Integration
Connect AgencyZoom and Commusoft
When Lead Created fires in AgencyZoom, your agent runs Create Contact in Commusoft, or New Contact in Commusoft 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 Commusoft 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 and Commusoft can do together
From AgencyZoom to Commusoft
When Lead Created in AgencyZoom
then Create Contact in Commusoft
From Commusoft 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 Commusoft
Triggers and actions 13 triggers · 72 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.
- New Contact
Triggers when a new contact is added to a customer or work address.
- New Customer
Triggers when a new customer is created.
- New Diary
Triggers when a new diary appointment is booked.
- New Job
Triggers when a new job is created.
- New Opportunity
Triggers when a new opportunity is created.
- New Scheduled Activity
Triggers when a new scheduled activity is created.
- New Work Address
Triggers when a new work address is created.
- Complete Scheduled Activity
Marks a scheduled activity as completed.
- Create Company
Creates a new company customer in Commusoft.
- Create Contact
Adds a contact person to a customer or work address.
- Create New Customer
Creates a new private customer in Commusoft with its primary contact and address.
- Create New Work Address
Creates a new work address under an existing customer.
- Create Opportunity
Creates a new sales opportunity at an existing customer or work address property.
- Delete Appointment
Deletes a diary appointment.
- Delete Asset
Deletes an asset from a property.
- Delete Contact
Deletes a contact person.
- Delete Job
Deletes a job.
- Delete Opportunity
Deletes a sales opportunity.
- Delete Property
Deletes a customer, company or work address.
- Delete Scheduled Activity
Deletes a scheduled activity.
- Get Appointment
Returns one diary appointment by its ID.
- Get Asset
Returns one asset (e.g. a boiler) by its ID.
- Get Job
Returns one job by its ID.
- Get Opportunity
Returns one sales opportunity by its ID.
- Get Property
Returns one customer, company or work address by its ID.
- List Advertising Types
Returns the advertising types (lead sources).
- List Appointments
Returns diary appointments, optionally for one engineer or date range.
- List Asset Groups
Returns asset groups such as Boiler or Heat pump.
- List Assets
Returns assets recorded at properties.
- List Asset Types
Returns asset types within asset groups.
- List Business Units
Returns the business units.
- List Customer Types
Returns the customer types set up in Commusoft.
- List Files
Returns files saved against properties, opportunities or jobs.
- List Forms
Returns custom forms completed against jobs.
- List Job Description Templates
Returns the job description templates used when creating jobs.
- List Jobs
Returns jobs, optionally filtered by property, status or pipeline stage.
- List Opportunities
Returns sales opportunities, optionally filtered by property or pipeline stage.
- List Opportunity Pipelines
Returns active opportunity pipelines.
- List Opportunity Stages
Returns the stages of one opportunity pipeline.
- List Properties
Returns customers, companies and work addresses.
- List Property Contacts
Returns the contacts of a customer or work address.
- List Provinces
Returns the provinces/counties set up in Commusoft.
- List Scheduled Activities
Returns scheduled activities, optionally filtered by status or associated record.
- List Telephone Types
Returns the telephone types.
- List Titles
Returns the contact title options such as Mr and Mrs.
- List User Groups
Returns the user groups.
- Mark Job Complete
Marks a job as complete at the given date and time.
- Mark Job Uncompleted
Reopens a completed job.
- Put Job On Hold
Puts a job on hold for a given reason.
- Remove Job From Hold
Takes a job off hold.
- Update Company
Updates an existing company customer's details.
- Update Contact
Updates a contact person's details.
- Update Customer
Updates an existing private customer's contact and address details.
- Update Work Address
Updates a work address's contact and address details.
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 Commusoft, 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 Commusoft when something happens in AgencyZoom?
Any of Commusoft's 47 actions, including Create Company, Create Contact, Create New Customer and Create New Work Address. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Commusoft to AgencyZoom?
Yes. When something happens in Commusoft, your agent can act in AgencyZoom too. This page covers both directions: Commusoft's triggers and AgencyZoom's actions are listed here as well.
Do I have to build a connector for AgencyZoom or Commusoft?
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 Commusoft 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.