Integration
Connect Perfex CRM and Zoho Mail
When New Contract fires in Perfex CRM, your agent runs Create New Task in Zoho Mail, or New Email in Zoho Mail to Create Customer in Perfex CRM. 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 Perfex CRM and Zoho Mail to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Perfex CRM and Zoho Mail can do together
From Perfex CRM to Zoho Mail
When New Contract in Perfex CRM
then Create New Task in Zoho Mail
From Zoho Mail to Perfex CRM
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 Perfex CRM and Zoho Mail
Triggers and actions 13 triggers · 19 actions
- New Contract
Triggers when a new contract is added in Perfex CRM.
- New Customer
Triggers when a new customer is added in Perfex CRM.
- New Estimate
Triggers when a new estimate is added in Perfex CRM.
- New Invoice
Triggers when a new invoice is added in Perfex CRM.
- New Lead
Triggers when a new lead is added in Perfex CRM.
- New Payment
Triggers when a new payment is added in Perfex CRM.
- New Project
Triggers when a new project is added in Perfex CRM.
- New Proposal
Triggers when a new proposal is added in Perfex CRM.
- New Task
Triggers when a new task is added in Perfex CRM.
- New Ticket
Triggers when a new support ticket is added in Perfex CRM.
- Create Customer
Creates a customer (company) in Perfex CRM.
- Create Lead
Creates a lead in Perfex CRM.
- Create Task
Creates a task in Perfex CRM.
- Find Customer
Finds the first Perfex CRM customer matching a search text.
- Update invoice
Updates an existing invoice in Perfex CRM. Only the fields you fill in are changed.
- Update ticket
Updates an existing support ticket in Perfex CRM. Only the fields you fill in are changed.
- New Email
Triggered when a new email arrives in a Zoho Mail account.
- New Email Matching Search
Fires for each new email in a Zoho Mail account that matches a saved search.
- New Tagged Email
Fires once for each email in the account that carries the chosen tag, newest first.
- Create Draft
Composes an email and saves it as a draft in a Zoho Mail account.
- Create Folder
Creates a new folder in a Zoho Mail account, optionally nested under a parent folder.
- Create New Task
Creates a personal task, or a group task when a group is chosen, in Zoho Mail Tasks.
- Create Tag
Creates a new label (tag) in a Zoho Mail account.
- Delete email
Delete a message.
- Find emails by search
Returns up to 10 emails that match the specified Zoho Mail search criteria.
- Get email
Get a message's content by id.
- List emails
Lists emails in a Zoho Mail account, optionally limited to one folder and filtered by read status, flag, label, thread or email type.
- List folders
Lists all folders in a Zoho Mail account.
- List tags
List labels/tags.
- Reply to email
Sends a reply to a received email from a Zoho Mail account, optionally scheduled for later delivery.
- Send Email
Sends an email from a Zoho Mail account.
- Update email
Updates one or more emails in a Zoho Mail account: mark read/unread, move to a folder, set a flag, apply or remove labels, archive/unarchive, or mark as spam/not spam.
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
Reviews
What our customers say
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Questions
Perfex CRM and Zoho Mail, answered
What can start an automation from Perfex CRM?
Any of Perfex CRM's 10 triggers in the catalog, including New Contract, New Customer, New Estimate and New Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zoho Mail when something happens in Perfex CRM?
Any of Zoho Mail's 13 actions, including Create Draft, Create Folder, Create New Task and Create Tag. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho Mail to Perfex CRM?
Yes. When something happens in Zoho Mail, your agent can act in Perfex CRM too. This page covers both directions: Zoho Mail's triggers and Perfex CRM's actions are listed here as well.
Do I have to build a connector for Perfex CRM or Zoho Mail?
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 Perfex CRM and Zoho Mail 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.