--- title: "Connect ComplyCube and Zoho FSM - APIANT.ai" description: "When \"Check Completed\" fires in ComplyCube, your agent runs \"Add contact\" in Zoho FSM, or \"New Module Entry\" in Zoho FSM to \"Add Note\" in ComplyCube." canonical: "https://apiant.ai/connect/complycube-to-zoho-fsm" --- # Connect ComplyCube and Zoho FSM When **Check Completed** fires in [ComplyCube](https://apiant.ai/connections/complycube), your agent runs **Add contact** in [Zoho FSM](https://apiant.ai/connections/zoho-fsm), or **New Module Entry** in Zoho FSM to **Add Note** in ComplyCube. Describe the whole flow and it is built, tested on every scenario and kept running. ComplyCube **2** triggers ComplyCube **39** actions Zoho FSM **3** triggers Zoho FSM **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 ComplyCube and Zoho FSM 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 ComplyCube and Zoho FSM can do together ### From ComplyCube to Zoho FSM - When **Check Completed** in ComplyCube then **Add contact** in Zoho FSM - When **New Event** in ComplyCube then **Add work order** in Zoho FSM ### From Zoho FSM to ComplyCube - When **New Module Entry** in Zoho FSM then **Add Note** in ComplyCube - When **New/Updated Module Entry** in Zoho FSM then **Create Client** in ComplyCube 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 ComplyCube and Zoho FSM ## Triggers and actions 5 triggers · 52 actions - Trigger **Check Completed** Triggers when a new check is received. - Trigger **New Event** Triggers when a new event is received. - Action **Add Note** Add a note to a client for investigations, reviews, or compliance reporting. - Action **Create Address** Creates a new address for a client. - Action **Create Check** Create a verification check (identity, document, AML, or other check type) against a client. - Action **Create Client** Updates clients details using the given input. - Action **Create Document** Creates a new document for a client. - Action **Create Session** Creates a verification session link using workflow templates. - Action **Delete Address** Deletes an existing address. - Action **Delete Client** Deletes an existing client. - Action **Delete Document** Deletes an existing document. - Action **Delete Note** Delete a note. - Action **Find Addresses** Search and verify an address for KYC address checks. - Action **Find Companies** Search for companies by name or registration details for KYB checks. - Action **Generate Check Report** Generate a PDF report for a specific check. - Action **Generate Client Report** Generate a PDF report summarizing a client's compliance record. - Action **Generate Session Report** Generates a session report PDF and returns it as a file for use in later Zap steps. - Action **Generate Token** Generate an SDK token to securely authenticate a frontend user session. - Action **Get Address** Retrieves an address using "Address ID". - Action **Get Check Results** Retrieves a check's results using "Check ID". - Action **Get Client** Retrieves a client's results using "Client ID". - Action **Get Company Details** Retrieve detailed information about a company by its ID. - Action **Get Document** Retrieves a document using "Document ID". - Action **Get Live Photo** Retrieve a client's live photo by ID. - Action **Get Note** Retrieve a note by ID. - Action **Get Risk Profile** Retrieve a client's AML risk profile and score. - Action **Get Session Results** Retrieves a session's results using "Session ID". - Action **List Addresses** List addresses linked to a client. - Action **List Checks** List checks performed on a client. - Action **List Clients** List clients with optional filters and pagination. - Action **List Documents** List documents linked to a client. - Action **List Live Photos** List a client's live photos. - Action **List Notes** List notes linked to a client. - Action **List Workflow Sessions** List a client's workflow sessions. - Action **Update Address** Updates an existing address. - Action **Update Check** Update an existing check's parameters. - Action **Update Client** Updates clients details using the given input. - Action **Update Document** Updates an existing document. - Action **Update Note** Update an existing note. - Action **Upload Document Image** Uploads an image attachment (front or back) to an existing document. - Action **Upload Live Photo** Upload a client's live photo (selfie) for biometric identity and liveness verification. - Trigger **New Module Entry** Triggers when a new record is created in the chosen Zoho FSM module, such as a work order, request or contact. - Trigger **New/Updated Module Entry** Triggers when a record in the chosen Zoho FSM module is created or updated. - Trigger **Updated Module Entry** Triggers when an existing record in the chosen Zoho FSM module is changed. - Action **Add asset** Creates a new asset in Zoho FSM, optionally linked to a part, contact and company. - Action **Add company** Creates a new company record in Zoho FSM. - Action **Add contact** Creates a new contact in Zoho FSM and returns its id. - Action **Add estimate** Creates a new estimate in Zoho FSM for a contact and company, with optional service and part line items. - Action **Add note** Adds a note to a request, estimate, work order, service appointment, contact or asset record. - Action **Add request** Creates a new service request in Zoho FSM for a contact or company. - Action **Add service appointment** Creates a service appointment for line items of an existing work order in Zoho FSM, scheduled for the given start and end time. - Action **Add work order** Creates a new work order in Zoho FSM with its service line items, customer and addresses. - Action **Create Module Entry** Creates a new record in any Zoho FSM module (Companies, Contacts, Assets, Requests, Work Orders and more) from the field values you supply. - Action **Find Module Entry** Finds records in a Zoho FSM module (such as Contacts, Companies or Work Orders) whose chosen field matches a search value. - Action **Get Related Records** Returns the records related to a Zoho FSM record, such as the notes, work orders or service appointments linked to a contact. - Action **Update Module Entry** Updates an existing record in a Zoho FSM module, such as a company, contact, asset, request or work order, with the field values you supply. - Action **Update work order** Updates an existing work order in Zoho FSM, such as its summary, contact, company, addresses or service line items. ## Each app on its own - [ **ComplyCube** ComplyCube is an all-in-one identity verification, KYC and anti-money laundering compliance platform for...](https://apiant.ai/connections/complycube) - [ **Zoho FSM** Zoho FSM helps you manage work orders, streamline operations and run your field service business efficiently.](https://apiant.ai/connections/zoho-fsm) Reviews ## What our customers say ## More from ComplyCube - [ **ComplyCube to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/complycube-to-hubspot) - [ **ComplyCube to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/complycube-to-salesforce) - [ **ComplyCube to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/complycube-to-slack) - [ **ComplyCube to Google Sheets** Google Sheets](https://apiant.ai/connect/complycube-to-google-sheets) - [ **ComplyCube to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/complycube-to-gmail) - [ **ComplyCube to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/complycube-to-google-calendar) ## More into Zoho FSM - [ **HubSpot to Zoho FSM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-fsm) - [ **Salesforce to Zoho FSM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-fsm) - [ **Slack to Zoho FSM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-fsm) - [ **Google Sheets to Zoho FSM** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-fsm) - [ **Gmail to Zoho FSM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-fsm) - [ **Google Calendar to Zoho FSM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-fsm) Questions ## ComplyCube and Zoho FSM, answered ### ### What can start an automation from ComplyCube? Any of ComplyCube's 2 triggers in the catalog, including Check Completed and New Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zoho FSM when something happens in ComplyCube? Any of Zoho FSM's 13 actions, including Create Module Entry, Update Module Entry, Update work order and Add asset. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho FSM to ComplyCube? Yes. When something happens in Zoho FSM, your agent can act in ComplyCube too. This page covers both directions: Zoho FSM's triggers and ComplyCube's actions are listed here as well. ### ### Do I have to build a connector for ComplyCube or Zoho FSM? 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 ComplyCube and Zoho FSM 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.