Integration
Connect Katana and ZoomInfo
When New Customer fires in Katana, your agent runs Enrich Contact in ZoomInfo, or New Intent in ZoomInfo to Add manufacturing order in Katana. 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 Katana and ZoomInfo to do together?
Ask the assistant
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 Katana and ZoomInfo can do together
From Katana to ZoomInfo
When New Customer in Katana
then Enrich Contact in ZoomInfo
From ZoomInfo to Katana
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 Katana and ZoomInfo
Triggers and actions 3 triggers · 33 actions
- New Customer
Triggers when a new customer is created in Katana.
- New Sales Order
Triggers when a new sales order is created in Katana.
- Add manufacturing order
Creates a manufacturing order in Katana for a product variant at a location. Recipe and operation rows are added automatically from the product's recipe.
- Add material
Creates a material in Katana, with one or more variants, and returns the new material.
- Add product
Creates a product in Katana with one or more variants, including its unit of measure, category, and sell/make/buy settings.
- Add purchase order
Creates a purchase order for a supplier, together with its line items, in Katana.
- Create Customer
Creates a customer in Katana.
- Create Sales Order
Creates a sales order in Katana for a customer with one product variant line.
- Delete customer
Deletes a customer from Katana by its ID.
- Delete sales order
Deletes a single sales order in Katana by its ID.
- Find Customer
Finds Katana customers matching a name, email or phone number.
- Get manufacturing order
Returns the details of a manufacturing order, including its status, quantities, costs, dates and custom field values.
- Get product
Returns a Katana product by its ID, including its variants and configuration options.
- Get purchase order
Returns a purchase order by its ID, including its rows, totals, status and custom field values.
- Get Sales Order
Returns one Katana sales order by its ID.
- List customers
Returns the customers in your Katana account, most recent first, optionally filtered by name, email, company, category and date ranges.
- List inventory
Returns current inventory levels per variant and location, optionally filtered by location or variant.
- List manufacturing orders
Returns manufacturing orders, most recent first, optionally filtered by status, order number, location, linked sales order, or created/updated date ranges.
- List products
Returns the products in your Katana account, most recent first, optionally filtered by name, unit of measure, flags, supplier or date ranges.
- List purchase orders
Returns the purchase orders in your Katana account, most recent first, optionally filtered by status, supplier, location, order number and date ranges.
- List sales orders
Returns the sales orders in your Katana account, most recent first, optionally filtered by customer, status, location, dates and more.
- Update Customer
Updates an existing Katana customer. Only the fields you fill in are changed.
- Update product
Updates an existing Katana product. Only the fields you fill in are changed; everything else is left as it is.
- Update sales order
Updates an existing Katana sales order. Only the fields you fill in are changed; everything else is left as is.
- 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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Questions
Katana and ZoomInfo, answered
What can start an automation from Katana?
Any of Katana's 2 triggers in the catalog, including New Customer and New Sales Order. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ZoomInfo when something happens in Katana?
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 Katana?
Yes. When something happens in ZoomInfo, your agent can act in Katana too. This page covers both directions: ZoomInfo's triggers and Katana's actions are listed here as well.
Do I have to build a connector for Katana 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 Katana 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.