--- title: "Connect Casting42 and Zoho CRM - APIANT.ai" description: "When \"New Casting\" fires in Casting42, your agent runs \"Add or update record (upsert)\" in Zoho CRM." canonical: "https://apiant.ai/connect/casting42-to-zoho-crm" --- # Connect Casting42 and Zoho CRM When **New Casting** fires in [Casting42](https://apiant.ai/connections/casting42), your agent runs **Add or update record (upsert)** in [Zoho CRM](https://apiant.ai/connections/zoho-crm), or **New or updated record** in Zoho CRM to **Create Contact** in Casting42. Describe the whole flow and it is built, tested on every scenario and kept running. Casting42 **6** triggers Casting42 **15** actions Zoho CRM **2** triggers Zoho CRM **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Casting42 and Zoho 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 Casting42 and Zoho CRM can do together ### From Casting42 to Zoho CRM - When **New Casting** in Casting42 then **Add or update record (upsert)** in Zoho CRM - When **New Contact** in Casting42 then **Add tag to record** in Zoho CRM ### From Zoho CRM to Casting42 - When **New or updated record** in Zoho CRM then **Create Contact** in Casting42 - When **New record** in Zoho CRM then **Add File to Talent** in Casting42 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 Casting42 and Zoho CRM ## Triggers and actions 8 triggers · 28 actions - Trigger **New Casting** Triggers when a casting has been created in your Casting42 Database. - Trigger **New Contact** Triggers when a contact has been added to your Casting42 database. - Trigger **New Talent** Triggers when a new talent is added in Casting42. Casting42 only shares talents whose "Allow API response" setting is turned on, so talents without it never trigger this. - Trigger **Updated Casting** Triggers when the data of a casting has been updated. - Trigger **Updated Contact** Triggers when the data of a contact has been updated in your Casting42 database. - Trigger **Updated Talent** Triggers when a talent is updated in Casting42. Casting42 only shares talents whose "Allow API response" setting is turned on, so talents without it never trigger this. - Action **Add File to Talent** Uploads a file such as a resume or PDF document to a talent's profile. - Action **Add Mediafile to Talent** Uploads a video or audio media file to a talent's profile in Casting42. - Action **Add Talent to Group** Adds one or more talents to an existing Casting42 group. - Action **Create Casting** Creates a new casting project in Casting42 and returns it along with its talent sign-up link. - Action **Create Contact** Creates a new contact in Casting42 with name, email, company, phone, language and address. - Action **Create Group** Creates a new group in Casting42 for organizing talents. - Action **Create or Update Candidate** Adds a talent to a casting as a candidate, or updates the candidate's tags if the talent is already in that casting. - Action **Create Talent** Creates a new talent profile in your Casting42 database and returns the created talent. - Action **Find Casting** Finds a casting by its tag and returns the full casting record. - Action **Get Contact** Returns a single Casting42 contact identified by its tag. - Action **Get Group** Returns a Casting42 group and its talents by the group's tag. - Action **Get Talent** Returns a single talent record, including custom fields and skills, by its tag. - Action **Update Casting** Updates an existing casting in Casting42, such as its name, description, dates, locations and sharing options. Fields left blank are not changed. - Action **Update Contact** Updates an existing contact in Casting42. Only the fields you fill in are changed. - Action **Update Talent** Updates an existing talent in Casting42, identified by its tag. Fields left blank keep their current values. - Trigger **New or updated record** Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time. - Trigger **New record** Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time. - Action **Add note** Adds a note to a record in any supported Zoho CRM module. - Action **Add or update record (upsert)** Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module. - Action **Add tag to record** Add one or more tags (comma-separated names) to a record in the specified module. - Action **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. - Action **Create record** Create a new record in the specified Zoho CRM module. - Action **Delete record** Delete a record by ID from the specified Zoho CRM module. - Action **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. - Action **Get record** Retrieve a single record by ID from the specified Zoho CRM module. - Action **List notes** Lists notes across all records in Zoho CRM (requires an administrator profile). - Action **List users** Retrieves users in the Zoho CRM organization, optionally filtered by user type or IDs. - Action **Query records (COQL)** Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records. - Action **Remove tag from record** Remove one or more tags (comma-separated names) from a record in the specified module. - Action **Update record** Update an existing record by ID in the specified Zoho CRM module. ## Each app on its own - [ **Casting42** Casting42 is a customizable database for casting directors, production companies, extras agencies, and...](https://apiant.ai/connections/casting42) - [ **Zoho CRM** Zoho CRM makes it easy to get the complete picture of your sales cycle and stay on top of your business...](https://apiant.ai/connections/zoho-crm) Reviews ## What our customers say ## More from Casting42 - [ **Casting42 to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/casting42-to-hubspot) - [ **Casting42 to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/casting42-to-salesforce) - [ **Casting42 to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/casting42-to-slack) - [ **Casting42 to Google Sheets** Google Sheets](https://apiant.ai/connect/casting42-to-google-sheets) - [ **Casting42 to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/casting42-to-gmail) - [ **Casting42 to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/casting42-to-google-calendar) ## More into Zoho CRM - [ **HubSpot to Zoho CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-crm) - [ **Salesforce to Zoho CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-crm) - [ **Slack to Zoho CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-crm) - [ **Google Sheets to Zoho CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-crm) - [ **Gmail to Zoho CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-crm) - [ **Google Calendar to Zoho CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-crm) Questions ## Casting42 and Zoho CRM, answered ### ### What can start an automation from Casting42? Any of Casting42's 6 triggers in the catalog, including New Casting, New Contact, New Talent and Updated Casting. 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 Casting42? 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 Casting42? Yes. When something happens in Zoho CRM, your agent can act in Casting42 too. This page covers both directions: Zoho CRM's triggers and Casting42's actions are listed here as well. ### ### Do I have to build a connector for Casting42 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. ### ### Can my AI client use Casting42 and Zoho 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.