Integration
Connect AgencyZoom and Wodify Core
When Lead Created fires in AgencyZoom, your agent runs Add/Update Lead in Wodify Core, or New/Updated Client in Wodify Core to Add customer in AgencyZoom. 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 Wodify Core to do together?
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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.
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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 and Wodify Core can do together
From AgencyZoom to Wodify Core
When Lead Created in AgencyZoom
then Add/Update Lead in Wodify Core
From Wodify Core to 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 Wodify Core
Triggers and actions 8 triggers · 43 actions
- Lead Created
Triggers when a new lead is created in AgencyZoom, optionally limited to a pipeline, stage, lead source, producer or location.
- Lead Stage Change
Triggers when a lead moves into a different pipeline stage.
- Lead Status Change
Triggers when a lead's status changes (for example from New to Quoted, Won or Lost) in AgencyZoom.
- New Policy Sold
Triggers when a lead is marked sold (won) in AgencyZoom, returning the sold lead with its sold date and premium.
- Service Request Created
Triggers when a new service request (service ticket) is created in AgencyZoom, optionally limited to tickets matching the filters you choose.
- Service Request Status Change
Triggers when a service request's status changes (for example from open to completed or removed).
- Add customer
Creates a new customer in AgencyZoom with contact details, address, assigned producer and CSR, tags and custom field values.
- Add customer note
Adds a note to an existing customer's record in AgencyZoom.
- Add opportunity
Creates a new opportunity (a quoted policy line such as auto or home) on an existing lead in AgencyZoom.
- 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.
- Complete service ticket
Completes an AgencyZoom service ticket with a resolution, optionally adding a resolution description and cancelling the ticket's related tasks.
- Complete task
Marks an AgencyZoom task as completed.
- Create a Note
Adds a note to a lead in AgencyZoom.
- Create Business Lead
Creates a commercial (business) lead in AgencyZoom with its business details, contact information, pipeline stage and assigned producer.
- Create Personal Lead
Creates a personal (individual) lead in AgencyZoom in the pipeline and stage you choose, assigned to a producer.
- Create Service Request
Creates a service request (service ticket) for a customer in AgencyZoom, placed in the pipeline and stage you choose.
- Create Task
Creates a task in AgencyZoom, optionally linked to a lead or customer and assigned to a team member.
- Delete customer
Deletes a customer from AgencyZoom.
- Delete lead
Deletes a lead in AgencyZoom, optionally deleting its linked contacts too.
- 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.
- 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.
- Find Service Request
Returns the service requests (service tickets) that match the household name, policy number, status, pipeline, dates or other criteria you specify.
- Find tasks
Returns AgencyZoom tasks matching the criteria you choose, such as status, assignee, task type, due period, lead source or creation date range.
- Get customer
Returns one customer's full details, including contact information, custom fields, policies, notes, tasks and files.
- Get lead
Returns the full details of one AgencyZoom lead, including its contact information, pipeline stage, opportunities, quotes and custom field values.
- 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.
- Update Lead
Updates an existing personal lead in AgencyZoom. Fields you leave blank keep the lead's current values.
- Update policy
Updates an existing policy in AgencyZoom, such as its carrier, premium, dates, producer and tags.
- 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.
- Update task
Updates an existing AgencyZoom task — its title, type, due date, notes, assignee, linked lead or customer, invitees or open/completed status.
- New/Updated Client
Triggers when a client is added or an existing client is updated in Wodify.
- Tag Changed on Client
Triggers when a client's tags change (a tag is added to or removed from a client).
- Add class reservation
Reserves a spot in a class for a client, optionally as a recurring reservation.
- Add membership
Creates a new membership for a client from a membership template. Values you leave blank are filled in from the template.
- Add Tag to Client
Adds one or more tags to a Wodify client and returns the client's current tags.
- Add Tag to Lead
Adds one or more tags to a Wodify lead and returns the lead's current tags.
- Add/Update Lead
Creates a new lead in Wodify, or updates an existing lead when a Lead ID is supplied.
- Convert lead to client
Converts a Lead into a Client. Any details you leave blank keep the Lead's existing values.
- Delete client
Deletes an inactive Wodify client by its ID.
- Delete lead
Deletes a lead record from Wodify by its ID.
- Find leads by criteria
Searches your Wodify leads with a search query and returns the matching leads.
- Get Client
Returns a Wodify client record by its id, including contact details, status, tags, memberships flags and custom field answers.
- Get Lead
Returns a single Wodify lead record by its lead ID.
- Get membership
Returns a single membership record by its membership ID.
- List clients
Returns the clients in your Wodify account.
- List employees
Returns the employees (staff and coaches) in your Wodify account.
- List invoices
Returns the invoices in your Wodify gym, with amounts, status, due and paid dates, and the client or lead each one belongs to.
- List leads
Returns the leads in your Wodify account, up to 100 at a time.
- List memberships
Returns the memberships in your Wodify account, up to 100 at a time.
- Remove Tag From Client
Removes one or more tags from a Wodify client and returns the client's remaining tags.
- Remove Tag From Lead
Removes the given tags from a Wodify lead and returns the lead's remaining tags.
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
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More into Wodify Core
Questions
AgencyZoom and Wodify Core, 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 Wodify Core when something happens in AgencyZoom?
Any of Wodify Core's 19 actions, including Add class reservation, Add membership, Add Tag to Client and Add Tag to Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Wodify Core to AgencyZoom?
Yes. When something happens in Wodify Core, your agent can act in AgencyZoom too. This page covers both directions: Wodify Core's triggers and AgencyZoom's actions are listed here as well.
Do I have to build a connector for AgencyZoom or Wodify Core?
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 Wodify Core 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.