Integration
Connect Vitally and Zenlist
When Customer Created fires in Vitally, your agent runs Get chat message in Zenlist, or New and Updated Chat Messages in Zenlist to Create Task in Vitally. 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 Vitally and Zenlist 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 Vitally and Zenlist can do together
From Vitally to Zenlist
When Customer Created in Vitally
then Get chat message in Zenlist
When Custom Object Instance Created in Vitally
then Get message counts in Zenlist
From Zenlist to Vitally
When New and Updated Chat Messages in Zenlist
then Create Task in Vitally
When New and Updated Chat Messages in Zenlist
then Update Customer Traits in Vitally
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 Vitally and Zenlist
Triggers and actions 9 triggers · 32 actions
Trigger
Customer CreatedTriggers when a new account (customer) is created in Vitally.
Trigger
Custom Object Instance CreatedTriggers when a new instance of a custom object is created.
Trigger
Custom Object Instance UpdatedTriggers when an instance of a custom object is created or updated.
Trigger
Note CreatedTriggers when a new note is created in Vitally.
Trigger
NPS Response CreatedTriggers when a new NPS response is recorded in Vitally.
Trigger
Organization CreatedTriggers when a new organization is created in Vitally.
Trigger
Project CreatedTriggers when a new project is created in Vitally.
Trigger
Task CreatedTriggers when a new task is created in Vitally.
Action
Create AccountCreates an account (customer) in Vitally, identified by your own external ID.
Action
Create NoteCreates a note on an account or organization in Vitally.
Action
Create NPS ResponseRecords an NPS survey response from a user in Vitally.
Action
Create OrganizationCreates an organization in Vitally, identified by your own external ID.
Action
Create Project From TemplateCreates a project for an account or organization from a project template.
Action
Create TaskCreates a task on an account or organization in Vitally.
Action
Find a CustomerReturns a account by its Vitally ID or external ID.
Action
Find a Custom Object InstanceFinds a custom object instance by ID, external ID, linked account or a custom field value.
Action
Find a NoteReturns a note by its Vitally ID or external ID.
Action
Find a OrganizationReturns a organization by its Vitally ID or external ID.
Action
Find a TaskReturns a task by its Vitally ID or external ID.
Action
Find a TeammateFinds a Vitally team member by email address.
Action
Find a UserFinds a user by email address, external ID or email domain.
Action
Get Account Health ScoresReturns an account's health score and its breakdown.
Action
Update Customer TraitsUpdates the name or traits of a account in Vitally; traits are merged with existing ones.
Action
Update Organization TraitsUpdates the name or traits of a organization in Vitally; traits are merged with existing ones.
Action
Update Project StatusChanges a project's status in Vitally.
Action
Update TaskUpdates a task in Vitally, for example to reassign or complete it.
Action
Update User TraitsUpdates the name or traits of a user in Vitally; traits are merged with existing ones.
Trigger
New and Updated Chat MessagesTriggers when a client chat message is created or changed in Zenlist.
Action
Create a Client InvitationSends a new client invitation from an agent to a client by email, and returns the created invitation.
Action
Get agentReturns a Zenlist agent by ID, including name, MLS details, contact info and linked account.
Action
Get chat messageReturns a single client chat message by its Zenlist ID.
Action
Get clientReturns a Zenlist client by ID, including name, contact details and assigned agent.
Action
Get client invitationReturns a client invitation by its Zenlist ID, including its state, invitee details and the inviting agent.
Action
Get eventReturns a single client activity event (listing view, save, tour request, note, saved search or new session) by its Zenlist ID.
Action
Get message countsReturns the total number of unread chat messages across all conversations for an agent, identified by their MLS member ID.
Action
Get searchReturns a saved client search by its Zenlist ID.
Action
List agentsReturns the list of agents your Zenlist partner key has access to.
Action
List chat messagesReturns the client chat messages your Zenlist account has access to.
Action
List client invitationsReturns the client invitations your Zenlist key has access to, with their state, invitee contact details and agent.
Action
List eventsReturns the client events your Zenlist key has access to, such as listing views, saved listings, tour requests, notes, saved searches and new sessions.
Action
List searchesReturns the saved searches this Zenlist API key has access to, with each search's id and creation time.
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
Vitally and Zenlist, answered
What can start an automation from Vitally?
Any of Vitally's 8 triggers in the catalog, including Customer Created, Custom Object Instance Created, Custom Object Instance Updated and Note Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zenlist when something happens in Vitally?
Any of Zenlist's 13 actions, including Create a Client Invitation, Get agent, Get chat message and Get client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zenlist to Vitally?
Yes. When something happens in Zenlist, your agent can act in Vitally too. This page covers both directions: Zenlist's triggers and Vitally's actions are listed here as well.
Do I have to build a connector for Vitally or Zenlist?
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 Vitally and Zenlist 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.