--- title: "Connect AgencyZoom and Trello - APIANT.ai" description: "When \"Service Request Created\" fires in AgencyZoom, your agent runs \"Add Comment to Card\" in Trello." canonical: "https://apiant.ai/connect/agencyzoom-to-trello" --- # Connect AgencyZoom and Trello When **Service Request Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Add Comment to Card** in [Trello](https://apiant.ai/connections/trello), or **New board** in Trello 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 Trello **6** triggers Trello **112** 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 Trello 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 Trello can do together ### From AgencyZoom to Trello - When **Service Request Created** in AgencyZoom then **Add Comment to Card** in Trello - When **Lead Stage Change** in AgencyZoom then **Add Label to Card** in Trello ### From Trello to AgencyZoom - When **New board** in Trello then **Add customer** in AgencyZoom - When **New card assigned to me** in Trello 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 Trello ## Triggers and actions 9 triggers · 135 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 **Any card due soon** Triggers when any card assigned to you is due within 24 hours. - Trigger **New board** Triggers when a new board is created in your account. - Trigger **New card assigned to me** Triggers when a new card is assigned to you. - Trigger **New card in list** Triggers when a new card is added to the specified list. - Trigger **New comment on any card within board** Triggers when a new comment is added to any card within the specified board. - Trigger **New list on board** Triggers when a new list is added to the specified board. - Action **Add a Member to a Board** Add a Member to a Board - Action **Add Comment to Card** Add a new comment to a Card - Action **Add Label to Card** Add a Label to a Card - Action **Add member to card** Adds a member to the specified card. - Action **Archive all Cards in List** Archive all Cards in List - Action **Archive or unarchive a list** Archive or unarchive a list - Action **Batch Requests** Performs up to 10 Trello GET API requests in one call and returns each route's response body. - Action **Create a Label** Create a Label - Action **Create a new Organization** Create a new Organization - Action **Create Attachment On Card** Create Attachment On Card - Action **Create Board** Creates a new Trello board. - Action **Create Card** Create a new Card - Action **Create Checkitem on Checklist** Create Checkitem on Checklist - Action **Create Checklist on Card** Create Checklist on a Card - Action **Create comment** Creates a new comment on the specified card. - Action **Create Label on Board** Create a Label on a Board - Action **Create Label on Card** Create a new Label on a Card - Action **Create List** Create a new List - Action **Delete a Board** Delete a Board - Action **Delete a Checklist** Delete a Checklist - Action **Delete a Checklist on a Card** Delete a Checklist on a Card - Action **Delete a comment on a Card** Delete a comment on a Card - Action **Delete a Label** Delete a Label - Action **Delete an Action** Delete an Action - Action **Delete an Attachment on a Card** Delete an Attachment on a Card - Action **Delete an Organization** Delete an Organization - Action **Delete Card** Delete a Card - Action **Delete Checkitem from Checklist** Delete Checkitem from Checklist - Action **Delete checkItem on a Card** Delete checkItem on a Card - Action **Delete Logo for Organization** Delete Logo for Organization - Action **Find boards by name** Searches your boards by name. Returns matching board ids and names. - Action **Find cards in board by name** Searches cards within the specified board by name. Returns matching card ids and names. - Action **Find custom field by name** Finds a custom field on the specified board by name. Requires an upgraded Trello plan. - Action **Get a Checkitem on a Checklist** Get a Checkitem on a Checklist - Action **Get a Checklist** Get a Checklist - Action **Get Actions for a List** Get Actions for a List - Action **Get Actions for Organization** Get Actions for Organization - Action **Get Actions of a Board** Get Actions of a Board - Action **Get Actions on a Card** Get Actions on a Card - Action **Get a Label** Get a Label - Action **Get a List** Get a List - Action **Get a Member** Get a Member - Action **Get a Member's Actions** Get a Member's Actions - Action **Get a Membership of an Organization** Get a Membership of an Organization - Action **Get an Action** Get an Action - Action **Get an Attachment on a Card** Get an Attachment on a Card - Action **Get an Organization** Get an Organization - Action **Get Attachments on a Card** Get Attachments on a Card - Action **Get Board** Get a Board - Action **Get Boards in an Organization** Get Boards in an Organization - Action **Get Boards that Member belongs to** Get Boards that Member belongs to - Action **Get Boards the Member has been invited to** Get Boards the Member has been invited to - Action **Get Card** Get a Card - Action **Get Cards in a List** Get Cards in a List - Action **Get Cards on a Board** Get Cards on a Board - Action **Get Cards the Member is on** Get Cards the Member is on - Action **Get checkItem on a Card** Get checkItem on a