--- title: "Connect AgencyZoom and Recurly - APIANT.ai" description: "When \"Service Request Created\" fires in AgencyZoom, your agent runs \"Add invoice\" in Recurly." canonical: "https://apiant.ai/connect/agencyzoom-to-recurly" --- # Connect AgencyZoom and Recurly When **Service Request Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Add invoice** in [Recurly](https://apiant.ai/connections/recurly), or **Prerenewal of subscription** in Recurly 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 Recurly **1** trigger Recurly **80** 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 Recurly 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 Recurly can do together ### From AgencyZoom to Recurly - When **Service Request Created** in AgencyZoom then **Add invoice** in Recurly - When **Lead Stage Change** in AgencyZoom then **Add gift card** in Recurly ### From Recurly to AgencyZoom - When **Prerenewal of subscription** in Recurly then **Add customer** in AgencyZoom - When **Prerenewal of subscription** in Recurly 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 Recurly ## Triggers and actions 4 triggers · 103 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 **Prerenewal of subscription** Instant trigger: fires before a Recurly subscription renews (webhook). - Action **Add add-on to subscription** Adds an add-on to an existing subscription. An error occurs if the subscription already has the add-on. - Action **Add coupon** Create a new discount coupon. - Action **Add coupon redemption** Apply a coupon to an account or subscription. - Action **Add gift card** Create a new gift card. - Action **Add invoice** Create an invoice for an account's pending line items. - Action **Add item** Create a new catalog item. - Action **Add plan** Create a new subscription plan. - Action **Add plan add-on** Create a new add-on for a subscription plan. - Action **Add shipping address** Create a new shipping address for an account. - Action **Add subscription change** Schedule a pending change to a subscription (e.g. plan or quantity change at renewal). - Action **Adjust add-on quantity** Increases or decreases the quantity of the specified add-on. NOTE: this action assumes the subscription only has a single add-on! Do not use if the subscription has multiple add-ons, otherwise all add-ons other than the specified one will be deleted if the computed quantity is zero! - Action **Cancel subscription** Cancels a subscription so it remains active until the end of the current bill cycle, then expires. - Action **Convert trial subscription** Immediately converts a trial subscription to a fully active paid subscription, creating and collecting an invoice for auto-collecting subscriptions. If the invoice cannot be collected, the subscription will remain in trial. The subscription must be in a trial; active, paused, expired, cancelled, or failed subscriptions cannot be converted. - Action **Create account** Creates a new account. An error occurs if the account code already exists. - Action **Create line item** Creates a one-time charge or credit on the specified account. type is charge or credit. - Action **Create purchase - add subscription** Adds a subscription to the specified purchase. Must be passed a Purchase ID emitted by 'Create purchase - initialize'. - Action **Create purchase - add subscription add-on** Adds an add-on to the specified subscription within a staged purchase. The subscription (by plan code) must have already been added to the purchase. - Action **Create purchase - initialize** Initializes a new purchase. Emits a Purchase ID that must be passed into other create purchase actions to add items to the purchase and finalize. - Action **Create purchase - submit** Submits the assembled purchase to Recurly. - Action **Create subscription** Creates a new subscription for an account on a plan. Pass account_code, plan_code, and currency. - Action **Deactivate account** Deactivates (deletes) the specified account. - Action **Delete account billing info** Remove an account's stored billing information. - Action **Delete coupon** Expire a coupon so it can no longer be redeemed. - Action **Delete coupon redemption** Remove an active coupon redemption from an account or subscription. - Action **Delete item** Deactivate an item so it cannot be bought again. Existing line items are unaffected. - Action **Delete line item** Delete an uninvoiced line item. - Action **Delete plan** Remove a subscription plan. - Action **Delete plan add-on** Remove an add-on from a plan. - Action **Delete shipping address** Remove an account's shipping address. - Action **Delete subscription change** Cancel a subscription's pending scheduled change. - Action **Delete usage record** Deletes a usage record from a subscription add-on. - Action **Get account** Returns all fields for the specified account. The account ID may be a Recurly UUID or a code-prefixed account code. - Action **Get account balance** Fetch an account's current balance and past-due status. - Action **Get account billing info** Returns the billing information for the specified account. - Action **Get add-on** Fetch a single add-on by ID. - Action **Get all subscriptions** Returns all subscriptions for the account. - Action **Get coupon** Fetch a coupon by its