Integration
Connect AgencyZoom to Stytch
When Service Request Created fires in AgencyZoom, your agent runs Send one-time passcode via email in Stytch. 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 Stytch to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
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 can start in Stytch
When Service Request Created in AgencyZoom
then Send one-time passcode via email in Stytch
When Lead Stage Change in AgencyZoom
then Add user in Stytch
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 Stytch
Triggers and actions 3 triggers · 36 actions
Trigger
Lead Stage ChangeTriggers when a lead moves into a different pipeline stage.
Trigger
Lead Status ChangeTriggers when a lead's status changes (for example from New to Quoted, Won or Lost) in AgencyZoom.
Trigger
Service Request CreatedTriggers when a new service request (service ticket) is created in AgencyZoom, optionally limited to tickets matching the filters you choose.
Action
Add customerCreates a new customer in AgencyZoom with contact details, address, assigned producer and CSR, tags and custom field values.
Action
Add customer noteAdds a note to an existing customer's record in AgencyZoom.
Action
Change lead statusChanges 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 ticketCompletes an AgencyZoom service ticket with a resolution, optionally adding a resolution description and cancelling the ticket's related tasks.
Action
Complete taskMarks an AgencyZoom task as completed.
Action
Create a NoteAdds a note to a lead in AgencyZoom.
Action
Create Business LeadCreates a commercial (business) lead in AgencyZoom with its business details, contact information, pipeline stage and assigned producer.
Action
Create Personal LeadCreates a personal (individual) lead in AgencyZoom in the pipeline and stage you choose, assigned to a producer.
Action
Create Service RequestCreates a service request (service ticket) for a customer in AgencyZoom, placed in the pipeline and stage you choose.
Action
Create TaskCreates a task in AgencyZoom, optionally linked to a lead or customer and assigned to a team member.
Action
Delete customerDeletes a customer from AgencyZoom.
Action
Delete leadDeletes a lead in AgencyZoom, optionally deleting its linked contacts too.
Action
Find a LeadReturns 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 customersReturns 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 RequestReturns the service requests (service tickets) that match the household name, policy number, status, pipeline, dates or other criteria you specify.
Action
Find tasksReturns AgencyZoom tasks matching the criteria you choose, such as status, assignee, task type, due period, lead source or creation date range.
Action
Get customerReturns one customer's full details, including contact information, custom fields, policies, notes, tasks and files.
Action
Get leadReturns the full details of one AgencyZoom lead, including its contact information, pipeline stage, opportunities, quotes and custom field values.
Action
Update customerUpdates an existing AgencyZoom customer's contact details, address, assigned CSR and producer, tags and custom fields. Fields left blank are not changed.
Action
Update LeadUpdates an existing personal lead in AgencyZoom. Fields you leave blank keep the lead's current values.
Action
Update policyUpdates an existing policy in AgencyZoom, such as its carrier, premium, dates, producer and tags.
Action
Update Service RequestUpdates 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 taskUpdates an existing AgencyZoom task — its title, type, due date, notes, assignee, linked lead or customer, invitees or open/completed status.
Action
Add userCreate a new user in Stytch.
Action
Authenticate magic linkAuthenticate a user given a magic link token.
Action
Authenticate one-time passcodeAuthenticate a one-time passcode (OTP) entered by a user.
Action
Authenticate passwordAuthenticate a user with their email address and password.
Action
Create passwordCreate a new user authenticated with an email and password.
Action
Delete sessionRevoke a user's active session.
Action
Delete userDelete a user from Stytch.
Action
Find usersSearch for users within your Stytch project by attribute.
Action
Get sessionsList all active sessions for a given user.
Action
Get userRetrieve details about a specific user.
Action
Send magic linkSend a login magic link to an existing user's email address.
Action
Send one-time passcode via emailSend a one-time passcode (OTP) to a user via email.
Action
Update userUpdate a user's attributes.
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
More from AgencyZoom
AgencyZoom to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
AgencyZoom to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
AgencyZoom to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
AgencyZoom to Google SheetsGoogle Sheets
AgencyZoom to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
AgencyZoom to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Stytch
Booqable to StytchBooqable is cloud-based rental software to manage your business and accept online bookings.
HubSpot to StytchHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to StytchSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to StytchSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to StytchGoogle Sheets
Gmail to StytchGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
AgencyZoom and Stytch, 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 Stytch when something happens in AgencyZoom?
Any of Stytch's 13 actions, including Create password, Send magic link, Send one-time passcode via email and Update user. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Stytch to AgencyZoom?
Stytch has no triggers in the catalog today, so automations start in AgencyZoom. If you need the other direction, ask: your agent reads Stytch's API documentation and adds it.
Do I have to build a connector for AgencyZoom or Stytch?
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 Stytch 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.