Integration
Connect AgencyZoom and Authorize.net
When Lead Created fires in AgencyZoom, your agent runs Create a Subscription from a Customer Profile in Authorize.net, or New Transaction in Authorize.net 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 Authorize.net to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
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.
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.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 Authorize.net can do together
From AgencyZoom to Authorize.net
When Lead Created in AgencyZoom
then Create a Subscription from a Customer Profile in Authorize.net
From Authorize.net 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 Authorize.net
Triggers and actions 7 triggers · 57 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.
- List customer policies
Returns the policies written for an AgencyZoom customer, including carrier, policy type, premium, dates, producer, CSR and status.
- 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 Transaction
Triggers when a new transaction (charge, authorization, refund or void) is submitted.
- Authorize a Credit Card
Authorizes an amount on a credit card without capturing it. Capture it later with Capture a Previously Authorized Amount.
- Cancel a Subscription
Cancels a subscription. No further payments are charged.
- Capture a Previously Authorized Amount
Captures funds from a transaction that was authorized earlier.
- Charge a Credit Card
Charges a credit card in one step (authorize and capture) and returns the transaction result.
- Charge a Customer Profile
Charges a saved customer payment profile.
- Create a Subscription
Creates a recurring-billing subscription charged to a credit card.
- Create a Subscription from a Customer Profile
Creates a recurring-billing subscription charged to a saved customer payment profile.
- Create Customer Payment Profile
Saves a credit card on an existing customer profile.
- Create Customer Profile
Creates a customer profile, optionally with a saved card and billing address.
- Create Customer Profile from a Transaction
Saves the customer, card and addresses from an existing transaction as a new customer profile.
- Create Customer Shipping Address
Adds a shipping address to a customer profile.
- Credit a Bank Account
Sends money to a bank account by eCheck (ACH), as a refund of an earlier bank debit or as a standalone credit.
- Debit a Bank Account
Charges a bank account by eCheck (ACH).
- Delete Customer Payment Profile
Deletes a saved payment profile.
- Delete Customer Profile
Deletes a customer profile and everything saved on it.
- Delete Customer Shipping Address
Deletes a shipping address from a customer profile.
- Get Customer Payment Profile
Returns one saved payment profile.
- Get Customer Profile
Returns a customer profile with its payment profiles and shipping addresses. Look it up by profile ID, your customer ID, or email.
- Get Customer Shipping Address
Returns one shipping address from a customer profile.
- Get Subscription
Returns a subscription's details, including its status.
- Get Transaction Details
Returns the full details of one transaction by its transaction ID.
- List Customer Profile IDs
Returns the IDs of every customer profile in the account.
- List Settled Batches
Returns settlement batches within a date range (up to 31 days).
- List Subscriptions
Returns subscriptions by status: active, expiring this month, card expiring this month, or past due (cardExpiringThisMonth, subscriptionActive, subscriptionInactive, subscriptionExpiringThisMonth).
- List Transactions in a Settled Batch
Returns the transactions in one settlement batch.
- List Unsettled Transactions
Returns transactions that have not settled yet, newest first.
- Refund a Transaction
Refunds a settled credit card transaction, in full or in part.
- Update a Subscription
Changes a subscription's name, amount, number of payments, card or billing address. Fields left blank keep their current values.
- Update Customer Payment Profile
Replaces a saved payment profile's card and billing address. Fields left blank are cleared.
- Update Customer Profile
Updates a customer profile's ID, description or email. Fields left blank are cleared.
- Update Customer Shipping Address
Replaces a shipping address on a customer profile. Fields left blank are cleared.
- Void a Transaction
Cancels an unsettled transaction so it is never submitted for settlement.
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
What our customers say
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Questions
AgencyZoom and Authorize.net, 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 Authorize.net when something happens in AgencyZoom?
Any of Authorize.net's 32 actions, including Create a Subscription, Create a Subscription from a Customer Profile, Create Customer Payment Profile and Create Customer Profile. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Authorize.net to AgencyZoom?
Yes. When something happens in Authorize.net, your agent can act in AgencyZoom too. This page covers both directions: Authorize.net's triggers and AgencyZoom's actions are listed here as well.
Do I have to build a connector for AgencyZoom or Authorize.net?
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 Authorize.net 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.