Integration
Connect ONLYOFFICE DocSpace and Zoho CRM
When File Created fires in ONLYOFFICE DocSpace, your agent runs Add or update record (upsert) in Zoho CRM, or New or updated record in Zoho CRM to Create File in ONLYOFFICE DocSpace. 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 ONLYOFFICE DocSpace and Zoho CRM to do together?
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Claude Code
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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.
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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 ONLYOFFICE DocSpace and Zoho CRM can do together
From ONLYOFFICE DocSpace to Zoho CRM
When File Created in ONLYOFFICE DocSpace
then Add or update record (upsert) in Zoho CRM
From Zoho CRM to ONLYOFFICE DocSpace
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 ONLYOFFICE DocSpace and Zoho CRM
Triggers and actions 10 triggers · 32 actions
- File Created
Triggers when a new file is created in the selected DocSpace folder or room.
- File Created in My Documents
Triggers when a new file is created in your My documents section.
- Folder Created
Triggers when a new folder is created inside the selected folder or room.
- Folder Created in My Documents
Triggers when a new folder is created in your My Documents section.
- Room Archived
Triggers when a room is moved to the Archive section of your DocSpace.
- Room Created
Triggers when a new room is created in the DocSpace portal.
- User Added
Triggers when a new user is added to the DocSpace portal.
- User Joined
Triggers when a user joins the DocSpace portal by activating their account.
- Archive Room
Moves a DocSpace room to the Archive section.
- Create File
Creates a new document, spreadsheet or presentation file in a DocSpace folder or room.
- Create File in My Documents
Creates a new blank document, spreadsheet or presentation in your My documents section.
- Create Folder
Creates a new folder with the given title inside a folder or room.
- Create Folder in My Documents
Creates a new folder in your My Documents section.
- Create Room
Creates a new room in the DocSpace Rooms section and returns the room's information.
- Delete Folder
Deletes a folder in DocSpace. The deletion runs as a background file operation, which is returned.
- Delete Folder From My Documents
Deletes a folder from My Documents in ONLYOFFICE DocSpace.
- Download File
Returns a temporary pre-signed download link for a DocSpace file.
- Download File From My Documents
Returns a temporary download link for a file in My Documents.
- Find User by Email
Finds a DocSpace user by email address and returns their profile.
- Get External Link
Returns the primary external (public share) link of a DocSpace room.
- Get Room Access List
Returns the list of users, groups and links that have access to a room, with their access rights.
- Invite User
Invites a person to the DocSpace portal by email with the chosen user role.
- Search File
Searches a DocSpace folder or room for files whose title matches the given text.
- Search Folder
Searches a DocSpace folder or room for subfolders whose name matches the given text and returns the matches.
- Share Room
Shares a room with a person by email or user id, giving them the chosen access level, and optionally sends them a notification.
- Upload File
Uploads a file from a URL into a chosen DocSpace folder or room.
- Upload File to My Documents
Uploads a file to your My documents section in ONLYOFFICE DocSpace.
- 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
ONLYOFFICE DocSpace and Zoho CRM, answered
What can start an automation from ONLYOFFICE DocSpace?
Any of ONLYOFFICE DocSpace's 8 triggers in the catalog, including File Created, File Created in My Documents, Folder Created and Folder Created in My Documents. 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 ONLYOFFICE DocSpace?
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 ONLYOFFICE DocSpace?
Yes. When something happens in Zoho CRM, your agent can act in ONLYOFFICE DocSpace too. This page covers both directions: Zoho CRM's triggers and ONLYOFFICE DocSpace's actions are listed here as well.
Do I have to build a connector for ONLYOFFICE DocSpace 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 ONLYOFFICE DocSpace 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.