Integration
Connect Calendly and Zoho CRM
When something happens in Calendly or Zoho CRM, your agent does the next thing in the other. 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 Calendly and Zoho CRM 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 Calendly and Zoho CRM can do together
From Calendly to Zoho CRM
When New scheduled event (polling) in Calendly
then Add note in Zoho CRM
From Zoho CRM to Calendly
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 Calendly and Zoho CRM
Triggers and actions 4 triggers · 31 actions
- Canceled scheduled event (polling)
Triggers when a scheduled event is canceled.
- New scheduled event (polling)
Triggers when a new scheduled event is created.
- Cancel scheduled event
Cancels a scheduled event with a specified reason for the cancellation.
- Create single-use scheduling link
Creates a single-use booking link that allows one person to schedule an event.
- Get current user
Returns the authenticated user's profile including name, email, timezone, and scheduling URL.
- Get event type
Returns details for the specified event type.
- Get invitee
Returns details about a specific invitee for a scheduled event.
- Get invitee next scheduled event
Gets the next scheduled event for the invitee specified by their email.
- Get scheduled event
Returns details about a specific scheduled event.
- Get user availability schedule
Returns details for the specified user availability schedule.
- List event invitees
Returns the list of invitees for a scheduled event, optionally filtered by status.
- List event type availability schedules
Returns the event type's availability schedules.
- List event types
Returns your calendar's event type templates, optionally filtered by scope and active status.
- List organization memberships
Returns all members of the connected Calendly organization (paginated). One record per membership: user_email, user_uri, user_name, role.
- List scheduled events
Returns scheduled events, filterable by scope, status, date range, and invitee email.
- List user availability schedules
Returns the user's availability schedules.
- List webhook subscriptions
Returns all webhook subscriptions for your organization.
- Mark invitee as no-show
Records that an invitee did not attend their scheduled event.
- Undo invitee no-show
Removes a no-show marking from an invitee.
- Update event type availability schedule
Replaces a single host's availability schedule on a Calendly event type with explicit date rules (full overwrite). Built for CalendarConnect: push real Mindbody bookable slots into Calendly so only MBO-bookable times are offered. CRITICAL: the host is targeted by the NESTED availability_rule.user — a top-level user alone is silently ignored and Calendly replaces the OAuth token owner's schedule instead. Always verify stored_user equals the requested host before trusting the result. For round-robin events, call once per host.
- New or updated record
Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time.
- New record
Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time.
- Add note
Adds a note to a record in any supported Zoho CRM module.
- Add or update record (upsert)
Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module.
- Add tag to record
Add one or more tags (comma-separated names) to a record in the specified module.
- Convert lead
Convert a lead into a contact, account, and optionally a deal. Pass conversion options (e.g. Deals, assign_to) as the Conversion object.
- Create record
Create a new record in the specified Zoho CRM module.
- Delete record
Delete a record by ID from the specified Zoho CRM module.
- Find records
Search for records in a module using Zoho CRM criteria, e.g. (Email:equals:foo@bar.com). Returns up to 200 matching records.
- Get record
Retrieve a single record by ID from the specified Zoho CRM module.
- List notes
Lists notes across all records in Zoho CRM (requires an administrator profile).
- List users
Retrieves users in the Zoho CRM organization, optionally filtered by user type or IDs.
- Query records (COQL)
Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records.
- Remove tag from record
Remove one or more tags (comma-separated names) from a record in the specified module.
- Update record
Update an existing record by ID in the specified Zoho CRM module.
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
Reviews
What our customers say
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Questions
Calendly and Zoho CRM, answered
What can start an automation from Calendly?
Any of Calendly's 2 triggers in the catalog, including New scheduled event (polling) and Canceled scheduled event (polling). Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zoho CRM when something happens in Calendly?
Any of Zoho CRM's 13 actions, including Create record, Update record, Add note and Add or update record (upsert). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho CRM to Calendly?
Yes. When something happens in Zoho CRM, your agent can act in Calendly too. This page covers both directions: Zoho CRM's triggers and Calendly's actions are listed here as well.
Do I have to build a connector for Calendly or Zoho 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.
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.