Integration
Connect Donately and Zoho CRM
When something happens in Donately 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 Donately 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 Donately and Zoho CRM can do together
From Donately to Zoho CRM
When List Campaigns in Donately
then Add note in Zoho CRM
From Zoho CRM to Donately
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 Donately and Zoho CRM
Triggers and actions 6 triggers · 14 actions
- List Campaigns
Lists the campaigns for your Donately account, defaults to the most recently created
- List Donations
Lists the donations for your Donately account, defaults to the most recent 20 donations.
- List Fundraisers
Lists the fundraisers for your Donately account, defaults to the most recently created
- List Recurring Plans
Lists the recurring plans for your Donately account, defaults to the most recent 100 failed plans.
- Find Campaign
Finds a campaign.
- 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
What our customers say
More from Donately
Donately to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Donately to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Donately to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Donately to Google SheetsGoogle Sheets
Donately to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Donately to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Zoho CRM
Questions
Donately and Zoho CRM, answered
What can start an automation from Donately?
Any of Donately's 4 triggers in the catalog, including List Campaigns, List Donations, List Fundraisers and List Recurring Plans. 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 Donately?
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 Donately?
Yes. When something happens in Zoho CRM, your agent can act in Donately too. This page covers both directions: Zoho CRM's triggers and Donately's actions are listed here as well.
Do I have to build a connector for Donately 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.