--- title: "Connect AgencyZoom to Resend - APIANT.ai" description: "When \"Service Request Created\" fires in AgencyZoom, your agent runs \"Add Contact to Segment\" in Resend." canonical: "https://apiant.ai/connect/agencyzoom-to-resend" --- # Connect AgencyZoom to Resend When **Service Request Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Add Contact to Segment** in [Resend](https://apiant.ai/connections/resend). Describe the whole flow and it is built, tested on every scenario and kept running. AgencyZoom **3** triggers AgencyZoom **23** actions Resend **28** 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 Resend 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 Resend - When **Service Request Created** in AgencyZoom then **Add Contact to Segment** in Resend - When **Lead Stage Change** in AgencyZoom then **Create Contact** in Resend 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 Resend ## Triggers and actions 3 triggers · 51 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. - Action **Add Contact to Segment** Adds a contact to a Resend segment. You can identify the contact by its ID or email address. - Action **Add Suppression** Adds an email address to your Resend suppression list so no further mail is sent to it. - Action **Cancel Email** Cancels a scheduled Resend email that has not been sent yet. - Action **Create API Key** Creates a new Resend API key. The key itself is returned once, so store it right away. - Action **Create Contact** Creates a contact in Resend. Returns the new contact's ID. - Action **Create Domain** Adds a sending domain to Resend. Returns the DNS records you need to add at your domain host to verify it. - Action **Create Segment** Creates a new segment in Resend for grouping contacts. - Action **Delete API Key** Deletes a Resend API key so it can no longer be used. - Action **Delete Contact** Deletes a contact from Resend. You can identify the contact by its ID or email address. - Action **Delete Domain** Removes a sending domain from Resend. - Action **Delete Segment** Deletes a segment from Resend. The contacts themselves are not deleted. - Action **List API Keys** Returns the API keys on your Resend account, with each key's name and when it was last used. The key values themselves are never returned. - Action **List Contacts** Returns the contacts in your Resend account, optionally limited to one segment. - Action **List Domains** Returns the sending domains on your Resend account and each one's verification status. - Action **List Segments** Returns the contact segments in your Resend account. - Action **List Sent Emails** Returns the emails you have sent through Resend, newest first, with each email's id, sender, recipients, subject, send time and latest delivery event. Supports paging before or after a given email id. - Action **List Suppressions** Returns the email addresses on your Resend suppression list, showing for each one the address, why it was suppressed (bounce, complaint or added manually), the email that triggered it and when it was added. - Action **Remove Contact From Segment** Removes a contact from one of your Resend segments. Identify the contact by its ID or by its email address, and name the segment to take it out of. The contact itself is not deleted. - Action **Remove Suppression** Takes an email address off your Resend suppression list so you can send to it again. Identify it by the suppression ID or by the email address itself. - Action **Retrieve Contact** Returns one contact from your Resend audience, including their name, email address, whether they have unsubscribed, when they were added, and any custom properties stored on them. Look the contact up by its ID or by its email address. - Action **Retrieve Domain** Returns one of your Resend sending domains, including its name, verification status, sending region, tracking settings and the DNS records it needs with each record's current status. - Action **Retrieve Segment** Returns one of your Resend segments by its ID, with the segment's name and when it was created. - Action **Retrieve Sent Email** Returns one email you sent through Resend, with its sender, recipients, subject, HTML and text body, tags, send time and latest delivery event. - Action **Send Batch Emails** Sends up to 100 emails through Resend in a single call. Give it a list of emails, each with a sender, recipients, subject and body, and it returns the id of every email it created. - Action **Send Email** Sends an email through Resend. Set the sender, recipients and subject, provide an HTML or plain text body, and optionally add CC/BCC, reply-to, attachments, tags or a send time. - Action **Update Contact** Updates a contact in your Resend audience. Identify the contact by ID or email address, then change the name, the subscribed/unsubscribed state, or the custom properties. Anything you leave blank stays as it is. - Action **Update Email** Reschedules an email you already queued in Resend, moving it to a new send date and time. Only emails that have not gone out yet can be changed. - Action **Verify Domain** Asks Resend to re-check the DNS records for one of your sending domains and start verifying it. Verification runs in the background, so the domain shows as pending until it finishes. ## 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) - [ **Resend** Resend is the email API for developers. It's designed for you to build, test, and send transactional and...](https://apiant.ai/connections/resend) 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 Resend - [ **Documenso to Resend** Documenso is an open-source digital signing platform.](https://apiant.ai/connect/documenso-to-resend) - [ **Google BigQuery to Resend** BigQuery is Google's serverless and highly scalable enterprise data warehouse, designed to make all your...](https://apiant.ai/connect/google-bigquery-to-resend) - [ **HubSpot to Resend** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-resend) - [ **Salesforce to Resend** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-resend) - [ **Slack to Resend** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-resend) - [ **Google Sheets to Resend** Google Sheets](https://apiant.ai/connect/google-sheets-to-resend) Questions ## AgencyZoom and Resend, 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 Resend when something happens in AgencyZoom? Any of Resend's 28 actions, including Create API Key, Create Contact, Create Domain and Create Segment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Resend to AgencyZoom? Resend has no triggers in the catalog today, so automations start in AgencyZoom. If you need the other direction, ask: your agent reads Resend's API documentation and adds it. ### ### Do I have to build a connector for AgencyZoom or Resend? 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 Resend 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.