Integration
Connect Zoho CRM to RotaCloud
When something happens in Zoho CRM, your agent does the next thing in RotaCloud. Describe it 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 Zoho CRM and RotaCloud to do together?
Ask the assistant
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 RotaCloud
When New or updated record in Zoho CRM
then Create Leave in RotaCloud
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 RotaCloud
Triggers and actions 2 triggers · 36 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.
- Assign User to Location
Adds a RotaCloud user to a location, keeping the locations they are already assigned to.
- Assign User to Role
Adds a role to a RotaCloud user's roles, keeping the roles they already have.
- Create Leave
Creates leave within RotaCloud.
- Create Location
Creates a location within RotaCloud.
- Create Role
Creates a role within RotaCloud.
- Create Shift
Creates a shift within RotaCloud.
- Create User
Creates a user within RotaCloud.
- Delete Location
Deletes a location from the RotaCloud account.
- Delete Role
Deletes a role from the RotaCloud account.
- Delete User
Deletes a user from the RotaCloud account.
- Find Leave by ID
Fetches a leave request by ID, with its employee, leave type, dates, status and messages. An error occurs if the leave is not found.
- Find Location by ID
Returns the RotaCloud location with the specified ID.
- Find Location by Name
Returns the RotaCloud locations whose name matches the specified name (case-insensitive).
- Find Role by ID
Returns the RotaCloud role with the specified ID.
- Find Role by Name
Returns the roles whose name matches the specified name.
- Find Shift by ID
Fetches a shift by ID, with its times, location, role, assigned employee, notes and whether it is published or open. An error occurs if the shift is not found.
- Find User by Email
Returns the RotaCloud user whose email address matches the specified email.
- Find User by ID
Retrieves a single RotaCloud user by their ID.
- Unassign User From Location
Removes a user from one location in RotaCloud, keeping their other location assignments.
- Unassign User From Role
Unssigns a user from a role within RotaCloud.
- Update Location
Updates an existing RotaCloud location's name, address, geolocation or timezone. Fields left blank are left unchanged.
- Update Role
Updates a role within RotaCloud.
- Update User
Updates an existing user by ID
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 RotaCloud, 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 RotaCloud when something happens in Zoho CRM?
Any of RotaCloud's 23 actions, including Create Leave, Create Location, Create Role and Create Shift. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from RotaCloud to Zoho CRM?
RotaCloud has no triggers in the catalog today, so automations start in Zoho CRM. If you need the other direction, ask: your agent reads RotaCloud's API documentation and adds it.
Do I have to build a connector for Zoho CRM or RotaCloud?
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.