Integration
Connect Ventrata and Zoho CRM
When Updated Booking fires in Ventrata, your agent runs Add or update record (upsert) in Zoho CRM, or New or updated record in Zoho CRM to Add booking in Ventrata. 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 Ventrata and Zoho CRM to do together?
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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)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 Ventrata and Zoho CRM can do together
From Ventrata to Zoho CRM
When Updated Booking in Ventrata
then Add or update record (upsert) in Zoho CRM
From Zoho CRM to Ventrata
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 Ventrata and Zoho CRM
Triggers and actions 3 triggers · 24 actions
- Updated Booking
Triggers when any booking is created, updated, cancelled, or redeemed, including changes to customer details, products, options, quantities, or status.
- Add booking
Reserves availability by creating an ON_HOLD booking. Confirm it afterwards with Confirm booking.
- Confirm booking
/bookings/{uuid}/confirm - confirm an on-hold booking with contact details (OCTO Core).
- Delete booking
/bookings/{uuid} - cancel a booking with optional reason (OCTO Core).
- Find availability
/availability - search availability for a product/option over a date range or specific dates (OCTO Core).
- Find availability calendar
/availability/calendar - daily availability summary for a product/option over a date range (OCTO Core).
- Find Booking
Find bookings by reference, date, contact details or other filters. At least one primary filter is required.
- Get booking
/bookings/{uuid} - retrieve a booking by UUID (OCTO Core).
- Get product
/products/{id} - retrieve one product with its options and units (OCTO Core).
- Get supplier
Returns the supplier the connected API key belongs to (name, reference, website, contact details).
- List products
/products - list all bookable products for the supplier (OCTO Core).
- Update booking
/bookings/{uuid} - amend an existing booking (date/time, units, contact) (OCTO Core).
- 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
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Questions
Ventrata and Zoho CRM, answered
What can start an automation from Ventrata?
Any of Ventrata's 1 trigger in the catalog, including Updated Booking. 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 Ventrata?
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 Ventrata?
Yes. When something happens in Zoho CRM, your agent can act in Ventrata too. This page covers both directions: Zoho CRM's triggers and Ventrata's actions are listed here as well.
Do I have to build a connector for Ventrata 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 Ventrata 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.