Integration
Connect Zoho FSM to ChartMogul
When New Module Entry fires in Zoho FSM, your agent runs Add a Custom Attribute to a Customer via Email in ChartMogul. 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 Zoho FSM and ChartMogul 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 Zoho FSM can start in ChartMogul
When New Module Entry in Zoho FSM
then Add a Custom Attribute to a Customer via Email in ChartMogul
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 FSM and ChartMogul
Triggers and actions 3 triggers · 37 actions
- New Module Entry
Triggers when a new record is created in the chosen Zoho FSM module, such as a work order, request or contact.
- New/Updated Module Entry
Triggers when a record in the chosen Zoho FSM module is created or updated.
- Updated Module Entry
Triggers when an existing record in the chosen Zoho FSM module is changed.
- Add asset
Creates a new asset in Zoho FSM, optionally linked to a part, contact and company.
- Add company
Creates a new company record in Zoho FSM.
- Add contact
Creates a new contact in Zoho FSM and returns its id.
- Add estimate
Creates a new estimate in Zoho FSM for a contact and company, with optional service and part line items.
- Add note
Adds a note to a request, estimate, work order, service appointment, contact or asset record.
- Add request
Creates a new service request in Zoho FSM for a contact or company.
- Add service appointment
Creates a service appointment for line items of an existing work order in Zoho FSM, scheduled for the given start and end time.
- Add work order
Creates a new work order in Zoho FSM with its service line items, customer and addresses.
- Create Module Entry
Creates a new record in any Zoho FSM module (Companies, Contacts, Assets, Requests, Work Orders and more) from the field values you supply.
- Find Module Entry
Finds records in a Zoho FSM module (such as Contacts, Companies or Work Orders) whose chosen field matches a search value.
- Get Related Records
Returns the records related to a Zoho FSM record, such as the notes, work orders or service appointments linked to a contact.
- Update Module Entry
Updates an existing record in a Zoho FSM module, such as a company, contact, asset, request or work order, with the field values you supply.
- Update work order
Updates an existing work order in Zoho FSM, such as its summary, contact, company, addresses or service line items.
- Add a Custom Attribute to a Customer via Email
Adds a custom attribute to every ChartMogul customer with the given email address.
- Add a Custom Attribute to a Customer via External ID
Adds a custom attribute to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the attribute.
- Add a Custom Attribute to a Customer via UUID
Adds a custom attribute to one ChartMogul customer, identified by ChartMogul's customer ID.
- Add Tags to a Customer via Email
Adds one or more tags to every ChartMogul customer with the given email address.
- Add Tags to a Customer via External ID
Adds one or more tags to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the tags.
- Add Tags to a Customer via UUID
Adds one or more tags to one ChartMogul customer, identified by ChartMogul's customer ID.
- Create a Contact
Creates a contact person on a ChartMogul customer.
- Create a Customer
Creates a new customer in ChartMogul under one of your data sources.
- Create an Opportunity
Creates a sales opportunity (deal) on a ChartMogul customer.
- Create a Note or Call Log
Logs a note or a call against a ChartMogul customer.
- Create a Task
Creates a task on a ChartMogul customer and assigns it to a team member.
- List Customer's Opportunities
Returns the sales opportunities (deals) on a ChartMogul customer.
- List Customer's Tasks
Returns the tasks on a ChartMogul customer.
- Merge Customers
Merges one ChartMogul customer into another. Identify each side either by its ChartMogul ID or by your own external ID plus its data source.
- Retrieve a Customer Profile
Returns one ChartMogul customer's full profile, including its tags and custom attributes.
- Retrieve a Metric
Returns one ChartMogul subscription metric over a date range, such as MRR, ARR, customer count or churn rate.
- Search Contacts
Finds ChartMogul contacts by email, customer or data source.
- Search for Customer via Email
Finds ChartMogul customers by email address.
- Search for Customer via External ID
Finds ChartMogul customers by the ID they carry in your own billing system.
- Update a Contact
Updates a ChartMogul contact. Only the fields you fill in are changed.
- Update a Customer
Updates a ChartMogul customer. Only the fields you fill in are changed.
- Update an Opportunity
Updates a ChartMogul sales opportunity. Only the fields you fill in are changed.
- Update a Note or Call Log
Updates a note or call log on a ChartMogul customer. Only the fields you fill in are changed.
- Update a Task
Updates a task on a ChartMogul customer. 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 FSM and ChartMogul, answered
What can start an automation from Zoho FSM?
Any of Zoho FSM's 3 triggers in the catalog, including New Module Entry, New/Updated Module Entry and Updated Module Entry. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ChartMogul when something happens in Zoho FSM?
Any of ChartMogul's 24 actions, including Create a Contact, Create a Customer, Create an Opportunity and Create a Note or Call Log. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ChartMogul to Zoho FSM?
ChartMogul has no triggers in the catalog today, so automations start in Zoho FSM. If you need the other direction, ask: your agent reads ChartMogul's API documentation and adds it.
Do I have to build a connector for Zoho FSM or ChartMogul?
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 FSM and ChartMogul 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.