--- title: "Connect AgencyZoom and More Good Reviews - APIANT.ai" description: "When \"Service Request Created\" fires in AgencyZoom, your agent runs \"Customers: Create Customer\" in More Good Reviews." canonical: "https://apiant.ai/connect/agencyzoom-to-more-good-reviews" --- # Connect AgencyZoom and More Good Reviews When **Service Request Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Customers: Create Customer** in [More Good Reviews](https://apiant.ai/connections/more-good-reviews), or **Customers: New Customer** in More Good Reviews 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 More Good Reviews **2** triggers More Good Reviews **34** 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 More Good Reviews 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 More Good Reviews can do together ### From AgencyZoom to More Good Reviews - When **Service Request Created** in AgencyZoom then **Customers: Create Customer** in More Good Reviews - When **Lead Stage Change** in AgencyZoom then **Customers: Get Customer** in More Good Reviews ### From More Good Reviews to AgencyZoom - When **Customers: New Customer** in More Good Reviews then **Add customer** in AgencyZoom - When **Reviews: New Review** in More Good Reviews 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 More Good Reviews ## Triggers and actions 5 triggers · 57 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 **Customers: New Customer** Triggers when a new customer is added to your More Good Reviews project. - Trigger **Reviews: New Review** Triggers when a new review is collected for the project, optionally limited to a source, location, score, tag or review facet. - Action **Asks: Create Ask** Schedules a review request to a customer by email and/or SMS, with optional reminder messages. - Action **Charges: Create Charge** Records a revenue charge for a customer, identified by email or phone, from an external billing system. - Action **Charges: Delete Charge** Permanently deletes a mistaken charge (revenue event) from the project. - Action **Customers: Archive Customer** Archives a customer in your More Good Reviews project and cancels any unsent outreach messages to them. - Action **Customers: Cancel Customer Unsent Messages** Cancels a customer's scheduled outreach messages that have not been sent yet, without archiving or unsubscribing the customer. - Action **Customers: Create Customer** Creates a customer in your More Good Reviews project, or updates the existing customer that matches the email (or, failing that, the phone) you supply. - Action **Customers: Delete Customer** Deletes a customer from your More Good Reviews project. - Action **Customers: Get Customer** Returns one customer in your project, including their contact details, location and tags. - Action **Customers: List Customer Charges** Returns the revenue charges recorded for one customer, newest first. - Action **Customers: List Customer Messages** Returns the outreach message history (email and SMS review requests) for one customer. - Action **Customers: List Customers** Returns the project's customers, optionally filtered by search text, email, phone, tag, status facet or date range, and sorted. - Action **Customers: Resubscribe Customer** Resubscribes a customer who previously opted out, so review requests and other outreach can be sent to them again. - Action **Customers: Unarchive Customer** Restores an archived customer so review requests and integrations treat them as active again. - Action **Customers: Unsubscribe Customer** Unsubscribes a customer from future review-request outreach and cancels any messages not yet sent to them. - Action **Customers: Update Customer Notes** Replaces the internal notes stored on a More Good Reviews customer. - Action **Customers: Update Customer Tags** Replaces the tags assigned to a customer with the provided list of tag slugs. - Action **Locations: Get Location** Returns a single project location, including its name, display name, slug, store code and address. - Action **Locations: List Locations** Returns every active location on the More Good Reviews project, including each location's slug, store code and address. - Action **Locations: Update Location** Updates the name, public display name, slug, store code and address of a project location. Fields left blank are not changed. - Action **Messages: Delete Message** Deletes a scheduled or sent outreach message from the project. - Action **Reviews: Delete Review** Deletes a review from the More Good Reviews project. - Action **Reviews: List Reviews** Returns the project's reviews, optionally filtered by date range, facet, location, source, star rating or tag, and sorted by rating or date. - Action **Reviews: Mark Review Replied** Marks a review as replied (or clears its replied status) when the reply was handled outside More Good Reviews, without changing the stored reply text. - Action **Reviews: Update Review Duplicate Flag** Marks a review as a duplicate, or clears its duplicate mark. - Action **Reviews: Update Review Tags** Replaces all tags on a review with the given list of tag slugs. - Action **Reviews: Update Review Visibility** Shows or hides a review in More Good Reviews public displays. - Action **Sources: Create Source** Creates a review source in your More Good Reviews project, such as a platform where reviews are collected. - Action **Sources: Delete Source** Deletes a review source from the project when it is no longer used. - Action **Sources: List Sources** Returns the review sources (such as Google or Facebook) available for the project's reviews. - Action **Sources: Update Source** Updates the name, slug, color, or icon of an existing review source. - Action **Tags: Create Tag** Creates a tag in your More Good Reviews project for organizing customers or reviews. - Action **Tags: Delete Tag** Deletes a tag from the project, removing it from use on customers and reviews. - Action **Tags: List Tags** Returns the project's tags used to organize customers and reviews, optionally limited to customer or review tags. - Action **Tags: Update Tag** Updates an existing tag's name, slug, color, icon, or AI tagging settings. ## 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) - [ **More Good Reviews** Get more good reviews from your customers.](https://apiant.ai/connections/more-good-reviews) 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 More Good Reviews - [ **HubSpot to More Good Reviews** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-more-good-reviews) - [ **Google Sheets to More Good Reviews** Google Sheets](https://apiant.ai/connect/google-sheets-to-more-good-reviews) - [ **Gmail to More Good Reviews** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-more-good-reviews) - [ **Google Calendar to More Good Reviews** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-more-good-reviews) - [ **Google Drive to More Good Reviews** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-more-good-reviews) - [ **Mailchimp to More Good Reviews** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-more-good-reviews) Questions ## AgencyZoom and More Good Reviews, 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 More Good Reviews when something happens in AgencyZoom? Any of More Good Reviews's 34 actions, including Asks: Create Ask, Charges: Create Charge, Customers: Create Customer and Customers: Get Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from More Good Reviews to AgencyZoom? Yes. When something happens in More Good Reviews, your agent can act in AgencyZoom too. This page covers both directions: More Good Reviews's triggers and AgencyZoom's actions are listed here as well. ### ### Do I have to build a connector for AgencyZoom or More Good Reviews? 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 More Good Reviews 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.