--- title: "Connect Supernotes and Zoho CRM - APIANT.ai" description: "When \"New card\" fires in Supernotes, your agent runs \"Add or update record (upsert)\" in Zoho CRM." canonical: "https://apiant.ai/connect/supernotes-to-zoho-crm" --- # Connect Supernotes and Zoho CRM When **New card** fires in [Supernotes](https://apiant.ai/connections/supernotes), your agent runs **Add or update record (upsert)** in [Zoho CRM](https://apiant.ai/connections/zoho-crm), or **New or updated record** in Zoho CRM to **Add card** in Supernotes. Describe the whole flow and it is built, tested on every scenario and kept running. Supernotes **1** trigger Supernotes **15** actions Zoho CRM **2** triggers Zoho CRM **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 Supernotes and Zoho CRM 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 Supernotes and Zoho CRM can do together ### From Supernotes to Zoho CRM - When **New card** in Supernotes then **Add or update record (upsert)** in Zoho CRM - When **New card** in Supernotes then **Add tag to record** in Zoho CRM ### From Zoho CRM to Supernotes - When **New or updated record** in Zoho CRM then **Add card** in Supernotes - When **New record** in Zoho CRM then **Add comment** in Supernotes 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 Supernotes and Zoho CRM ## Triggers and actions 3 triggers · 28 actions - Trigger **New card** Fires when a card is created in Supernotes. Supernotes also delivers edit events to the same webhook; those are ignored here. - Action **Add card** Create a new card (note). - Action **Add collection** Create a new collection. - Action **Add comment** Post a new comment on a card. - Action **Delete card** Delete a card for everyone. - Action **Delete collection** Deletes the specified Supernotes collection. - Action **Delete comment** Delete a comment by id. - Action **Find cards** Returns the cards whose name or content match the specified search text, optionally narrowed by parent, dates, statuses and filters. - Action **Get card** Get a single Supernotes card by its id, including its content, your membership details, backlinks and parents. - Action **Get collection** Retrieve a single collection by id. - Action **List collections** Lists all collections owned by the connected Supernotes user. - Action **List comments** Get all comments for the specified card. - Action **List tags** Lists every tag known to the connected Supernotes user. - Action **Update card** Update fields (name, markdown, members etc) on one or more cards. - Action **Update collection** Update an existing Supernotes collection's definition, view settings or position. - Action **Update comment** Update the text of an existing comment on a Supernotes card. - Trigger **New or updated record** Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time. - Trigger **New record** Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time. - Action **Add note** Adds a note to a record in any supported Zoho CRM module. - Action **Add or update record (upsert)** Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module. - Action **Add tag to record** Add one or more tags (comma-separated names) to a record in the specified module. - Action **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. - Action **Create record** Create a new record in the specified Zoho CRM module. - Action **Delete record** Delete a record by ID from the specified Zoho CRM module. - Action **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. - Action **Get record** Retrieve a single record by ID from the specified Zoho CRM module. - Action **List notes** Lists notes across all records in Zoho CRM (requires an administrator profile). - Action **List users** Retrieves users in the Zoho CRM organization, optionally filtered by user type or IDs. - Action **Query records (COQL)** Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records. - Action **Remove tag from record** Remove one or more tags (comma-separated names) from a record in the specified module. - Action **Update record** Update an existing record by ID in the specified Zoho CRM module. ## Each app on its own - [ **Supernotes** Collaborative note-taking app for creating linked notecards with checklists, images, and tasks, with a REST...](https://apiant.ai/connections/supernotes) - [ **Zoho CRM** Zoho CRM makes it easy to get the complete picture of your sales cycle and stay on top of your business...](https://apiant.ai/connections/zoho-crm) Reviews ## What our customers say ## More from Supernotes - [ **Supernotes to JigsawStack** JigsawStack provides all the APIs you need in one place, with high reliability and simple pricing](https://apiant.ai/connect/supernotes-to-jigsawstack) - [ **Supernotes to Lecto Translation** Translation API with free tier and reasonable prices](https://apiant.ai/connect/supernotes-to-lecto-translation) - [ **Supernotes to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/supernotes-to-trello) - [ **Supernotes to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/supernotes-to-zoom) - [ **Supernotes to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/supernotes-to-twilio) - [ **Supernotes to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/supernotes-to-typeform) ## More into Zoho CRM - [ **HubSpot to Zoho CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-crm) - [ **Salesforce to Zoho CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-crm) - [ **Slack to Zoho CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-crm) - [ **Google Sheets to Zoho CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zoho-crm) - [ **Gmail to Zoho CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-crm) - [ **Google Calendar to Zoho CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-crm) Questions ## Supernotes and Zoho CRM, answered ### ### What can start an automation from Supernotes? Any of Supernotes's 1 trigger in the catalog, including New card. 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 Supernotes? 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 Supernotes? Yes. When something happens in Zoho CRM, your agent can act in Supernotes too. This page covers both directions: Zoho CRM's triggers and Supernotes's actions are listed here as well. ### ### Do I have to build a connector for Supernotes 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 Supernotes 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.