Integration
Connect Liaison and Zengine
When New or Updated Application fires in Liaison, your agent runs Add Form Record in Zengine, or New Event in Zengine to Update organization in Liaison. 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 Liaison and Zengine 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 Liaison and Zengine can do together
From Liaison to Zengine
When New or Updated Application in Liaison
then Add Form Record in Zengine
When New or Updated Application in Liaison
then Add record in Zengine
From Zengine to Liaison
When New Event in Zengine
then Update organization in Liaison
When New Task in Zengine
then Update program in Liaison
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 Liaison and Zengine
Triggers and actions 4 triggers · 24 actions
Trigger
New or Updated ApplicationTriggers when an application for an organization is created or updated.
Action
Get Account InfoReturns the CAS API user's account settings: user name, user level, and the application forms and user groups the user can reach.
Action
Get applicantReturns an applicant's account information, including profile, user principal, email and telephones.
Action
Get ApplicationGets one application on a CAS application form, including the applicant's submitted data.
Action
Get OrganizationGets one organization on a CAS application form, with its codes, contacts and program selection rules.
Action
Get programReturns the details of a program offered by an organization on an application form, including its custom program attributes.
Action
List ApplicantsLists applicants on a CAS application form, either by CAS ID or by a date range.
Action
List ApplicationsLists the application IDs for an organization, optionally only those last updated within a date range.
Action
List OrganizationsLists the organizations (schools or departments) on a CAS application form.
Action
List ProgramsLists the programs offered on a CAS application form, with their deadlines, terms and organizations.
Action
List subscriptionsReturns the business event subscriptions set up for an application form.
Action
Update organizationUpdates an existing organization (name, codes, state, group and contacts) on a Liaison CAS application form.
Action
Update programUpdates an existing program under an organization in a Liaison application form, returning the updated program.
Trigger
New EventTriggers when a new event is added.
Trigger
New TaskTriggers when a new task is added.
Trigger
Updated RecordTriggers when any record is updated in a form of your choice.
Action
Add CommentAdds a comment to a record or workspace.
Action
Add Form RecordAdds a record to a form.
Action
Add recordCreate a record in a form.
Action
Create EventCreates a calendar event in a Zengine workspace.
Action
Create TaskCreates a task in a Zengine workspace.
Action
Delete RecordDeletes a record.
Action
Find RecordReturns the records in a form that match the specified name, folder, creator, completion state or dates.
Action
Get EventReturns one calendar event by id.
Action
Get recordRetrieve one record by id.
Action
Get TaskReturns one task by id.
Action
Update RecordUpdates a record.
Action
Upload File to FieldUploads 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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Questions
Liaison and Zengine, answered
What can start an automation from Liaison?
Any of Liaison's 1 trigger in the catalog, including New or Updated Application. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zengine when something happens in Liaison?
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 Liaison?
Yes. When something happens in Zengine, your agent can act in Liaison too. This page covers both directions: Zengine's triggers and Liaison's actions are listed here as well.
Do I have to build a connector for Liaison 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 Liaison 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.