Integration
Connect Planable and Zengine
When New Media Uploaded fires in Planable, your agent runs Add Form Record in Zengine, or New Event in Zengine to Create Post in Planable. 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 Planable 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)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 Planable and Zengine can do together
From Planable to Zengine
When New Media Uploaded in Planable
then Add Form Record in Zengine
When New Post in Planable
then Add record in Zengine
From Zengine to Planable
When New Event in Zengine
then Create Post in Planable
When New Task in Zengine
then Update Post in Planable
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 Planable and Zengine
Triggers and actions 5 triggers · 32 actions
Trigger
New Media UploadedTriggers when a new image or video is added to a Planable workspace media library.
Trigger
New PostTriggers when a new post is created in a Planable workspace.
Action
Create CampaignCreates a campaign in a Planable workspace.
Action
Create LabelCreates a new label in a Planable workspace.
Action
Create PostCreates a new post in a Planable workspace, optionally scheduled, labeled and with media.
Action
Create StoryCreates a story for a social page in Planable from a media item.
Action
Create WorkspaceCreates a new Planable workspace with no approval workflow.
Action
Delete CampaignDeletes a Planable campaign.
Action
Delete PostDeletes a Planable post.
Action
Get CampaignReturns one Planable campaign by its ID.
Action
Get PostReturns one Planable post by its ID.
Action
List CampaignsReturns campaigns in a Planable workspace.
Action
List LabelsReturns the labels in a Planable workspace.
Action
List MediaReturns media files in a Planable workspace library.
Action
List MembersReturns the members of a Planable workspace.
Action
List PagesReturns the social pages connected to Planable, optionally for one workspace.
Action
List Post CommentsReturns the comments on a Planable post.
Action
List PostsReturns posts in a Planable workspace, optionally filtered by page, campaign or date.
Action
List WorkspacesReturns the workspaces in your Planable company.
Action
Update CampaignUpdates a Planable campaign.
Action
Update PostUpdates the text, schedule, labels or media of a Planable post.
Action
Upload MediaUploads images or videos from public URLs into a Planable workspace media library.
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
More from Planable
Planable to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Planable to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Planable to StripeStripe is a payment processing platform for online businesses.
Planable to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Planable to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Planable to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into Zengine
HubSpot to ZengineHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to ZengineSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to ZengineSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to ZengineGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to ZengineGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ZengineGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Planable and Zengine, answered
What can start an automation from Planable?
Any of Planable's 2 triggers in the catalog, including New Media Uploaded and New Post. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zengine when something happens in Planable?
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 Planable?
Yes. When something happens in Zengine, your agent can act in Planable too. This page covers both directions: Zengine's triggers and Planable's actions are listed here as well.
Do I have to build a connector for Planable 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 Planable 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.