--- title: "Connect AgencyZoom and LifterLMS - APIANT.ai" description: "When \"Service Request Created\" fires in AgencyZoom, your agent runs \"Create a WordPress User\" in LifterLMS." canonical: "https://apiant.ai/connect/agencyzoom-to-lifterlms" --- # Connect AgencyZoom and LifterLMS When **Service Request Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Create a WordPress User** in [LifterLMS](https://apiant.ai/connections/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. AgencyZoom **3** triggers AgencyZoom **23** actions LifterLMS **10** triggers LifterLMS **14** 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 LifterLMS 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 LifterLMS can do together ### From AgencyZoom to LifterLMS - When **Service Request Created** in AgencyZoom then **Create a WordPress User** in LifterLMS - When **Lead Stage Change** in AgencyZoom then **Enroll in a Course** in LifterLMS ### From LifterLMS to AgencyZoom - When **New Course** in LifterLMS then **Add customer** in AgencyZoom - When **New Course Enrollment** in LifterLMS 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 LifterLMS ## Triggers and actions 13 triggers · 37 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 **Course Access Cancelled** Triggers when a student's enrollment in the selected LifterLMS course is cancelled. - Trigger **Course Access Expired** Triggers when a student's access to a LifterLMS course expires. - Trigger **Membership Access Cancelled** Triggers when a student's access to a LifterLMS membership is cancelled. - Trigger **Membership Access Expired** Triggers when a student's access to the selected LifterLMS membership expires. - Trigger **New Course** Triggers when a new course is created in LifterLMS. - Trigger **New Course Enrollment** Triggers when a student enrolls in the selected LifterLMS course. - Trigger **New Membership** Triggers when a new LifterLMS membership is created. - Trigger **New Membership Enrollment** Triggers when a student is enrolled in the selected LifterLMS membership. - Trigger **New Order** Triggers when a new LifterLMS order is placed on your site, optionally limited to a status, student, product or access plan. - Trigger **New Student** Triggers when a new LifterLMS student (a WordPress user with the student role) is created. - Action **Cancel Course Access** Cancels a student's access to a LifterLMS course by setting their course enrollment status to cancelled. - Action **Cancel Membership Access** Cancels a student's access to a LifterLMS membership by setting their membership enrollment status to cancelled. - Action **Create a WordPress User** Creates a new WordPress user (a LifterLMS student) on your site, with the student role unless you choose another. - Action **Enroll in a Course** Enrolls a WordPress user (student) in a LifterLMS course and returns the new enrollment. - Action **Enroll in a Membership** Enrolls a WordPress user in a LifterLMS membership and returns the resulting enrollment. - Action **Expire Course Access** Sets a student's enrollment in a LifterLMS course to expired and returns the updated enrollment. - Action **Expire Membership Access** Sets a student's enrollment in a LifterLMS membership to expired and returns the updated enrollment. - Action **Find Courses** Searches LifterLMS courses by a search term and returns the matching courses. - Action **Get Course** Returns the details of a LifterLMS course, including its title, content, status, enrollment and access dates, and catalog settings. - Action **Get Course Enrollment** Returns a student's enrollment in a LifterLMS course, including its status, dates and what triggered it. - Action **Get Order** Returns the details of a LifterLMS order, including the student, purchased course or membership, access plan, totals and status. - Action **Retrieve a WordPress User** Returns a WordPress user (LifterLMS student) by their user ID, including profile and billing details. - Action **Search WordPress User by Email** Finds the WordPress user (LifterLMS student) whose email address exactly matches the one you supply, and returns their profile. - Action **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. ## 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) - [ **LifterLMS** LifterLMS is a WordPress-based LMS solution that makes it easy to create, sell, and protect engaging online...](https://apiant.ai/connections/lifterlms) 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 LifterLMS - [ **HubSpot to LifterLMS** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lifterlms) - [ **Google Sheets to LifterLMS** Google Sheets](https://apiant.ai/connect/google-sheets-to-lifterlms) - [ **Gmail to LifterLMS** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lifterlms) - [ **Google Calendar to LifterLMS** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-lifterlms) - [ **Google Drive to LifterLMS** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-lifterlms) - [ **ActiveCampaign to LifterLMS** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-lifterlms) 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.