--- title: "Connect eWay-CRM to Zoho Desk - APIANT.ai" description: "When \"New or Updated Company\" fires in eWay-CRM, your agent runs \"Create Contact\" in Zoho Desk." canonical: "https://apiant.ai/connect/eway-crm-to-zoho-desk" --- # Connect eWay-CRM to Zoho Desk When **New or Updated Company** fires in [eWay-CRM](https://apiant.ai/connections/eway-crm), your agent runs **Create Contact** in [Zoho Desk](https://apiant.ai/connections/zoho-desk). Describe the whole flow and it is built, tested on every scenario and kept running. eWay-CRM **6** triggers eWay-CRM **10** actions Zoho Desk **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want eWay-CRM and Zoho Desk 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 eWay-CRM can start in Zoho Desk - When **New or Updated Company** in eWay-CRM then **Create Contact** in Zoho Desk - When **New or Updated Contact** in eWay-CRM then **Update Contact** in Zoho Desk 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 eWay-CRM and Zoho Desk ## Triggers and actions 6 triggers · 28 actions - Trigger **New or Updated Company** Triggers when a company is created or changed in eWay-CRM. - Trigger **New or Updated Contact** Triggers when a contact is created or updated in eWay-CRM. - Trigger **New or Updated Deal** Triggers when a deal is created or updated in eWay-CRM. - Trigger **New or Updated Journal** Triggers when a journal entry is created or updated in eWay-CRM. - Trigger **New or Updated Project** Triggers when a project is created or updated in eWay-CRM. - Trigger **New or Updated Task** Triggers when a task is created or changed in eWay-CRM. - Action **Find a Contact** Finds contacts in eWay-CRM matching an email, name, company or phone number. - Action **Find a Deal** Finds deals in eWay-CRM matching the supplied name, customer, contact or other criteria. - Action **Find a Drop-Down Menu Value** Finds drop-down menu values in eWay-CRM, filtered by the drop-down's name and the value's label. - Action **Find a Task** Finds eWay-CRM tasks matching the subject, status, dates or linked records you supply. - Action **Save a Company** Creates a new company in eWay-CRM, or updates an existing one when a company ID is given. - Action **Save a Contact** Creates a new contact in eWay-CRM, or updates an existing one when its ID is supplied. - Action **Save a Deal** Creates a new deal in eWay-CRM, or updates an existing one when a deal ID is given. - Action **Save a Journal** Creates a new journal entry in eWay-CRM, or updates an existing one when its ID is given. - Action **Save a Project** Creates a new project in eWay-CRM, or updates an existing project when its ID is given. - Action **Save a Task** Creates a new task in eWay-CRM, or updates an existing task when its ID is supplied. - Action **Add Attachment** Attaches a file to a Zoho Desk ticket. - Action **Add Comment** Add a comment to a ticket. - Action **Create Account** Adds a new account to Zoho Desk. - Action **Create Contact** Creates a new contact. - Action **Create Ticket** Creates a new ticket for customer requests. - Action **Delete ticket** Move a ticket to trash. - Action **Get account** Get an account by ID. - Action **Get contact** Fetches a contact by ID. An error occurs if the contact is not found. - Action **Get ticket** Get a ticket by ID. - Action **List agents** List all agents. - Action **List contacts** List all contacts. - Action **List departments** Returns all departments in the help desk - Action **List tickets** List all tickets. - Action **List Ticket Threads** Lists the conversation threads (email replies) of a ticket. - Action **Send E-Mail Reply** Sends an email reply for the selected ticket. - Action **Update account** Update an account. - Action **Update Contact** Updates an existing contact. - Action **Update Ticket** Updates an existing ticket. ## Each app on its own - [ **eWay-CRM** eWay-CRM is a CRM software embedded right into Microsoft Outlook.](https://apiant.ai/connections/eway-crm) - [ **Zoho Desk** Zoho Desk is web-based customer service software designed to help you focus more on creating customer...](https://apiant.ai/connections/zoho-desk) Reviews ## What our customers say ## More from eWay-CRM - [ **eWay-CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/eway-crm-to-hubspot) - [ **eWay-CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/eway-crm-to-salesforce) - [ **eWay-CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/eway-crm-to-slack) - [ **eWay-CRM to Google Sheets** Google Sheets](https://apiant.ai/connect/eway-crm-to-google-sheets) - [ **eWay-CRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/eway-crm-to-gmail) - [ **eWay-CRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/eway-crm-to-google-calendar) ## More into Zoho Desk - [ **HubSpot to Zoho Desk** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-desk) - [ **Salesforce to Zoho Desk** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-desk) - [ **Slack to Zoho Desk** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-desk) - [ **Google Sheets to Zoho Desk** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-desk) - [ **Gmail to Zoho Desk** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-desk) - [ **Google Calendar to Zoho Desk** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-desk) Questions ## eWay-CRM and Zoho Desk, answered ### ### What can start an automation from eWay-CRM? Any of eWay-CRM's 6 triggers in the catalog, including New or Updated Company, New or Updated Contact, New or Updated Deal and New or Updated Journal. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zoho Desk when something happens in eWay-CRM? Any of Zoho Desk's 18 actions, including Create Account, Create Contact, Create Ticket and Send E-Mail Reply. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Desk to eWay-CRM? Zoho Desk has no triggers in the catalog today, so automations start in eWay-CRM. If you need the other direction, ask: your agent reads Zoho Desk's API documentation and adds it. ### ### Do I have to build a connector for eWay-CRM or Zoho Desk? 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 eWay-CRM and Zoho Desk 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.