Integration
Connect RO App and Zengine
When New Invoice Statuses fires in RO App, your agent runs Add Form Record in Zengine, or New Event in Zengine to Add Lead Comment in RO App. 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 RO App 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 RO App and Zengine can do together
From RO App to Zengine
When New Invoice Statuses in RO App
then Add Form Record in Zengine
When New Order Items in RO App
then Add record in Zengine
From Zengine to RO App
When New Event in Zengine
then Add Lead Comment in RO App
When New Task in Zengine
then Add Task Comment in RO App
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 RO App and Zengine
Triggers and actions 15 triggers · 51 actions
Trigger
Ad CampaignsTriggers when a new ad campaign is added in RO App.
Trigger
Cash Flow ItemsTriggers when a new cash flow category (income or expense item) is added in RO App.
Trigger
Clients ListTriggers when a new client (person contact) is added in RO App.
Trigger
Employees ListTriggers when a new employee is added to the RO App company account.
Trigger
Lead TypesTriggers when a new inquiry (lead) type is added to your RO App account.
Trigger
List of ServicesTriggers when a new service is added to the RO App service catalog.
Trigger
List of the ProductsTriggers when a new product is added to the RO App catalog, optionally limited to products matching a name, barcode, SKU, code, MPN or category.
Trigger
LocationsTriggers when a new location is added to your RO App company.
Trigger
New Invoice StatusesTriggers when a new invoice status is added to your RO App account.
Trigger
New Order ItemsTriggers when a new item (product or service) is added to the selected order.
Trigger
New TaxesTriggers when a new tax rate is added to the company in RO App.
Trigger
Order StatusesTriggers when a new order status is added to your RO App account.
Action
Add Booking ItemAdds a product or service line item to an existing booking.
Action
Add Lead CommentAdds a comment to a lead (inquiry) in RO App.
Action
Add Order CommentAdds a comment to an existing order in RO App, optionally marked private.
Action
Add Task CommentAdds a comment to a task in RO App.
Action
Changing Order StatusChanges the status of an order, optionally with a comment.
Action
Create a ClientCreates a new client (person) in your RO App contacts.
Action
Create a LeadCreates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign.
Action
Create an OrderCreates a new order in RO App for a client at a chosen location.
Action
Create an Order ItemAdds a product or service line item to an existing order in RO App.
Action
Create an Order or EstimateCreates a new estimate in RO App for a client at a location.
Action
Create a PaymentRecords an income or expense payment in a cashbox in RO App.
Action
Create AssetCreates a new asset (such as a vehicle or device) in RO App, identified by its serial number.
Action
Create BookingCreates a new booking for a client at a location with an assigned employee and time slot.
Action
Create ProductCreates a new product in the RO App catalog.
Action
Create ServiceCreates a new service in the RO App catalog.
Action
Create TaskCreates a task in RO App with a title, due date and assigned employees, optionally linked to an order, lead, client or invoice.
Action
Create Update_bookingUpdates an existing booking's location, status, assignee, client, schedule, resource or comment.
Action
Find ProductFinds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category.
Action
Find ServiceFinds services in the RO App catalog by name, barcode or category.
Action
Get Booking ItemsReturns all the service items on a specific booking.
Action
Get Client by IDReturns the details of a single client (person) by its ID.
Action
Get Estimate by IDReturns the full details of a single estimate, including its custom field values.
Action
Get Lead by IDReturns a single lead (inquiry) by its ID, including its custom fields.
Action
Get Order by IdReturns the full details of a single order by its ID.
Action
Get PricesReturns the list of price types (margins) configured for your company.
Action
Get Product by IdReturns a single product from your RO App catalog by its ID, including its custom fields.
Action
Get Product CategoriesReturns the product categories in your RO App catalog, optionally limited to the children of one parent category.
Action
Get Service CategoriesReturns the list of service categories in your RO App catalog, optionally under a parent category.
Action
Get TaskReturns a single task by its ID, including all of its details.
Action
Get UOMs (Inits of Measure)Returns the list of product units of measure (UOMs) defined in the RO App account.
Action
Move AssetMoves an asset to a different warehouse.
Action
Search for AssetsSearches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID.
Action
Search for ClientsSearches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients.
Action
Search TaskSearches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline.
Action
Update an Order ItemUpdates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment.
Action
Update an Order or EstimateUpdates an existing order (or estimate) in RO App — its location, type, people, schedule, notes, due date and custom field values. Fields left blank are not changed.
Action
Update_booking_itemUpdates the quantity, price, cost, discount, warranty, taxes or comment of an item on a booking.
Action
Update ClientUpdates an existing client (person) in RO App contacts.
Action
Update ProductUpdates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes.
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
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Questions
RO App and Zengine, answered
What can start an automation from RO App?
Any of RO App's 12 triggers in the catalog, including New Invoice Statuses, New Order Items, New Taxes and Ad Campaigns. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zengine when something happens in RO App?
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 RO App?
Yes. When something happens in Zengine, your agent can act in RO App too. This page covers both directions: Zengine's triggers and RO App's actions are listed here as well.
Do I have to build a connector for RO App 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 RO App 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.