--- title: "Connect AgencyZoom and Communi App - APIANT.ai" description: "When \"Lead Created\" fires in AgencyZoom, your agent runs \"Add message\" in Communi App, or \"New Announcement\" in Communi App to \"Add customer\" in AgencyZoom." canonical: "https://apiant.ai/connect/agencyzoom-to-communi-app" --- # Connect AgencyZoom and Communi App When **Lead Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Add message** in [Communi App](https://apiant.ai/connections/communi-app), or **New Announcement** in Communi App 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 Communi App **10** triggers Communi App **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 Communi App 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 Communi App can do together ### From AgencyZoom to Communi App - When **Lead Created** in AgencyZoom then **Add message** in Communi App - When **New Policy Sold** in AgencyZoom then **Add user** in Communi App ### From Communi App to AgencyZoom - When **New Announcement** in Communi App then **Add customer** in AgencyZoom - When **New Event** in Communi App 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 Communi App ## Triggers and actions 16 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 Announcement** Triggered when a new announcement is created in a group. - Trigger **New Event** Triggered when a new event is created in the selected group. - Trigger **New Job Ad** Triggered when a new job ad is created in a group. - Trigger **New message** Triggers when a new message is posted in a Communi App conversation, such as a group chat, event chat or direct message. - Trigger **New Offer** Triggered when a new offer is created. - Trigger **New poll** Triggers when a new poll is created in Communi App. - Trigger **New Quest** Triggered when a new quest is created. - Trigger **New Recommendation** Triggers when a new recommendation is created in a group, including derived kinds such as videos, prayers and parishes unless narrowed by type. - Trigger **New user** Triggers when a new user appears in your CommuniApp. - Trigger **New Video** Triggers when a new video is posted in a Communi App group. - Action **Add article** Creates a new article (such as a book or product recommendation) in your Communi App. Returns the created article. - Action **Add group** Creates a new group in your CommuniApp, such as a subgroup or badge group, and returns the created group. - Action **Add message** Sends a new message to a CommuniApp conversation, such as a group, event or direct user chat, and returns the created message. - Action **Add poll** Creates a poll with 2 to 12 answer options. To show it to members, embed the new poll in a chat message afterwards. - Action **Add tag** Creates a new tag in your CommuniApp and returns the created tag. - Action **Add user** Creates a new user in the CommuniApp community and returns the created user record. - Action **Create Announcement** Creates a new announcement in your Communi app and returns the created announcement. - Action **Create Event** Creates a new event in your CommuniApp community and returns the created event. - Action **Create Offer** Creates a new offer in your Communi app, such as an item or service offered to the community, and returns the created offer. - Action **Create Quest** Creates a new quest, a post where a community member asks for something, and returns the created quest. - Action **Create Recommendation** Creates a recommendation in the community app, such as a link or resource shared with members, and returns the new record. - Action **Delete event** Deletes an event by its ID. - Action **Delete offer** Deletes an offer by its ID. - Action **Delete user** Permanently deletes a user from the Communi App. This cannot be undone. - Action **Get event** Returns a single event by its ID, including its title, description, location, dates and publishing status. An error occurs if the event is not found. - Action **Get offer** Returns a single offer from your community by its ID, including its text, picture, status and publishing dates. - Action **Get poll** Returns a single poll by its ID, including its title, description, answer options and publishing status. An error occurs if the poll is not found. - Action **Get user** Returns a single user's profile by ID. The fields included depend on the chosen detail level and your role. - Action **List articles** Returns the articles on your CommuniApp book table, optionally narrowed to recommended or official articles, a group, a status or a search term. - Action **List events** Returns the events of a group, including announcements, job ads, workshops and info posts, with optional filters for status, type, text search, date and location. - Action **List groups** Returns the groups you can access in Communi App, including communities, subgroups, admin groups and badge groups. - Action **List messages** Returns the chat messages you have access to, optionally limited to one conversation such as a direct message, group chat or event chat. - Action **List offers** Returns the offers in your Communi App, optionally narrowed to one group, a status or a search text. - Action **List polls** Returns the polls you can access, optionally narrowed by group, status or search text. - Action **List users** Returns the users visible to the connected account, optionally narrowed by a text search and group. - Action **Update event** Updates an existing event's details, such as its title, description, time, location and publication status, and returns the updated event. - Action **Update offer** Updates an existing offer in your Communi App community and returns the updated offer. ## 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) - [ **Communi App** Communi is an app for all communities are looking for ways to better connect and integrate new people.](https://apiant.ai/connections/communi-app) 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 Communi App - [ **ActiveCampaign to Communi App** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-communi-app) - [ **Airtable to Communi App** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-communi-app) - [ **Asana to Communi App** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-communi-app) - [ **ClickUp to Communi App** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-communi-app) - [ **Brevo to Communi App** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-communi-app) - [ **Calendly to Communi App** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-communi-app) Questions ## AgencyZoom and Communi App, 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 Communi App when something happens in AgencyZoom? Any of Communi App's 27 actions, including Create Announcement, Create Event, Create Offer and Create Quest. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Communi App to AgencyZoom? Yes. When something happens in Communi App, your agent can act in AgencyZoom too. This page covers both directions: Communi App's triggers and AgencyZoom's actions are listed here as well. ### ### Do I have to build a connector for AgencyZoom or Communi App? 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 Communi App 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.