Integration
Connect Zoho FSM to Retently
When New Module Entry fires in Zoho FSM, your agent runs Create or Update Customer in Retently. 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 Retently 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 Retently
When New Module Entry in Zoho FSM
then Create or Update Customer in Retently
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 Retently
Triggers and actions 3 triggers · 29 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.
- Apply Tag to Response
Adds a tag to a survey response.
- Apply Topic to Response
Adds a topic to a survey response.
- Create or Update Customer
Creates a Retently customer, or updates the existing customer with the same email address, including tags and custom properties.
- Delete Customer
Deletes a customer and all their associated data from Retently, identified by email address.
- Find Company
Finds a Retently company by its website domain (or company ID) and returns its full record.
- Find Customer by Email
Returns up to 20 Retently customers that match the specified email address.
- Get campaign report
Returns NPS/CX score and response-volume report data for a campaign over a date range.
- Get Company
Fetches a company by ID. An error occurs if the company is not found.
- Get Customer
Fetches a customer by ID. An error occurs if the customer is not found.
- Get feedback
Retrieves a single survey response (feedback) by its Retently ID.
- Get latest score
Returns the most recent NPS/CX score snapshot for the account or a given campaign.
- List Campaigns
Lists the survey campaigns in the Retently account.
- List Companies
Returns all companies in the Retently account, with industry, tags, NPS/CSAT/CES metrics and customer counts.
- List Customers
Returns the account's customers, optionally narrowed by email, creation date range or a customer property filter.
- Resubscribe customer
Resubscribes a customer that was previously unsubscribed by the account owner via the API or in-app.
- Unsubscribe Customer
Unsubscribes a customer from receiving future Retently surveys, optionally recording an opt-out message.
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
What our customers say
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Questions
Zoho FSM and Retently, 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 Retently when something happens in Zoho FSM?
Any of Retently's 16 actions, including Create or Update Customer, Apply Tag to Response, Apply Topic to Response and Find Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Retently to Zoho FSM?
Retently has no triggers in the catalog today, so automations start in Zoho FSM. If you need the other direction, ask: your agent reads Retently's API documentation and adds it.
Do I have to build a connector for Zoho FSM or Retently?
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 Retently 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.