--- title: "Connect karmaCRM and Loyalzoo - APIANT.ai" description: "When \"New Company\" fires in karmaCRM, your agent runs \"Create New Customer\" in Loyalzoo, or \"Customer Updated\" in Loyalzoo to \"Create Contact\" in karmaCRM." canonical: "https://apiant.ai/connect/karmacrm-to-loyalzoo" --- # Connect karmaCRM and Loyalzoo When **New Company** fires in [karmaCRM](https://apiant.ai/connections/karmacrm), your agent runs **Create New Customer** in [Loyalzoo](https://apiant.ai/connections/loyalzoo), or **Customer Updated** in Loyalzoo to **Create Contact** in karmaCRM. Describe the whole flow and it is built, tested on every scenario and kept running. karmaCRM **4** triggers karmaCRM **18** actions Loyalzoo **8** triggers Loyalzoo **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want karmaCRM and Loyalzoo 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 karmaCRM and Loyalzoo can do together ### From karmaCRM to Loyalzoo - When **New Company** in karmaCRM then **Create New Customer** in Loyalzoo - When **New Contact** in karmaCRM then **Update Customer** in Loyalzoo ### From Loyalzoo to karmaCRM - When **Customer Updated** in Loyalzoo then **Create Contact** in karmaCRM - When **Membership Created** in Loyalzoo then **Create Deal** in karmaCRM 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 karmaCRM and Loyalzoo ## Triggers and actions 12 triggers · 29 actions - Trigger **New Company** Triggers when a new company is created in karmaCRM. - Trigger **New Contact** Triggers when a new contact is created in karmaCRM, optionally limited to an assigned user, status, stage or tags. - Trigger **New deal** Triggers when a new deal is created in karmaCRM. - Trigger **Updated Contact** Triggers when a contact is updated in karmaCRM. - Action **Add note** Adds a note (or logged call) to a karmaCRM contact, company or other record. - Action **Create Company** Creates a company in karmaCRM with its contact details, tags and custom field values. - Action **Create Contact** Creates a contact in karmaCRM with names, company, emails, phones, addresses, tags and custom field values. - Action **Create Deal** Creates a deal in karmaCRM, optionally linked to a contact and company. - Action **Create Task** Creates a task (activity) in karmaCRM, optionally with a due date, reminders and linked contacts. - Action **Delete company** Deletes a company from karmaCRM. - Action **Delete contact** Deletes a contact from karmaCRM by its ID. - Action **Delete deal** Deletes a deal from karmaCRM. - Action **Find Company** Finds companies in karmaCRM whose name matches the name you supply, and returns the first match plus all matches. - Action **Find Contact** Finds karmaCRM contacts by email address or name, optionally narrowed by assigned user, status, stage or tags. - Action **Get company** Returns a single karmaCRM company by its ID, including contact details, tags and custom field values. - Action **Get contact** Returns a single karmaCRM contact by its ID, including emails, phone numbers, addresses, tags and custom field values. - Action **Get deal** Returns a single karmaCRM deal by its ID, including stage, price, contact and custom field values. - Action **Get note** Returns a single karmaCRM note (history entry), including its content, related record and participants. - Action **List deals** Returns the deals in your karmaCRM account, optionally only those after a given date. - Action **Update company** Updates an existing company in karmaCRM, changing only the fields you fill in. - Action **Update contact** Updates an existing contact in karmaCRM, changing only the fields you fill in. - Action **Update deal** Updates an existing deal in karmaCRM, such as its name, stage, price, contact, company or custom field values. - Trigger **Checkin** Triggers when a customer checks in at your Loyalzoo place, and returns that customer's details. - Trigger **Customer Updated** Triggers when a customer of your Loyalzoo place changes, such as their contact details, points or memberships. - Trigger **Membership Created** Triggers when a new membership is created for a customer of the place. Returns the membership along with the customer who holds it. - Trigger **Membership Ended** Triggers when a customer's membership at the place is no longer active, returning the membership and the customer who held it. - Trigger **New Charge** Triggers when a customer's membership is charged at your place, each time the membership's last payment date changes. - Trigger **New Counter Event** Triggers when a customer's membership counter first appears or its count changes, returning the counter's id and count with the customer's details. - Trigger **New Customer Created** Triggers when a new customer is added to the merchant's place. - Trigger **Points Given** Triggers when a customer is given points, returning the customer with their new points balance and the amount of the latest change. - Action **Create New Customer** Creates a new customer and associates them with your Loyalzoo place, returning the customer's id. - Action **Export Latest Customer Data** Returns the latest data for all customers of your Loyalzoo place, including their points, rewards, memberships and payment methods. - Action **Export Latest Transaction Data** Returns a customer's transaction history at the merchant's place, as an ordered list of actions such as charges, points and rewards. - Action **Get Customer Payment Method** Returns the saved payment methods of one Loyalzoo customer, including card details and which method is the default. - Action **Get Membership** Returns one membership held by a customer of your place, including its amount, billing dates and status. - Action **Get Merchant Info** Returns the details of your Loyalzoo place, including its contact details, address, plans and loyalty scheme, and optionally its counter events. - Action **Give Points** Adds points to, or subtracts points from, a customer's loyalty balance at a place, and returns the updated customer. - Action **Increase Counter** Increases one of a customer's counters, which track behaviours, benefits or membership allowances, by the amount you choose. - Action **Retrieve Customer Details** Returns the details of one customer of the merchant's place, including their points, rewards, memberships and payment methods. - Action **Search for Loyalty Customer via Email** Returns the customers of your Loyalzoo place whose email address matches the one you specify. - Action **Update Customer** Updates an existing Loyalzoo customer at your place with the values provided and returns the full customer record. ## Each app on its own - [ **karmaCRM** KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your...](https://apiant.ai/connections/karmacrm) - [ **Loyalzoo** Loyalzoo is a digital loyalty service for independent retailers and eateries.](https://apiant.ai/connections/loyalzoo) Reviews ## What our customers say ## More from karmaCRM - [ **karmaCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/karmacrm-to-salesforce) - [ **karmaCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/karmacrm-to-slack) - [ **karmaCRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/karmacrm-to-mailchimp) - [ **karmaCRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/karmacrm-to-stripe) - [ **karmaCRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/karmacrm-to-shopify) - [ **karmaCRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/karmacrm-to-quickbooks-online) ## More into Loyalzoo - [ **HubSpot to Loyalzoo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-loyalzoo) - [ **Google Sheets to Loyalzoo** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-loyalzoo) - [ **Gmail to Loyalzoo** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-loyalzoo) - [ **Google Calendar to Loyalzoo** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-loyalzoo) - [ **Google Drive to Loyalzoo** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-loyalzoo) - [ **ActiveCampaign to Loyalzoo** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-loyalzoo) Questions ## karmaCRM and Loyalzoo, answered ### ### What can start an automation from karmaCRM? Any of karmaCRM's 4 triggers in the catalog, including New Company, New Contact, New deal and Updated Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Loyalzoo when something happens in karmaCRM? Any of Loyalzoo's 11 actions, including Create New Customer, Update Customer, Export Latest Customer Data and Export Latest Transaction Data. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Loyalzoo to karmaCRM? Yes. When something happens in Loyalzoo, your agent can act in karmaCRM too. This page covers both directions: Loyalzoo's triggers and karmaCRM's actions are listed here as well. ### ### Do I have to build a connector for karmaCRM or Loyalzoo? 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 karmaCRM and Loyalzoo 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.