Integration
Connect Vitally and Zoho Sheet
When Customer Created fires in Vitally, your agent runs Create Row in Zoho Sheet, or New or Updated Row (WorkDrive) in Zoho Sheet to Create Task in Vitally. 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 Vitally and Zoho Sheet 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)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 Vitally and Zoho Sheet can do together
From Vitally to Zoho Sheet
When Customer Created in Vitally
then Create Row in Zoho Sheet
From Zoho Sheet to Vitally
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 Vitally and Zoho Sheet
Triggers and actions 13 triggers · 34 actions
- Customer Created
Triggers when a new account (customer) is created in Vitally.
- Custom Object Instance Created
Triggers when a new instance of a custom object is created.
- Custom Object Instance Updated
Triggers when an instance of a custom object is created or updated.
- Note Created
Triggers when a new note is created in Vitally.
- NPS Response Created
Triggers when a new NPS response is recorded in Vitally.
- Organization Created
Triggers when a new organization is created in Vitally.
- Project Created
Triggers when a new project is created in Vitally.
- Task Created
Triggers when a new task is created in Vitally.
- Create Account
Creates an account (customer) in Vitally, identified by your own external ID.
- Create Note
Creates a note on an account or organization in Vitally.
- Create NPS Response
Records an NPS survey response from a user in Vitally.
- Create Organization
Creates an organization in Vitally, identified by your own external ID.
- Create Project From Template
Creates a project for an account or organization from a project template.
- Create Task
Creates a task on an account or organization in Vitally.
- Find a Customer
Returns a account by its Vitally ID or external ID.
- Find a Custom Object Instance
Finds a custom object instance by ID, external ID, linked account or a custom field value.
- Find a Note
Returns a note by its Vitally ID or external ID.
- Find a Organization
Returns a organization by its Vitally ID or external ID.
- Find a Task
Returns a task by its Vitally ID or external ID.
- Find a Teammate
Finds a Vitally team member by email address.
- Find a User
Finds a user by email address, external ID or email domain.
- Get Account Health Scores
Returns an account's health score and its breakdown.
- Update Customer Traits
Updates the name or traits of a account in Vitally; traits are merged with existing ones.
- Update Organization Traits
Updates the name or traits of a organization in Vitally; traits are merged with existing ones.
- Update Project Status
Changes a project's status in Vitally.
- Update Task
Updates a task in Vitally, for example to reassign or complete it.
- Update User Traits
Updates the name or traits of a user in Vitally; traits are merged with existing ones.
- New or Updated Row (WorkDrive)
Triggers when a new row is added or an existing row is modified in a specified worksheet.
- New Row (WorkDrive)
Triggers when a new row is created in a specified worksheet.
- New Workbook
Triggered when a new workbook is created in Zoho Sheet.
- Updated Column
Fires when a cell inside the chosen column(s) of a Zoho Sheet worksheet is changed.
- Updated Column (WorkDrive)
Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger.
- Create Row
Adds one or more rows to a worksheet in a Zoho Sheet workbook, matching values to columns by the header row.
- Create Row (WorkDrive)
Adds one or more rows to a worksheet in a Zoho Sheet workbook (including workbooks stored in Zoho WorkDrive), matching values to the table's header columns.
- Create Worksheet
Adds a new worksheet (tab) to a Zoho Sheet workbook.
- Create Worksheet (WorkDrive)
Creates a new worksheet in the specified workbook.
- Delete Row
Deletes a particular row based on its index.
- Delete Row (WorkDrive)
Deletes a particular row based on its index.
- List Worksheets
Lists the worksheets (tabs) in a workbook via worksheet.list.
- Search and Delete Row
Deletes the row(s) in a Zoho Sheet worksheet that match a search criteria, removing them so the rows below move up.
- Search and Delete Row (WorkDrive)
Finds the rows in a worksheet of a WorkDrive-stored Zoho Sheet workbook that match a search criteria and deletes them.
- Search and Update Row
Searches and then updates a row based on some criteria.
- Search and Update Row (WorkDrive)
Finds the rows in a Zoho Sheet worksheet (stored in WorkDrive) that match a criteria and updates them with new column values.
- Search Row
Returns the rows of a Zoho Sheet worksheet that match the specified criteria.
- Search Row - Workdrive Users
Returns the rows of a Zoho Sheet worksheet (stored in WorkDrive) that match the specified criteria.
- Update Row
Updates one row of a Zoho Sheet worksheet, identified by its row number, with new values keyed by column header.
- Update Row (WorkDrive)
Updates one row of a worksheet in a Zoho Sheet workbook stored in WorkDrive, identified by its row number, with new values keyed by column header.
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
Vitally and Zoho Sheet, answered
What can start an automation from Vitally?
Any of Vitally's 8 triggers in the catalog, including Customer Created, Custom Object Instance Created, Custom Object Instance Updated and Note Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zoho Sheet when something happens in Vitally?
Any of Zoho Sheet's 15 actions, including Create Row, Create Row (WorkDrive), Create Worksheet and Create Worksheet (WorkDrive). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho Sheet to Vitally?
Yes. When something happens in Zoho Sheet, your agent can act in Vitally too. This page covers both directions: Zoho Sheet's triggers and Vitally's actions are listed here as well.
Do I have to build a connector for Vitally or Zoho Sheet?
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 Vitally and Zoho Sheet 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.