--- title: "Connect Contractbook and Zenlist - APIANT.ai" description: "When \"New Draft\" fires in Contractbook, your agent runs \"Get chat message\" in Zenlist." canonical: "https://apiant.ai/connect/contractbook-to-zenlist" --- # Connect Contractbook and Zenlist When **New Draft** fires in [Contractbook](https://apiant.ai/connections/contractbook), your agent runs **Get chat message** in [Zenlist](https://apiant.ai/connections/zenlist), or **New and Updated Chat Messages** in Zenlist to **Get Document** in Contractbook. Describe the whole flow and it is built, tested on every scenario and kept running. Contractbook **3** triggers Contractbook **5** actions Zenlist **1** trigger Zenlist **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Contractbook and Zenlist 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 Contractbook and Zenlist can do together ### From Contractbook to Zenlist - When **New Draft** in Contractbook then **Get chat message** in Zenlist - When **New Template** in Contractbook then **Get message counts** in Zenlist ### From Zenlist to Contractbook - When **New and Updated Chat Messages** in Zenlist then **Get Document** in Contractbook - When **New and Updated Chat Messages** in Zenlist then **Create Contract** in Contractbook 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 Contractbook and Zenlist ## Triggers and actions 4 triggers · 18 actions - Trigger **Draft Edited** Triggers when a draft document in Contractbook is edited. - Trigger **New Draft** Triggers when a new draft document is created in Contractbook. - Trigger **New Template** Triggers when a new template is added to your Contractbook account. - Action **Create Contract** Creates a new contract document in Contractbook from one of your templates, optionally overriding its title, parties, data fields and other settings. - Action **Create Contract With Custom Parties** Creates a new contract from a Contractbook template, with the parties and signees you specify. - Action **Create Draft** Creates a new draft document from a Contractbook template, without sending it for signature. - Action **Create Draft With Custom Parties** Creates a draft document from a template with the parties and signees you specify, without sending it for signature. - Action **Get Document** Returns a Contractbook document (draft or contract) by its ID, including its parties, signees, data fields, state and events. - Trigger **New and Updated Chat Messages** Triggers when a client chat message is created or changed in Zenlist. - Action **Create a Client Invitation** Sends a new client invitation from an agent to a client by email, and returns the created invitation. - Action **Get agent** Returns a Zenlist agent by ID, including name, MLS details, contact info and linked account. - Action **Get chat message** Returns a single client chat message by its Zenlist ID. - Action **Get client** Returns a Zenlist client by ID, including name, contact details and assigned agent. - Action **Get client invitation** Returns a client invitation by its Zenlist ID, including its state, invitee details and the inviting agent. - Action **Get event** Returns a single client activity event (listing view, save, tour request, note, saved search or new session) by its Zenlist ID. - Action **Get message counts** Returns the total number of unread chat messages across all conversations for an agent, identified by their MLS member ID. - Action **Get search** Returns a saved client search by its Zenlist ID. - Action **List agents** Returns the list of agents your Zenlist partner key has access to. - Action **List chat messages** Returns the client chat messages your Zenlist account has access to. - Action **List client invitations** Returns the client invitations your Zenlist key has access to, with their state, invitee contact details and agent. - Action **List events** Returns the client events your Zenlist key has access to, such as listing views, saved listings, tour requests, notes, saved searches and new sessions. - Action **List searches** Returns the saved searches this Zenlist API key has access to, with each search's id and creation time. ## Each app on its own - [ **Contractbook** Contractbook is an easy signing and simple contract management tool for modern businesses.](https://apiant.ai/connections/contractbook) - [ **Zenlist** Zenlist is an agent and client collaboration tool to find a home using the most powerful search available...](https://apiant.ai/connections/zenlist) Reviews ## What our customers say ## More from Contractbook - [ **Contractbook to Frenet** Shipping API for Brazilian e-commerce that provides real-time freight quotes and package tracking across...](https://apiant.ai/connect/contractbook-to-frenet) - [ **Contractbook to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/contractbook-to-hubspot) - [ **Contractbook to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/contractbook-to-salesforce) - [ **Contractbook to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/contractbook-to-slack) - [ **Contractbook to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/contractbook-to-google-sheets) - [ **Contractbook to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/contractbook-to-gmail) ## More into Zenlist - [ **HubSpot to Zenlist** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zenlist) - [ **Salesforce to Zenlist** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zenlist) - [ **Slack to Zenlist** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zenlist) - [ **Google Sheets to Zenlist** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zenlist) - [ **Gmail to Zenlist** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zenlist) - [ **Google Calendar to Zenlist** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zenlist) Questions ## Contractbook and Zenlist, answered ### ### What can start an automation from Contractbook? Any of Contractbook's 3 triggers in the catalog, including New Draft, New Template and Draft Edited. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zenlist when something happens in Contractbook? Any of Zenlist's 13 actions, including Create a Client Invitation, Get agent, Get chat message and Get client. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zenlist to Contractbook? Yes. When something happens in Zenlist, your agent can act in Contractbook too. This page covers both directions: Zenlist's triggers and Contractbook's actions are listed here as well. ### ### Do I have to build a connector for Contractbook or Zenlist? 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 Contractbook and Zenlist 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.