Integration
Connect Campaign Refinery and Zengine
When New Custom Attribute fires in Campaign Refinery, your agent runs Add Form Record in Zengine, or New Event in Zengine to Create Custom Attribute in Campaign Refinery. 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 Campaign Refinery and Zengine 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 Campaign Refinery and Zengine can do together
From Campaign Refinery to Zengine
When New Custom Attribute in Campaign Refinery
then Add Form Record in Zengine
When New Custom Attribute Group in Campaign Refinery
then Add record in Zengine
From Zengine to Campaign Refinery
When New Event in Zengine
then Create Custom Attribute in Campaign Refinery
When New Task in Zengine
then Create Custom Attribute Group in Campaign Refinery
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 Campaign Refinery and Zengine
Triggers and actions 8 triggers · 25 actions
Trigger
New Custom AttributeTriggers when there is a new custom attribute.
Trigger
New Custom Attribute GroupTriggers when there is a new custom attribute group.
Trigger
New FormTriggers when there is a new form.
Trigger
New GoalTriggers when there is a new goal.
Trigger
New TagTriggers when a new tag is created.
Action
Create Custom AttributeCreates a custom attribute.
Action
Create Custom Attribute GroupCreates a custom attribute group.
Action
Create FormCreates a form.
Action
Create GoalCreates a goal.
Action
Create TagCreates a tag.
Action
Delete TagSchedules a tag for deletion.
Action
Find Custom AttributeFinds a custom attribute by key.
Action
Find FormFinds a form by name.
Action
Find GoalFinds a goal by name.
Action
Find TagFinds a tag by name.
Action
Update Custom AttributeUpdates a custom attribute.
Action
Update FormUpdates a form.
Action
Update GoalUpdates a goal.
Trigger
New EventTriggers when a new event is added.
Trigger
New TaskTriggers when a new task is added.
Trigger
Updated RecordTriggers when any record is updated in a form of your choice.
Action
Add CommentAdds a comment to a record or workspace.
Action
Add Form RecordAdds a record to a form.
Action
Add recordCreate a record in a form.
Action
Create EventCreates a calendar event in a Zengine workspace.
Action
Create TaskCreates a task in a Zengine workspace.
Action
Delete RecordDeletes a record.
Action
Find RecordReturns the records in a form that match the specified name, folder, creator, completion state or dates.
Action
Get EventReturns one calendar event by id.
Action
Get recordRetrieve one record by id.
Action
Get TaskReturns one task by id.
Action
Update RecordUpdates a record.
Action
Upload File to FieldUploads a file, which can then be saved to a file upload field in a New Record or Update Record action.
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
Campaign Refinery and Zengine, answered
What can start an automation from Campaign Refinery?
Any of Campaign Refinery's 5 triggers in the catalog, including New Custom Attribute, New Custom Attribute Group, New Form and New Goal. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zengine when something happens in Campaign Refinery?
Any of Zengine's 12 actions, including Create Event, Create Task, Update Record and Upload File to Field. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zengine to Campaign Refinery?
Yes. When something happens in Zengine, your agent can act in Campaign Refinery too. This page covers both directions: Zengine's triggers and Campaign Refinery's actions are listed here as well.
Do I have to build a connector for Campaign Refinery or Zengine?
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 Campaign Refinery and Zengine 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.