--- title: "Connect Nuclino and Zoho CRM - APIANT.ai" description: "When \"New item\" fires in Nuclino, your agent runs \"Add or update record (upsert)\" in Zoho CRM." canonical: "https://apiant.ai/connect/nuclino-to-zoho-crm" --- # Connect Nuclino and Zoho CRM When **New item** fires in [Nuclino](https://apiant.ai/connections/nuclino), 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 **Add item** in Nuclino. Describe the whole flow and it is built, tested on every scenario and kept running. Nuclino **1** trigger Nuclino **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 Nuclino 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 Nuclino and Zoho CRM can do together ### From Nuclino to Zoho CRM - When **New item** in Nuclino then **Add or update record (upsert)** in Zoho CRM - When **New item** in Nuclino then **Add tag to record** in Zoho CRM ### From Zoho CRM to Nuclino - When **New or updated record** in Zoho CRM then **Add item** in Nuclino - When **New record** in Zoho CRM then **Update item** in Nuclino 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 Nuclino and Zoho CRM ## Triggers and actions 3 triggers · 22 actions - Trigger **New item** Triggers when a new item or collection is created in a Nuclino team or workspace. - Action **Add item** Creates a new item or collection in a Nuclino workspace or inside an existing collection, with optional title, Markdown content and field values. - Action **Add workspace** Creates a new, empty workspace in a Nuclino team. - Action **Delete item** Deletes an item or collection in Nuclino by moving it to the workspace trash. - Action **Get item** Returns a Nuclino item or collection by its ID, including its Markdown content and field values. - Action **Get user** Returns a Nuclino user's name, email and avatar by their user ID. - Action **Get workspace** Returns a Nuclino workspace, including its name, team, default view, fields and top-level items. - Action **List items** Returns the items and collections in a Nuclino team or workspace, optionally filtered by a search query (without item content). - Action **List teams** Returns the Nuclino teams the connected account belongs to. - Action **Update item** Updates the title, Markdown content, or field values of an existing Nuclino item or collection. - 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 - [ **Nuclino** Team wiki and knowledge-base platform for collaborative document editing, project notes, and fast internal...](https://apiant.ai/connections/nuclino) - [ **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 Nuclino - [ **Nuclino to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/nuclino-to-salesforce) - [ **Nuclino to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/nuclino-to-slack) - [ **Nuclino to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/nuclino-to-stripe) - [ **Nuclino to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/nuclino-to-shopify) - [ **Nuclino to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/nuclino-to-quickbooks-online) - [ **Nuclino to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/nuclino-to-pipedrive) ## 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](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 ## Nuclino and Zoho CRM, answered ### ### What can start an automation from Nuclino? Any of Nuclino's 1 trigger in the catalog, including New item. 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 Nuclino? 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 Nuclino? Yes. When something happens in Zoho CRM, your agent can act in Nuclino too. This page covers both directions: Zoho CRM's triggers and Nuclino's actions are listed here as well. ### ### Do I have to build a connector for Nuclino 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 Nuclino 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.