Integration
Connect AgencyZoom and G2 Crowd
When Lead Created fires in AgencyZoom, your agent runs Get Current User in G2 Crowd, or New Review in G2 Crowd 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 G2 Crowd to do together?
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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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 G2 Crowd can do together
From AgencyZoom to G2 Crowd
When Lead Created in AgencyZoom
then Get Current User in G2 Crowd
From G2 Crowd 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 G2 Crowd
Triggers and actions 8 triggers · 42 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 Review
Triggers when a new review is published for one of your G2 products.
- New Visit Event
Triggers when G2 records new buyer-intent activity (a company researching your product, by day).
- Add Product
Submits a new product listing to G2 for review, the same as the Add a Product wizard. Returns the created product.
- Add Product mapping
Creates a mapping between your own product identifier and a G2 product.
- Find Products
Searches G2 product listings whose name contains the given text.
- Get Category
Returns a single G2 category by its UUID or slug, optionally with its related products, parent, children, ancestors or descendants.
- Get Current User
Returns the G2 user that owns the API token, with their ID and email.
- Get Product
Returns one G2 product listing, including its name, slug, domain, G2 page URL and review count.
- Get Product ratings
Returns a G2 product's satisfaction ratings, such as ease of use, quality of support and ease of setup.
- Get Question
Returns a single G2 review question by its ID, including its title, text, type and whether it is required.
- List Buyer intent
Returns buyer intent activity for one of your G2 products, grouped by the dimensions and measures you choose (companies, visitors, days, signal types).
- List Categories
Returns G2 software categories.
- List Competitors
Returns the products G2 lists as competitors of a given product.
- List Discussions
Returns the discussions (community questions) posted about a G2 product, up to 250 per call.
- List Medals
Returns the G2 medals (badges) awarded to a product, optionally filtered by season, year or category.
- List Product Features
Returns the features of a G2 product, with ratings, review counts and categories.
- List Product mappings
Returns the mappings between G2 products and your own external product IDs, optionally filtered by product, external ID or dates.
- List Product Reviews
Returns reviews written about one of your G2 products.
- List Questions
Returns the list of G2 review questions, optionally filtered by created or updated date.
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 G2 Crowd, 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 G2 Crowd when something happens in AgencyZoom?
Any of G2 Crowd's 17 actions, including Add Product, Add Product mapping, Find Products and Get Category. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from G2 Crowd to AgencyZoom?
Yes. When something happens in G2 Crowd, your agent can act in AgencyZoom too. This page covers both directions: G2 Crowd's triggers and AgencyZoom's actions are listed here as well.
Do I have to build a connector for AgencyZoom or G2 Crowd?
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 G2 Crowd 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.