--- title: "Connect AgencyZoom and Sirv - APIANT.ai" description: "When \"Service Request Created\" fires in AgencyZoom, your agent runs \"Add Tags to File\" in Sirv, or \"New File\" in Sirv to \"Add customer\" in AgencyZoom." canonical: "https://apiant.ai/connect/agencyzoom-to-sirv" --- # Connect AgencyZoom and Sirv When **Service Request Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Add Tags to File** in [Sirv](https://apiant.ai/connections/sirv), or **New File** in Sirv 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 Sirv **2** triggers Sirv **32** 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 Sirv 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 Sirv can do together ### From AgencyZoom to Sirv - When **Service Request Created** in AgencyZoom then **Add Tags to File** in Sirv - When **Lead Stage Change** in AgencyZoom then **Upload File** in Sirv ### From Sirv to AgencyZoom - When **New File** in Sirv then **Add customer** in AgencyZoom - When **New Tagged File** in Sirv 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 Sirv ## Triggers and actions 5 triggers · 55 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 **New File** Triggers when a new file appears in a folder of your Sirv account, and hands on that file's name, type, size and dimensions. - Trigger **New Tagged File** Triggered when a new file carrying the chosen tag appears in your Sirv account. - Action **Add Advanced Watermark** Builds the Sirv image URL that shows one of your images with a watermark laid over it, using the position, size, opacity and rotation you choose. - Action **Add Canvas or Border** Puts a coloured canvas and/or border around a Sirv image and returns the new image URL. Nothing is re-uploaded — the original file is untouched. - Action **Add Tags to File** Adds meta tags to a file in your Sirv account. - Action **Apply Color Effects** Adjusts the colours of a Sirv image — hue, saturation, lightness, tint, tone and levels — and returns the new image URL. The original file is untouched. - Action **Convert Spin to Video** Turns a 360 spin stored in your Sirv account into an MP4 video and returns the path of the video that was created. - Action **Convert Video to Spin** Converts a video in your Sirv account into a 360-degree spin and returns the spin that was created. - Action **Copy File** Copies a file in your Sirv account to another path, leaving the original in place. - Action **Create Folder** Creates an empty folder in your Sirv account at the path you give. - Action **Create Thumbnail** Builds the Sirv image URL that serves a resized, optionally cropped thumbnail of one of your images. - Action **Delete File** Deletes a file, or an empty folder, from your Sirv account. - Action **Delete file tags** Removes one or more tags from a file in your Sirv account. - Action **Download File** Downloads a file from your Sirv account and returns its contents. - Action **Fetch File From URL** Pulls a file from a web address straight into your Sirv account, saving it at the path you choose, and reports whether the fetch succeeded. - Action **Find File** Searches the files in your Sirv account by name, folder, type, size, tags, description or date, and returns the matching files. - Action **Get API Limits** Returns your Sirv API rate limits and how much of each you have used. - Action **Get batch delete job** Returns the progress and results of a batch delete job you started earlier. - Action **Get CDN URL** Returns the public web address of a file in your Sirv account. - Action **Get File Info** Returns the details Sirv holds on one file — its type, size, dates and image information. - Action **Get File Metadata** Returns everything Sirv stores about a file: its title, description, tags, product details and any other metadata held against it. - Action **Get File Tags** Returns the tags attached to a file in your Sirv account. - Action **Get product metadata** Returns the product information stored on a file in your Sirv account. - Action **Get Storage Info** Returns how much storage your Sirv account is using and how much it is allowed. - Action **Get Usage Report** Returns how much your Sirv account has served — the number of file requests and the bytes transferred, broken down by day. - Action **Get ZIP Job** Returns the progress and results of a zip job, including the archive it produced. - Action **List Folder Contents** Lists the files and sub-folders inside a folder of your Sirv account, with each item's name, size, type and when it was last changed. - Action **Make API Call** Makes any Sirv API call you specify, for endpoints that do not yet have their own action. You supply the method, the path and any data; the connected account's credentials are applied for you. - Action **Rename or Move File** Renames a file or folder, or moves it to another folder, by giving its new path. - Action **Set File Metadata** Sets the title, description, tags and product details held against a file in your Sirv account. Anything left blank is left as it is. - Action **Set Product Metadata** Attaches product details — code, name, brand and categories — to a file in your Sirv account. - Action **Update account** Changes your Sirv account settings — file minification and where missing files are fetched from. Only the settings you fill in are sent; the rest are left as they are. - Action **Upload File** Uploads a file to your Sirv account from a web address. - Action **Zip Files** Starts a job that packs the files and folders you name into a single zip in your Sirv account, and returns the job so you can check when it is ready. ## 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) - [ **Sirv** Sirv is a Digital Asset Management system for storing, processing, and delivering images, videos, and 360...](https://apiant.ai/connections/sirv) 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 Sirv - [ **HubSpot to Sirv** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sirv) - [ **Salesforce to Sirv** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sirv) - [ **Google Sheets to Sirv** Google Sheets](https://apiant.ai/connect/google-sheets-to-sirv) - [ **Gmail to Sirv** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sirv) - [ **Google Calendar to Sirv** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sirv) - [ **Google Drive to Sirv** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-sirv) Questions ## AgencyZoom and Sirv, 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 Sirv when something happens in AgencyZoom? Any of Sirv's 32 actions, including Create Folder, Create Thumbnail, Update account and Upload File. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Sirv to AgencyZoom? Yes. When something happens in Sirv, your agent can act in AgencyZoom too. This page covers both directions: Sirv's triggers and AgencyZoom's actions are listed here as well. ### ### Do I have to build a connector for AgencyZoom or Sirv? 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 Sirv 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.