# Connect Zoho Projects to DocsBot AI

When **New Bug** fires in [Zoho Projects](https://apiant.ai/connections/zoho-projects), your agent runs **Add lead** in [DocsBot AI](https://apiant.ai/connections/docsbot-ai). Describe the whole flow and it is built, tested on every scenario and kept running.

Zoho Projects **5** triggers Zoho Projects **24** actions DocsBot AI **13** 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 Projects and DocsBot AI to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 Projects can start in DocsBot AI

- When **New Bug** in Zoho Projects then **Add lead** in DocsBot AI
- When **New Milestone** in Zoho Projects then **Chat Agent Message (Recommended)** in DocsBot AI

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 Projects and DocsBot AI

## Triggers and actions 5 triggers · 37 actions

- Trigger

**New Bug**

Triggered when a new bug is created

- Trigger

**New Milestone**

Triggered when a new milestone is created

- Trigger

**New Project**

Trigger when a new project is created.

- Trigger

**New Task**

Triggers when a task is created or completed.

- Trigger

**New Task List**

Triggered when a new task list is created in a project

- Action

**Add Log Time**

Adds a time log to a task.

- Action

**Add subtask**

Adds a new subtask under an existing task

- Action

**Add task comment**

Add a comment to a task.

- Action

**Create Bug**

Creates a new Bug.

- Action

**Create Milestone**

Creates a new Milestone.

- Action

**Create Project**

Creates a new Project.

- Action

**Create Task**

Creates a new Task.

- Action

**Create Task List**

Creates a new Task List.

- Action

**Delete project**

Delete a project.

- Action

**Delete task**

Delete a task.

- Action

**Find Project**

Returns the projects in the portal whose name contains the text you give.

- Action

**Find Project Owner**

Returns the owner of a Zoho Projects project.

- Action

**Get Milestone**

Returns one milestone of a project by its ID.

- Action

**Get project**

Get a project by id.

- Action

**Get task**

Get a task by id.

- Action

**List projects**

List projects in a portal.

- Action

**List Task Comments**

Returns the comments on a task.

- Action

**List Task Lists**

Returns the task lists of a project.

- Action

**List tasks**

List tasks in a project.

- Action

**List Task Time Logs**

Returns the time logs on a task.

- Action

**Update bug**

Update a bug.

- Action

**Update milestone**

Update a milestone.

- Action

**Update Project**

Updates existing project.

- Action

**Update task**

Update a task.

- Action

**Add bot**

Creates a new DocsBot bot in a team, optionally copying sources from an existing bot.

- Action

**Add lead**

Captures or updates a lead for a DocsBot conversation, merging the supplied contact details (email, name, company and so on) into the lead record.

- Action

**Add source**

Creates a new training source (URL, sitemap, document, Q&A and more) on a DocsBot bot.

- Action

**Ask Question (Legacy)**

Asks a DocsBot bot a question using the legacy Chat API and returns the answer, its sources and the updated chat history.

- Action

**Chat Agent Message (Recommended)**

Sends a message to a DocsBot bot in a stateful conversation and returns the agent's answer, sources and conversation history.

- Action

**Create Web Source**

Adds a web-based training source (a page URL, sitemap, RSS feed or YouTube video) to a DocsBot bot and returns the created source.

- Action

**Delete bot**

Permanently deletes a bot from a DocsBot team.

- Action

**Delete lead**

Deletes one captured lead record from a DocsBot bot.

- Action

**Delete source**

Deletes a training source from a DocsBot bot. The source may still appear in chat answers for a few minutes afterwards.

- Action

**Get bot**

Returns one DocsBot bot with its settings, model, status and source counts.

- Action

**List bots**

Returns the bots in a DocsBot team, optionally filtered by text or privacy and sorted.

- Action

**Semantic Search**

Searches a bot's trained content and returns the most relevant source chunks for a natural-language query.

- Action

**Update bot**

Updates the settings of an existing DocsBot bot, such as its name, description, prompt, model, privacy and widget appearance. Only the fields you fill in are changed.

## Each app on its own

- [ **Zoho Projects** Zoho Projects is an online project management app that helps you plan your work and keep track of your...](https://apiant.ai/connections/zoho-projects)
- [ **DocsBot AI** DocsBot AI provides instant & accurate answers for you, your customers, or your team with AI powered...](https://apiant.ai/connections/docsbot-ai)

Reviews

## What our customers say

## More from Zoho Projects

- [ **Zoho Projects to Bugcrowd** Bugcrowd API for interacting and tracking the reported issues programmatically](https://apiant.ai/connect/zoho-projects-to-bugcrowd)
- [ **Zoho Projects to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zoho-projects-to-zoom)
- [ **Zoho Projects to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zoho-projects-to-linkedin)
- [ **Zoho Projects to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zoho-projects-to-facebook)
- [ **Zoho Projects to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zoho-projects-to-anthropic)
- [ **Zoho Projects to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/zoho-projects-to-gohighlevel)

## More into DocsBot AI

- [ **HubSpot to DocsBot AI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docsbot-ai)
- [ **Salesforce to DocsBot AI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docsbot-ai)
- [ **Slack to DocsBot AI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docsbot-ai)
- [ **Google Sheets to DocsBot AI** Google Sheets](https://apiant.ai/connect/google-sheets-to-docsbot-ai)
- [ **Gmail to DocsBot AI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docsbot-ai)
- [ **Google Calendar to DocsBot AI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-docsbot-ai)

Questions

## Zoho Projects and DocsBot AI, answered

###

### What can start an automation from Zoho Projects?

Any of Zoho Projects's 5 triggers in the catalog, including New Bug, New Milestone, New Project and New Task. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in DocsBot AI when something happens in Zoho Projects?

Any of DocsBot AI's 13 actions, including Create Web Source, Update bot, Add bot and Add lead. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from DocsBot AI to Zoho Projects?

DocsBot AI has no triggers in the catalog today, so automations start in Zoho Projects. If you need the other direction, ask: your agent reads DocsBot AI's API documentation and adds it.

###

### Do I have to build a connector for Zoho Projects or DocsBot AI?

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.
