Integration
Connect Sortd for Gmail and ZoomInfo
When New Task Created fires in Sortd for Gmail, your agent runs Enrich Contact in ZoomInfo, or New Intent in ZoomInfo to Add contact in Sortd for Gmail. 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 Sortd for Gmail and ZoomInfo 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 Sortd for Gmail and ZoomInfo can do together
From Sortd for Gmail to ZoomInfo
When New Task Created in Sortd for Gmail
then Enrich Contact in ZoomInfo
From ZoomInfo to Sortd for Gmail
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 Sortd for Gmail and ZoomInfo
Triggers and actions 6 triggers · 31 actions
- New Task Created
Triggers when a new task is created on the chosen Sortd board.
- Task Archived
Triggers when a task on the chosen Sortd board is archived.
- Task Assigned
Triggers when a task on the chosen Sortd board is assigned to the given team member.
- Task Completed
Triggers when a task on the chosen Sortd board is marked complete.
- Task Moved to List
Triggers when a task arrives on the chosen Sortd list, whether created there or moved in.
- Add comment
Adds a plain-text comment to a Sortd task, with optional @email mentions of board members.
- Add company
Creates a CRM company in a Sortd team, with optional type, stage, company details and tags.
- Add contact
Creates a CRM contact in a Sortd team, optionally linked to an existing or new company.
- Archive task
Archives a Sortd task, moving its card off the board into the board's archive.
- Assign a Task
Assigns a Sortd task to a member of its board and returns the updated task.
- Complete Task
Marks a Sortd task as complete and returns the updated task.
- Create Task
Creates a new task on a Sortd list and returns it.
- Create Task From Gmail Thread
Creates a Sortd task from a Gmail thread (title defaults to the email subject) and returns it.
- Delete task
Deletes a Sortd task. The task stops appearing in boards and lists but can be recovered; linked email threads are left intact.
- Find contacts by criteria
Searches a Sortd team's CRM contacts by text, contact type and stage, returning the matching contacts.
- Get a Lists Tasks
Returns the tasks on a Sortd list.
- Get task
Returns a single Sortd task, including its board and list, status, assignee, due date, linked email threads and custom-field values.
- List boards
Returns all boards owned by a Sortd team, with each board's id, name and type.
- List lists
Returns the task lists (columns) on a Sortd board.
- Mark Task as Incomplete
Reopens a completed Sortd task and returns the updated task.
- Move a Task to a New List
Moves a Sortd task to another list (on the same or another board) and returns the updated task.
- Send email
Composes and sends a new email from the connected Sortd user's Gmail mailbox, optionally onto an existing thread.
- Unassign Task
Clears the assignee on a Sortd task and returns the updated task.
- Update contact
Updates an existing CRM contact in Sortd, changing only the fields you fill in.
- Update task
Updates a Sortd task — its title, notes, next step, due or planned date, colour, status, assignee, deal details or custom-field values. Returns the updated task.
- New Intent
Triggers when ZoomInfo records a new intent signal — a company researching one of your chosen topics. Requires the ZoomInfo Intent add-on.
- Account Summary
Returns ZoomInfo Copilot's AI-generated account summary for a company. Requires a ZoomInfo Copilot subscription.
- Enrich Company
Looks up one company in ZoomInfo by ID, name, website or ticker and returns the requested firmographic details.
- Enrich Company Technology
Returns the technologies a ZoomInfo company is known to use, with each product's vendor and category.
- Enrich Contact
Looks up one contact in ZoomInfo from a person ID, email, or name plus company, and returns the requested contact details such as email and phone.
- Get API Usage
Returns the connected ZoomInfo user's current API usage and limits.
- Get Org Chart
Returns the people on a ZoomInfo company's org chart with their titles, departments and org-chart tier.
- Lookup Field Values
Returns the allowed values for a ZoomInfo search field, such as management levels, industries, scoop types or intent topics.
- Search Companies
Searches ZoomInfo's company database by name, website, industry, location, revenue or employee count and returns the matching companies.
- Search for Contacts
Searches ZoomInfo's contact database by name, job title, company or location and returns the matching contacts (without email or phone details).
- Search News
Searches ZoomInfo news articles by category, URL and publish date range and returns the matching articles with their companies.
- Search Scoops
Searches ZoomInfo Scoops — real-time business events such as hires, awards and projects — by company, type, topic and publish date.
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
Sortd for Gmail and ZoomInfo, answered
What can start an automation from Sortd for Gmail?
Any of Sortd for Gmail's 5 triggers in the catalog, including New Task Created, Task Completed, Task Moved to List and Task Assigned. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ZoomInfo when something happens in Sortd for Gmail?
Any of ZoomInfo's 11 actions, including Account Summary, Enrich Company, Enrich Company Technology and Enrich Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ZoomInfo to Sortd for Gmail?
Yes. When something happens in ZoomInfo, your agent can act in Sortd for Gmail too. This page covers both directions: ZoomInfo's triggers and Sortd for Gmail's actions are listed here as well.
Do I have to build a connector for Sortd for Gmail or ZoomInfo?
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 Sortd for Gmail and ZoomInfo 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.