Integration
Connect GAIL and Zoho CRM
When New Call in List fires in GAIL, your agent runs Add or update record (upsert) in Zoho CRM, or New or updated record in Zoho CRM to Add contact list in GAIL. Describe the whole flow 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 GAIL and Zoho CRM to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 GAIL and Zoho CRM can do together
From GAIL to Zoho CRM
When New Call in List in GAIL
then Add or update record (upsert) in Zoho CRM
From Zoho CRM to GAIL
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 GAIL and Zoho CRM
Triggers and actions 3 triggers · 35 actions
- New Call in List
Triggers when a new processed call appears in your organization's call list.
- Add contact list
Creates a new contact list in GAIL with a name and description.
- Add contacts to contact list
Adds one or more existing contacts to a contact list.
- Add contact to campaign
Adds an existing contact to a campaign so it is queued for outreach by the campaign's sequences.
- Add do not call entry
Adds a phone number to your Gail Do Not Call list so it is no longer contacted. If the number is already listed, returns the existing entry.
- Agency Details
Returns the details of the GAIL organization (agency) tied to the connected account, including its name, phone numbers, schedule, address, owner and FAQs.
- Create Contact
Creates a new contact in GAIL with name, emails, phone numbers, business name and extra details.
- Delete do not call entry
Removes a phone number from the Do Not Call list by deleting its entry, so the number can be called and messaged again.
- Find Contact by Phone
Returns the contacts that match the specified phone number.
- Find conversations
Searches conversations (chat, SMS, GPT and WhatsApp) by text, optionally filtered by type or user.
- Get call
Returns a processed call by its ID, including the phone numbers, duration, status, and linked contact and campaign. An error occurs if the call is not found.
- Get call transcript
Returns the full transcript of a call: what the caller and the AI agent said, with timings, plus any tool calls made during the call.
- Get campaign
Returns a single campaign, including its sequences, contact lists, redialing rules and contact thresholds.
- Get contact
Returns one GAIL contact by its ID, including names, emails, phone numbers, contact lists and custom variable data. An error occurs if the contact is not found.
- Get conversation
Returns a single conversation (chat, SMS, GailGPT or WhatsApp) by its ID, including its status, outcome and extracted data.
- List calls
Returns the identifiers of all processed calls in your organization, newest first.
- List campaigns
Returns all campaigns in the GAIL organization, including their status, sequences and contact lists.
- List contact lists
Returns all contact lists in your Gail account, optionally with the number of contacts in each.
- List contacts
Returns the contacts in your Gail account, optionally narrowed to those matching a name, phone number or email.
- Make Outbound Call
Starts a single outbound AI phone call to a phone number using a saved script or an inline script.
- Send SMS
Sends an SMS text message to a phone number from your GAIL account.
- Start campaign
Starts a campaign so it begins outreach to its contacts. Returns the campaign with its updated status.
- Stop campaign
Stops a running campaign so its pending calls and messages are no longer processed; calls already in progress finish. Returns the updated 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
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Questions
GAIL and Zoho CRM, answered
What can start an automation from GAIL?
Any of GAIL's 1 trigger in the catalog, including New Call in List. 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 GAIL?
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 GAIL?
Yes. When something happens in Zoho CRM, your agent can act in GAIL too. This page covers both directions: Zoho CRM's triggers and GAIL's actions are listed here as well.
Do I have to build a connector for GAIL 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 GAIL 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.