Integration
Connect Sure Send and Zeeg
When New Appointment fires in Sure Send, your agent runs Add note in Zeeg, or New routing form submission in Zeeg to Create Task in Sure Send. 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 Sure Send and Zeeg 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 Sure Send and Zeeg can do together
From Sure Send to Zeeg
When New Appointment in Sure Send
then Add note in Zeeg
From Zeeg to Sure Send
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 Sure Send and Zeeg
Triggers and actions 12 triggers · 44 actions
- New Appointment
Triggers when a new appointment is created in Sure Send.
- New Call
Triggers when a new call is logged in Sure Send.
- New Company
Triggers when a new company is created in Sure Send.
- New Email
Triggers when an email is sent or received in Sure Send.
- New Lead Assigned
Triggers when a person is assigned to the chosen user in Sure Send.
- New Note
Triggers when a new note is added in Sure Send.
- New Person
Triggers when a new person is created in Sure Send.
- New Task
Triggers when a new task is created in Sure Send.
- Person Stage Updated
Triggers when a person's pipeline stage changes in Sure Send; optionally only when they move into one stage.
- Tag Added to Contact
Triggers once when the chosen tag is added to a person in Sure Send.
- Updated Person
Triggers when a person is created or updated in Sure Send.
- Add Tags to Person
Adds one or more tags to an existing person in Sure Send.
- Create Appointment
Creates an appointment for a person in Sure Send.
- Create Call
Logs a phone call with a person in Sure Send.
- Create Company
Creates a company in Sure Send.
- Create Note
Adds a note to a person in Sure Send.
- Create Person
Creates a new person (contact or lead) in Sure Send. People are deduplicated by email.
- Create Task
Creates a follow-up task for a person in Sure Send.
- Find Company
Finds the first company in Sure Send matching a name, email or phone.
- Find or Create Company
Looks up a company in Sure Send by name and creates it only if no match exists, so you never get duplicates.
- Find or Create Person
Looks up a person in Sure Send by email or phone and creates them only if no match exists, so you never get duplicates.
- Find Person
Finds the first person in Sure Send matching an email, phone or name.
- Find Stage
Finds a pipeline stage in Sure Send by its name.
- Find Task
Finds the most recent task for a person in Sure Send.
- Update Company
Updates an existing company in Sure Send; only the fields you supply change.
- Update Person
Updates an existing person in Sure Send. Tags, emails and phones you supply are merged with the existing ones.
- New routing form submission
Triggers when someone submits a Zeeg routing form.
- Add CRM company
Creates a company in your Zeeg CRM.
- Add CRM person
Creates a new person record in the Zeeg CRM with first/last name, optional linked company by UUID, and social profile URLs.
- Add note
Attaches an internal note to a scheduled event. Notes are visible only to event hosts and workspace members with access to the event, never to invitees.
- Add scheduled event
Books a new event on a Zeeg scheduling page for an invitee. Requires an active paid Zeeg subscription.
- Cancel scheduled event
Cancel a specific scheduled event in Zeeg, optionally with a reason.
- Delete CRM company
Deletes a company from your Zeeg CRM.
- Delete CRM person
Permanently deletes a CRM person in Zeeg, along with their notes, activity logs and relationships.
- Delete time off
Deletes a time-off period.
- Get available time slots
Returns the available booking time slots of a Zeeg scheduling page for a date range. Requires an active paid Zeeg subscription and a token with the timetable or admin:full scope.
- Get CRM company
Returns one company from your Zeeg CRM.
- Get CRM person
Retrieves a single CRM person record by ID, including social links, linked company, and custom attributes.
- Get current user
Returns the email address of the Zeeg user whose API token the connection uses.
- Get default availability schedule
Returns the default availability schedule (weekly hours, special hours, upcoming time off and optionally linked scheduling pages) for a Zeeg user.
- Get scheduled event
Fetches full details of a single scheduled event by UUID, including invitees, hosts, location, status, and custom answers.
- Get scheduling page
Returns the full details of one Zeeg scheduling page (event type).
- Handover scheduled event
Hands a Round Robin scheduled event over to another host on the scheduling page without changing the meeting links.
- List availability schedules
Lists the availability schedules of a Zeeg user, identified by email.
- List CRM companies
Returns the companies in your Zeeg CRM, optionally filtered by a search term.
- List CRM people
Returns all CRM people in your Zeeg workspace.
- List organization users
Returns the users in your Zeeg workspace.
- List scheduled events
Lists scheduled events (bookings) in Zeeg, optionally filtered by status, date range, host, team, invitee or keyword.
- List scheduling pages
Returns the scheduling pages you host, or those of a specific organization member when a user filter is given.
- List teams
Returns the teams in your Zeeg workspace.
- List time off
Returns a user's vacations and out-of-office periods.
- Reschedule scheduled event
Moves a Zeeg booking to a new date and time. Zeeg creates a new booking with a new event UUID; the returned UUID identifies the live booking.
- Update CRM company
Updates the details of a company in your Zeeg CRM.
- Update CRM person
Updates an existing Zeeg CRM person. Only the fields you fill in are changed; blank fields keep their current values.
- Update default availability schedule
Updates the weekly hours, date-specific hours or timezone of a Zeeg user's default availability schedule. Fields left blank keep their current values.
- Update scheduling page
Toggles a scheduling page between active and inactive: an active page is deactivated and an inactive page is activated. Zeeg's API offers no other way to update a scheduling page.
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
Sure Send and Zeeg, answered
What can start an automation from Sure Send?
Any of Sure Send's 11 triggers in the catalog, including New Appointment, New Call, New Company and New Email. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zeeg when something happens in Sure Send?
Any of Zeeg's 29 actions, including Update CRM company, Update CRM person, Update default availability schedule and Update scheduling page. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zeeg to Sure Send?
Yes. When something happens in Zeeg, your agent can act in Sure Send too. This page covers both directions: Zeeg's triggers and Sure Send's actions are listed here as well.
Do I have to build a connector for Sure Send or Zeeg?
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 Sure Send and Zeeg 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.