--- title: "Connect AgencyZoom and Website Toolbox Community - APIANT.ai" description: "When \"Service Request Created\" fires in AgencyZoom, your agent runs \"Add to User Group\" in Website Toolbox Community." canonical: "https://apiant.ai/connect/agencyzoom-to-website-toolbox-community" --- # Connect AgencyZoom and Website Toolbox Community When **Service Request Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Add to User Group** in [Website Toolbox Community](https://apiant.ai/connections/website-toolbox-community), or **New Post** in Website Toolbox Community 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 Website Toolbox Community **8** triggers Website Toolbox Community **21** 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 Website Toolbox Community 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 Website Toolbox Community can do together ### From AgencyZoom to Website Toolbox Community - When **Service Request Created** in AgencyZoom then **Add to User Group** in Website Toolbox Community - When **Lead Stage Change** in AgencyZoom then **Create User** in Website Toolbox Community ### From Website Toolbox Community to AgencyZoom - When **New Post** in Website Toolbox Community then **Add customer** in AgencyZoom - When **New Topic** in Website Toolbox Community 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 Website Toolbox Community ## Triggers and actions 11 triggers · 44 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 Post** Triggers when a new post is made in any topic of your Website Toolbox forum. - Trigger **New Topic** Triggers when a new topic is started in your Website Toolbox forum. - Trigger **New User** Triggers when a new user registers on your Website Toolbox community forum. - Trigger **Post Approved** Triggers when a forum post is approved and visible on the community (posts still awaiting moderation are skipped until they are approved). - Trigger **Post Updated** Triggers when an existing forum post is edited. - Trigger **Topic Updated** Triggers when a forum topic is changed, such as its title, category, tags, pinned or locked state, or its opening post being edited. - Trigger **User Email Verified** Triggers when a forum member verifies their email address and leaves the Pending Email Verification user group. - Trigger **User Updated** Triggers when a forum user's profile details change, such as their name, email, title, user groups or profile fields. - Action **Add to User Group** Adds one or more community members to a user group, identified by their user IDs, usernames or email addresses. - Action **Create Category** Creates a new category in your Website Toolbox forum. - Action **Create Topic** Creates a new topic (discussion thread) in your Website Toolbox forum, with its first post written by the member you name. - Action **Create User** Creates a new member account on your Website Toolbox forum. - Action **Delete Category** Deletes a forum category from your Website Toolbox community. - Action **Delete Post** Deletes a post (reply) from your Website Toolbox forum. - Action **Delete Topic** Deletes a forum topic, along with its posts, from your Website Toolbox community. - Action **Delete User** Deletes a member from your Website Toolbox forum. - Action **Find topics by search term** Returns the forum topics whose title contains the search term you enter. - Action **Get category** Returns a forum category, including its title, description, parent category, privacy and lock settings, and topic and reply counts. - Action **Get post** Returns a single forum post by its id, including its message, subject, topic, category and author. - Action **Get topic** Returns a single forum topic by its id, including its subject, category, post and view counts, and whether it is pinned or locked. - Action **Get user** Returns a single forum member's profile from your Website Toolbox community, looked up by user id. - Action **List categories** Returns every category in your Website Toolbox forum, with each category's id, title and settings. - Action **List posts** Returns the posts in your Website Toolbox forum, newest pages fetched until every post is collected. - Action **List topics** Returns the topics (discussion threads) in your Website Toolbox forum. - Action **List users** Returns the users registered on your Website Toolbox forum. - Action **Update category** Updates an existing forum category's title, description, heading, link, parent and visibility settings. Only the fields you fill in are changed. - Action **Update Post** Updates the text of an existing post in your Website Toolbox forum and returns the updated post. - Action **Update Topic** Changes an existing forum topic's title or moves it to a different category. Anything left blank stays as it is. - Action **Update User** Updates a community member's username, email address or password. Fields left blank are not changed. ## 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) - [ **Website Toolbox Community** Organize your discussions into searchable topics and categories under your brand with an independent or...](https://apiant.ai/connections/website-toolbox-community) 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 Website Toolbox Community - [ **HubSpot to Website Toolbox Community** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-website-toolbox-community) - [ **Salesforce to Website Toolbox Community** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-website-toolbox-community) - [ **Slack to Website Toolbox Community** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-website-toolbox-community) - [ **Google Sheets to Website Toolbox Community** Google Sheets](https://apiant.ai/connect/google-sheets-to-website-toolbox-community) - [ **Gmail to Website Toolbox Community** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-website-toolbox-community) - [ **Google Calendar to Website Toolbox Community** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-website-toolbox-community) Questions ## AgencyZoom and Website Toolbox Community, 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 Website Toolbox Community when something happens in AgencyZoom? Any of Website Toolbox Community's 21 actions, including Create Category, Create Topic, Create User and Update category. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Website Toolbox Community to AgencyZoom? Yes. When something happens in Website Toolbox Community, your agent can act in AgencyZoom too. This page covers both directions: Website Toolbox Community's triggers and AgencyZoom's actions are listed here as well. ### ### Do I have to build a connector for AgencyZoom or Website Toolbox Community? 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 Website Toolbox Community 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.