--- title: "Connect AgencyZoom to Utilorax - APIANT.ai" description: "When \"Service Request Created\" fires in AgencyZoom, your agent runs \"Calculate loan payment\" in Utilorax." canonical: "https://apiant.ai/connect/agencyzoom-to-utilorax" --- # Connect AgencyZoom to Utilorax When **Service Request Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Calculate loan payment** in [Utilorax](https://apiant.ai/connections/utilorax). Describe the whole flow and it is built, tested on every scenario and kept running. AgencyZoom **3** triggers AgencyZoom **23** actions Utilorax **57** 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 Utilorax 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 Utilorax - When **Service Request Created** in AgencyZoom then **Calculate loan payment** in Utilorax - When **Lead Stage Change** in AgencyZoom then **Calculate mortgage payment** in Utilorax 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 Utilorax ## Triggers and actions 3 triggers · 80 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 interval to date** Add or subtract an interval from a date. - Action **Calculate age** Compute age from a birthdate. - Action **Calculate compound interest** Compute compound interest on a principal over time. - Action **Calculate loan payment** Compute the monthly loan payment (EMI) for a loan amount, rate and term. - Action **Calculate mortgage payment** Compute the monthly mortgage payment from price, deposit, rate and term. - Action **Calculate percentage** Compute what P% of a value is. - Action **Calculate percentage change** Compute the percentage change from one value to another. - Action **Change text case** Change text case (upper/lower/title/camel/snake/kebab etc). - Action **Check if number is prime** Check whether a number is prime. - Action **Compress image** Shrink JPG, PNG and WebP images to a smaller file size. - Action **Compress PDF** Reduce a PDF's file size while keeping it readable. - Action **Compute HMAC signature** Compute an HMAC signature for a message with a given key and algorithm. - Action **Convert CSV to Excel** Convert a CSV file into a proper Excel (.xlsx) workbook. - Action **Convert CSV to JSON** Convert CSV text to a JSON array of objects. - Action **Convert currency** Convert an amount between currencies using live exchange rates. - Action **Convert date to timestamp** Convert a date string to a Unix timestamp. - Action **Convert Excel to JSON** Turn a spreadsheet into structured JSON (first row as keys). - Action **Convert HTML to PDF** Paste HTML and download a clean, print-ready PDF — styling, tables and images included. - Action **Convert image format** Convert images between PNG, JPG, WebP, AVIF, GIF, BMP, TIFF and more — you pick the output format. - Action **Convert Markdown to HTML** Convert Markdown text to HTML. - Action **Convert Markdown to PDF** Paste Markdown and download a beautifully formatted PDF — headings, lists, tables and code included. - Action **Convert number to Roman numerals** Convert a number to or from Roman numerals. - Action **Convert PDF to text** Pull the text out of a PDF and download it as a clean.txt file. - Action **Convert timestamp to date** Convert a Unix timestamp to a date. - Action **Convert timezone** Convert a time between timezones. - Action **Convert units** Convert a value between two units of measurement in a given category. - Action **Count words** Count words, characters, sentences, lines and estimated reading time in text. - Action **Crop image** Cut a rectangle out of an image. - Action **Decode JWT** Decode a JWT header and payload (no signature check). - Action **Encode or decode Base64** Encode or decode Base64 text. - Action **Encode or decode URL component** Percent-encode or decode a URL component. - Action **Extract emails from text** Extract all email addresses found in text. - Action **Extract URLs from text** Extract all URLs found in text. - Action **Find and replace text** Find and replace text within a string. - Action **Format JSON** Pretty-print JSON with 2-space indentation. - Action **Generate barcode** Build a barcode image URL. - Action **Generate lorem ipsum text** Generate lorem ipsum placeholder text. - Action **Generate QR code** Build a QR-code image URL for any text. - Action **Generate UUID** Generate one or more random UUID v4 values. - Action **Get current datetime** Get current time as Unix, ISO and UTC. - Action **Get date difference** Compute the difference between two dates. - Action **Get DNS records** Get DNS records for a domain. - Action **Get HTTP status** Get the HTTP status code and redirect chain for a URL. - Action **Get page meta tags** Get the title, description and meta tags of a page. - Action **Hash password with bcrypt** Hash a password with bcrypt. - Action **Hash text** Hash text with a chosen algorithm (MD5/SHA-1/SHA-256/SHA-512/CRC32). - Action **Merge PDF files** Combine several PDF files into one document. - Action **Read image info** Read an image and return its dimensions, format and EXIF metadata as JSON. - Action **Resize image** Resize an image to exact dimensions (pad, stretch or crop to fill). - Action **Resolve domain to IP** Resolve a domain name to its IP address. - Action **Slugify text** Turn text into a clean URL slug. - Action **Spell number as words** Spell a number out in English words. - Action **Split PDF** Split a PDF into separate files — every page, or custom ranges. - Action **Strip HTML tags** Remove HTML tags from text, leaving plain text. - Action **Test regular expression** Test a regular expression against text and return matches. - Action **Validate JSON** Check whether a string is valid JSON. - Action **Watermark PDF** Stamp a diagonal text watermark across every page of a PDF. ## 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) - [ **Utilorax** 203 JSON endpoints: hashing, encoding, unit conversion, text, dates and file conversion](https://apiant.ai/connections/utilorax) 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 Utilorax - [ **Whop to Utilorax** Whop is a platform that let's you build businesses.](https://apiant.ai/connect/whop-to-utilorax) - [ **HubSpot to Utilorax** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-utilorax) - [ **Salesforce to Utilorax** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-utilorax) - [ **Slack to Utilorax** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-utilorax) - [ **Google Sheets to Utilorax** Google Sheets](https://apiant.ai/connect/google-sheets-to-utilorax) - [ **Gmail to Utilorax** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-utilorax) Questions ## AgencyZoom and Utilorax, 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 Utilorax when something happens in AgencyZoom? Any of Utilorax's 57 actions, including Add interval to date, Calculate age, Calculate compound interest and Calculate loan payment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Utilorax to AgencyZoom? Utilorax has no triggers in the catalog today, so automations start in AgencyZoom. If you need the other direction, ask: your agent reads Utilorax's API documentation and adds it. ### ### Do I have to build a connector for AgencyZoom or Utilorax? 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 Utilorax 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.