--- title: "Connect Flashquotes and Zoho CRM - APIANT.ai" description: "When \"Updated Event Staff\" fires in Flashquotes, your agent runs \"Add or update record (upsert)\" in Zoho CRM." canonical: "https://apiant.ai/connect/flashquotes-to-zoho-crm" --- # Connect Flashquotes and Zoho CRM When **Updated Event Staff** fires in [Flashquotes](https://apiant.ai/connections/flashquotes), 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 **Get Invoices** in Flashquotes. Describe the whole flow and it is built, tested on every scenario and kept running. Flashquotes **2** triggers Flashquotes **9** 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 Flashquotes 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 Flashquotes and Zoho CRM can do together ### From Flashquotes to Zoho CRM - When **Updated Event Staff** in Flashquotes then **Add or update record (upsert)** in Zoho CRM - When **Updated Event Timeline** in Flashquotes then **Add tag to record** in Zoho CRM ### From Zoho CRM to Flashquotes - When **New or updated record** in Zoho CRM then **Get Invoices** in Flashquotes - When **New record** in Zoho CRM then **Get Event** in Flashquotes 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 Flashquotes and Zoho CRM ## Triggers and actions 4 triggers · 22 actions - Trigger **Updated Event Staff** Triggers when the staff assigned to an event change. Returns the event and its current staff. - Trigger **Updated Event Timeline** Triggers when an event's timeline changes, including its service or shift times and its prep, travel, setup, cleanup or unload durations. - Action **Get Event** Returns a single Flashquotes event by its id, optionally including related details such as its location, staff, services, checklists and booking. - Action **Get Form Response** Returns the answers submitted on a Flashquotes form response, keyed by each question's title. - Action **Get Invoices** Returns all invoices for a booking, including each invoice's number, status, due date, amounts and viewing link. - Action **Get quote** Returns a quote by ID with its live total price, dates, status details and event information, plus any related records you ask to include. An error occurs if the quote is not found. - Action **Get resource** Returns a single Flashquotes resource, such as a piece of equipment or a bookable item, by its ID, including its name, category, status and location. - Action **Get staff member** Returns one staff member by ID, including their contact details, role and status. Inactive staff are returned too. - Action **List Events** Returns your company's Flashquotes events, newest first, optionally narrowed by service start time, creation date, location or booking. - Action **List quotes** Returns quote summaries for your company with live totals, newest first, optionally filtered by contact, location, booking, event type or date range. - Action **List resources** Returns the resources for your company, newest first, optionally only those at one location. - 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 - [ **Flashquotes** Flashquotes is a quoting and booking platform for event businesses.](https://apiant.ai/connections/flashquotes) - [ **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 Flashquotes - [ **Flashquotes to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/flashquotes-to-hubspot) - [ **Flashquotes to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/flashquotes-to-salesforce) - [ **Flashquotes to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/flashquotes-to-slack) - [ **Flashquotes to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/flashquotes-to-google-sheets) - [ **Flashquotes to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/flashquotes-to-gmail) - [ **Flashquotes to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/flashquotes-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 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 ## Flashquotes and Zoho CRM, answered ### ### What can start an automation from Flashquotes? Any of Flashquotes's 2 triggers in the catalog, including Updated Event Staff and Updated Event Timeline. 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 Flashquotes? 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 Flashquotes? Yes. When something happens in Zoho CRM, your agent can act in Flashquotes too. This page covers both directions: Zoho CRM's triggers and Flashquotes's actions are listed here as well. ### ### Do I have to build a connector for Flashquotes 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 Flashquotes 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.