--- title: "Connect AgencyZoom and Daftra - APIANT.ai" description: "When \"Service Request Created\" fires in AgencyZoom, your agent runs \"Add Invoice\" in Daftra, or \"Client Created\" in Daftra to \"Add customer\" in AgencyZoom." canonical: "https://apiant.ai/connect/agencyzoom-to-daftra" --- # Connect AgencyZoom and Daftra When **Service Request Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Add Invoice** in [Daftra](https://apiant.ai/connections/daftra), or **Client Created** in Daftra 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 Daftra **9** triggers Daftra **38** 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 Daftra 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 Daftra can do together ### From AgencyZoom to Daftra - When **Service Request Created** in AgencyZoom then **Add Invoice** in Daftra - When **Lead Stage Change** in AgencyZoom then **Add Invoice Payment** in Daftra ### From Daftra to AgencyZoom - When **Client Created** in Daftra then **Add customer** in AgencyZoom - When **Client Updated** in Daftra 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 Daftra ## Triggers and actions 12 triggers · 61 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 **Client Created** Triggers when a new client is added to your Daftra account. - Trigger **Client Updated** Triggers when a client is added or updated in Daftra. - Trigger **Estimate Updated** Triggers when an estimate (quote) is created or updated in Daftra. - Trigger **Invoice Created** Triggers when a new invoice (or debit note) is created in Daftra. - Trigger **Invoice Updated** Triggers when an invoice or debit note is created or updated in Daftra. - Trigger **Journal Created** Triggers when a new journal entry is created in Daftra. - Trigger **Journal Updated** Triggers when a journal entry is created or updated in Daftra. - Trigger **Product Created** Triggers when a new product is added in Daftra. - Trigger **Product Updated** Triggers when a product is added or updated in Daftra. - Action **Add Client** Creates a new client in Daftra and returns its id and client number. - Action **Add credit note** Creates a credit note for a client in Daftra, optionally against a source invoice, with line items. - Action **Add Estimate** Creates a new estimate (quote) for a client in Daftra, with optional line items. - Action **Add Expense** Creates an expense in Daftra with its amount, date, vendor, category and optional taxes, account splits and cost-center allocations. - Action **Add Invoice** Creates a sales invoice for a client in Daftra, with optional line items and payments, and returns the new invoice's id. - Action **Add Invoice Payment** Records a payment against an existing Daftra invoice and returns the new payment's id. - Action **Add Journal** Creates a manual double-entry journal entry with its debit and credit lines. Total debits must equal total credits. - Action **Add Product** Creates a new product, service or bundle in Daftra and returns its id. - Action **Add Refund Receipt** Creates a refund receipt against an existing invoice in Daftra, with optional refunded line items and refund payments. - Action **Add Supplier** Creates a new supplier in Daftra and returns its id. - Action **Delete Client** Deletes a client from Daftra. The client must have no invoices, payments or other related records. - Action **Delete credit note** Deletes a credit note in Daftra by its ID. - Action **Delete Estimate** Deletes an estimate (quote) in Daftra. Estimates already converted to an invoice or sales order cannot be deleted. - Action **Delete Expense** Deletes an expense in Daftra, along with its related accounting journal and attachments. - Action **Delete Invoice** Deletes a sales invoice in Daftra by its ID. - Action **Delete Invoice Payment** Deletes an invoice payment, re-adjusting the related invoice's paid total and the client's balance. - Action **Delete Product** Deletes a product, service or bundle in Daftra by its ID. - Action **Delete Refund Receipt** Deletes a refund receipt in Daftra by its ID. - Action **Delete Supplier** Deletes a supplier from Daftra. Suppliers referenced by purchase orders, expenses or other transactions cannot be deleted. - Action **Edit Client** Updates an existing client in Daftra. Only the fields you fill in are changed. - Action **Edit Estimate** Updates an existing estimate (quote) in Daftra, changing its client, date, currency, notes or line items. - Action **Edit Expense** Updates an existing expense in Daftra. Only the fields you fill in are changed. - Action **Edit Invoice** Updates an existing standard invoice in Daftra, including its header details, line items, payments and custom fields. - Action **Edit Invoice Payment** Updates an existing invoice payment in Daftra. Only the fields you fill in are changed. - Action **Edit Journal** Updates an existing journal entry in Daftra, replacing its debit and credit lines. - Action **Edit Product** Updates an existing product, service or bundle in Daftra. Only the fields you fill in are changed. - Action **Edit Refund Receipt** Updates an existing refund receipt in Daftra — its date, currency, store, notes or line items. - Action **Edit Supplier** Updates an existing supplier's business name, contact details, addresses and other details. - Action **Get client** Returns a single Daftra client by id, with its contact details, addresses, balances and custom field values. - Action **Get Expense** Returns a single expense by its id, including amount, taxes, totals, vendor, category, date and status. - Action **Get invoice** Returns a single standard invoice by ID, with its line items, payments, taxes, client and custom fields. - Action **Get Purchase Order** Returns a single purchase order by its ID, including its line items, supplier, taxes, payments and custom fields. - Action **Get Refund Receipt** Returns a single refund receipt by ID, including its line items, payments, taxes, custom fields and client. - Action **List clients** Returns a list of clients in your Daftra account, optionally filtered by keyword or assigned staff member. - Action **List estimates** Returns the account's estimates (quotes), most recent first, optionally filtered by client, number, status, amount, dates and more. - Action **List invoices** Returns a page of your Daftra invoices and debit notes, most recent first, optionally filtered by client, status, dates, amounts and more. - Action **List products** Returns a page of products and services in your Daftra account, optionally filtered by keyword, category, supplier, brand, stock status, barcode or product code. - Action **Update credit note** Updates an existing credit note in Daftra — its client, date, currency, store, notes or line items. ## 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) - [ **Daftra** Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their...](https://apiant.ai/connections/daftra) 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 Daftra - [ **ActiveCampaign to Daftra** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-daftra) - [ **Airtable to Daftra** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-daftra) - [ **Asana to Daftra** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-daftra) - [ **ClickUp to Daftra** 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-daftra) - [ **Brevo to Daftra** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-daftra) - [ **Calendly to Daftra** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-daftra) Questions ## AgencyZoom and Daftra, 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 Daftra when something happens in AgencyZoom? Any of Daftra's 38 actions, including Update credit note, Add Client, Add credit note and Add Estimate. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Daftra to AgencyZoom? Yes. When something happens in Daftra, your agent can act in AgencyZoom too. This page covers both directions: Daftra's triggers and AgencyZoom's actions are listed here as well. ### ### Do I have to build a connector for AgencyZoom or Daftra? 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 Daftra 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.