Integration
Connect CRM in Cloud and Zengine
When New or Updated Company fires in CRM in Cloud, your agent runs Add Form Record in Zengine, or New Event in Zengine to Create or Update Contact in CRM in Cloud. 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 CRM in Cloud 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 CRM in Cloud and Zengine can do together
From CRM in Cloud to Zengine
When New or Updated Company in CRM in Cloud
then Add Form Record in Zengine
From Zengine to CRM in Cloud
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 CRM in Cloud and Zengine
Triggers and actions 7 triggers · 19 actions
- New or Updated Company
Triggers when a given action is performed on Company.
- New or Updated Contact
Triggers when a given action is performed on Contact.
- New or Updated Lead
Triggers when a given action is performed on Lead.
- New or Updated Opportunity
Triggers when a given action is performed on Opportunity.
- Create or Update Activity
Creates a new activity in CRM in Cloud, or updates an existing one when an Activity ID is supplied. Returns the id of the activity.
- Create or Update Company
Creates a new Company, or update an exising one specifying its ID field value.
- Create or Update Contact
Creates a new Contact, or update an exising one specifying its ID field value.
- Create or Update Lead
Creates a new Lead, or update an exising one specifying its ID field value.
- Create or Update Opportunity
Creates a new Opportunity, or update an exising one specifying its ID field value.
- Find Anagraphic Emails in List
Finds the email addresses of the companies, contacts or leads that belong to a CRM in Cloud list, optionally narrowed to one email address, one record, or one email type.
- Find Company
Returns up to 100 companies that match the specified search filter.
- New Event
Triggers when a new event is added.
- New Task
Triggers when a new task is added.
- Updated Record
Triggers when any record is updated in a form of your choice.
- Add Comment
Adds a comment to a record or workspace.
- Add Form Record
Adds a record to a form.
- Add record
Create a record in a form.
- Create Event
Creates a calendar event in a Zengine workspace.
- Create Task
Creates a task in a Zengine workspace.
- Delete Record
Deletes a record.
- Find Record
Returns the records in a form that match the specified name, folder, creator, completion state or dates.
- Get Event
Returns one calendar event by id.
- Get record
Retrieve one record by id.
- Get Task
Returns one task by id.
- Update Record
Updates a record.
- Upload File to Field
Uploads 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
CRM in Cloud and Zengine, answered
What can start an automation from CRM in Cloud?
Any of CRM in Cloud's 4 triggers in the catalog, including New or Updated Company, New or Updated Contact, New or Updated Lead and New or Updated Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zengine when something happens in CRM in Cloud?
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 CRM in Cloud?
Yes. When something happens in Zengine, your agent can act in CRM in Cloud too. This page covers both directions: Zengine's triggers and CRM in Cloud's actions are listed here as well.
Do I have to build a connector for CRM in Cloud 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 CRM in Cloud 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.