--- title: "Connect Salesmsg and Zengine - APIANT.ai" description: "When \"Contact Updated\" fires in Salesmsg, your agent runs \"Add Form Record\" in Zengine, or \"New Event\" in Zengine to \"Add Tag to Contact\" in Salesmsg." canonical: "https://apiant.ai/connect/salesmsg-to-zengine" --- # Connect Salesmsg and Zengine When **Contact Updated** fires in [Salesmsg](https://apiant.ai/connections/salesmsg), your agent runs **Add Form Record** in [Zengine](https://apiant.ai/connections/zengine), or **New Event** in Zengine to **Add Tag to Contact** in Salesmsg. Describe the whole flow and it is built, tested on every scenario and kept running. Salesmsg **5** triggers Salesmsg **9** actions Zengine **3** triggers Zengine **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Salesmsg and Zengine to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Salesmsg and Zengine can do together ### From Salesmsg to Zengine - When **Contact Updated** in Salesmsg then **Add Form Record** in Zengine - When **New Contact** in Salesmsg then **Add record** in Zengine ### From Zengine to Salesmsg - When **New Event** in Zengine then **Add Tag to Contact** in Salesmsg - When **New Task** in Zengine then **Create or Update Contact** in Salesmsg 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 Salesmsg and Zengine ## Triggers and actions 8 triggers · 21 actions - Trigger **Contact Updated** Triggers when a contact in Salesmsg is created or updated. - Trigger **Missed Incoming Phone Call** Triggers when an incoming phone call to your Salesmsg number is missed. - Trigger **New Contact** Triggers when a new contact is created in Salesmsg. - Trigger **New Contact Opted-Out** Triggers when a contact in Salesmsg is opted out of text messaging. - Trigger **New Phone Call Received** Triggers when a new incoming phone call is logged in Salesmsg call history. - Action **Add Tag to Contact** Adds an existing tag to a Salesmsg contact. - Action **Create Note** Creates a note on a Salesmsg contact. - Action **Create or Update Contact** Creates a Salesmsg contact for a phone number, or returns the existing contact with that number, setting name and email. - Action **Find Contact** Finds contacts whose name, email or phone number matches a search term. - Action **Find Salesmsg Member** Searches the members of your Salesmsg organization by name or email and returns the matches. - Action **Opt-Out a Contact** Opts out a Salesmsg contact so they no longer receive messages from your local and toll-free numbers. Returns the updated contact. - Action **Phone Number Lookup (PhoneCheckr)** Looks up a phone number and returns its formatted form, country, carrier and line type. - Action **Remove Tag From Contact** Removes a tag from a Salesmsg contact. - Action **Send a Text Message (SMS / MMS)** Sends an SMS or MMS text message to a phone number from one of your Salesmsg inboxes. - Trigger **New Event** Triggers when a new event is added. - Trigger **New Task** Triggers when a new task is added. - Trigger **Updated Record** Triggers when any record is updated in a form of your choice. - Action **Add Comment** Adds a comment to a record or workspace. - Action **Add Form Record** Adds a record to a form. - Action **Add record** Create a record in a form. - Action **Create Event** Creates a calendar event in a Zengine workspace. - Action **Create Task** Creates a task in a Zengine workspace. - Action **Delete Record** Deletes a record. - Action **Find Record** Returns the records in a form that match the specified name, folder, creator, completion state or dates. - Action **Get Event** Returns one calendar event by id. - Action **Get record** Retrieve one record by id. - Action **Get Task** Returns one task by id. - Action **Update Record** Updates a record. - Action **Upload File to Field** Uploads a file, which can then be saved to a file upload field in a New Record or Update Record action. ## Each app on its own - [ **Salesmsg** Salesmsg is a two-way text messaging software to allows you to send and receive text messages online from...](https://apiant.ai/connections/salesmsg) - [ **Zengine** Zengine by WizeHive is a flexible solution for managing grants, scholarships, fellowships, and more through...](https://apiant.ai/connections/zengine) Reviews ## What our customers say ## More from Salesmsg - [ **Salesmsg to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesmsg-to-slack) - [ **Salesmsg to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/salesmsg-to-stripe) - [ **Salesmsg to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/salesmsg-to-shopify) - [ **Salesmsg to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/salesmsg-to-trello) - [ **Salesmsg to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/salesmsg-to-zoom) - [ **Salesmsg to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/salesmsg-to-twilio) ## More into Zengine - [ **HubSpot to Zengine** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zengine) - [ **Salesforce to Zengine** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zengine) - [ **Slack to Zengine** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zengine) - [ **Google Sheets to Zengine** Google Sheets](https://apiant.ai/connect/google-sheets-to-zengine) - [ **Gmail to Zengine** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zengine) - [ **Google Calendar to Zengine** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zengine) Questions ## Salesmsg and Zengine, answered ### ### What can start an automation from Salesmsg? Any of Salesmsg's 5 triggers in the catalog, including Contact Updated, New Contact, New Contact Opted-Out and New Phone Call Received. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zengine when something happens in Salesmsg? 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 Salesmsg? Yes. When something happens in Zengine, your agent can act in Salesmsg too. This page covers both directions: Zengine's triggers and Salesmsg's actions are listed here as well. ### ### Do I have to build a connector for Salesmsg 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 Salesmsg 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.