--- title: "Connect Moxie and Zoho Projects - APIANT.ai" description: "When \"Client Created\" fires in Moxie, your agent runs \"Add task comment\" in Zoho Projects." canonical: "https://apiant.ai/connect/moxie-to-zoho-projects" --- # Connect Moxie and Zoho Projects When **Client Created** fires in [Moxie](https://apiant.ai/connections/moxie), your agent runs **Add task comment** in [Zoho Projects](https://apiant.ai/connections/zoho-projects), or **New Bug** in Zoho Projects to **Create & Optionally Send Invoice** in Moxie. Describe the whole flow and it is built, tested on every scenario and kept running. Moxie **30** triggers Moxie **12** actions Zoho Projects **5** triggers Zoho Projects **24** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Moxie and Zoho Projects 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 Moxie and Zoho Projects can do together ### From Moxie to Zoho Projects - When **Client Created** in Moxie then **Add task comment** in Zoho Projects - When **Client Updated** in Moxie then **Create Task** in Zoho Projects ### From Zoho Projects to Moxie - When **New Bug** in Zoho Projects then **Create & Optionally Send Invoice** in Moxie - When **New Milestone** in Zoho Projects then **Create Task** in Moxie 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 Moxie and Zoho Projects ## Triggers and actions 35 triggers · 36 actions - Trigger **Agreement Sent** Triggers when a proposal is sent either via link or email. - Trigger **Agreement Signed** Triggers when an agreement is accepted and signed with e-signature. - Trigger **Agreement Viewed** Triggers when a user views the proposal. - Trigger **Client Created** Triggers when a new client is created in Moxie. - Trigger **Client Deleted** Triggers when a client record is deleted in Moxie. - Trigger **Client Updated** Triggers when a client record is updated in Moxie. - Trigger **Form Completed** Triggers when a form is completed. - Trigger **Invoice Sent** Triggers when an invoice is sent in Moxie. - Trigger **Meeting Cancelled** Triggers when a meeting is cancelled - Trigger **Meeting Scheduled** Triggers when a new meeting is scheduled - Trigger **Meeting Updated** Triggers when a meeting is updated or rescheduled - Trigger **Opportunity Created** Triggered with a pipeline opportunity is created - Trigger **Opportunity Deleted** Triggered with a pipeline opportunity is deleted - Trigger **Opportunity Updated** Triggered with a pipeline opportunity is updated - Trigger **Payment Received** Triggers when a payment is received either vial Stripe or manual entry. - Trigger **Project Completed** Triggers when a project is set to "complete" in Moxie. - Trigger **Project Created** Triggers when a new project is created in Moxie. - Trigger **Project Updated** Triggers when the settings for a project are updated. - Trigger **Task Approval** Triggers when a new Deliverable is ready for client approval. - Trigger **Task Created** Triggered when a Project Task is created - Trigger **Task Deleted** Triggered when a Project Task is deleted - Trigger **Task Updated** Triggered with a Project Task is updated. - Trigger **Ticket Closed** Triggers and a support ticket is closed - Trigger **Ticket Comment** Triggers when a comment is created on a ticket - Trigger **Ticket Created** Triggers when a new support ticket is created - Trigger **Ticket Deleted** Triggers when a support ticket is deleted - Trigger **Ticket Updated** Triggers when a support ticket is updated - Trigger **Time Worked Created** Triggers when a new time worked entry is created. - Trigger **Time Worked Deleted** Triggers when a time worked record is deleted. - Trigger **Time Worked Updated** Triggers when a time worked entry has been updated. - Action **Create Client** Creates a new client record in Hectic - Action **Create Expense** Records a new expense in your Moxie accounting records, optionally filed under a vendor and allocated to a client. - Action **Create Opportunity** Create a new pipeline opportunity - Action **Create & Optionally Send Invoice** Creates an invoice for a client from the line items you supply, and emails it straight away when you fill in who to send it to. Left blank, the invoice is saved as a draft. - Action **Create or Update Calendar Event** Create or update a calendar event in Moxie - Action **Create Project** Create a project and optionally use a template - Action **Create Task** Create a task in the project management system - Action **Create Ticket** Create a Ticket for a client and contact - Action **Create Ticket Comment** Adds a comment (public or private) to an existing ticket. - Action **Create Time Worked** Creates a time worked entry - Action **Delete Calendar Event** Deletes a calendar event in Moxie by the external ID. - Action **Find a Client** Finds a client by either name or contact email address. - Trigger **New Bug** Triggered when a new bug is created - Trigger **New Milestone** Triggered when a new milestone is created - Trigger **New Project** Trigger when a new project is created. - Trigger **New Task** Triggers when a task is created or completed. - Trigger **New Task List** Triggered when a new task list is created in a project - Action **Add Log Time** Adds a time log to a task. - Action **Add subtask** Adds a new subtask under an existing task - Action **Add task comment** Add a comment to a task. - Action **Create Bug** Creates a new Bug. - Action **Create Milestone** Creates a new Milestone. - Action **Create Project** Creates a new Project. - Action **Create Task** Creates a new Task. - Action **Create Task List** Creates a new Task List. - Action **Delete project** Delete a project. - Action **Delete task** Delete a task. - Action **Find Project** Returns the projects in the portal whose name contains the text you give. - Action **Find Project Owner** Returns the owner of a Zoho Projects project. - Action **Get Milestone** Returns one milestone of a project by its ID. - Action **Get project** Get a project by id. - Action **Get task** Get a task by id. - Action **List projects** List projects in a portal. - Action **List Task Comments** Returns the comments on a task. - Action **List Task Lists** Returns the task lists of a project. - Action **List tasks** List tasks in a project. - Action **List Task Time Logs** Returns the time logs on a task. - Action **Update bug** Update a bug. - Action **Update milestone** Update a milestone. - Action **Update Project** Updates existing project. - Action **Update task** Update a task. ## Each app on its own - [ **Moxie** Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing...](https://apiant.ai/connections/moxie) - [ **Zoho Projects** Zoho Projects is an online project management app that helps you plan your work and keep track of your...](https://apiant.ai/connections/zoho-projects) Reviews ## What our customers say ## More from Moxie - [ **Moxie to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/moxie-to-salesforce) - [ **Moxie to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/moxie-to-slack) - [ **Moxie to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/moxie-to-google-sheets) - [ **Moxie to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/moxie-to-stripe) - [ **Moxie to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/moxie-to-shopify) - [ **Moxie to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/moxie-to-quickbooks-online) ## More into Zoho Projects - [ **HubSpot to Zoho Projects** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-projects) - [ **Salesforce to Zoho Projects** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-projects) - [ **Slack to Zoho Projects** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-projects) - [ **Google Sheets to Zoho Projects** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zoho-projects) - [ **Gmail to Zoho Projects** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-projects) - [ **Google Calendar to Zoho Projects** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-projects) Questions ## Moxie and Zoho Projects, answered ### ### What can start an automation from Moxie? Any of Moxie's 30 triggers in the catalog, including Client Created, Client Updated, Form Completed and Meeting Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zoho Projects when something happens in Moxie? Any of Zoho Projects's 24 actions, including Create Bug, Create Milestone, Create Project and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Projects to Moxie? Yes. When something happens in Zoho Projects, your agent can act in Moxie too. This page covers both directions: Zoho Projects's triggers and Moxie's actions are listed here as well. ### ### Do I have to build a connector for Moxie or Zoho Projects? 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 Moxie and Zoho Projects 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.