Integration
Connect Chaport and Zoho CRM
When something happens in Chaport 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 Chaport 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 Chaport and Zoho CRM can do together
From Chaport to Zoho CRM
When Chat Stage Updated (instant) in Chaport
then Add note in Zoho CRM
From Zoho CRM to Chaport
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 Chaport and Zoho CRM
Triggers and actions 10 triggers · 25 actions
- Chat Closed (instant)
Fires when a chat is closed. Webhook event: chat.closed.
- Chat Finished
Triggers when chat is finished.
- Chat Stage Updated (instant)
Fires when a chat's stage changes. Webhook event: chat.stageUpdated.
- Message Read (instant)
Fires when a message is read. Webhook event: message.read.
- New Chat Started
Triggers when chat is started.
- New Message Sent (instant)
Fires when a new message is sent in a chat. Webhook event: message.sent.
- New Visitor (instant)
Fires when a new visitor is created. Webhook event: visitor.created.
- Visitor Updated
Triggers when visitor data is updated.
- Create an Operator
Adds a new operator to your Chaport account and returns the created operator.
- Delete a Message
Deletes one message from a Chaport chat. Identify the visitor and the message you want removed.
- Delete an Operator
Removes an operator from your Chaport account.
- List Operators
Returns every operator in your Chaport account, with each operator's name, email, role and status.
- List Visitors
Returns the visitors in your Chaport account, one page at a time.
- Retrieve an Operator
Returns one Chaport operator with their name, email, role, job title and current status.
- Retrieve a Visitor
Returns one Chaport visitor with their name, contact details, notes and any custom data held about them.
- Retrieve Last Visitor Chat
Returns a visitor's most recent Chaport chat, including its stage, operators and — when asked for — the transcript.
- Send a Message
Posts a message into a Chaport visitor's chat, starting a chat if there isn't one open.
- Update an Operator
Updates a Chaport operator's details. Anything you leave blank keeps its current value.
- Update a Visitor
Updates an existing Chaport visitor's contact details, notes and custom data. Only the fields you fill in are changed; blank fields are left untouched.
- Update Operator Status
Sets a Chaport operator's availability status, such as online or offline, optionally for a limited time.
- 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
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Questions
Chaport and Zoho CRM, answered
What can start an automation from Chaport?
Any of Chaport's 8 triggers in the catalog, including Chat Stage Updated (instant), New Chat Started, New Message Sent (instant) and New Visitor (instant). 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 Chaport?
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 Chaport?
Yes. When something happens in Zoho CRM, your agent can act in Chaport too. This page covers both directions: Zoho CRM's triggers and Chaport's actions are listed here as well.
Do I have to build a connector for Chaport 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.