Card - Action **Get checkItems on a Card** Get checkItems on a Card - Action **Get Checkitems on a Checklist** Get Checkitems on a Checklist - Action **Get Checklists on a Board** Get Checklists on a Board - Action **Get Checklists on a Card** Get Checklists on a Card - Action **Get Custom Field Items for a Card** Get Custom Field Items for a Card - Action **Get Custom Fields for Board** Get Custom Fields for Board - Action **Get filtered Cards on a Board** Get filtered Cards on a Board - Action **Get filtered Lists on a Board** Get filtered Lists on a Board - Action **Get Labels on a Board** Get Labels on a Board - Action **Get Lists on a Board** Get Lists on a Board - Action **Get Memberships of a Board** Get Memberships of a Board - Action **Get Memberships of an Organization** Get Memberships of an Organization - Action **Get Member's Organizations** Get Member's Organizations - Action **Get Members who have voted on a Card** Get Members who have voted on a Card - Action **Get Organizations a Member has been invited to** Get Organizations a Member has been invited to - Action **Get Organizations new billable guests** Get Organizations new billable guests - Action **Get Tags of an Organization** Get Tags of an Organization - Action **Get the Board a List is on** Get the Board a List is on - Action **Get the Board for an Action** Get the Board for an Action - Action **Get the Board the Card is on** Get the Board the Card is on - Action **Get the Board the Checklist is on** Get the Board the Checklist is on - Action **Get the Card a Checklist is on** Get the Card a Checklist is on - Action **Get the Card for an Action** Get the Card for an Action - Action **Get the List for an Action** Get the List for an Action - Action **Get the List of a Card** Get the List of a Card - Action **Get the Member Creator of an Action** Get the Member Creator of an Action - Action **Get the Member of an Action** Get the Member of an Action - Action **Get the Members of a Board** Get the Members of a Board - Action **Get the Members of a Card** Get the Members of a Card - Action **Get the Members of an Organization** Get the Members of an Organization - Action **Get the Organization of an Action** Get the Organization of an Action - Action **Invite Member to Board via email** Invite Member to Board via email - Action **Mark Board as viewed** Mark Board as viewed - Action **Move all Cards in List** Move all Cards in List - Action **Move List to Board** Move List to Board - Action **Remove a Label from a Card** Remove a Label from a Card - Action **Remove a Member from a Card** Remove a Member from a Card - Action **Remove a Member from an Organization** Remove a Member from an Organization - Action **Remove a Member's Vote on a Card** Remove a Member's Vote on a Card - Action **Remove Member from Board** Remove Member from Board - Action **Update a Board** Update a Board - Action **Update a checkItem on a Card** Update a checkItem on a Card - Action **Update a Checklist** Update a Checklist - Action **Update a Comment Action** Update a Comment Action - Action **Update a Label** Update a Label - Action **Update a List** Update a List - Action **Update a Member of an Organization** Update a Member of an Organization - Action **Update an Action** Update an Action - Action **Update an Organization** Update an Organization - Action **Update an Organization's Members** Update an Organization's Members - Action **Update Card** Updates the specified card (name, description, list, position, due date, closed state, members, labels). - Action **Update Checkitem on Checklist on Card** Update Checkitem on Checklist on Card - Action **Update Comment Action on a Card** Update Comment Action on a Card - Action **Update logo for an Organization** Update logo for an Organization - Action **Update Membership of Member on a Board** Update Membership of Member on a Board ## 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) - [ **Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connections/trello) 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 Trello - [ **Salesforce to Trello** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-trello) - [ **Google Sheets to Trello** Google Sheets](https://apiant.ai/connect/google-sheets-to-trello) - [ **Google Drive to Trello** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-trello) - [ **Mailchimp to Trello** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-trello) - [ **Shopify to Trello** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-trello) - [ **Pipedrive to Trello** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-trello) Questions ## AgencyZoom and Trello, 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 Trello when something happens in AgencyZoom? Any of Trello's 112 actions, including Create a Label, Create a new Organization, Create Attachment On Card and Create Board. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Trello to AgencyZoom? Yes. When something happens in Trello, your agent can act in AgencyZoom too. This page covers both directions: Trello's triggers and AgencyZoom's actions are listed here as well. ### ### Do I have to build a connector for AgencyZoom or Trello? 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 Trello 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.