--- title: "Connect DNSFilter and Zoho CRM - APIANT.ai" description: "When \"Blocked Page Form Submitted\" fires in DNSFilter, your agent runs \"Add or update record (upsert)\" in Zoho CRM." canonical: "https://apiant.ai/connect/dnsfilter-to-zoho-crm" --- # Connect DNSFilter and Zoho CRM When **Blocked Page Form Submitted** fires in [DNSFilter](https://apiant.ai/connections/dnsfilter), 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 organization user** in DNSFilter. Describe the whole flow and it is built, tested on every scenario and kept running. DNSFilter **4** triggers DNSFilter **29** 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 DNSFilter 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 DNSFilter and Zoho CRM can do together ### From DNSFilter to Zoho CRM - When **Blocked Page Form Submitted** in DNSFilter then **Add or update record (upsert)** in Zoho CRM - When **Policy Changed** in DNSFilter then **Add tag to record** in Zoho CRM ### From Zoho CRM to DNSFilter - When **New or updated record** in Zoho CRM then **Add organization user** in DNSFilter - When **New record** in Zoho CRM then **Add IP address** in DNSFilter 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 DNSFilter and Zoho CRM ## Triggers and actions 6 triggers · 42 actions - Trigger **Blocked Page Form Submitted** Triggers when a user submits the form on the blocked page. - Trigger **Blocked Page Visited** Triggered when someone in your DNSFilter account hits a blocked page. - Trigger **Invoice Available** Triggered when a new DNSFilter invoice becomes available. - Trigger **Policy Changed** Triggered when a DNSFilter policy is created or changed. - Action **Add IP address** Adds an IP address to a DNSFilter site (network) so DNS traffic from that address is filtered under the site's policy. - Action **Add organization user** Adds a new or existing user, by email, to a DNSFilter organization with the chosen role. - Action **Add policy** Creates a new DNS filtering policy in a DNSFilter organization, with its allow/block lists, blocked categories and safe-search settings. - Action **Add scheduled report** Creates a scheduled report that emails DNSFilter traffic and threat summaries for an organization on a recurring schedule. - Action **Add to Allow List** Adds a single domain to a DNSFilter policy's allow list, with a note explaining why. - Action **Add to Block List** Adds a single domain to a DNSFilter policy's block list, with a note explaining why. - Action **Allow Category in a Policy** Allows a content category in a DNSFilter policy by taking it off that policy's blocked-category list. - Action **Assign Policy to a Roaming Client** Assigns a DNSFilter policy to a roaming client, so that device filters against that policy. - Action **Assign Policy to a Site** Assigns a DNSFilter policy to a site, so traffic from that site filters against that policy. - Action **Block Category in a Policy** Blocks a content category in a DNSFilter policy by adding it to that policy's blocked-category list. - Action **Create Organization** Creates a new organization under an MSP in DNSFilter. - Action **Create Site** Creates a new site (network) in DNSFilter, optionally on a chosen policy and block page. - Action **Delete IP address** Removes an IP address from your DNSFilter account. - Action **Delete organization user** Removes a user from a DNSFilter organization. The user's account itself is not deleted. - Action **Delete policy** Deletes a policy from your DNSFilter account. - Action **Delete site** Deletes a site (network) from DNSFilter. A site with active roaming clients or LAN proxies cannot be deleted. - Action **Find domain by FQDN** Returns the domain DNSFilter has on record for a fully qualified domain name, including its host, name and associated categories and applications. - Action **Get organization** Returns the details of one DNSFilter organization by its ID, including its name, billing contact, feature flags and associated networks. An error occurs if the organization is not found. - Action **Get policy** Returns a DNSFilter policy by ID, including its allow and block lists, blocked categories and safe search settings. An error occurs if the policy is not found. - Action **Get site** Returns a DNSFilter site (network) by its ID, including its name, address, block page settings and linked policies. - Action **List categories** Returns every DNSFilter content category, including internal categories, with each category's name, description and whether it is a security threat. - Action **List IP addresses** Returns the IP addresses associated with your DNSFilter account, optionally narrowed by a search term. - Action **List organizations** Returns all organizations your DNSFilter account can access, optionally filtered by name, type or MSP. - Action **List organization users** Returns the users of a DNSFilter organization, with their contact details, role and organization access. - Action **List policies** Returns every DNS filtering policy your DNSFilter account can access, with each policy's allow list, block list and settings. - Action **List sites** Returns the sites (networks) in your DNSFilter account, optionally filtered by a search term or by whether a policy is assigned. - Action **Update organization** Updates an organization's name, billing contact, address, plan and privacy settings, and returns the updated organization. - Action **Update policy** Updates a DNSFilter policy's name, safe-search settings, allow/block lists, blocked categories, countries and applications. - Action **Update site** Updates a site's name, organization, policies, block page, address, IP addresses and local DNS settings, and returns the updated site. - 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 - [ **DNSFilter** DNSFilter is a cloud-based, AI-driven content filtering and threat protection service.](https://apiant.ai/connections/dnsfilter) - [ **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 DNSFilter - [ **DNSFilter to Enrich.so** Enrich is a reverse email lookup tool that finds 50+ data points on your prospects using their email.](https://apiant.ai/connect/dnsfilter-to-enrich-so) - [ **DNSFilter to OpenNEM** API for Australian electricity market data, including real-time and historical generation, demand, and price...](https://apiant.ai/connect/dnsfilter-to-opennem) - [ **DNSFilter to Supadata** Supadata is a service for transcribing YouTube, TikTok, Twitter and Instagram video content, providing...](https://apiant.ai/connect/dnsfilter-to-supadata) - [ **DNSFilter to Teamcamp** Teamcamp is an all-in-one project management application with project management, time tracking and invoicing](https://apiant.ai/connect/dnsfilter-to-teamcamp) - [ **DNSFilter to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/dnsfilter-to-hubspot) - [ **DNSFilter to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/dnsfilter-to-salesforce) ## 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 ## DNSFilter and Zoho CRM, answered ### ### What can start an automation from DNSFilter? Any of DNSFilter's 4 triggers in the catalog, including Blocked Page Form Submitted, Policy Changed, Blocked Page Visited and Invoice Available. 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 DNSFilter? 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 DNSFilter? Yes. When something happens in Zoho CRM, your agent can act in DNSFilter too. This page covers both directions: Zoho CRM's triggers and DNSFilter's actions are listed here as well. ### ### Do I have to build a connector for DNSFilter 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 DNSFilter 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.