--- title: "Connect Channels and Zengine - APIANT.ai" description: "When \"New Call Finished\" fires in Channels, your agent runs \"Add Form Record\" in Zengine, or \"New Event\" in Zengine to \"Add note to contact\" in Channels." canonical: "https://apiant.ai/connect/channels-to-zengine" --- # Connect Channels and Zengine When **New Call Finished** fires in [Channels](https://apiant.ai/connections/channels), your agent runs **Add Form Record** in [Zengine](https://apiant.ai/connections/zengine), or **New Event** in Zengine to **Add note to contact** in Channels. Describe the whole flow and it is built, tested on every scenario and kept running. Channels **2** triggers Channels **9** actions Zengine **3** triggers Zengine **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Channels and Zengine to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Channels and Zengine can do together ### From Channels to Zengine - When **New Call Finished** in Channels then **Add Form Record** in Zengine - When **New Voicemail Left **in Channels then **Add record** in Zengine ### From Zengine to Channels - When **New Event** in Zengine then **Add note to contact** in Channels - When **New Task** in Zengine then **Create New Contact** in Channels 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 Channels and Zengine ## Triggers and actions 5 triggers · 21 actions - Trigger **New Call Finished** Triggers when a call is finished. - Trigger **New Voicemail Left** - Action **Add note to contact** Add a note to a contact's history. - Action **Add number to do-not-call list** Block a phone number by adding it to the Do Not Call list. - Action **Create New Contact** Creates a new Contact in your Channels account. - Action **Delete contact** Delete a contact by id. - Action **Delete number from do-not-call list** Unblock a phone number by removing it from the Do Not Call list. - Action **Get account balance** Retrieve the account's current finance balance. - Action **Get contact** Retrieve a single contact by id. - Action **List contacts** List all contacts on the account. - Action **Update contact** Update an existing contact's fields. - Trigger **New Event** Triggers when a new event is added. - Trigger **New Task** Triggers when a new task is added. - Trigger **Updated Record** Triggers when any record is updated in a form of your choice. - Action **Add Comment** Adds a comment to a record or workspace. - Action **Add Form Record** Adds a record to a form. - Action **Add record** Create a record in a form. - Action **Create Event** Creates a calendar event in a Zengine workspace. - Action **Create Task** Creates a task in a Zengine workspace. - Action **Delete Record** Deletes a record. - Action **Find Record** Returns the records in a form that match the specified name, folder, creator, completion state or dates. - Action **Get Event** Returns one calendar event by id. - Action **Get record** Retrieve one record by id. - Action **Get Task** Returns one task by id. - Action **Update Record** Updates a record. - Action **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. ## Each app on its own - [ **Channels** Channels is a data-driven phone system that lets you make and take calls directly in the browser.](https://apiant.ai/connections/channels) - [ **Zengine** Zengine by WizeHive is a flexible solution for managing grants, scholarships, fellowships, and more through...](https://apiant.ai/connections/zengine) Reviews ## What our customers say ## More from Channels - [ **Channels to Dappier** Dappier is a AI platform that provides access to real-time data models.](https://apiant.ai/connect/channels-to-dappier) - [ **Channels to Karlia** Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings...](https://apiant.ai/connect/channels-to-karlia) - [ **Channels to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/channels-to-hubspot) - [ **Channels to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/channels-to-salesforce) - [ **Channels to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/channels-to-slack) - [ **Channels to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/channels-to-google-sheets) ## More into Zengine - [ **HubSpot to Zengine** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zengine) - [ **Salesforce to Zengine** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zengine) - [ **Slack to Zengine** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zengine) - [ **Google Sheets to Zengine** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zengine) - [ **Gmail to Zengine** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zengine) - [ **Google Calendar to Zengine** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zengine) Questions ## Channels and Zengine, answered ### ### What can start an automation from Channels? Any of Channels's 2 triggers in the catalog, including New Call Finished and New Voicemail Left. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zengine when something happens in Channels? 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 Channels? Yes. When something happens in Zengine, your agent can act in Channels too. This page covers both directions: Zengine's triggers and Channels's actions are listed here as well. ### ### Do I have to build a connector for Channels 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 Channels 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.