--- title: "Connect AgencyZoom and Confluence Cloud - APIANT.ai" description: "When \"Service Request Created\" fires in AgencyZoom, your agent runs \"Create Blog Post\" in Confluence Cloud." canonical: "https://apiant.ai/connect/agencyzoom-to-confluence-cloud" --- # Connect AgencyZoom and Confluence Cloud When **Service Request Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Create Blog Post** in [Confluence Cloud](https://apiant.ai/connections/confluence-cloud), or **New Blog Post** in Confluence Cloud to **Add customer** in AgencyZoom. Describe the whole flow and it is built, tested on every scenario and kept running. AgencyZoom **3** triggers AgencyZoom **23** actions Confluence Cloud **8** triggers Confluence Cloud **37** 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 Confluence Cloud 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 Confluence Cloud can do together ### From AgencyZoom to Confluence Cloud - When **Service Request Created** in AgencyZoom then **Create Blog Post** in Confluence Cloud - When **Lead Stage Change** in AgencyZoom then **Create Footer Comment** in Confluence Cloud ### From Confluence Cloud to AgencyZoom - When **New Blog Post** in Confluence Cloud then **Add customer** in AgencyZoom - When **New Footer Comment** in Confluence Cloud 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 Confluence Cloud ## Triggers and actions 11 triggers · 60 actions - 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 **Service Request Created** Triggers when a new service request (service ticket) is created in AgencyZoom, optionally limited to tickets matching the filters you choose. - 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 **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 Blog Post** Triggers when a new blog post is published in your Confluence site, optionally limited to specific spaces. - Trigger **New Footer Comment** Triggers when a new footer comment is added to any page, blog post or attachment on the Confluence site. - Trigger **New or Updated Page** Triggers when a page is created or edited in your Confluence site. - Trigger **New Page** Triggers when a new page is created in Confluence. - Trigger **New Page or Blog Post** Triggers when a new page or blog post is created in your Confluence site. - Trigger **New Space** Triggers when a new space is created on the selected Confluence site. - Trigger **New Task** Triggers when a new task is added to a Confluence page or blog post. - Trigger **Updated Page** Triggers when an existing Confluence page is edited (a new version is saved). - Action **Add Label to Content** Adds a label to a Confluence page, blog post or attachment and returns the content's labels. - Action **Create Blog Post** Creates a new blog post in a Confluence space, published or as a draft. - Action **Create Folder** Creates a folder in a Confluence space, optionally under a parent page or folder. - Action **Create Footer Comment** Adds a footer comment to a Confluence page, blog post, attachment or custom content, or posts a reply to an existing footer comment. - Action **Create Page** Creates a page in a Confluence space, published or as a draft, optionally under a parent page. - Action **Create Page or Blog Post** Creates a new page or blog post in a Confluence space. - Action **Create Space** Creates a new Confluence space with a name and key or alias, optionally private or from a template. - Action **Delete Attachment** Deletes an attachment, moving it to the trash, or permanently purges an attachment already in the trash. - Action **Delete Blog Post** Deletes a Confluence blog post, moving it to the trash, or permanently purges a trashed blog post or discards a draft. - Action **Delete Folder** Deletes a folder in Confluence, moving it to the space's trash. - Action **Delete Footer Comment** Permanently deletes a footer comment from a Confluence page or blog post. - Action **Delete Inline Comment** Permanently deletes an inline comment from a Confluence page or blog post. - Action **Delete Page** Deletes a Confluence page, moving it to the trash, or permanently purges a page that is already in the trash. - Action **Get Attachment** Returns a Confluence attachment's details, including its file name, media type, size, container and download link. - Action **Get Blog Post** Returns a Confluence blog post by its ID, optionally with its body content, labels, properties, likes and versions. - Action **Get Folder** Returns a Confluence folder by its ID, including its title, space, parent and version details. - Action **Get Footer Comment** Returns a footer comment on a Confluence page, blog post or attachment by its ID, including its body, status and version. - Action **Get Inline Comment** Returns an inline comment on a Confluence page or blog post, including its body, resolution status, highlighted text and version. - Action **Get Page** Returns a Confluence page by its ID, optionally with its body, labels, properties, versions and other details. - Action **Get Space** Returns a Confluence space by its ID, including its key, name, type, status, homepage and any requested extras such as labels, properties or permissions. - Action **Get Task** Returns a Confluence task by its ID, including its status, assignee, due date and the page or blog post it belongs to. - Action **List Blog Posts** Returns blog posts across the Confluence site, optionally filtered by space, ID, title or status. - Action **List Child Pages** Returns the child pages directly under a Confluence page, with each child's title, status, space and position. - Action **List Page Attachments** Returns the attachments on a Confluence page, optionally filtered by status, media type or file name. - Action **List Page Footer Comments** Returns the top-level footer comments on a Confluence page. - Action **List Page Labels** Returns the labels on a Confluence page, with each label's ID, name and prefix. - Action **List Pages** Returns pages from a Confluence site, optionally filtered by page IDs, spaces, title, status or subtype. - Action **List Spaces** Returns the Confluence spaces you can view, optionally filtered by ID, key, type, status or label. - Action **List Tasks** Returns the tasks in a Confluence site, optionally filtered by status, space, page, blog post, people and dates. - Action **Remove Label from Content** Removes a label from a Confluence page, blog post or attachment. - Action **Search Content** Searches Confluence content (pages, blog posts, attachments, comments and more) using a Confluence Query Language (CQL) query and returns the matching results. - Action **Search for Page or Blog Post** Searches a Confluence site for pages and blog posts whose title matches the words you give, optionally within one space. - Action **Update Blog Post** Updates an existing Confluence blog post's title, content or status, creating a new version. - Action **Update Footer Comment** Updates the text of an existing footer comment on a Confluence page, blog post or attachment. - Action **Update Inline Comment** Updates the text of an inline comment on a Confluence page or blog post, and can resolve or reopen it. - Action **Update Page** Updates an existing Confluence page's title, content, status, parent or owner, saving it as a new version. - Action **Upload Attachment** Uploads a file as a new attachment on a Confluence page or blog post. ## 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) - [ **Confluence Cloud** Confluence is where you create, organize and discuss work with your team.](https://apiant.ai/connections/confluence-cloud) 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](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 Confluence Cloud - [ **ActiveCampaign to Confluence Cloud** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-confluence-cloud) - [ **Airtable to Confluence Cloud** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-confluence-cloud) - [ **Asana to Confluence Cloud** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-confluence-cloud) - [ **ClickUp to Confluence Cloud** 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-confluence-cloud) - [ **Brevo to Confluence Cloud** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-confluence-cloud) - [ **Calendly to Confluence Cloud** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-confluence-cloud) Questions ## AgencyZoom and Confluence Cloud, 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 Confluence Cloud when something happens in AgencyZoom? Any of Confluence Cloud's 37 actions, including Create Blog Post, Create Folder, Create Footer Comment and Create Page. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Confluence Cloud to AgencyZoom? Yes. When something happens in Confluence Cloud, your agent can act in AgencyZoom too. This page covers both directions: Confluence Cloud's triggers and AgencyZoom's actions are listed here as well. ### ### Do I have to build a connector for AgencyZoom or Confluence Cloud? 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 Confluence Cloud 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.