--- title: "Connect Easy Digital Downloads and Zoho CRM - APIANT.ai" description: "When \"New Customer\" fires in Easy Digital Downloads, your agent runs \"Add or update record (upsert)\" in Zoho CRM." canonical: "https://apiant.ai/connect/easy-digital-downloads-to-zoho-crm" --- # Connect Easy Digital Downloads and Zoho CRM When **New Customer** fires in [Easy Digital Downloads](https://apiant.ai/connections/easy-digital-downloads), 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 **Find Customers** in Easy Digital Downloads. Describe the whole flow and it is built, tested on every scenario and kept running. Easy Digital Downloads **2** triggers Easy Digital Downloads **6** 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 Easy Digital Downloads 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 Easy Digital Downloads and Zoho CRM can do together ### From Easy Digital Downloads to Zoho CRM - When **New Customer** in Easy Digital Downloads then **Add or update record (upsert)** in Zoho CRM - When **New Sale** in Easy Digital Downloads then **Add tag to record** in Zoho CRM ### From Zoho CRM to Easy Digital Downloads - When **New or updated record** in Zoho CRM then **Find Customers** in Easy Digital Downloads - When **New record** in Zoho CRM then **Find Discount Codes** in Easy Digital Downloads 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 Easy Digital Downloads and Zoho CRM ## Triggers and actions 4 triggers · 19 actions - Trigger **New Customer** Triggers when a new customer is added to your Easy Digital Downloads store. - Trigger **New Sale** Triggers when a new sale (payment) is recorded in your Easy Digital Downloads store. - Action **Find Customers** Finds customers in your Easy Digital Downloads store by email address or user ID, returning their details and purchase stats. - Action **Find Discount Codes** Finds discount codes in your Easy Digital Downloads store matching the code you enter. - Action **Get Product** Returns one product (download) from your store, including its info, pricing, files, notes and sales stats. - Action **Get Store Stats** Returns sales or earnings statistics for the store, optionally for today, yesterday, a date range, or a specific product. - Action **List Products** Returns the products (downloads) in your Easy Digital Downloads store, with their pricing, sales stats and files. - Action **List Sales** Returns recent sales from your store, optionally narrowed to one customer email, a sale ID, or a purchase key. - 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 - [ **Easy Digital Downloads** Easy Digital Downloads is a complete eCommerce solution for WordPress.](https://apiant.ai/connections/easy-digital-downloads) - [ **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 Easy Digital Downloads - [ **Easy Digital Downloads to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/easy-digital-downloads-to-hubspot) - [ **Easy Digital Downloads to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/easy-digital-downloads-to-salesforce) - [ **Easy Digital Downloads to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/easy-digital-downloads-to-slack) - [ **Easy Digital Downloads to Google Sheets** Google Sheets](https://apiant.ai/connect/easy-digital-downloads-to-google-sheets) - [ **Easy Digital Downloads to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/easy-digital-downloads-to-gmail) - [ **Easy Digital Downloads to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/easy-digital-downloads-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](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 ## Easy Digital Downloads and Zoho CRM, answered ### ### What can start an automation from Easy Digital Downloads? Any of Easy Digital Downloads's 2 triggers in the catalog, including New Customer and New Sale. 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 Easy Digital Downloads? 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 Easy Digital Downloads? Yes. When something happens in Zoho CRM, your agent can act in Easy Digital Downloads too. This page covers both directions: Zoho CRM's triggers and Easy Digital Downloads's actions are listed here as well. ### ### Do I have to build a connector for Easy Digital Downloads 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 Easy Digital Downloads 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.