Integration
Connect AgencyZoom and Pipedream
When Service Request Created fires in AgencyZoom, your agent runs Proxy GET request in Pipedream, or New account in Pipedream 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 Pipedream to do together?
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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 Pipedream can do together
From AgencyZoom to Pipedream
When Service Request Created in AgencyZoom
then Proxy GET request in Pipedream
From Pipedream 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 Pipedream
Triggers and actions 5 triggers · 57 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.
- New account
Fires when a new app account appears in the project.
- New project
Fires when a new project is created in the workspace.
- Create account
Connect an app account on behalf of an end user.
- Create connect token
Create a short-lived token that lets an end user connect an account.
- Create project
Create a new project in your Pipedream workspace.
- Delete account
Disconnect and remove a single connected account.
- Delete deployed trigger
Remove a deployed trigger so it stops emitting events.
- Delete project
Permanently remove a project from your workspace.
- Delete user
Remove an end user and all of their connected accounts.
- Deploy trigger
Deploy a trigger for an end user so it starts emitting events.
- Get account
Retrieve the details of a single connected account.
- Get action
Retrieve the definition of a single action.
- Get app
Retrieve the details of a single app in Pipedream's catalog.
- Get component
Retrieve the definition of a single component.
- Get deployed trigger
Retrieve the details of a single deployed trigger.
- Get project
Retrieve the details of a single project.
- Get trigger
Retrieve the definition of a single trigger.
- List accounts
List the app accounts your end users have connected in a project.
- List accounts for user
List the accounts a specific end user has connected.
- List actions
Browse the actions available to run for a project's apps.
- List apps
Browse the apps available in Pipedream's integration catalog.
- List components
Browse the components available in a project.
- List deployed triggers
List the triggers currently deployed in a project.
- List projects
List the projects in your Pipedream workspace.
- List trigger events
Retrieve the recent events emitted by a deployed trigger.
- List triggers
Browse the triggers available to deploy for a project's apps.
- List users
List the end users who have connected accounts in a project.
- Proxy GET request
Send an authenticated GET request to a connected app's API on behalf of an end user.
- Proxy PATCH request
Send an authenticated PATCH request to a connected app's API on behalf of an end user.
- Proxy POST request
Send an authenticated POST request to a connected app's API on behalf of an end user.
- Proxy PUT request
Send an authenticated PUT request to a connected app's API on behalf of an end user.
- Run action
Run an app action on behalf of an end user and return its result.
- Set trigger webhook
Send a deployed trigger's events to one webhook address, replacing any addresses it currently sends to.
- Update deployed trigger
Change the configuration of a deployed trigger.
- Update project
Change the name or settings of an existing project.
- Validate connect token
Check whether a Connect token is still valid.
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 Pipedream, 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 Pipedream when something happens in AgencyZoom?
Any of Pipedream's 34 actions, including Create account, Create connect token, Create project and Update deployed trigger. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pipedream to AgencyZoom?
Yes. When something happens in Pipedream, your agent can act in AgencyZoom too. This page covers both directions: Pipedream's triggers and AgencyZoom's actions are listed here as well.
Do I have to build a connector for AgencyZoom or Pipedream?
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 Pipedream 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.