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What do you want Zoho CRM and Faraday to do together?
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Claude Code
Run this in the directory you want to work in.
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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
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Setup guide (opens in a new tab)Zed
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Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
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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 Zoho CRM can start in Faraday
When New or updated record in Zoho CRM
then Add dataset in Faraday
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 Zoho CRM and Faraday
Triggers and actions 2 triggers · 31 actions
- 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.
- Add dataset
/v1/datasets. Create a dataset describing how to import data.
- Add file
/v1/uploads. Upload a file to Faraday.
- Add outcome
/v1/outcomes. Create an outcome (prediction target).
- Add scope
/v1/scopes. Create a scope.
- Add stream
/v1/streams. Create an event stream.
- Add target
/v1/targets. Create a target (delivery destination).
- Delete dataset
/v1/datasets/{dataset_id}. Delete a dataset.
- Get cohort
/v1/cohorts/{cohort_id}. Retrieve a cohort.
- Get dataset
/v1/datasets/{dataset_id}. Retrieve a dataset.
- Get outcome
/v1/outcomes/{outcome_id}. Retrieve an outcome.
- Get scope
/v1/scopes/{scope_id}. Retrieve a scope.
- Get target
/v1/targets/{target_id}. Retrieve a target.
- List connections
/v1/connections. List connections.
- List datasets
/v1/datasets. List datasets.
- List files
/v1/uploads. List previously uploaded files.
- List streams
/v1/streams. List streams.
- Update cohort
/v1/cohorts/{cohort_id}. Edit a cohort.
- Update dataset
/v1/datasets/{dataset_id}. Update a dataset.
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
Zoho CRM and Faraday, answered
What can start an automation from Zoho CRM?
Any of Zoho CRM's 2 triggers in the catalog, including New or updated record and New record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Faraday when something happens in Zoho CRM?
Any of Faraday's 18 actions, including Update cohort, Update dataset, Add dataset and Add file. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Faraday to Zoho CRM?
Faraday has no triggers in the catalog today, so automations start in Zoho CRM. If you need the other direction, ask: your agent reads Faraday's API documentation and adds it.
Do I have to build a connector for Zoho CRM or Faraday?
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.
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.