--- title: "Connect Commonsku and Zoho CRM - APIANT.ai" description: "When \"New client\" fires in Commonsku, your agent runs \"Add or update record (upsert)\" in Zoho CRM." canonical: "https://apiant.ai/connect/commonsku-to-zoho-crm" --- # Connect Commonsku and Zoho CRM When **New client** fires in [Commonsku](https://apiant.ai/connections/commonsku), 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 **Add client contact** in Commonsku. Describe the whole flow and it is built, tested on every scenario and kept running. Commonsku **3** triggers Commonsku **22** 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 Commonsku 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 Commonsku and Zoho CRM can do together ### From Commonsku to Zoho CRM - When **New client** in Commonsku then **Add or update record (upsert)** in Zoho CRM - When **New invoice** in Commonsku then **Add tag to record** in Zoho CRM ### From Zoho CRM to Commonsku - When **New or updated record** in Zoho CRM then **Add client contact** in Commonsku - When **New record** in Zoho CRM then **Update contact** in Commonsku 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 Commonsku and Zoho CRM ## Triggers and actions 5 triggers · 35 actions - Trigger **New client** Triggers when a new client is added in commonsku. - Trigger **New invoice** Triggers when a new invoice is created in commonsku. - Trigger **Sales Order Status Change** Triggers when a sales order reaches a new status, such as Client Approved, In Production or Shipped. Each newly created sales order also fires once with its first status. - Action **Add client** Creates a new client in commonsku. - Action **Add client address** Creates a new address in a client's address book and returns the created address. - Action **Add client contact** Creates a contact for a commonsku client and returns the new contact. - Action **Add project** Creates a new project for an existing client in commonsku. - Action **Add tag** Creates a tag in your commonsku company, or returns the existing tag if one with the same label already exists. - Action **Delete client** Deletes a client from commonsku by ID, along with all of its contacts and addresses, and returns the deleted client. - Action **Find products by keyword** Returns the products whose name, supplier code or tag match a keyword, optionally narrowed by supplier, division, tag, owner or net price. - Action **Get client** Returns the details of a single Commonsku client, including its terms, industry, status and tags. An error occurs if the client is not found. - Action **Get invoice** Returns a single invoice, including its customer, billing and shipping details, line items and totals. An error occurs if the invoice is not found. - Action **Get product** Returns the full details of a single product by its ID, including its colors, sizes, imprints, images, SKUs, costs and prices. An error occurs if the product is not found. - Action **Get project** Returns the details of a single commonsku project by its ID. - Action **List client contacts** Returns the contacts associated with a commonsku client, including names, email, department and phone numbers. - Action **List clients** Returns the clients in your commonsku account, optionally filtered by customer number, client name, credit hold status or last-updated date. - Action **List invoices** Returns invoices in your commonsku account, optionally filtered by status, customer, numbers or dates. - Action **List products** Returns products in your commonsku account, optionally filtered by keyword, supplier, division, tag or price, or by a special mode such as popular or recently used products. - Action **List projects** Returns the projects in your commonsku account, optionally filtered by client, dates or project number. - Action **List purchase orders** Returns the purchase orders in your commonsku account, optionally filtered by status, client, order numbers, dates or tracking number. - Action **List sales orders** Returns the sales orders in your commonsku account, optionally filtered by status, client, numbers and date ranges. - Action **List tags** Returns the tags defined in your commonsku company, optionally limited to one record, one record type, or a label search. - Action **Update client** Updates an existing commonsku client's name, payment terms, industry, rep, website, status, credit hold and tags. - Action **Update contact** Updates an existing client contact's name, email or department in commonsku. - Action **Update product** Updates an existing product in commonsku. Only the fields you fill in are changed. - 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 - [ **Commonsku** commonsku is a workflow management, CRM, and ERP platform specifically designed for the promotional goods...](https://apiant.ai/connections/commonsku) - [ **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 Commonsku - [ **Commonsku to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/commonsku-to-hubspot) - [ **Commonsku to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/commonsku-to-salesforce) - [ **Commonsku to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/commonsku-to-slack) - [ **Commonsku to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/commonsku-to-google-sheets) - [ **Commonsku to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/commonsku-to-gmail) - [ **Commonsku to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/commonsku-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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## Commonsku and Zoho CRM, answered ### ### What can start an automation from Commonsku? Any of Commonsku's 3 triggers in the catalog, including New client, New invoice and Sales Order Status Change. 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 Commonsku? 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 Commonsku? Yes. When something happens in Zoho CRM, your agent can act in Commonsku too. This page covers both directions: Zoho CRM's triggers and Commonsku's actions are listed here as well. ### ### Do I have to build a connector for Commonsku 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 Commonsku 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.