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What do you want Zoho CRM and Jobber to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Zoho CRM can start in Jobber
When New or updated record in Zoho CRM
then Add note to job in Jobber
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 Jobber
Triggers and actions 2 triggers · 26 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 note to job
GraphQL mutation jobCreateNote.
- Add Note to Request
Adds a note to a request
- Add Tags to Client
Adds one or more tags to an existing Jobber client, keeping the tags it already has.
- Create Client
Creates a new client.
- Create Job
Creates a new job. This will create the job for the client's first property.
- Create Quote
Creates a quote for a client's property in Jobber, with its line items.
- Create Request
Creates a new request. This will create the request for the client's first property.
- Find Client
Finds the client that aligns most closely with the search criteria.
- Find invoices
Returns up to 50 invoices that match the specified search term and filters.
- Find quotes
Returns up to 50 Jobber quotes that match the search text and filters.
- Find requests
GraphQL query requests.
- Update client
Updates an existing Jobber client by ID. Only the fields you fill in are changed.
- Update job
Updates an existing job in Jobber: title, instructions, number, schedule, invoicing, salesperson, tax rate, job forms and custom fields. Only the fields you fill in are changed.
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
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Questions
Zoho CRM and Jobber, 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 Jobber when something happens in Zoho CRM?
Any of Jobber's 13 actions, including Create Client, Create Job, Create Quote and Create Request. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Jobber to Zoho CRM?
Jobber has no triggers in the catalog today, so automations start in Zoho CRM. If you need the other direction, ask: your agent reads Jobber's API documentation and adds it.
Do I have to build a connector for Zoho CRM or Jobber?
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.