Integration
Connect AgencyZoom to Pdforge
When Service Request Created fires in AgencyZoom, your agent runs Add template in Pdforge. 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 Pdforge 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 can start in Pdforge
When Service Request Created in AgencyZoom
then Add template in Pdforge
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 Pdforge
Triggers and actions 3 triggers · 36 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.
- Add template
Starts AI creation of a new PDF template from a text prompt (and optional reference file). Creation runs asynchronously and usually takes a couple of minutes; the returned template id can be used to check its status.
- Compress PDF
Compresses a PDF from a public URL to reduce its file size, returning a signed download URL for the compressed file.
- Convert HTML to PDF
Converts HTML into a PDF (or PNG) synchronously and returns a temporary signed URL to the generated file. If rendering takes longer than 30 seconds, the job is queued and a request id and status URL are returned instead.
- Convert Markdown to PDF
Convert Markdown text (headings, lists, tables, code blocks) into a styled PDF document.
- Generate PDF from template
Generates a PDF (or PNG) from one of your PDF Noodle templates and waits for it to finish, returning a temporary download link.
- Get PDF status
Retrieve the status of a single PDF generation request, and its download link once rendering succeeds.
- Get template
Retrieves a template's full details, or its creation status if it is still being created with AI.
- Get template variables
Retrieves the variable schema for a template: every data placeholder (including nested objects and arrays) that can be supplied when generating a PDF from it.
- Get tool status
Retrieve the status of a PDF tool operation (merge, split, compress, markdown to PDF, metadata update) using the request id returned by an async request or a synchronous request that timed out.
- List templates
Lists every template available in your pdf noodle account, with each template's id and display name.
- Merge PDFs
Combine two or more publicly accessible PDF files into a single PDF, merged in the order given. Returns a temporary download link to the merged file, or a request id to check later when the merge runs in the background.
- Split PDF
Split a single PDF into multiple smaller PDFs by page ranges or regular intervals.
- Update PDF metadata
Updates the embedded metadata (title, author, subject, keywords and more) of a PDF at a public URL and returns a link to the updated file. The original PDF content is preserved.
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 Pdforge, 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 Pdforge when something happens in AgencyZoom?
Any of Pdforge's 13 actions, including Update PDF metadata, Add template, Compress PDF and Convert HTML to PDF. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pdforge to AgencyZoom?
Pdforge has no triggers in the catalog today, so automations start in AgencyZoom. If you need the other direction, ask: your agent reads Pdforge's API documentation and adds it.
Do I have to build a connector for AgencyZoom or Pdforge?
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 Pdforge 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.