Integration
Connect Relatel and Zengine
When New Call fires in Relatel, your agent runs Add Form Record in Zengine, or New Event in Zengine to Add contact in Relatel. 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 Relatel 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 Relatel and Zengine can do together
From Relatel to Zengine
When New Call in Relatel
then Add Form Record in Zengine
When New message in Relatel
then Add record in Zengine
From Zengine to Relatel
When New Event in Zengine
then Add contact in Relatel
When New Task in Zengine
then Update contact in Relatel
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 Relatel and Zengine
Triggers and actions 7 triggers · 31 actions
Trigger
New CallTriggers when a new call is made or received in Relatel.
Trigger
New messageTriggered when a new message is sent or received in Relatel.
Trigger
New SmileyTriggers when a caller or chat visitor gives a new smiley (satisfaction rating) in Relatel.
Trigger
New voicemailTriggers when a new voicemail is left for an employee or reception.
Action
Add commentAdds a comment to a contact in Relatel, optionally notifying a colleague.
Action
Add contactAdds a new contact to your Relatel company and returns the new contact's id.
Action
Cloak ReceptionSets which reception's number is shown as the caller ID on the authenticated employee's outgoing calls.
Action
Delete contactDeletes a contact from your Relatel organization and returns Relatel's confirmation message.
Action
Dial callInitiates a phone call: rings the authenticated employee's phone, then connects them to the given number.
Action
Do Not DisturbTurns Do Not Disturb on or off for the connected employee and returns the updated employee.
Action
Find contact by phone numberFinds a Relatel contact by its phone number and returns the contact's details.
Action
Get contactReturns a single contact, including its phone number, name, email, tags and latest activity, by its contact ID.
Action
Get employeeReturns one employee in your Relatel company by ID, including name, email, phone number, presence and do-not-disturb status.
Action
Join a GroupAdds the authenticated employee to an employee group and returns the group's details after joining.
Action
Leave a GroupRemoves the authenticated employee from the chosen employee group and returns the group's details.
Action
List callsReturns calls in the Relatel account, optionally filtered by start time, end time, direction or the employee or reception that took the call.
Action
List contactsReturns the contacts in your Relatel account, optionally only those with a given phone number.
Action
List employee groupsReturns all employee groups in your Relatel account, with each group's name, presence status and member employees.
Action
List employeesReturns all employees in your Relatel company, including their phone numbers, presence and group memberships.
Action
List receptionsReturns all receptions (phone lines/queues) in the Relatel account.
Action
List voicemailsReturns the account's voicemails, optionally filtered by recording time, recipient or phone number. Returns up to 100 voicemails.
Action
Send SMSSends an SMS to one or more phone numbers from your Relatel account or one of your receptions.
Action
Update contactUpdates an existing contact's phone number, name, email, flag or tags, and returns the updated contact.
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
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Questions
Relatel and Zengine, answered
What can start an automation from Relatel?
Any of Relatel's 4 triggers in the catalog, including New Call, New message, New Smiley and New voicemail. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zengine when something happens in Relatel?
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 Relatel?
Yes. When something happens in Zengine, your agent can act in Relatel too. This page covers both directions: Zengine's triggers and Relatel's actions are listed here as well.
Do I have to build a connector for Relatel 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 Relatel 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.