--- title: "Connect Zoho Projects to FYI - APIANT.ai" description: "When \"New Bug\" fires in Zoho Projects, your agent runs \"Create or Update Task\" in FYI." canonical: "https://apiant.ai/connect/zoho-projects-to-fyi" --- # Connect Zoho Projects to FYI When **New Bug** fires in [Zoho Projects](https://apiant.ai/connections/zoho-projects), your agent runs **Create or Update Task** in [FYI](https://apiant.ai/connections/fyi). Describe the whole flow and it is built, tested on every scenario and kept running. Zoho Projects **5** triggers Zoho Projects **24** actions FYI **8** 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 FYI 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 Projects can start in FYI - When **New Bug** in Zoho Projects then **Create or Update Task** in FYI - When **New Milestone** in Zoho Projects then **Create File Note** in FYI 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 FYI ## Triggers and actions 5 triggers · 32 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 **Create File Note** Creates a file note (a text-only document) in FYI, filed against a client and optionally a job or cabinet. - Action **Create or Update Client** Creates a new client in FYI, or updates the existing client matched by source id. - Action **Create or Update Client Group** Creates a new client group in FYI or updates an existing one matched by its id or source reference. - Action **Create or Update Job** Creates a job in FYI, or updates the existing job matching the given job id or your own reference. - Action **Create or Update Task** Creates a task in FYI, or updates the existing task that matches your reference. - Action **Create Web Link** Creates a web link document in FYI, filed against a client, cabinet or job. - Action **Look Up Client** Looks up FYI clients by name and optional filters such as group, manager, partner or modified date, and returns the matching clients. - Action **Look Up Job** Finds jobs in FYI by name, optionally narrowed by client, manager, partner, assigned user or last-modified date. ## 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) - [ **FYI** FYI is a document management service for professionals](https://apiant.ai/connections/fyi) 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 Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zoho-projects-to-supabase) ## More into FYI - [ **HubSpot to FYI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-fyi) - [ **Salesforce to FYI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-fyi) - [ **Slack to FYI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-fyi) - [ **Google Sheets to FYI** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-fyi) - [ **Gmail to FYI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-fyi) - [ **Google Calendar to FYI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-fyi) Questions ## Zoho Projects and FYI, 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 FYI when something happens in Zoho Projects? Any of FYI's 8 actions, including Create File Note, Create or Update Client, Create or Update Client Group and Create or Update Job. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from FYI to Zoho Projects? FYI has no triggers in the catalog today, so automations start in Zoho Projects. If you need the other direction, ask: your agent reads FYI's API documentation and adds it. ### ### Do I have to build a connector for Zoho Projects or FYI? 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 Projects and FYI 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.