--- title: "Connect Swarmtix and Zoho CRM - APIANT.ai" description: "When \"New Event\" fires in Swarmtix, your agent runs \"Add or update record (upsert)\" in Zoho CRM." canonical: "https://apiant.ai/connect/swarmtix-to-zoho-crm" --- # Connect Swarmtix and Zoho CRM When **New Event** fires in [Swarmtix](https://apiant.ai/connections/swarmtix), 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 **Create Ticket Type** in Swarmtix. Describe the whole flow and it is built, tested on every scenario and kept running. Swarmtix **1** trigger Swarmtix **23** 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 Swarmtix 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 Swarmtix and Zoho CRM can do together ### From Swarmtix to Zoho CRM - When **New Event** in Swarmtix then **Add or update record (upsert)** in Zoho CRM - When **New Event** in Swarmtix then **Add tag to record** in Zoho CRM ### From Zoho CRM to Swarmtix - When **New or updated record** in Zoho CRM then **Create Ticket Type** in Swarmtix - When **New record** in Zoho CRM then **Create Event** in Swarmtix 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 Swarmtix and Zoho CRM ## Triggers and actions 3 triggers · 36 actions - Trigger **New Event** Triggers when a new event appears in your Swarmtix organisation. - Action **Create Access Code** Creates an access code that unlocks a hidden ticket type on an event at its normal price. - Action **Create Checkout Question** Adds a custom question an event asks buyers during checkout, and returns the stored question. - Action **Create Discount** Creates a discount on a Swarmtix event, either a code buyers type at checkout or a public offer shown on the event page, taking an amount or a percentage off. - Action **Create Event** Creates a new Swarmtix event as an unpublished draft and returns its id and URL slug. - Action **Create Ticket Type** Adds a ticket type (a price tier buyers choose from) to a Swarmtix event and returns it. - Action **Delete Checkout Question** Removes a checkout question from an event so buyers are no longer asked it. Answers buyers already gave stay with their orders. - Action **Delete Discount** Switches off a discount, public discount or access code on an event so it can no longer be used. The offer is kept because orders that used it still point at it. - Action **Delete Ticket Type** Permanently deletes a ticket type nobody has ordered from an unpublished event, and returns the ticket types that remain. - Action **Duplicate Event** Copies an event's setup into a new unpublished draft, without its dates, orders or attendees, and returns the new event. - Action **Get Analytics Summary** Returns an organisation-wide roll-up of events, tickets sold and orders placed, plus the connected organizer account's lifetime gross ticket revenue per currency. - Action **Get Event** Returns one Swarmtix event in full: schedule, location, host, ticket types and publication status. - Action **Get Event Analytics** Returns the sales and traffic figures for one event: revenue, tickets sold, refunds, page visits and the daily series behind them. - Action **Get Ticket Sales Summary** Returns how many tickets were put on sale, sold and checked in for one scheduled date of a Swarmtix event (the earliest date when none is given). - Action **List Checkout Questions** Returns the custom questions an event asks buyers at checkout, with each question's wording, field name, and whether it is enabled and required. - Action **List Discounts** Returns the active discount offers on an event, with their codes, reductions, dates and usage. - Action **List Event Dates** Returns the scheduled dates of a Swarmtix event, earliest first, with each date's id, local and UTC start and end, capacity and active status. - Action **List Events** Returns the Swarmtix events this connection can see, alphabetically by name, with each event's id, slug, name, city, country and scheduled dates. - Action **List Ticket Types** Returns the ticket types an event sells, with price, quantity, remaining availability, per-order limits and sale window. - Action **Set Event Dates** Replaces the full list of dates a Swarmtix event runs on and returns the resulting schedule. Refuses to drop a date that already has tickets sold. - Action **Update Checkout Question** Changes one of an event's checkout questions (wording, answer type, choices, required, enabled, shown on ticket) and returns the question as stored. Only the fields you fill in are changed. - Action **Update Discount** Changes an event's discount code, public discount or access code — its code, name, reduction, ticket type, window or usage limit — and returns the discount as stored. - Action **Update Event** Updates an event's details such as name, description, venue, address, visibility, fees and timezone, and returns the event as stored afterwards. Fields left blank keep their current values. - Action **Update Ticket Type** Changes one of an event's ticket types (name, price, quantity, limits, sale window) and returns it as stored afterwards. Fields left blank keep their current values. - 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 - [ **Swarmtix** The simplest event ticketing platform. Create, promote and sell your events in 10 minutes.](https://apiant.ai/connections/swarmtix) - [ **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 Swarmtix - [ **Swarmtix to Conrad** Conrad is a CRM that manages your business, track client relationships, and keeps you connected.](https://apiant.ai/connect/swarmtix-to-conrad) - [ **Swarmtix to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/swarmtix-to-trello) - [ **Swarmtix to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/swarmtix-to-zoom) - [ **Swarmtix to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/swarmtix-to-twilio) - [ **Swarmtix to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/swarmtix-to-typeform) - [ **Swarmtix to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/swarmtix-to-webflow) ## 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](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 ## Swarmtix and Zoho CRM, answered ### ### What can start an automation from Swarmtix? Any of Swarmtix's 1 trigger in the catalog, including New Event. 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 Swarmtix? 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 Swarmtix? Yes. When something happens in Zoho CRM, your agent can act in Swarmtix too. This page covers both directions: Zoho CRM's triggers and Swarmtix's actions are listed here as well. ### ### Do I have to build a connector for Swarmtix 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 Swarmtix 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.