Integration
Connect SysAid and Zoho CRM
When New Service Record fires in SysAid, your agent runs Add or update record (upsert) in Zoho CRM, or New or updated record in Zoho CRM to Create Service Record in SysAid. 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 SysAid and Zoho CRM 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 SysAid and Zoho CRM can do together
From SysAid to Zoho CRM
When New Service Record in SysAid
then Add or update record (upsert) in Zoho CRM
From Zoho CRM to SysAid
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 SysAid and Zoho CRM
Triggers and actions 4 triggers · 29 actions
- New Service Record
Triggers when a new service record (incident or request) is created in SysAid.
- Service Record Updated
Triggers when a service record (incident or request) is updated in SysAid.
- Add Service Record Note
Adds a note to a SysAid service record.
- Create Company
Creates a new company in SysAid.
- Create End User
Creates a new end user in SysAid.
- Create Service Record
Creates a new service record (incident or request) in SysAid and returns it.
- Delete Service Record
Permanently deletes a SysAid service record.
- Get Agent
Returns one SysAid agent by ID.
- Get Company
Returns one SysAid company by ID.
- Get End User
Returns one SysAid end user by ID.
- Get Service Record
Returns one SysAid service record by its ID.
- List Agents
Returns a page of SysAid agents.
- List Companies
Returns a page of companies in SysAid.
- List End Users
Returns a page of SysAid end users.
- List Groups
Returns a page of SysAid groups.
- Resolve Service Record
Resolves a SysAid service record with a solution.
- Search Service Records
Finds SysAid service records matching a text search, newest first.
- Update Service Record
Updates fields on an existing SysAid service record, such as its status, priority, assignee or description.
- New or updated record
Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time.
- New record
Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time.
- Add note
Adds a note to a record in any supported Zoho CRM module.
- Add or update record (upsert)
Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module.
- Add tag to record
Add one or more tags (comma-separated names) to a record in the specified module.
- 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.
- Create record
Create a new record in the specified Zoho CRM module.
- Delete record
Delete a record by ID from the specified Zoho CRM module.
- 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.
- Get record
Retrieve a single record by ID from the specified Zoho CRM module.
- List notes
Lists notes across all records in Zoho CRM (requires an administrator profile).
- List users
Retrieves users in the Zoho CRM organization, optionally filtered by user type or IDs.
- Query records (COQL)
Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records.
- Remove tag from record
Remove one or more tags (comma-separated names) from a record in the specified module.
- Update record
Update an existing record by ID in the specified Zoho CRM module.
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
SysAid and Zoho CRM, answered
What can start an automation from SysAid?
Any of SysAid's 2 triggers in the catalog, including New Service Record and Service Record Updated. 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 SysAid?
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 SysAid?
Yes. When something happens in Zoho CRM, your agent can act in SysAid too. This page covers both directions: Zoho CRM's triggers and SysAid's actions are listed here as well.
Do I have to build a connector for SysAid 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 SysAid 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.