Integration
Connect AgencyZoom and LifterLMS
When Service Request Created fires in AgencyZoom, your agent runs Create a WordPress User in LifterLMS, or New Course in LifterLMS 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 LifterLMS to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
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)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 LifterLMS can do together
From AgencyZoom to LifterLMS
When Service Request Created in AgencyZoom
then Create a WordPress User in LifterLMS
From LifterLMS 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 LifterLMS
Triggers and actions 13 triggers · 37 actions
- 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.
- Service Request Created
Triggers when a new service request (service ticket) is created in AgencyZoom, optionally limited to tickets matching the filters you choose.
- 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.
- 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.
- 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.
- Course Access Cancelled
Triggers when a student's enrollment in the selected LifterLMS course is cancelled.
- Course Access Expired
Triggers when a student's access to a LifterLMS course expires.
- Membership Access Cancelled
Triggers when a student's access to a LifterLMS membership is cancelled.
- Membership Access Expired
Triggers when a student's access to the selected LifterLMS membership expires.
- New Course
Triggers when a new course is created in LifterLMS.
- New Course Enrollment
Triggers when a student enrolls in the selected LifterLMS course.
- New Membership
Triggers when a new LifterLMS membership is created.
- New Membership Enrollment
Triggers when a student is enrolled in the selected LifterLMS membership.
- New Order
Triggers when a new LifterLMS order is placed on your site, optionally limited to a status, student, product or access plan.
- New Student
Triggers when a new LifterLMS student (a WordPress user with the student role) is created.
- Cancel Course Access
Cancels a student's access to a LifterLMS course by setting their course enrollment status to cancelled.
- Cancel Membership Access
Cancels a student's access to a LifterLMS membership by setting their membership enrollment status to cancelled.
- Create a WordPress User
Creates a new WordPress user (a LifterLMS student) on your site, with the student role unless you choose another.
- Enroll in a Course
Enrolls a WordPress user (student) in a LifterLMS course and returns the new enrollment.
- Enroll in a Membership
Enrolls a WordPress user in a LifterLMS membership and returns the resulting enrollment.
- Expire Course Access
Sets a student's enrollment in a LifterLMS course to expired and returns the updated enrollment.
- Expire Membership Access
Sets a student's enrollment in a LifterLMS membership to expired and returns the updated enrollment.
- Find Courses
Searches LifterLMS courses by a search term and returns the matching courses.
- Get Course
Returns the details of a LifterLMS course, including its title, content, status, enrollment and access dates, and catalog settings.
- Get Course Enrollment
Returns a student's enrollment in a LifterLMS course, including its status, dates and what triggered it.
- Get Order
Returns the details of a LifterLMS order, including the student, purchased course or membership, access plan, totals and status.
- Retrieve a WordPress User
Returns a WordPress user (LifterLMS student) by their user ID, including profile and billing details.
- Search WordPress User by Email
Finds the WordPress user (LifterLMS student) whose email address exactly matches the one you supply, and returns their profile.
- Search WordPress User by Username
Finds the WordPress user on your LifterLMS site whose username exactly matches the one you supply, and returns their profile.
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 LifterLMS, 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 LifterLMS when something happens in AgencyZoom?
Any of LifterLMS's 14 actions, including Create a WordPress User, Enroll in a Course, Enroll in a Membership and Expire Course Access. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from LifterLMS to AgencyZoom?
Yes. When something happens in LifterLMS, your agent can act in AgencyZoom too. This page covers both directions: LifterLMS's triggers and AgencyZoom's actions are listed here as well.
Do I have to build a connector for AgencyZoom or LifterLMS?
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 LifterLMS 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.