--- title: "Connect AgencyZoom to Fatture in Cloud - APIANT.ai" description: "When \"Service Request Created\" fires in AgencyZoom, your agent runs \"Create Client\" in Fatture in Cloud." canonical: "https://apiant.ai/connect/agencyzoom-to-fatture-in-cloud" --- # Connect AgencyZoom to Fatture in Cloud When **Service Request Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Create Client** in [Fatture in Cloud](https://apiant.ai/connections/fatture-in-cloud). Describe the whole flow and it is built, tested on every scenario and kept running. AgencyZoom **3** triggers AgencyZoom **23** actions Fatture in Cloud **73** 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 Fatture in 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 can start in Fatture in Cloud - When **Service Request Created** in AgencyZoom then **Create Client** in Fatture in Cloud - When **Lead Stage Change** in AgencyZoom then **Create Issued Document** in Fatture in Cloud 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 Fatture in Cloud ## Triggers and actions 3 triggers · 96 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. - Action **Create Cashbook Entry** Creates a new cashbook entry. - Action **Create Client** Creates a new client in a Fatture in Cloud company. - Action **Create F24** Creates a new F24 tax payment record in a Fatture in Cloud company. - Action **Create Issued Document** Creates a new issued document (invoice, quote, proforma, receipt, delivery note, credit note, order, work report, supplier order or self invoice) in a Fatture in Cloud company. - Action **Create Payment Account** Creates a new payment account. - Action **Create Payment Method** Creates a new payment method. - Action **Create Product** Creates a new product. - Action **Create Receipt** Creates a new receipt. - Action **Create Received Document** Creates a new document. - Action **Create Supplier** Creates a new supplier. - Action **Create Vat Type** Creates a vat type. - Action **Delete Bin Issued Document** Delete Bin Issued Document - Action **Delete Bin Received Document** Delete Bin Received Document - Action **Delete Cashbook Entry** Deletes the specified cashbook entry. - Action **Delete Client** Deletes the specified client. - Action **Delete F24** Removes the specified F24. - Action **Delete F24 Attachment** Removes the attachment of the specified F24. - Action **Delete Issued Document** Deletes the specified document. - Action **Delete Issued Document Attachment** Removes the attachment of the specified document. - Action **Delete Payment Account** Deletes the specified payment account. - Action **Delete Payment Method** Deletes the specified payment method. - Action **Delete Product** Deletes the specified product. - Action **Delete Receipt** Deletes the specified receipt. - Action **Delete Received Document** Deletes the specified document. - Action **Delete Supplier** Deletes the specified supplier. - Action **Delete Vat Type** Deletes the specified vat type. - Action **Get Archive Document** Gets the specified archive document. - Action **Get Bin Issued Documents List** Returns the issued documents currently in the bin. - Action **Get Bin Received Documents List** Get bin issued documents detail - Action **Get Cashbook Entry** Gets the specified cashbook entry. - Action **Get Client** Gets the specified client. - Action **Get F24** Gets the specified F24. - Action **Get Issued Document** Gets the specified document. - Action **Get Payment Account** Gets the specified payment account. - Action **Get Payment Method** Gets the specified payment method. - Action **Get Product** Gets the specified product. - Action **Get Receipt** Gets the specified receipt. - Action **Get Received Document** Gets the specified document. - Action **Get Supplier** Gets the specified supplier. - Action **Get Vat Type** Gets the specified vat type. - Action **Join Issued Documents** Joins issued documents. - Action **List Archive Documents** Lists the archive documents. - Action **List Cashbook Entries** Lists the cashbook entries. - Action **List Clients** Lists the clients. - Action **List F24** Lists the F24s. - Action **List Issued Documents** Lists the issued documents. - Action **List Payment Accounts** Lists the available payment accounts. - Action **List Payment Methods** Lists the available payment methods. - Action **List Pending Received Documents** Lists the pending received documents. - Action **List Products** Lists the products. - Action **List Receipts** Lists the receipts. - Action **List Received Documents** Lists the received documents. - Action **List Suppliers** Lists the suppliers. - Action **List Vat Types** Lists the available vat types. - Action **Modify Archive Document** Modifies the specified archive document. - Action **Modify Cashbook Entry** Modifies the specified cashbook entry. - Action **Modify Client** Modifies the specified client. - Action **Modify F24** Modifies the specified F24. - Action **Modify Issued Document** Modifies the specified document. - Action **Modify Payment Account** Modifies the specified payment account. - Action **Modify Payment Method** Modifies the specified payment method. - Action **Modify Product** Modifies the specified product. - Action **Modify Receipt** Modifies the specified receipt. - Action **Modify Received Document** Modifies the specified document. - Action **Modify Supplier** Modifies the specified supplier. - Action **Modify Vat Type** Modifies the specified vat type. - Action **Recover Issued Document From the Bin** Recover Issued Document From the Bin - Action **Recover Received Document From the Bin** Recover Received Document From the Bin - Action **Schedule Email** Schedules the sending of a document by email. - Action **Upload Archive Document Attachment** Uploads an attachment destined to an archive document. The actual association between the document and the attachment must be implemented separately, using the returned token. - Action **Upload F24 Attachment** Uploads an attachment destined to a F24. The actual association between the document and the attachment must be implemented separately, using the returned token. - Action **Upload Issued Document Attachment** Uploads an attachment destined to an issued document. The actual association between the document and the attachment must be implemented separately, using the returned token. - Action **Upload Received Document Attachment** Uploads an attachment destined to a received document. The actual association between the document and the attachment must be implemented separately, using the returned token. ## 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) - [ **Fatture in Cloud** Fatture in Cloud is an italian online invoicing software with all the tools you need keep your business...](https://apiant.ai/connections/fatture-in-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 Fatture in Cloud - [ **MINDBODY to Fatture in Cloud** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connect/mindbody-to-fatture-in-cloud) - [ **HubSpot to Fatture in Cloud** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-fatture-in-cloud) - [ **Salesforce to Fatture in Cloud** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-fatture-in-cloud) - [ **Slack to Fatture in Cloud** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-fatture-in-cloud) - [ **Google Sheets to Fatture in Cloud** Google Sheets](https://apiant.ai/connect/google-sheets-to-fatture-in-cloud) - [ **Gmail to Fatture in Cloud** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-fatture-in-cloud) Questions ## AgencyZoom and Fatture in 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 Fatture in Cloud when something happens in AgencyZoom? Any of Fatture in Cloud's 73 actions, including Create Cashbook Entry, Create Client, Create F24 and Create Issued Document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Fatture in Cloud to AgencyZoom? Fatture in Cloud has no triggers in the catalog today, so automations start in AgencyZoom. If you need the other direction, ask: your agent reads Fatture in Cloud's API documentation and adds it. ### ### Do I have to build a connector for AgencyZoom or Fatture in 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 Fatture in 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.