Integration
Connect AM-CRM and Zengine
When something happens in AM-CRM or Zengine, your agent does the next thing in the other. Describe it 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 AM-CRM and Zengine to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 AM-CRM and Zengine can do together
From AM-CRM to Zengine
When Contact Updated in AM-CRM
then Add Comment in Zengine
From Zengine to AM-CRM
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 AM-CRM and Zengine
Triggers and actions 6 triggers · 20 actions
- Contact Updated
Triggers when a contact is updated.
- Deal Created
Triggers when a new deal is created.
- New Contact Created
Triggers when a new contact is created.
- Create Contact
Creates a new contact
- Create Deal
- Find Contact by Email
Finds a contact by email address
- Find Contact by ID
Finds a contact by its ID
- Find Contact by Search
Finds contacts by name, email, phone or company
- Find Deal by ID
returns the deal (array, each row with deal_id, title, value_cents, status, contact).
- Update Contact
Updates an existing contact
- Update Deal
Updates an existing deal
- 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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More into Zengine
Questions
AM-CRM and Zengine, answered
What can start an automation from AM-CRM?
Any of AM-CRM's 3 triggers in the catalog, including Contact Updated, Deal Created and New Contact Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zengine when something happens in AM-CRM?
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 AM-CRM?
Yes. When something happens in Zengine, your agent can act in AM-CRM too. This page covers both directions: Zengine's triggers and AM-CRM's actions are listed here as well.
Do I have to build a connector for AM-CRM 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.
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.