--- title: "Connect Pipefy and Zoho Projects - APIANT.ai" description: "When \"Moved Card\" fires in Pipefy, your agent runs \"Add task comment\" in Zoho Projects, or \"New Bug\" in Zoho Projects to \"Create Record\" in Pipefy." canonical: "https://apiant.ai/connect/pipefy-to-zoho-projects" --- # Connect Pipefy and Zoho Projects When **Moved Card** fires in [Pipefy](https://apiant.ai/connections/pipefy), 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 Pipefy. Describe the whole flow and it is built, tested on every scenario and kept running. Pipefy **6** triggers Pipefy **11** 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 Pipefy 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 Pipefy and Zoho Projects can do together ### From Pipefy to Zoho Projects - When **Moved Card** in Pipefy then **Add task comment** in Zoho Projects - When **New Card** in Pipefy then **Create Task** in Zoho Projects ### From Zoho Projects to Pipefy - When **New Bug** in Zoho Projects then **Create Record** in Pipefy - When **New Milestone** in Zoho Projects then **Update Database Record** in Pipefy 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 Pipefy and Zoho Projects ## Triggers and actions 11 triggers · 35 actions - Trigger **Done Card** Triggers when a card is done. - Trigger **Moved Card** Triggers when a card is moved. - Trigger **New Card** Triggers when a new card is created. - Trigger **New Database Record** Triggers when a new record is created. - Trigger **Updated Card Field** Triggers when a card field is updated. - Trigger **Updated Record Field** Triggers when a record field is updated. - Action **Create Card** Creates a card in a Pipefy pipe, filling in its start form fields. - Action **Create Record** Creates a new table record. - Action **Delete Card** Permanently deletes a card from its pipe. - Action **Delete Database Record** Delete a database table record by ID via the GraphQL `deleteTableRecord(input: {id})` mutation. - Action **Find Card** Returns the cards in a pipe whose chosen field matches the specified value. - Action **Find Database Records** Find a database records by title. - Action **Get Card** Retrieves a single Pipefy card by its id, including its phase, pipe, assignees, labels, attachments and field values. - Action **Get Database Record** Fetch a single database table record by ID via the GraphQL `table_record(id: ID)` query. - Action **Move Card** Moves a Pipefy card to another phase of its pipe. - Action **Update Card Field** Sets a new value on one field of an existing Pipefy card. - Action **Update Database Record** Update a database table record's title/fields via the GraphQL `updateTableRecord(input: {id, title})` mutation. - 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 - [ **Pipefy** The easy button for processes and workflows Easily organize and run all your processes in one place, leaving...](https://apiant.ai/connections/pipefy) - [ **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 Pipefy - [ **Pipefy to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/pipefy-to-trello) - [ **Pipefy to Hyrule Compendium** Hyrule Compendium is an open-source REST service exposing data on every interactive item in The Legend of...](https://apiant.ai/connect/pipefy-to-hyrule-compendium) - [ **Pipefy to Spaceflight News** Spaceflight News API aggregates news coverage of spaceflight and the space industry from many publishers.](https://apiant.ai/connect/pipefy-to-spaceflight-news) - [ **Pipefy to SparrowDesk** SparrowDesk is an AI-first helpdesk that unifies customer support across email & chat while automating...](https://apiant.ai/connect/pipefy-to-sparrowdesk) - [ **Pipefy to Timing** Timing is an automatic time tracking app for macOS.](https://apiant.ai/connect/pipefy-to-timing) - [ **Pipefy to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pipefy-to-salesforce) ## 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 ## Pipefy and Zoho Projects, answered ### ### What can start an automation from Pipefy? Any of Pipefy's 6 triggers in the catalog, including Moved Card, New Card, New Database Record and Updated Card Field. 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 Pipefy? 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 Pipefy? Yes. When something happens in Zoho Projects, your agent can act in Pipefy too. This page covers both directions: Zoho Projects's triggers and Pipefy's actions are listed here as well. ### ### Do I have to build a connector for Pipefy 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 Pipefy 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.