--- title: "Connect Zengine to WiseTeam - APIANT.ai" description: "When \"New Event\" fires in Zengine, your agent runs \"Add contact\" in WiseTeam." canonical: "https://apiant.ai/connect/zengine-to-wiseteam" --- # Connect Zengine to WiseTeam When **New Event** fires in [Zengine](https://apiant.ai/connections/zengine), your agent runs **Add contact** in [WiseTeam](https://apiant.ai/connections/wiseteam). Describe the whole flow and it is built, tested on every scenario and kept running. Zengine **3** triggers Zengine **12** actions WiseTeam **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Zengine and WiseTeam 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 Zengine can start in WiseTeam - When **New Event** in Zengine then **Add contact** in WiseTeam - When **New Task** in Zengine then **Add task** in WiseTeam 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 Zengine and WiseTeam ## Triggers and actions 3 triggers · 29 actions - 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. - Action **Add account** Creates a new account (company) in WiseTeam. - Action **Add contact** Creates a new contact in WiseTeam. - Action **Add note** Adds a note to a WiseTeam lead, contact, account, opportunity or other record. - Action **Add opportunity** Creates a new sales opportunity in WiseTeam, optionally linked to an account, contact and lead. - Action **Add task** Creates a task in WiseTeam, optionally attached to a project or other record. - Action **Get account** Returns a single WiseTeam account by its ID. - Action **Get contact** Returns a single WiseTeam contact by its ID, including name, address, phone and email details. - Action **Get lead** Returns a single WiseTeam lead by its record ID, including all of its fields. - Action **Get project** Returns a WiseTeam project by its ID, including its dates, status, budget, owner, account and custom properties. - Action **Get task** Returns a WiseTeam task by its ID, including its name, code, status, type, planned and actual dates, and owner. - Action **List accounts** Returns all accounts in your WiseTeam CRM with their name and code. - Action **List contacts** Returns all contacts in your WiseTeam account. - Action **List leads** Returns the leads in your WiseTeam account. - Action **Update account** Updates an existing account in WiseTeam, changing its name, code or acronym. - Action **Update contact** Updates an existing contact in WiseTeam. Fields left blank keep their current values. - Action **Update lead** Updates an existing WiseTeam lead's topic, owner, status, priority, dates and linked account, contact or campaign. - Action **Update opportunity** Updates an existing opportunity in WiseTeam, such as its title, owner, status, priority, dates or linked account, contact, campaign and lead. ## Each app on its own - [ **Zengine** Zengine by WizeHive is a flexible solution for managing grants, scholarships, fellowships, and more through...](https://apiant.ai/connections/zengine) - [ **WiseTeam** WiseTeam is a team collaboration tool to organize tasks and keep projects on track.](https://apiant.ai/connections/wiseteam) Reviews ## What our customers say ## More from Zengine - [ **Zengine to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zengine-to-zoom) - [ **Zengine to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zengine-to-linkedin) - [ **Zengine to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zengine-to-facebook) - [ **Zengine to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zengine-to-anthropic) - [ **Zengine to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zengine-to-supabase) - [ **Zengine to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/zengine-to-elevenlabs) ## More into WiseTeam - [ **CustomGPT.ai to WiseTeam** CustomGPT.ai is a no-code platform that lets you build AI chatbots using your own business content, designed...](https://apiant.ai/connect/customgpt-ai-to-wiseteam) - [ **HubSpot to WiseTeam** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wiseteam) - [ **Salesforce to WiseTeam** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wiseteam) - [ **Slack to WiseTeam** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wiseteam) - [ **Google Sheets to WiseTeam** Google Sheets](https://apiant.ai/connect/google-sheets-to-wiseteam) - [ **Gmail to WiseTeam** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wiseteam) Questions ## Zengine and WiseTeam, answered ### ### What can start an automation from Zengine? Any of Zengine's 3 triggers in the catalog, including New Event, New Task and Updated Record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in WiseTeam when something happens in Zengine? Any of WiseTeam's 17 actions, including Update account, Update contact, Update lead and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WiseTeam to Zengine? WiseTeam has no triggers in the catalog today, so automations start in Zengine. If you need the other direction, ask: your agent reads WiseTeam's API documentation and adds it. ### ### Do I have to build a connector for Zengine or WiseTeam? 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 Zengine and WiseTeam 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.