--- title: "Connect Ortto and Zoho Projects - APIANT.ai" description: "When \"Fields Updated\" fires in Ortto, your agent runs \"Add task comment\" in Zoho Projects, or \"New Bug\" in Zoho Projects to \"Create Record\" in Ortto." canonical: "https://apiant.ai/connect/ortto-to-zoho-projects" --- # Connect Ortto and Zoho Projects When **Fields Updated** fires in [Ortto](https://apiant.ai/connections/ortto), your agent runs **Add task comment** in [Zoho Projects](https://apiant.ai/connections/zoho-projects), or **New Bug** in Zoho Projects to **Create Record** in Ortto. Describe the whole flow and it is built, tested on every scenario and kept running. Ortto **4** triggers Ortto **10** 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 Ortto 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 Ortto and Zoho Projects can do together ### From Ortto to Zoho Projects - When **Fields Updated** in Ortto then **Add task comment** in Zoho Projects - When **New Activity Occurred** in Ortto then **Create Task** in Zoho Projects ### From Zoho Projects to Ortto - When **New Bug** in Zoho Projects then **Create Record** in Ortto - When **New Milestone** in Zoho Projects then **Tag/Untag Records** in Ortto 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 Ortto and Zoho Projects ## Triggers and actions 9 triggers · 34 actions - Trigger **Fields Updated** Triggers when the specified field(s) of a record have been updated in your Ortto account. - Trigger **New Activity Occurred** Triggers when a new Ortto activity occurs. - Trigger **New Record Created** Triggers when a new record (contact or organization) has been added to your Ortto account. - Trigger **Tag Added/Removed** Triggers when a tag has beed added to, or removed from, a record. - Action **Add Custom Field** Create a new custom field on the person or organization schema in Ortto. - Action **Create Record** Create a new record (person, organization), or update an existing record in your Ortto account. - Action **Delete Record** Archive, restore, or permanently delete a person or organization record in Ortto. - Action **Get Record** Fetches one or more people, or one or more accounts, by their Ortto ids, returning whichever fields you ask for. - Action **List Activities** Retrieve the activity feed for a given contact in Ortto. - Action **Opt Out From SMS** Opt out a person from all SMS communications. - Action **Search or Create Records** Search your Ortto data for a record based on the provided field or optionally create one if none is found. - Action **Tag/Untag Records** Adds or removes tags on a person or an account in Ortto, matching the record by email address or account name. - Action **Unsubscribe a Person** Unsubscribe a person from all emails. - Action **Update Audience Subscription** Subscribe or unsubscribe a person to/from an Ortto audience. - 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 - [ **Ortto** Grow your brand faster with a customer data and marketing automation platform designed for businesses who...](https://apiant.ai/connections/ortto) - [ **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 Ortto - [ **Ortto to Dribbble** Dribbble is a place to show and tell, promote, discover, and explore design.](https://apiant.ai/connect/ortto-to-dribbble) - [ **Ortto to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ortto-to-salesforce) - [ **Ortto to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ortto-to-slack) - [ **Ortto to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ortto-to-stripe) - [ **Ortto to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ortto-to-shopify) - [ **Ortto to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/ortto-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 ## Ortto and Zoho Projects, answered ### ### What can start an automation from Ortto? Any of Ortto's 4 triggers in the catalog, including Fields Updated, New Activity Occurred, New Record Created and Tag Added/Removed. 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 Ortto? 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 Ortto? Yes. When something happens in Zoho Projects, your agent can act in Ortto too. This page covers both directions: Zoho Projects's triggers and Ortto's actions are listed here as well. ### ### Do I have to build a connector for Ortto 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 Ortto 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.