--- title: "Connect SOS Inventory and Zengine - APIANT.ai" description: "When \"New Customer\" fires in SOS Inventory, your agent runs \"Add Form Record\" in Zengine, or \"New Event\" in Zengine to \"Add invoice\" in SOS Inventory." canonical: "https://apiant.ai/connect/sos-inventory-to-zengine" --- # Connect SOS Inventory and Zengine When **New Customer** fires in [SOS Inventory](https://apiant.ai/connections/sos-inventory), your agent runs **Add Form Record** in [Zengine](https://apiant.ai/connections/zengine), or **New Event** in Zengine to **Add invoice** in SOS Inventory. Describe the whole flow and it is built, tested on every scenario and kept running. SOS Inventory **10** triggers SOS Inventory **26** 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 SOS Inventory 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 SOS Inventory and Zengine can do together ### From SOS Inventory to Zengine - When **New Customer** in SOS Inventory then **Add Form Record** in Zengine - When **New Estimate** in SOS Inventory then **Add record** in Zengine ### From Zengine to SOS Inventory - When **New Event** in Zengine then **Add invoice** in SOS Inventory - When **New Task** in Zengine then **Add purchase order** in SOS Inventory 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 SOS Inventory and Zengine ## Triggers and actions 13 triggers · 38 actions - Trigger **New Customer** Triggers when a new customer is created. - Trigger **New Estimate** - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New Item** - Trigger **New Purchase Order** Triggers when a new purchase order is created. - Trigger **New Sales Order** Triggers when a new sales order is created. - Trigger **New Sales Receipt** Triggers when a new sales receipt is created. - Trigger **New Shipment** Triggers when a new shipment is created. - Trigger **New Vendor** - Trigger **Updated Item Quantity** Triggers when an item quantity is updated. - Action **Add estimate** /api/v2/estimate. Creates an estimate. - Action **Add inventory adjustment** /api/v2/adjustment. Creates an inventory adjustment. - Action **Add invoice** /api/v2/invoice. Creates an invoice. - Action **Add item** /api/v2/item. Creates an item (inventory, non-inventory, service, assembly, kit etc.). - Action **Add purchase order** /api/v2/purchaseorder. Creates a purchase order. - Action **Add transfer** /api/v2/transfer. Creates an inventory transfer between locations. - Action **Add vendor** /api/v2/vendor. Creates a vendor. - Action **Create Customer** Creates a new customer - Action **Create Sales Order** Creates a new sales order - Action **Create Sales Receipt** Creates a new sales receipt - Action **Find Customer** Finds a customer - Action **Find Sales Order** Finds a sales order - Action **Find vendors** /api/v2/vendor with query filters. Searches vendors. - Action **Get customer** /api/v2/customer/{id}. Retrieves one customer by id. - Action **Get estimate** Returns one estimate by id, including its lines and custom fields. - Action **Get inventory adjustment** Returns one inventory adjustment by id, including its lines. - Action **Get invoice** Returns one invoice by id. - Action **Get item** /api/v2/item/{id}. Retrieves one item by id. - Action **Get purchase order** Returns one purchase order by id. - Action **Get sales order** /api/v2/salesorder/{id}. Retrieves one sales order. - Action **Get sales receipt** Returns one sales receipt by id, including its lines and custom fields. - Action **Get transfer** Retrieves a single inventory transfer by id, including its from/to locations and lines. - Action **List items** /api/v2/item. Lists items with query filters and paging. - Action **Update customer** /api/v2/customer/{id}. Updates a customer; requires syncToken. - Action **Update item** /api/v2/item/{id}. Updates an item; requires current syncToken. - Action **Update sales order** /api/v2/salesorder/{id}. Updates a sales order; requires syncToken. - 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 - [ **SOS Inventory** SOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and...](https://apiant.ai/connections/sos-inventory) - [ **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 SOS Inventory - [ **SOS Inventory to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/sos-inventory-to-stripe) - [ **SOS Inventory to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sos-inventory-to-trello) - [ **SOS Inventory to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/sos-inventory-to-zoom) - [ **SOS Inventory to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/sos-inventory-to-twilio) - [ **SOS Inventory to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/sos-inventory-to-typeform) - [ **SOS Inventory to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/sos-inventory-to-webflow) ## 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 ## SOS Inventory and Zengine, answered ### ### What can start an automation from SOS Inventory? Any of SOS Inventory's 10 triggers in the catalog, including New Customer, New Estimate, New Invoice and New Item. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zengine when something happens in SOS Inventory? 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 SOS Inventory? Yes. When something happens in Zengine, your agent can act in SOS Inventory too. This page covers both directions: Zengine's triggers and SOS Inventory's actions are listed here as well. ### ### Do I have to build a connector for SOS Inventory 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 SOS Inventory 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.