code. - Action **Get gift card** Fetch a gift card by ID. - Action **Get invoice** Returns the specified invoice. ID may be a Recurly UUID or the invoice number. - Action **Get item** Fetch a catalog item by ID. - Action **Get line item** Fetch a single line item by ID. - Action **Get plan** Returns the specified plan. The ID may be a Recurly UUID or a code-prefixed plan code. - Action **Get shipping address** Fetch an account's shipping address. - Action **Get subscription** Returns all fields for the specified subscription. The ID may be a Recurly UUID or a uuid-prefixed value. - Action **Get subscription add-ons** Returns all add-ons for the specified subscription. - Action **Get subscription change** Fetch a subscription's pending scheduled change. - Action **Get transaction** Fetch a single payment transaction by ID. - Action **List account invoices** Returns the invoices for the specified account. - Action **List account line items** Returns the line items (charges and credits) for the specified account. - Action **List account notes** List the notes on an account. - Action **List accounts** Returns a list of accounts. Supports limit, order, sort, and state filters. - Action **List account subscriptions** Returns the subscriptions for the specified account. - Action **List active coupon redemptions** Read the coupon currently applied to an account. Fails with a not-found error when the account has no coupon on it. - Action **List a subscription add-on's usage records** Lists all usage records for a subscription add-on for the specified subscription. - Action **List coupons** Returns a list of coupons for the site. - Action **List credit payments** List credit payments issued across the site. - Action **List gift cards** List gift cards issued on the site. - Action **List invoices** Returns a list of all invoices on the site. Supports limit and state filters. - Action **List items** List a site's catalog items. - Action **List plans** Returns a list of plans for the site. - Action **List shipping addresses** List an account's shipping addresses. - Action **List subscriptions** Returns a list of all subscriptions. Supports limit and state filters. - Action **List transactions** List payment transactions across the site. - Action **Log a usage record on subscription add-on** Logs a usage record on the specified subscription add-on. - Action **Pause subscription** Pauses a subscription for the given number of remaining billing cycles. - Action **Reactivate account** Reactivate an inactive Recurly account. - Action **Reactivate subscription** Reactivates a canceled subscription so it renews at the end of the current bill cycle. - Action **Redeem gift card** Redeem a gift card's redemption code onto an account. - Action **Refund invoice** Issue a refund against an invoice. - Action **Remove add-on from subscription** Removes an add-on from a subscription. - Action **Terminate subscription** Immediately terminates a subscription. refund may be none, partial, or full. - Action **Update account** Updates the specified account. - Action **Update account billing info** Set or replace an account's credit card / payment billing information. - Action **Update coupon** Update an active coupon's details. - Action **Update item** Update an existing catalog item. - Action **Update plan** Update an existing subscription plan. - Action **Update plan add-on** Update an existing plan add-on. - Action **Update shipping address** Update an account's shipping address. - Action **Update subscription renewal date** For an active subscription, this will change the next renewal date. For a subscription in a trial period, modifying the renewal date will change when the trial expires. - Action **Void invoice** Void a credit invoice. ## 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) - [ **Recurly** Recurly is a subscription management and recurring billing platform.](https://apiant.ai/connections/recurly) 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 Recurly - [ **HubSpot to Recurly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-recurly) - [ **Mailchimp to Recurly** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-recurly) - [ **Pipedrive to Recurly** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-recurly) - [ **JIRA to Recurly** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-recurly) - [ **Intercom to Recurly** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/intercom-to-recurly) - [ **Klaviyo to Recurly** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connect/klaviyo-to-recurly) Questions ## AgencyZoom and Recurly, 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 Recurly when something happens in AgencyZoom? Any of Recurly's 80 actions, including Create account, Create line item, Create purchase - add subscription and Create purchase - add subscription add-on. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Recurly to AgencyZoom? Yes. When something happens in Recurly, your agent can act in AgencyZoom too. This page covers both directions: Recurly's triggers and AgencyZoom's actions are listed here as well. ### ### Do I have to build a connector for AgencyZoom or Recurly? 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 Recurly 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.