# Connect Zenkit to ForceManager CRM When **New Item** fires in [Zenkit](https://apiant.ai/connections/zenkit), your agent runs **Add contact** in [ForceManager CRM](https://apiant.ai/connections/forcemanager-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Zenkit **1** trigger Zenkit **7** actions ForceManager CRM **25** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Zenkit and ForceManager CRM 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 Zenkit can start in ForceManager CRM - When **New Item** in Zenkit then **Add contact** in ForceManager CRM - When **New Item** in Zenkit then **Add sales order** in ForceManager CRM 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 Zenkit and ForceManager CRM ## Triggers and actions 1 trigger · 32 actions - Trigger **New Item** Triggers when a new item is created. - Action **Add Comment to Item** Adds a comment to an item. - Action **Add workspace** Create a workspace. Zenkit API: Workspaces > Create workspace. - Action **Delete item** Delete a list entry (item). Zenkit API: Entries > Delete entry. - Action **Find Item** Finds an existing item. - Action **Find Member** Find a member of a collection. - Action **Get workspace** Get a workspace by id. Zenkit API: Workspaces > Get workspace. - Action **List workspaces** List all workspaces and their lists. Zenkit API: Workspaces > Get all workspaces and lists. - Action **Add account** Create an account (company/person). - Action **Add activity** Create an activity. - Action **Add call** Log a call. - Action **Add contact** Create a contact. - Action **Add opportunity** Create an opportunity. - Action **Add product** Create a product. - Action **Add sales order** Create an order header. - Action **Delete account** Delete an account. - Action **Delete contact** Delete a contact. - Action **Delete opportunity** Delete an opportunity. - Action **Get account** Get an account by ID. - Action **Get activity** Get an activity by ID. - Action **Get call** Retrieves a single call record by id. - Action **Get contact** Get a contact by ID. - Action **Get opportunity** Get an opportunity by ID. - Action **Get sales order** Returns one sales order header by id. - Action **List accounts** List accounts, paginated, with optional filters. - Action **List activities** List activities. - Action **List contacts** List contacts. - Action **List opportunities** List opportunities. - Action **List products** List products. - Action **Update account** Update an account. - Action **Update activity** Update an activity. - Action **Update contact** Update a contact. - Action **Update opportunity** Update an opportunity. ## Each app on its own - [ **Zenkit** Zenkit is a flexible workspace you can use to organize the things you care about, in the way that suits you...](https://apiant.ai/connections/zenkit) - [ **ForceManager CRM** Mobile CRM for field sales teams that logs calls, visits, and emails and tracks pipeline, opportunities, and...](https://apiant.ai/connections/forcemanager-crm) Reviews ## What our customers say ## More from Zenkit - [ **Zenkit to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zenkit-to-zoom) - [ **Zenkit to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zenkit-to-linkedin) - [ **Zenkit to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zenkit-to-facebook) - [ **Zenkit to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zenkit-to-anthropic) - [ **Zenkit to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/zenkit-to-gohighlevel) - [ **Zenkit to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zenkit-to-supabase) ## More into ForceManager CRM - [ **HubSpot to ForceManager CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-forcemanager-crm) - [ **Salesforce to ForceManager CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-forcemanager-crm) - [ **Slack to ForceManager CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-forcemanager-crm) - [ **Google Sheets to ForceManager CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-forcemanager-crm) - [ **Gmail to ForceManager CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-forcemanager-crm) - [ **Google Calendar to ForceManager CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-forcemanager-crm) Questions ## Zenkit and ForceManager CRM, answered ### ### What can start an automation from Zenkit? Any of Zenkit's 1 trigger in the catalog, including New Item. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ForceManager CRM when something happens in Zenkit? Any of ForceManager CRM's 25 actions, including Update account, Update activity, Update contact and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ForceManager CRM to Zenkit? ForceManager CRM has no triggers in the catalog today, so automations start in Zenkit. If you need the other direction, ask: your agent reads ForceManager CRM's API documentation and adds it. ### ### Do I have to build a connector for Zenkit or ForceManager CRM? 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 Zenkit and ForceManager CRM 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.