Integration
Connect Force Manager and Zengine
When New account fires in Force Manager, your agent runs Add Form Record in Zengine, or New Event in Zengine to Add contact in Force Manager. 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 Force Manager 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 Force Manager and Zengine can do together
From Force Manager to Zengine
When New account in Force Manager
then Add Form Record in Zengine
From Zengine to Force Manager
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 Force Manager and Zengine
Triggers and actions 6 triggers · 36 actions
- New account
Fires on new account.
- New contact
Fires on new contact.
- New opportunity
Fires on new opportunity.
- Add account
Create an account.
- Add activity
Create an activity.
- Add call
Log a call.
- Add contact
Create a contact.
- Add opportunity
Create an opportunity.
- Add product
Create a product.
- Add sales order
Create an order header.
- Delete account
Delete an account.
- Delete contact
Delete a contact.
- Delete opportunity
Delete an opportunity.
- Get account
Get account by ID.
- Get call
Returns one call record by id.
- Get contact
Get contact by ID.
- Get opportunity
Get opportunity by ID.
- List accounts
List accounts, paginated.
- List activities
List activities.
- List contacts
List contacts, paginated.
- List opportunities
List opportunities.
- List products
List products.
- List sales orders
List order headers.
- Update account
Partial update of an account.
- Update activity
Update an activity.
- Update contact
Update a contact.
- Update opportunity
Update an opportunity.
- 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
Force Manager and Zengine, answered
What can start an automation from Force Manager?
Any of Force Manager's 3 triggers in the catalog, including New account, New contact and New 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 Force Manager?
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 Force Manager?
Yes. When something happens in Zengine, your agent can act in Force Manager too. This page covers both directions: Zengine's triggers and Force Manager's actions are listed here as well.
Do I have to build a connector for Force Manager 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.