---
title: "Connect HappyFox Chat and Zengine - APIANT.ai"
description: "When \"New Missed Chat\" fires in HappyFox Chat, your agent runs \"Add Form Record\" in Zengine."
canonical: "https://apiant.ai/connect/happyfox-chat-to-zengine"
---

# Connect HappyFox Chat and Zengine

When **New Missed Chat** fires in [HappyFox Chat](https://apiant.ai/connections/happyfox-chat), your agent runs **Add Form Record** in [Zengine](https://apiant.ai/connections/zengine), or **New Event** in Zengine to **List offline messages** in HappyFox Chat. Describe the whole flow and it is built, tested on every scenario and kept running.

HappyFox Chat **3** triggers HappyFox Chat **8** 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 HappyFox Chat 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 HappyFox Chat and Zengine can do together

### From HappyFox Chat to Zengine

- When **New Missed Chat** in HappyFox Chat then **Add Form Record** in Zengine
- When **New Offline Message** in HappyFox Chat then **Add record** in Zengine

### From Zengine to HappyFox Chat

- When **New Event** in Zengine then **List offline messages** in HappyFox Chat
- When **New Task** in Zengine then **Get agent** in HappyFox Chat

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 HappyFox Chat and Zengine

## Triggers and actions 6 triggers · 20 actions

- Trigger

**Finished Chat**

Triggered when a chat in HappyFox Chat ends and its transcript is created.

- Trigger

**New Missed Chat**

Triggered when a chat in HappyFox Chat ends without an agent answering it.

- Trigger

**New Offline Message**

Triggered when a visitor leaves an offline message in HappyFox Chat.

- Action

**Get agent**

Returns one HappyFox Chat agent by ID, with their name, display name, email, timezone and permissions.

- Action

**Get department**

Returns one HappyFox Chat department by ID, with its name, chat profile and assigned agents.

- Action

**List agents**

Returns the agents on your HappyFox Chat account, with their names, emails, timezones and permissions.

- Action

**List canned responses**

Returns the canned responses on your HappyFox Chat account, with their text and the shortcuts agents type to insert them.

- Action

**List departments**

Returns the departments on your HappyFox Chat account, with their names and the agents assigned to each.

- Action

**List offline messages**

Returns the offline messages visitors left in HappyFox Chat while no agent was available.

- Action

**List transcripts**

Returns chat transcripts from HappyFox Chat, optionally narrowed by agent, visitor, department, chat profile or date range.

- Action

**List visitors**

Returns the visitors known to your HappyFox Chat account, with their contact details and browsing information.

- 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

- [ **HappyFox Chat** Powerful live chat software built from ground-up for super fast customer support.](https://apiant.ai/connections/happyfox-chat)
- [ **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 HappyFox Chat

- [ **HappyFox Chat to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/happyfox-chat-to-hubspot)
- [ **HappyFox Chat to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/happyfox-chat-to-salesforce)
- [ **HappyFox Chat to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/happyfox-chat-to-slack)
- [ **HappyFox Chat to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/happyfox-chat-to-mailchimp)
- [ **HappyFox Chat to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/happyfox-chat-to-stripe)
- [ **HappyFox Chat to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/happyfox-chat-to-shopify)

## 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

## HappyFox Chat and Zengine, answered

###

### What can start an automation from HappyFox Chat?

Any of HappyFox Chat's 3 triggers in the catalog, including New Missed Chat, New Offline Message and Finished Chat. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Zengine when something happens in HappyFox Chat?

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 HappyFox Chat?

Yes. When something happens in Zengine, your agent can act in HappyFox Chat too. This page covers both directions: Zengine's triggers and HappyFox Chat's actions are listed here as well.

###

### Do I have to build a connector for HappyFox Chat 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 HappyFox Chat 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.
