--- title: "Connect AgencyZoom and Plug&Pay - APIANT.ai" description: "When \"Lead Created\" fires in AgencyZoom, your agent runs \"Add Order Comment\" in Plug&Pay, or \"New Order\" in Plug&Pay to \"Add customer\" in AgencyZoom." canonical: "https://apiant.ai/connect/agencyzoom-to-plug-pay" --- # Connect AgencyZoom and Plug&Pay When **Lead Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Add Order Comment** in [Plug&Pay](https://apiant.ai/connections/plug-pay), or **New Order** in Plug&Pay to **Add customer** in AgencyZoom. Describe the whole flow and it is built, tested on every scenario and kept running. AgencyZoom **6** triggers AgencyZoom **24** actions Plug&Pay **3** triggers Plug&Pay **31** 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 Plug&Pay 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 Plug&Pay can do together ### From AgencyZoom to Plug&Pay - When **Lead Created** in AgencyZoom then **Add Order Comment** in Plug&Pay - When **New Policy Sold** in AgencyZoom then **Update Order Payment Status** in Plug&Pay ### From Plug&Pay to AgencyZoom - When **New Order** in Plug&Pay then **Add customer** in AgencyZoom - When **New Product** in Plug&Pay 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 Plug&Pay ## Triggers and actions 9 triggers · 55 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. - Trigger **New Order** Triggers when a new order is placed in your Plug&Pay account. - Trigger **New Product** Triggers when a new product is added to your Plug&Pay account. - Trigger **New Subscription** Triggers when a new subscription or installment plan starts in your Plug&Pay account. - Action **Add Order Comment** Adds an internal note to an order. Buyers do not see it. - Action **Add Subscription Comment** Adds an internal note to a subscription. Subscribers do not see it. - Action **Cancel Subscription** Cancels a subscription, optionally from a later date and with a reason. - Action **Clone Checkout** Makes a copy of a checkout page and returns the new checkout's ID. - Action **Clone Product** Makes a copy of an existing product and returns the new product's ID. - Action **Create Product Price** Adds a price to a product in your Plug&Pay account and returns the price ID. - Action **Delete Checkout** Deletes a checkout page from your Plug&Pay account. - Action **Delete Order** Deletes an order from your Plug&Pay account. - Action **Delete Product** Deletes a product from your Plug&Pay account. - Action **Delete Product Price** Removes a price from a product in your Plug&Pay account. - Action **Delete Promotion** Deletes a promotion from your Plug&Pay account. - Action **Delete Subscription** Deletes a subscription from your Plug&Pay account. - Action **Extend Subscription** Moves a subscription's next billing date later, extending the current period. - Action **Find Checkouts** Searches the checkout pages in your Plug&Pay account by name, product or status. - Action **Find Orders** Searches the orders in your Plug&Pay account by buyer email, invoice number, payment status, product, date range and other filters. - Action **Find Products** Searches the products in your Plug&Pay account by title, SKU, type, group and other filters. - Action **Find Promotions** Searches the promotions in your Plug&Pay account by name or product. - Action **Find Subscriptions** Searches the subscriptions in your Plug&Pay account by subscriber, status, product, billing dates and other filters. - Action **Get Checkout** Returns a checkout page from your Plug&Pay account by its ID. - Action **Get Order** Returns an order from your Plug&Pay account by its ID, optionally with its items, billing details and more. - Action **Get Order Payment** Returns the payment of an order: its status, method, provider and amounts. - Action **Get Product** Returns a product from your Plug&Pay account by its ID. - Action **Get Product Price** Returns one price of a product in your Plug&Pay account. - Action **Get Promotion** Returns a promotion from your Plug&Pay account by its ID. - Action **Get Subscription** Returns a subscription from your Plug&Pay account by its ID. - Action **List Order Comments** Returns the internal notes on an order. - Action **List Product Prices** Returns all prices of a product. When a checkout has its own pricing, that pricing takes precedence. - Action **Refund Order** Refunds an order and creates its credit order. The order must have an invoice number and must not already be refunded. - Action **Resume Subscription** Resumes a cancelled subscription so it renews again. - Action **Update Order Payment Status** Sets the payment status of an order, for example to mark it as paid. - Action **Update Product Price** Changes a price on a product in your Plug&Pay account. Fields left blank are not changed. ## 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) - [ **Plug&Pay** Plug&Pay is the all-in-one system for your checkout pages, upsell processes and online subscriptions.](https://apiant.ai/connections/plug-pay) 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 Plug&Pay - [ **HubSpot to Plug&Pay** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-plug-pay) - [ **Google Sheets to Plug&Pay** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-plug-pay) - [ **Gmail to Plug&Pay** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-plug-pay) - [ **Google Calendar to Plug&Pay** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-plug-pay) - [ **Google Drive to Plug&Pay** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-plug-pay) - [ **Mailchimp to Plug&Pay** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-plug-pay) Questions ## AgencyZoom and Plug&Pay, 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 Plug&Pay when something happens in AgencyZoom? Any of Plug&Pay's 31 actions, including Create Product Price, Update Order Payment Status, Update Product Price and Add Order Comment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Plug&Pay to AgencyZoom? Yes. When something happens in Plug&Pay, your agent can act in AgencyZoom too. This page covers both directions: Plug&Pay's triggers and AgencyZoom's actions are listed here as well. ### ### Do I have to build a connector for AgencyZoom or Plug&Pay? 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 Plug&Pay 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.