--- title: "Connect Sellsy and Zoho Writer - APIANT.ai" description: "When \"New Company\" fires in Sellsy, your agent runs \"Merge a Template and Send Email\" in Zoho Writer." canonical: "https://apiant.ai/connect/sellsy-to-zoho-writer" --- # Connect Sellsy and Zoho Writer When **New Company** fires in [Sellsy](https://apiant.ai/connections/sellsy), your agent runs **Merge a Template and Send Email** in [Zoho Writer](https://apiant.ai/connections/zoho-writer), or **New Document** in Zoho Writer to **Create Contact** in Sellsy. Describe the whole flow and it is built, tested on every scenario and kept running. Sellsy **9** triggers Sellsy **15** actions Zoho Writer **2** triggers Zoho Writer **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 Sellsy and Zoho Writer 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 Sellsy and Zoho Writer can do together ### From Sellsy to Zoho Writer - When **New Company** in Sellsy then **Merge a Template and Send Email** in Zoho Writer - When **New Contact** in Sellsy then **Add document** in Zoho Writer ### From Zoho Writer to Sellsy - When **New Document** in Zoho Writer then **Create Contact** in Sellsy - When **New Document Moved to Folder** in Zoho Writer then **Create Task** in Sellsy 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 Sellsy and Zoho Writer ## Triggers and actions 11 triggers · 28 actions - Trigger **Deleted Task** Triggers when a task is deleted. - Trigger **New Company** Triggers when a new company (client or prospect) is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Opportunity** Triggers when a new opportunity is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **Updated Company** Triggers when a company (client or prospect) is updated. - Trigger **Updated Contact** Triggers when a contact is updated. - Trigger **Updated Opportunity Status** Triggers when the status is changed on an opportunity. - Trigger **Updated Task** Triggers when a task is updated. - Action **Create Annotation** Creates a new annotation. - Action **Create Company** Creates a new company (prospect or client). - Action **Create Contact** Creates a new contact. - Action **Create Opportunity** Creates an opportunity. - Action **Create Task** Creates a new Task. - Action **Create/Update Company** Creates a new company (prospect or client). Make an update if we found an existing company with provided email. - Action **Create/Update Contact** Creates a new contact. Make an update if we found an existing contact with provided email. - Action **Delete Task** Deletes a Sellsy task. - Action **Find Company** Finds an existing company (prospect or client). - Action **Find Contact** Finds an existing contact. - Action **Get Opportunity** Returns one Sellsy opportunity by id. - Action **Get Task** Returns one Sellsy task by id. - Action **List Opportunity Pipeline Steps** Lists the steps of a pipeline; supplies the required step id for Create Opportunity. - Action **Update Opportunity** updates an existing opportunity's fields, including its status (open/won/lost/cancelled/...) and pipeline step; a status change fires the opportunity.status webhook event. - Action **Update Task** updates a task's title, description, due date, status etc.; fires task.updated. - Trigger **New Document** Triggers when a new document has been created. - Trigger **New Document Moved to Folder** Triggers when document moved to folder. - Action **Add document** Create a new blank document. - Action **Delete document** Moves a Zoho Writer document to the Trash. It can be restored from the Trash for the vendor's retention period. - Action **Get document** Get document details by id. - Action **Get Merge Job Report** Returns the report of a merge job: its overall status and the per-record merged documents with their download links. - Action **Get Translation Job Status** Returns the status of a document translation job and, once it is completed, the link to the translated document. - Action **List documents** List documents in a folder or account. - Action **Merge a Document and Send via Webhook** Merges a document with data from a source and sends it via a Webhook. - Action **Merge and Store** Merges a document and stores it in a particular folder in Zoho WorkDrive. - Action **Merge a Template and Send Email** Merges a template with data from a source and send mail. - Action **Translate document** Translates a Zoho Writer document into another language and stores the translation in a folder. Returns a status link for the translation job. - Action **Update document** Updates one property of a Zoho Writer document: its name, description, favourite flag, final state, lock, readiness or track changes. - Action **Upload Document With Text** Uploads a document file. - Action **Upload Document With URL** Uploads a document with the given URL ## Each app on its own - [ **Sellsy** Sellsy is a French SaaS that helps SMBs and VBEs manage sales, invoicing, marketing, and cash flow in one...](https://apiant.ai/connections/sellsy) - [ **Zoho Writer** Zoho Writer is a powerful word processor made for collaborative work.](https://apiant.ai/connections/zoho-writer) Reviews ## What our customers say ## More from Sellsy - [ **Sellsy to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/sellsy-to-slack) - [ **Sellsy to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/sellsy-to-stripe) - [ **Sellsy to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/sellsy-to-shopify) - [ **Sellsy to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sellsy-to-trello) - [ **Sellsy to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/sellsy-to-zoom) - [ **Sellsy to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/sellsy-to-twilio) ## More into Zoho Writer - [ **HubSpot to Zoho Writer** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-writer) - [ **Salesforce to Zoho Writer** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-writer) - [ **Slack to Zoho Writer** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-writer) - [ **Google Sheets to Zoho Writer** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-writer) - [ **Gmail to Zoho Writer** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-writer) - [ **Google Calendar to Zoho Writer** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-writer) Questions ## Sellsy and Zoho Writer, answered ### ### What can start an automation from Sellsy? Any of Sellsy's 9 triggers in the catalog, including New Company, New Contact, New Opportunity and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zoho Writer when something happens in Sellsy? Any of Zoho Writer's 13 actions, including Update document, Upload Document With Text, Upload Document With URL and Add document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Writer to Sellsy? Yes. When something happens in Zoho Writer, your agent can act in Sellsy too. This page covers both directions: Zoho Writer's triggers and Sellsy's actions are listed here as well. ### ### Do I have to build a connector for Sellsy or Zoho Writer? 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 Sellsy and Zoho Writer 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.