--- title: "Connect Zoho FSM to Salesforge - APIANT.ai" description: "When \"New Module Entry\" fires in Zoho FSM, your agent runs \"Add contact\" in Salesforge." canonical: "https://apiant.ai/connect/zoho-fsm-to-salesforge" --- # Connect Zoho FSM to Salesforge When **New Module Entry** fires in [Zoho FSM](https://apiant.ai/connections/zoho-fsm), your agent runs **Add contact** in [Salesforge](https://apiant.ai/connections/salesforge). Describe the whole flow and it is built, tested on every scenario and kept running. Zoho FSM **3** triggers Zoho FSM **13** actions Salesforge **11** 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 FSM and Salesforge 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 FSM can start in Salesforge - When **New Module Entry** in Zoho FSM then **Add contact** in Salesforge - When **New/Updated Module Entry** in Zoho FSM then **Add contacts to do-not-contact list** in Salesforge 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 Salesforge ## Triggers and actions 3 triggers · 24 actions - Trigger **New Module Entry** Triggers when a new record is created in the chosen Zoho FSM module, such as a work order, request or contact. - Trigger **New/Updated Module Entry** Triggers when a record in the chosen Zoho FSM module is created or updated. - Trigger **Updated Module Entry** Triggers when an existing record in the chosen Zoho FSM module is changed. - Action **Add asset** Creates a new asset in Zoho FSM, optionally linked to a part, contact and company. - Action **Add company** Creates a new company record in Zoho FSM. - Action **Add contact** Creates a new contact in Zoho FSM and returns its id. - Action **Add estimate** Creates a new estimate in Zoho FSM for a contact and company, with optional service and part line items. - Action **Add note** Adds a note to a request, estimate, work order, service appointment, contact or asset record. - Action **Add request** Creates a new service request in Zoho FSM for a contact or company. - Action **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. - Action **Add work order** Creates a new work order in Zoho FSM with its service line items, customer and addresses. - Action **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. - Action **Find Module Entry** Finds records in a Zoho FSM module (such as Contacts, Companies or Work Orders) whose chosen field matches a search value. - Action **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. - Action **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. - Action **Update work order** Updates an existing work order in Zoho FSM, such as its summary, contact, company, addresses or service line items. - Action **Add contact** Creates a contact in a Salesforge workspace. Requires a first name and at least one of email or LinkedIn URL. - Action **Add contacts to do-not-contact list** Adds email addresses or domains to a workspace's do-not-contact list so they are never emailed. - Action **Add contacts to sequence** Assigns one or more existing contacts to a sequence in a Salesforge workspace. - Action **Add sequence** Creates a new email sequence in a Salesforge workspace. - Action **Get contact** Returns a Salesforge contact, including its custom variables, tags and sequence enrollment status. - Action **Get sequence** Returns a single sequence by ID, including its status, steps, assigned mailboxes and engagement metrics. - Action **List contacts** Returns the contacts in a Salesforge workspace, optionally filtered by tag, email validation status, or contacts not yet in a given sequence. - Action **List do-not-contact entries** Returns the do-not-contact entries (emails, domains and LinkedIn profiles) in a Salesforge workspace. - Action **List sequences** Returns the sequences in a Salesforge workspace, optionally filtered by status, product, sequence IDs or sequence type. - Action **List workspaces** Returns the workspaces on your Salesforge account. - Action **Update sequence status** Activates or pauses a Salesforge sequence. ## Each app on its own - [ **Zoho FSM** Zoho FSM helps you manage work orders, streamline operations and run your field service business efficiently.](https://apiant.ai/connections/zoho-fsm) - [ **Salesforge** Salesforge is AI cold email automation software that helps you do cold outreach at any scale in any language.](https://apiant.ai/connections/salesforge) Reviews ## What our customers say ## More from Zoho FSM - [ **Zoho FSM to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zoho-fsm-to-zoom) - [ **Zoho FSM to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zoho-fsm-to-linkedin) - [ **Zoho FSM to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zoho-fsm-to-facebook) - [ **Zoho FSM to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zoho-fsm-to-anthropic) - [ **Zoho FSM to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zoho-fsm-to-supabase) - [ **Zoho FSM to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/zoho-fsm-to-elevenlabs) ## More into Salesforge - [ **HubSpot to Salesforge** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesforge) - [ **Salesforce to Salesforge** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-salesforge) - [ **Slack to Salesforge** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-salesforge) - [ **Google Sheets to Salesforge** Google Sheets](https://apiant.ai/connect/google-sheets-to-salesforge) - [ **Gmail to Salesforge** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesforge) - [ **Google Calendar to Salesforge** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesforge) Questions ## Zoho FSM and Salesforge, 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 Salesforge when something happens in Zoho FSM? Any of Salesforge's 11 actions, including Update sequence status, Add contact, Add contacts to do-not-contact list and Add contacts to sequence. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesforge to Zoho FSM? Salesforge has no triggers in the catalog today, so automations start in Zoho FSM. If you need the other direction, ask: your agent reads Salesforge's API documentation and adds it. ### ### Do I have to build a connector for Zoho FSM or Salesforge? 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 Salesforge 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.