Integration · Help desk
AI agents for ChurnZero
Read customer success data from ChurnZero: accounts with their health.
- Actions
- 7
- Read
- 7
- Write
- 0
Actions
What your agents can do in ChurnZero
Read customer success data from ChurnZero: accounts with their health (churn) scores, contacts, tasks, product usage events, notes, journey progress, survey responses and any other ChurnZero entity, filtered and sorted with OData queries. Read only.
Read 7
Look things up. Nothing changes.
Find accounts
Lists accounts (customers) with an OData filter, like contains(Name, 'acme'), IsActive eq true and TotalContractAmount gt 10000, NextRenewalDate lt 2026-12-31 or a custom field Cf/Tier eq 'Gold'.
Get an account
Returns one account by its ChurnZero ID with every standard and custom field (Cf), like contract amount, renewal date, owner and license count.
Get an account's health score
Returns an account's primary ChurnScore (health score): its value, the score's name and when it was calculated.
Find contacts
Lists contacts with an OData filter, like Email eq 'jane@acme.com' or AccountId eq 25024.
Find tasks
Lists customer success tasks with an OData filter, like AccountId eq 25024 or DueDate lt 2026-11-30; expand TaskStatus, TaskPriority or UserAccount for names.
Find usage events
Lists product usage events tracked in ChurnZero with an OData filter, like AccountId eq 25024 and EventDate gt 2026-10-01; expand EventType for event names.
Query any entity
Lists records of any ChurnZero entity with OData options.
Write 0
Create, change or send.
This tool only reads, so nothing in it changes.
Read only
Every action here only reads, so an agent can look things up in ChurnZero but cannot change anything there.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Enter the API credentials from your ChurnZero account.
What you enter
- User name
- API key
Settings
- ChurnZero address
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your ChurnZero data
Ask a question in plain words. The agent can find accounts, get an account or get an account's health score in ChurnZero, then answers with what it found.
- 02
Share what it finds in Slack
Give one agent ChurnZero and Slack: it can find accounts in ChurnZero and post a summary to a Slack channel in the same run.
- 03
Run it as a workflow step
Add "Find accounts" to a workflow, and it runs in ChurnZero the same way every time, with or without an agent.
Works well with
More Help desk tools
- Zendesk4 actionsOpen tickets, reply or add internal notes, read a ticket and search tickets in a Zendesk Support account.
- Freshdesk4 actionsOpen tickets, reply to customers, add private or public notes, and read tickets in a Freshdesk helpdesk.
- Intercom5 actionsCreate and update contacts, add notes to them, and read and reply to conversations in an Intercom workspace.
- Help Scout4 actionsOpen conversations, reply to customers and read conversations in Help Scout inboxes, through an app the organization creates in its own Help Scout account.
- Front4 actionsSend messages from a Front channel, reply in conversations, leave internal comments for teammates, and read conversations.
- Gorgias4 actionsOpen tickets for customers, add internal notes, email replies, and read tickets in a Gorgias helpdesk.
FAQ
ChurnZero and MyDeepAgents
Can MyDeepAgents connect to ChurnZero?
Yes. The ChurnZero connector has 7 actions, all of which only read. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect ChurnZero?
Enter the API credentials from your ChurnZero account. You'll need: User name and API key. The connection also asks for: ChurnZero address. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in ChurnZero without asking?
No. Every ChurnZero action only reads, so an agent can look things up there but cannot change anything.
Can I use ChurnZero in workflows as well as agents?
Yes. Every ChurnZero action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put ChurnZero to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.