and the associated metadata.
- Find Person Education
Returns a single education and the associated metadata.
- Find Person Linkedin
Returns a single linkedin_url and the associated metadata.
- Find Person Phone Number
Returns a single phone_number and the associated metadata.
- Find Person Position
Returns a single position and the associated metadata.
- Find Person Website
Returns a single web site and the associated metadata.
- Get All Companies
Returns paginated companies data. Optionally filter the list by `name`, `do_not_contact`, and/or `associated_to_project`. Filters can be combined; omitting all of them returns every company.
- Get All People
Returns the list of all People of a Firm
- Get All Schools
Returns paginated schools data
- Get All Tags
Returns the tags defined in your Clockwork firm.
- People Search
Returns the list of all People of a Firm
- Update a Candidate
Return updated candidate
- Update a Company
Returns a single company and the associated metadata.
- Update a Person Education
Returns a single education and the associated metadata.
- Update a Tag
Returns a single tag and the associated metadata.
- Update Person
Returns a single person and the associated metadata.
- Update Person Address
Returns a single address and the associated metadata.
- Update Person Compensation
Returns a single compensation and the associated metadata.
- Update Person Email
Returns a single email address and the associated metadata.
- Update Person Linkedin
Returns a single linkedin_url and the associated metadata.
- Update Person Note
Returns a single note and the associated metadata.
- Update Person Phone Number
Returns a single phone_number and the associated metadata.
- Update Person Position
Returns a single position and the associated metadata.
- Update Person Website
Returns a single web site and the associated metadata.
- Update School
Returns a single school and the associated metadata.
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
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Questions
AgencyZoom and Clockwork Recruiting, 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 Clockwork Recruiting when something happens in AgencyZoom?
Any of Clockwork Recruiting's 51 actions, including Create Person Website, Update a Candidate, Update a Company and Update a Person Education. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Clockwork Recruiting to AgencyZoom?
Yes. When something happens in Clockwork Recruiting, your agent can act in AgencyZoom too. This page covers both directions: Clockwork Recruiting's triggers and AgencyZoom's actions are listed here as well.
Do I have to build a connector for AgencyZoom or Clockwork Recruiting?
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 Clockwork Recruiting 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.