Integration
Connect DecisionVault and ZoomInfo
When New Event fires in DecisionVault, your agent runs Enrich Contact in ZoomInfo, or New Intent in ZoomInfo to Get Contacts for Matter in DecisionVault. 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 DecisionVault and ZoomInfo to do together?
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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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 DecisionVault and ZoomInfo can do together
From DecisionVault to ZoomInfo
When New Event in DecisionVault
then Enrich Contact in ZoomInfo
From ZoomInfo to DecisionVault
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 DecisionVault and ZoomInfo
Triggers and actions 3 triggers · 28 actions
- New Event
Triggers when a new event happens in your firm, such as a client submitting a questionnaire.
- New Matter
Triggers when a new matter is created in your firm.
- Create Matter and Invite Clients
Creates a matter and emails an invite to up to two clients, who can then log in to fill out the questionnaire.
- Get Answers for Matter
Returns the client's answers to custom questions on a matter, grouped by questionnaire page.
- Get Assets for Matter
Returns the assets the client entered on a matter.
- Get Clients for Matter
Returns the client(s) on a matter.
- Get Contacts for Matter
Returns the contacts on a matter.
- Get Documents for Matter
Returns the documents the client uploaded to a matter.
- Get Event
Returns one event by ID.
- Get Financial Documents for Matter
Returns the financial documents the client uploaded during asset intake on a matter.
- Get Matter
Returns one matter by ID, including its questionnaire, main contact, spouse and representative.
- Get Meeting Templates for Matter
Returns the matter's meeting templates, filled with answers and role assignments.
- Get Questionnaire
Returns one questionnaire by ID.
- Get Roles for Matter
Returns the roles defined by the matter's questionnaire and the contacts assigned to each.
- Get User
Returns one user by ID.
- List Financial Categories
Returns the financial categories for your firm's questionnaires.
- List Matters
Returns the matters under your firm, with optional search and date filters.
- List Questionnaires
Returns the questionnaires under your firm.
- PreCreate Matter
Creates a matter and returns an invite link to send to the client.
- New Intent
Triggers when ZoomInfo records a new intent signal — a company researching one of your chosen topics. Requires the ZoomInfo Intent add-on.
- Account Summary
Returns ZoomInfo Copilot's AI-generated account summary for a company. Requires a ZoomInfo Copilot subscription.
- Enrich Company
Looks up one company in ZoomInfo by ID, name, website or ticker and returns the requested firmographic details.
- Enrich Company Technology
Returns the technologies a ZoomInfo company is known to use, with each product's vendor and category.
- Enrich Contact
Looks up one contact in ZoomInfo from a person ID, email, or name plus company, and returns the requested contact details such as email and phone.
- Get API Usage
Returns the connected ZoomInfo user's current API usage and limits.
- Get Org Chart
Returns the people on a ZoomInfo company's org chart with their titles, departments and org-chart tier.
- Lookup Field Values
Returns the allowed values for a ZoomInfo search field, such as management levels, industries, scoop types or intent topics.
- Search Companies
Searches ZoomInfo's company database by name, website, industry, location, revenue or employee count and returns the matching companies.
- Search for Contacts
Searches ZoomInfo's contact database by name, job title, company or location and returns the matching contacts (without email or phone details).
- Search News
Searches ZoomInfo news articles by category, URL and publish date range and returns the matching articles with their companies.
- Search Scoops
Searches ZoomInfo Scoops — real-time business events such as hires, awards and projects — by company, type, topic and publish date.
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 ZoomInfo
Questions
DecisionVault and ZoomInfo, answered
What can start an automation from DecisionVault?
Any of DecisionVault's 2 triggers in the catalog, including New Event and New Matter. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ZoomInfo when something happens in DecisionVault?
Any of ZoomInfo's 11 actions, including Account Summary, Enrich Company, Enrich Company Technology and Enrich Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ZoomInfo to DecisionVault?
Yes. When something happens in ZoomInfo, your agent can act in DecisionVault too. This page covers both directions: ZoomInfo's triggers and DecisionVault's actions are listed here as well.
Do I have to build a connector for DecisionVault or ZoomInfo?
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 DecisionVault and ZoomInfo 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.