Integration
Connect Bigin by Zoho CRM to EyeLevel.ai
When something happens in Bigin by Zoho CRM, your agent does the next thing in EyeLevel.ai. Describe it 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 Bigin by Zoho CRM and EyeLevel.ai to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Bigin by Zoho CRM can start in EyeLevel.ai
When New Pipeline Record in Bigin by Zoho CRM
then Add bucket in EyeLevel.ai
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 Bigin by Zoho CRM and EyeLevel.ai
Triggers and actions 2 triggers · 60 actions
- New Pipeline Record
Triggers when a new pipeline record is created.
- New Task
Triggers when a new task is added.
- Add note
Adds a note to a Bigin contact, company, pipeline record, product, task, event or call.
- Add tags to record
Add tags to a record.
- Create Call
Adds a new call record (logged or scheduled call) in Bigin.
- Create Company
Creates a new company
- Create Contact
Creates a new contact.
- Create Event
Creates a new event.
- Create or Update Company
Creates a company in Bigin, or updates the existing company when one already matches on the company's unique fields (by default the company name).
- Create or Update Contact
Creates a contact in Bigin, or updates the existing contact when one matches on the duplicate-check fields (such as email).
- Create or Update Pipeline Record
Creates a pipeline record (deal) in Bigin, or updates the existing one that matches on its unique fields (the deal name by default).
- Create Pipeline Record
Adds a new pipeline record (deal) to Bigin in the chosen sub-pipeline and stage.
- Create Product
Creates a new product.
- Create Task
Creates a new task.
- Delete company
Deletes a company (Accounts module record) from Bigin.
- Delete contact
Deletes a contact from Bigin by its ID.
- Delete pipeline record
Deletes a pipeline record (deal) from Bigin by its ID.
- Delete task
Deletes a task from Bigin by its ID.
- Get company
Fetches a company by ID. An error occurs if the company is not found.
- Get contact
Retrieves the full details of a single Bigin contact by its record ID, including any custom fields.
- Get pipeline record
Retrieves one Bigin pipeline record (deal) by its ID, including its custom fields.
- Get Records Using COQL Query
Runs a COQL SELECT query against a Bigin module (Contacts, Accounts, Pipelines, Products, Calls, Events, Tasks) and returns the matching records.
- Get Task
Returns one Bigin task by its ID, with its subject, status, priority and owner.
- List Notes
Returns the notes attached to a Bigin record, such as a company, contact or pipeline record.
- Search Company
Returns the Bigin companies that match a search word, email address, phone number, or field criteria.
- Search Contact
Returns the Bigin contacts that match a search word, email address, phone number or field criteria.
- Search Event
Search Bigin events by a word, email, phone number or field criteria and return the matching events.
- Search Pipeline Record
Returns the pipeline records (deals) that match a search word, email, phone number or field criteria.
- Search Product
Returns the products that match a search word, email, phone number or field criteria.
- Search Task
Searches Bigin tasks by word, email, phone or field criteria and returns the matches.
- Update Company
Updates an existing company (Accounts module) in Bigin. Only the fields you fill in are changed.
- Update Contact
Updates an existing contact in Bigin. Only the fields you fill in are changed; blank fields are left as they are.
- Update Event
Updates an existing event
- Update Pipeline Record
Updates an existing pipeline record (deal) in Bigin. Only the fields you fill in are changed.
- Update Product
Updates an existing product in Bigin. Only the fields you fill in are changed.
- Update Task
Updates a new task.
- Add bucket
Create a new bucket to hold documents.
- Add bucket to group
Adds an existing bucket to an existing group. Buckets and groups can be associated many to many.
- Add document
Uploads a file into an EyeLevel (GroundX) bucket for ingestion. Returns the ingest process id and its status; ingestion continues asynchronously.
- Add group
Create a new group (collection of buckets).
- Add remote document
Ingest a document hosted at a public URL into a GroundX bucket.
- Crawl website
Crawl a website and ingest its pages as documents into a bucket.
- Delete bucket
Delete a bucket.
- Delete document
Deletes a single document from GroundX.
- Delete group
Deletes a group in GroundX by its group ID.
- Find content by query
Semantic search over ingested content chunks within a bucket/group for relevant passages.
- Find documents by ID
Returns up to 20 documents associated with the specified process, bucket, or group ID.
- Find documents by query
Searches the given documents for the content most relevant to a query, returning suggested LLM context and the matching chunks.
- Get bucket
Retrieve a single bucket by ID.
- Get customer
Get the EyeLevel (GroundX) account information associated with the connected API key, including subscription usage and limits.
- Get customer usage
Get the total searches or file tokens used by the account over a time period.
- Get document
Look up an existing GroundX document by its ID.
- Get document extract
Look up the information GroundX extract has pulled from an existing document.
- Get document processing status
Get the ingestion/processing status of a document by process ID.
- Get document X-Ray
Retrieve the X-Ray (deep semantic parse) result for a document.
- Get group
Retrieve a single group by ID.
- List buckets
Lists the content buckets in your GroundX account.
- List groups
List all groups in your GroundX account (up to 100 per call).
- Remove bucket from group
Removes a bucket from a group without affecting the bucket's other group associations.
- Update bucket
Rename an existing content bucket.
- Update document
Update a document's metadata (e.g. searchData, fileName).
- Update group
Rename an existing group.
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
Bigin by Zoho CRM and EyeLevel.ai, answered
What can start an automation from Bigin by Zoho CRM?
Any of Bigin by Zoho CRM's 2 triggers in the catalog, including New Pipeline Record and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in EyeLevel.ai when something happens in Bigin by Zoho CRM?
Any of EyeLevel.ai's 26 actions, including Update bucket, Update document, Update group and Add bucket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from EyeLevel.ai to Bigin by Zoho CRM?
EyeLevel.ai has no triggers in the catalog today, so automations start in Bigin by Zoho CRM. If you need the other direction, ask: your agent reads EyeLevel.ai's API documentation and adds it.
Do I have to build a connector for Bigin by Zoho CRM or EyeLevel.ai?
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.
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.