--- title: "Connect Zoho CRM to SamCart - APIANT.ai" description: "When \"New or updated record\" fires in Zoho CRM, your agent runs \"Update order\" in SamCart." canonical: "https://apiant.ai/connect/zoho-crm-to-samcart" --- # Connect Zoho CRM to SamCart When **New or updated record** fires in [Zoho CRM](https://apiant.ai/connections/zoho-crm), your agent runs **Update order** in [SamCart](https://apiant.ai/connections/samcart). Describe the whole flow and it is built, tested on every scenario and kept running. Zoho CRM **2** triggers Zoho CRM **13** actions SamCart **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Zoho CRM and SamCart to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Zoho CRM can start in SamCart - When **New or updated record** in Zoho CRM then **Update order** in SamCart - When **New record** in Zoho CRM then **Get customer** in SamCart 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 SamCart ## Triggers and actions 2 triggers · 28 actions - Trigger **New or updated record** Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time. - Trigger **New record** Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time. - Action **Add note** Adds a note to a record in any supported Zoho CRM module. - Action **Add or update record (upsert)** Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module. - Action **Add tag to record** Add one or more tags (comma-separated names) to a record in the specified module. - Action **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. - Action **Create record** Create a new record in the specified Zoho CRM module. - Action **Delete record** Delete a record by ID from the specified Zoho CRM module. - Action **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. - Action **Get record** Retrieve a single record by ID from the specified Zoho CRM module. - Action **List notes** Lists notes across all records in Zoho CRM (requires an administrator profile). - Action **List users** Retrieves users in the Zoho CRM organization, optionally filtered by user type or IDs. - Action **Query records (COQL)** Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records. - Action **Remove tag from record** Remove one or more tags (comma-separated names) from a record in the specified module. - Action **Update record** Update an existing record by ID in the specified Zoho CRM module. - Action **Add refund** Refunds a SamCart charge, either in full or for a partial amount. Returns the refund with its charge and order. - Action **Cancel subscription** Cancels a SamCart subscription immediately, optionally without notifying the customer. Returns the updated subscription. - Action **Get charge** Returns a single SamCart charge by its ID, including the customer, order, processor, currency, refund status and total. - Action **Get customer** Returns a SamCart customer by ID, including name, email, phone, tags, lifetime value and addresses. - Action **Get order** Returns a single SamCart order by its ID, including cart items, totals, shipping address, custom fields and UTM parameters. - Action **Get product** Returns a single SamCart product by its ID, including price, pricing type, status, order bumps, bundled products and tags. - Action **Get subscription** Returns a single SamCart subscription by its ID, including its status, pricing, coupon, cancellation schedule and next rebilling date. - Action **List charges** Returns the charges in your SamCart marketplace, optionally filtered by creation date range and test mode. - Action **List customers** Returns the customers in your SamCart marketplace, optionally filtered by email address or creation date range. - Action **List orders** Returns the orders in your SamCart marketplace, optionally filtered by creation date range and test mode. - Action **List products** Returns the products in your SamCart marketplace, optionally filtered by status, category, pricing type or creation date. - Action **List refunds** Returns every refund issued in your SamCart marketplace, sorted by refund ID, with the refunded charge and order details. - Action **List subscriptions** Returns the subscriptions in your SamCart marketplace, optionally filtered by status, type, test mode, and created, rebilling or canceled dates. - Action **Update order** Updates the value of a custom field on an existing SamCart order. - Action **Update subscription** Changes the next rebilling date of an active or delinquent SamCart subscription and returns the updated subscription. ## Each app on its own - [ **Zoho CRM** Zoho CRM makes it easy to get the complete picture of your sales cycle and stay on top of your business...](https://apiant.ai/connections/zoho-crm) - [ **SamCart** SamCart is an online shopping cart that helps you sell things online.](https://apiant.ai/connections/samcart) Reviews ## What our customers say ## More from Zoho CRM - [ **Zoho CRM to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zoho-crm-to-zoom) - [ **Zoho CRM to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zoho-crm-to-linkedin) - [ **Zoho CRM to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zoho-crm-to-facebook) - [ **Zoho CRM to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zoho-crm-to-anthropic) - [ **Zoho CRM to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zoho-crm-to-supabase) - [ **Zoho CRM to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/zoho-crm-to-elevenlabs) ## More into SamCart - [ **HubSpot to SamCart** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-samcart) - [ **Salesforce to SamCart** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-samcart) - [ **Slack to SamCart** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-samcart) - [ **Google Sheets to SamCart** Google Sheets](https://apiant.ai/connect/google-sheets-to-samcart) - [ **Gmail to SamCart** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-samcart) - [ **Google Calendar to SamCart** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-samcart) Questions ## Zoho CRM and SamCart, 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 SamCart when something happens in Zoho CRM? Any of SamCart's 15 actions, including Update order, Update subscription, Add refund and Get charge. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SamCart to Zoho CRM? SamCart has no triggers in the catalog today, so automations start in Zoho CRM. If you need the other direction, ask: your agent reads SamCart's API documentation and adds it. ### ### Do I have to build a connector for Zoho CRM or SamCart? 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 Zoho CRM and SamCart 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.