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Operate As

Integration

Apizeal

Health and life insurance management for agencies: policies, commissions and clients. Your client pastes their Apizeal key once, and your agent or your code works with their access.

CRM and sales

About Apizeal

Through Operate As, your agent, n8n workflow or code works in Apizeal with your client's own access. Your client pastes their API key from Apizeal once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Apizeal's API through the request tool, with the client's access attached.

Common uses in CRM and sales

  • Add new leads from forms, emails and calls
  • Move deals along and log activity after each conversation
  • Keep contact records clean and complete

Apizeal

Apizeal · CRM and sales

API key

Health and life insurance management for agencies: policies, commissions and clients

The client pastes their API key from Apizeal's settings. We store it encrypted.

Tested against Apizeal's live API.

Building with Apizeal? The docs have setup steps and code for every tool.

Open the Apizeal docs

Tools

Your agent calls any endpoint of Apizeal's API with the request tool, with the client's access attached.

Base URL for request

https://api.apizeal.com/v1

  • request

    HTTPS ANY /v1/clients/{clientId}/apizeal/{path}

    Any endpoint of Apizeal's own API, with the client's access attached.

    servicestringrequired
    This service: apizeal
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://api.apizeal.com/v1
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Apizeal key you paste, with only the access you gave that key

Related

More in CRM and sales

Browse every service

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