--- title: "Connect AgencyZoom and SwagUp - APIANT.ai" description: "When \"Lead Created\" fires in AgencyZoom, your agent runs \"Add Funds to Credit Balance\" in SwagUp." canonical: "https://apiant.ai/connect/agencyzoom-to-swagup" --- # Connect AgencyZoom and SwagUp When **Lead Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Add Funds to Credit Balance** in [SwagUp](https://apiant.ai/connections/swagup), or **New or Updated Order** in SwagUp to **Add customer** in AgencyZoom. Describe the whole flow and it is built, tested on every scenario and kept running. AgencyZoom **6** triggers AgencyZoom **25** actions SwagUp **7** triggers SwagUp **13** 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 SwagUp 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 SwagUp can do together ### From AgencyZoom to SwagUp - When **Lead Created** in AgencyZoom then **Add Funds to Credit Balance** in SwagUp - When **New Policy Sold** in AgencyZoom then **Create a New Recipient** in SwagUp ### From SwagUp to AgencyZoom - When **New or Updated Order** in SwagUp then **Add customer** in AgencyZoom - When **New or Updated Shipment Status** in SwagUp 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 SwagUp ## Triggers and actions 13 triggers · 38 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 **List customer policies** Returns the policies written for an AgencyZoom customer, including carrier, policy type, premium, dates, producer, CSR and status. - 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 **Low Credit Balance** Triggers when your SwagUp credit balance is below the amount you choose, and again each time the low balance changes. - Trigger **Low Stock for a Product** Triggers when a product in your SwagUp inventory is running low on stock, and again if its stock levels change while it stays low. - Trigger **New or Updated Order** Triggers when an order is created or updated. - Trigger **New or Updated Shipment Status** Triggers when a shipment is created or its delivery status changes. - Trigger **New or Updated Shipment Tracking** Triggers when a shipment first gets a tracking number or its tracking number changes. - Trigger **New Redemption** Triggered when a unique code in a code-validator campaign is redeemed. Fires each time the code's use count increases. - Trigger **Product Deactivated** Triggers when a product in your SwagUp account is deactivated. - Action **Add Funds to Credit Balance** Adds funds to the SwagUp account's credit balance and returns the amount added and the new current balance. - Action **Create a New Recipient** Creates a new recipient (contact) in the SwagUp directory with their name, contact details and shipping address, and returns the created recipient. - Action **Find an Order** Returns the SwagUp account orders that match a search term, such as an order number, with optional filters for status, proof, invoice and date. - Action **Find a Product by Name** Returns the SwagUp products and packs in your account that match the specified name, with their stock, status and pack contents. - Action **Find a Recipient** Returns the recipients in your SwagUp contact directory that match the search text, with optional filters such as company, external id, and creation or modification period. - Action **Find a Shipment** Returns the shipments that match a search term, recipient, invoice, external ID or shipment IDs, with optional status and date filters. - Action **Find Inventory for Products** Returns the current inventory of the specified products, including the stock quantity on hand for each size. - Action **Generate a Unique URL** Creates a unique redemption code (token) on a SwagUp code-validator campaign, with its validity dates, usage limit and base URL, and returns the created token. - Action **Reorder an Existing Product** Places a new SwagUp order for more units of a product already in your account, and returns the created order. - Action **Send Multiple Products to an Existing Recipient** Creates a shipment that sends several products from your SwagUp inventory to a recipient already in your directory, and returns the new shipment. - Action **Send to a New Recipient Multiple Products** Creates a new recipient in your SwagUp directory, then sends them several products from your inventory in one shipment. Returns the new shipment and the recipient's id. - Action **Send to Existing Recipient** Sends one product from your SwagUp inventory to a recipient already in your directory and returns the new shipment. - Action **Update Existing Recipient Information** Updates the details of an existing recipient in your SwagUp directory, such as their name, contact details or shipping address, and returns the updated recipient. ## 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) - [ **SwagUp** SwagUp makes it simple to create high quality branded swag for companies to give as gifts to employees...](https://apiant.ai/connections/swagup) 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 SwagUp - [ **Groundhogg to SwagUp** CRM and email marketing automation plugin for WordPress, with contact management, segmentation, and campaign...](https://apiant.ai/connect/groundhogg-to-swagup) - [ **HubSpot to SwagUp** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-swagup) - [ **Salesforce to SwagUp** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-swagup) - [ **Slack to SwagUp** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-swagup) - [ **Google Sheets to SwagUp** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-swagup) - [ **Gmail to SwagUp** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-swagup) Questions ## AgencyZoom and SwagUp, 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 SwagUp when something happens in AgencyZoom? Any of SwagUp's 13 actions, including Create a New Recipient, Send Multiple Products to an Existing Recipient, Send to a New Recipient Multiple Products and Send to Existing Recipient. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SwagUp to AgencyZoom? Yes. When something happens in SwagUp, your agent can act in AgencyZoom too. This page covers both directions: SwagUp's triggers and AgencyZoom's actions are listed here as well. ### ### Do I have to build a connector for AgencyZoom or SwagUp? 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 SwagUp 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.