--- title: "Connect AgencyZoom and LearnWorlds - APIANT.ai" description: "When \"Lead Created\" fires in AgencyZoom, your agent runs \"Add Tags to User\" in LearnWorlds." canonical: "https://apiant.ai/connect/agencyzoom-to-learnworlds" --- # Connect AgencyZoom and LearnWorlds When **Lead Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Add Tags to User** in [LearnWorlds](https://apiant.ai/connections/learnworlds), or **Assessment Completed** in LearnWorlds to **Add customer** in AgencyZoom. Describe the whole flow and it is built, tested on every scenario and kept running. AgencyZoom **6** triggers AgencyZoom **24** actions LearnWorlds **15** triggers LearnWorlds **15** 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 LearnWorlds 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 LearnWorlds can do together ### From AgencyZoom to LearnWorlds - When **Lead Created** in AgencyZoom then **Add Tags to User** in LearnWorlds - When **New Policy Sold** in AgencyZoom then **Create and Enroll User (Legacy)** in LearnWorlds ### From LearnWorlds to AgencyZoom - When **Assessment Completed** in LearnWorlds then **Add customer** in AgencyZoom - When **Course Completed** in LearnWorlds 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 LearnWorlds ## Triggers and actions 21 triggers · 39 actions - Trigger **Lead Created** Triggers when a new lead is created in AgencyZoom, optionally limited to a pipeline, stage, lead source, producer or location. - 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 **New Policy Sold** Triggers when a lead is marked sold (won) in AgencyZoom, returning the sold lead with its sold date and premium. - 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. - Trigger **Service Request Status Change** Triggers when a service request's status changes (for example from open to completed or removed). - 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 **Add opportunity** Creates a new opportunity (a quoted policy line such as auto or home) on an existing lead 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 **Assessment Completed** Triggers when a learner submits a completed assessment, returning their grade, pass/fail result and answers. - Trigger **Course Completed** Triggers when a user completes a course in your LearnWorlds school. - Trigger **New Certificate** Triggers when a certificate is issued to a learner for a course (or for a specific user). - Trigger **New Certificate (Legacy)** Triggers when a new certificate is issued for a course or a user in your LearnWorlds school. - Trigger **New Enrollment Purchase (Legacy)** Triggers when a new enrollment purchase (payment for a course, bundle or subscription) is recorded in your LearnWorlds school. - Trigger **New Form Submission** Triggers when a learner submits a response to the chosen LearnWorlds form. - Trigger **New Lead** Triggers when a new lead submits their email in one of your school's lead capture forms. - Trigger **New Lead (Legacy)** Triggers when a new lead submits their email in one of your school's lead capture forms. - Trigger **New User** Triggers when a new user registers in your LearnWorlds school. - Trigger **New User (Legacy)** Triggers when a new user signs up or is created in your LearnWorlds school. - Trigger **Payment Created** Triggers when a new payment is made in your LearnWorlds school. - Trigger **Payment Failed** Triggers when a payment fails in your LearnWorlds school, returning the failed-payment event with the user and its details. - Trigger **Subscription or Payment Plan Canceled** Triggers when a user's subscription or payment plan becomes inactive (canceled or expired), newest users first. - Trigger **Subscription Updated** Triggers when a user subscription is created or changes, such as a new status, plan or expiry date. - Trigger **User Updated** Triggers when a user in your LearnWorlds school is changed (profile fields, tags, role, suspension and so on). Checks the 200 most recently registered users. - Action **Add Tags to User** Adds one or more tags to a LearnWorlds user and returns the updated user. - Action **Create and Enroll User (Legacy)** Creates a new LearnWorlds user and enrolls them in a course, bundle or subscription in one step. - Action **Create User** Creates a new user in your LearnWorlds school and returns the created user. - Action **Create User (Legacy)** Creates a new user in your LearnWorlds school with optional sign-up fields, tags and UTM values. - Action **Enroll User in Product** Enrolls a user in a course, learning program (bundle) or subscription. - Action **Enroll User in Product (Legacy)** Enrolls an existing user in a course, bundle or subscription. - Action **Find a User** Finds a user in your LearnWorlds school by email address and returns their full record, including sign-up and custom fields. - Action **Get course** Returns a course's details, including its title, description, prices, access type and author. - Action **Get user** Returns a LearnWorlds user by ID or email, including sign-up fields, tags, UTMs and role. - Action **List bundles** Returns all bundles in your LearnWorlds school, most recently created first. - Action **List payments** Returns the school's payments, most recent first, optionally filtered by user, product, product type, affiliate or creation date. - Action **List users** Returns the users of your LearnWorlds school, newest first, optionally filtered by status, role, tags or registration date. - Action **Remove Tags From User** Removes one or more tags from a LearnWorlds user and returns the updated user. - Action **Unenroll User From Product** Removes a user's enrollment from a course, bundle or subscription in your LearnWorlds school. - Action **Update user** Updates a LearnWorlds user's email, username, marketing consent, admin status, profile fields, tags and UTM values, and returns the updated user. ## 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) - [ **LearnWorlds** LearnWorlds is a premium learning platform via which you sell online courses under your own website.](https://apiant.ai/connections/learnworlds) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 LearnWorlds - [ **HubSpot to LearnWorlds** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-learnworlds) - [ **Google Sheets to LearnWorlds** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-learnworlds) - [ **Gmail to LearnWorlds** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-learnworlds) - [ **Google Calendar to LearnWorlds** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-learnworlds) - [ **Google Drive to LearnWorlds** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-learnworlds) - [ **ActiveCampaign to LearnWorlds** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-learnworlds) Questions ## AgencyZoom and LearnWorlds, 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 LearnWorlds when something happens in AgencyZoom? Any of LearnWorlds's 15 actions, including Create and Enroll User (Legacy), Create User, Create User (Legacy) and Update user. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LearnWorlds to AgencyZoom? Yes. When something happens in LearnWorlds, your agent can act in AgencyZoom too. This page covers both directions: LearnWorlds's triggers and AgencyZoom's actions are listed here as well. ### ### Do I have to build a connector for AgencyZoom or LearnWorlds? 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 LearnWorlds 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.