--- title: "Connect AgencyZoom to Payaca - APIANT.ai" description: "When \"Lead Created\" fires in AgencyZoom, your agent runs \"Add invoice\" in Payaca." canonical: "https://apiant.ai/connect/agencyzoom-to-payaca" --- # Connect AgencyZoom to Payaca When **Lead Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Add invoice** in [Payaca](https://apiant.ai/connections/payaca). Describe the whole flow and it is built, tested on every scenario and kept running. AgencyZoom **6** triggers AgencyZoom **24** actions Payaca **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 Payaca 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 can start in Payaca - When **Lead Created** in AgencyZoom then **Add invoice** in Payaca - When **New Policy Sold** in AgencyZoom then **Get customer** in Payaca 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 Payaca ## Triggers and actions 6 triggers · 38 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. - Action **Add invoice** Creates an invoice against a Payaca project for a fixed amount, a percentage of the accepted project value, or everything still payable, and can optionally send it or mark it as sent. - Action **Add payment** Records a payment against a Payaca project, optionally reconciling it to a specific invoice and emailing the customer a receipt. Returns the created payment and how it was reconciled. - Action **Add project note** Adds one or more notes to a Payaca project and returns the notes that were created. - Action **Add proposal** Creates a proposal on a Payaca project, with its line items, optional payment schedule and any grants. Returns the new proposal with its totals. - Action **Get customer** Returns a customer by id, including their contacts, addresses, custom field values and tags. - Action **Get invoice** Returns a Payaca invoice by its ID, including its status, totals, line items and linked project. An error occurs if the invoice is not found. - Action **Get project** Returns a project by its id, including its customer, pipeline stage, site address, custom fields, totals, grants and expected payments. - Action **Get scheduled event** Returns a single scheduled event, including its times, location, customer, project, assignees, notes, tags and contacts to notify. An error occurs if the event is not found. - Action **List customers** Returns all customers in the Payaca account, optionally narrowed to those with a contact on a given email address or phone number. - Action **List pipelines** Returns all pipelines in the Payaca account, including each pipeline's stages in order. - Action **List projects** Returns the projects in the Payaca account, optionally only those belonging to one customer. - Action **Mark proposal as accepted** Marks a proposal that was already sent to the customer as accepted and returns the updated proposal. - Action **Update project** Updates the custom field values on an existing project and returns the updated project. Service-type projects cannot be updated. - Action **Update scheduled event** Updates the name, description, start time or end time of an existing scheduled event, and returns the updated event. ## 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) - [ **Payaca** Send professional quotes and invoices, manage customers and pricing, and take payment.](https://apiant.ai/connections/payaca) 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 Payaca - [ **HubSpot to Payaca** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-payaca) - [ **Salesforce to Payaca** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-payaca) - [ **Slack to Payaca** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-payaca) - [ **Google Sheets to Payaca** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-payaca) - [ **Gmail to Payaca** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-payaca) - [ **Google Calendar to Payaca** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-payaca) Questions ## AgencyZoom and Payaca, 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 Payaca when something happens in AgencyZoom? Any of Payaca's 14 actions, including Update project, Update scheduled event, Add invoice and Add payment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Payaca to AgencyZoom? Payaca has no triggers in the catalog today, so automations start in AgencyZoom. If you need the other direction, ask: your agent reads Payaca's API documentation and adds it. ### ### Do I have to build a connector for AgencyZoom or Payaca? 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 Payaca 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.