--- title: "Connect Ellie and Zoho FSM - APIANT.ai" description: "When \"New Task\" fires in Ellie, your agent runs \"Add contact\" in Zoho FSM, or \"New Module Entry\" in Zoho FSM to \"Create Task\" in Ellie." canonical: "https://apiant.ai/connect/ellie-to-zoho-fsm" --- # Connect Ellie and Zoho FSM When **New Task** fires in [Ellie](https://apiant.ai/connections/ellie), your agent runs **Add contact** in [Zoho FSM](https://apiant.ai/connections/zoho-fsm), or **New Module Entry** in Zoho FSM to **Create Task** in Ellie. Describe the whole flow and it is built, tested on every scenario and kept running. Ellie **2** triggers Ellie **2** 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 Ellie 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 Ellie and Zoho FSM can do together ### From Ellie to Zoho FSM - When **New Task** in Ellie then **Add contact** in Zoho FSM - When **Task Complete** in Ellie then **Add work order** in Zoho FSM ### From Zoho FSM to Ellie - When **New Module Entry** in Zoho FSM then **Create Task** in Ellie - When **New/Updated Module Entry** in Zoho FSM then **Update Task** in Ellie 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 Ellie and Zoho FSM ## Triggers and actions 5 triggers · 15 actions - Trigger **New Task** Triggered when a new task is created in Ellie. - Trigger **Task Complete** Triggered when a task is marked complete in Ellie. - Action **Create Task** Creates a task in Ellie, optionally scheduled for a day, with a label, list, notes and subtasks. - Action **Update Task** Updates a task in Ellie. Fields you leave blank are left as they are. - 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 - [ **Ellie** Ellie helps you organize your thoughts and plan your day in a beautiful and simple app.](https://apiant.ai/connections/ellie) - [ **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 Ellie - [ **Ellie to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/ellie-to-hubspot) - [ **Ellie to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ellie-to-salesforce) - [ **Ellie to Google Sheets** Google Sheets](https://apiant.ai/connect/ellie-to-google-sheets) - [ **Ellie to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/ellie-to-gmail) - [ **Ellie to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/ellie-to-google-calendar) - [ **Ellie to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/ellie-to-google-drive) ## 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 ## Ellie and Zoho FSM, answered ### ### What can start an automation from Ellie? Any of Ellie's 2 triggers in the catalog, including New Task and Task Complete. 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 Ellie? 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 Ellie? Yes. When something happens in Zoho FSM, your agent can act in Ellie too. This page covers both directions: Zoho FSM's triggers and Ellie's actions are listed here as well. ### ### Do I have to build a connector for Ellie 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 Ellie 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.