Sales & CRM
Zinnect integration
Start workflows and AI agents from Zinnect events, and let agents act in Zinnect within the limits you set.
Zinnect triggers and actions
Every Zinnect trigger and action you can use in Konnectify workflows and AI agents.
- Trigger: New Contact
This trigger fires whenever a new contact is added, checking records periodically.
- Action: List Customers
Fetches a paginated list of Customers from Zinnect.
- Action: List Contacts
Fetches a paginated list of Contacts from Zinnect.
- Action: List Leads
Fetches a paginated list of Leads from Zinnect.
- Action: List Opportunities
Fetches a paginated list of Opportunities from Zinnect.
- Action: List Tasks
Fetches a paginated list of Tasks (Activities) from Zinnect.
- Action: Create Customer
Creates a new Customer. Dynamic custom attributes, lists, and currencies are handled appropriately.
- Action: Create Contact
Creates a new Contact. Dynamic custom attributes, lists, and relationships are handled appropriately.
- Action: Upsert Customer
Creates a new Customer or updates an existing one based on the provided search website domain.
- Action: Upsert Contact
Creates a new Contact or updates an existing one based on the provided search email address.
- Action: Create Task
Creates a new Task activity. Dropdowns are dynamically populated from Apptivo config. Array fields accept stringified data or comma-separated strings.
- Action: Create Opportunity
Creates a new Opportunity. Dropdowns are dynamically populated from Apptivo config. Array fields accept stringified data or comma-separated strings.
- Action: Update Contact
Updates a Contact by ID. Only the ID is mandatory.
- Action: Update Customer
Updates a Customer by ID. Only the ID is mandatory.
- Action: Update Task
Updates a Task by ID. Only the Activity ID is mandatory. Query attributes are mapped seamlessly.
- Action: Update Opportunity
Updates an Opportunity by ID. Only the Opportunity ID is mandatory.
- Action: Delete Customer
Permanently deletes a Customer by their unique ID.
- Action: Delete Contact
Permanently deletes a Contact by their unique ID.
- Action: Delete Opportunity
Deletes an existing Opportunity by its ID.
- Action: Delete Task
Deletes an existing Task activity by its ID.
- Action: Search Contact by Email
Searches for a Contact in Zinnect using the advanced search endpoint with their email address.
- Action: Search Customer by Email
Searches for a Customer in Zinnect using the advanced search endpoint with their email address.
- Action: Search Customer by Name
Searches for a Customer in Zinnect using the advanced search endpoint with their customer name.
- Action: Search Customer by Domain
Searches for a Customer in Zinnect using the advanced search endpoint with their website URL/domain.
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Use Zinnect in an AI agent
Add any Zinnect action to an agent as a tool. The agent decides when to use it; you set the limits. Pin fields it can't change, limit fields to allowed values, and require approval before it acts. Every action is recorded in the Event Logs.
Connect Zinnect with other apps
See what you can automate between Zinnect and another app, with workflows and AI agents.
Which app do you want to connect with Zinnect?
Pick any of 201 apps to see what it can do with Zinnect.
Zinnect and AI
Add AI steps to Zinnect workflows
Summarise, classify or draft with ChatGPT, Claude or Gemini inside a workflow.Zinnect + ChatGPT Zinnect + Claude Zinnect + Gemini
Use Zinnect actions from Claude or ChatGPT
Expose the Zinnect actions you choose to Claude, ChatGPT or another MCP client through an MCP server you control.
Set up an MCP server
Connect Zinnect and run your first workflow
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