--- title: "Connect AgencyZoom and Google Slides - APIANT.ai" description: "When \"Service Request Created\" fires in AgencyZoom, your agent runs \"Presentations Pages Get\" in Google Slides." canonical: "https://apiant.ai/connect/agencyzoom-to-google-slides" --- # Connect AgencyZoom and Google Slides When **Service Request Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Presentations Pages Get** in [Google Slides](https://apiant.ai/connections/google-slides), or **New Slide Added** in Google Slides 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 Google Slides **1** trigger Google Slides **8** 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 Google Slides 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 Google Slides can do together ### From AgencyZoom to Google Slides - When **Service Request Created** in AgencyZoom then **Presentations Pages Get** in Google Slides - When **Lead Stage Change** in AgencyZoom then **Presentations Pages Get Thumbnail** in Google Slides ### From Google Slides to AgencyZoom - When **New Slide Added** in Google Slides then **Add customer** in AgencyZoom - When **New Slide Added** in Google Slides 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 Google Slides ## Triggers and actions 4 triggers · 31 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 Slide Added** Fires when a new slide is added to a Google Slides presentation. - Action **Create Slides Markdown** Creates a new google slides presentation from markdown text. automatically splits content into slides using '---' separators and applies appropriate templates based on content structure. - Action **Get Page Thumbnail2** Tool to generate a thumbnail of the latest version of a specified page. Use when you need a preview image URL for a slide page. This request counts as an expensive read request for quota purposes. - Action **Presentations Batch Update** Tool to update existing google slides presentations with either raw api requests or markdown content. **two operation modes:** 1. **raw api mode**: provide direct slides api requests for precise control 2. **markdown mode**: provide markdown text to automatically add professional slides **markdown features:** - professional themes with coordinated colors and backgrounds - dynamic font sizing that prevents overflow (notion-like hierarchy) - smart table auto-sizing with column width optimization - auto-centering and professional positioning - bold formatting, emojis, and multi-line content support - multiple slide types: title, bullet, table, quote, image, two-column **use cases:** - add new slides to existing presentations - update presentation content with markdown - apply professional themes and styling - bulk slide creation with consistent formatting - Action **Presentations Copy From Template** Tool to create a new Google Slides presentation by duplicating an existing template deck via Drive file copy. Use when you need to preserve themes, masters, and layouts exactly as they appear in the template. After copying, use GOOGLESLIDES_PRESENTATIONS_BATCH_UPDATE to replace placeholder text or images. - Action **Presentations Create** Tool to create a blank or duplicate presentation. use when you need to initialize a presentation with a specific title or duplicate an existing one. - Action **Presentations Get** Tool to retrieve the latest version of a presentation. use after obtaining the presentation id. - Action **Presentations Pages Get** Tool to get the latest version of a specific page in a presentation. use when you need to inspect slide, layout, master, or notes page details. - Action **Presentations Pages Get Thumbnail** Tool to generate and return a thumbnail image url for a specific page. use when you need a quick preview of a slide page after loading it. ## 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) - [ **Google Slides** Google Slides is a cloud-based presentation editor with real-time collaboration, template gallery, and...](https://apiant.ai/connections/google-slides) 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 Google Slides - [ **Adyen to Google Slides** Payment infrastructure platform enabling enterprises to accept, settle, and move funds globally with...](https://apiant.ai/connect/adyen-to-google-slides) - [ **Hex to Google Slides** Hex is a data science and analytics platform for building collaborative data projects and notebooks](https://apiant.ai/connect/hex-to-google-slides) - [ **Gmail to Google Slides** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-google-slides) - [ **Google Calendar to Google Slides** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-google-slides) - [ **Google Drive to Google Slides** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-google-slides) - [ **Mailchimp to Google Slides** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-google-slides) Questions ## AgencyZoom and Google Slides, 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 Google Slides when something happens in AgencyZoom? Any of Google Slides's 8 actions, including Create Slides Markdown, Get Page Thumbnail2, Presentations Batch Update and Presentations Copy From Template. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Google Slides to AgencyZoom? Yes. When something happens in Google Slides, your agent can act in AgencyZoom too. This page covers both directions: Google Slides's triggers and AgencyZoom's actions are listed here as well. ### ### Do I have to build a connector for AgencyZoom or Google Slides? 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 Google Slides 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.