--- title: "Connect Zoho Recruit to TemplateDocs - APIANT.ai" description: "When \"New Record\" fires in Zoho Recruit, your agent runs \"Add template\" in TemplateDocs." canonical: "https://apiant.ai/connect/zoho-recruit-to-templatedocs" --- # Connect Zoho Recruit to TemplateDocs When **New Record** fires in [Zoho Recruit](https://apiant.ai/connections/zoho-recruit), your agent runs **Add template** in [TemplateDocs](https://apiant.ai/connections/templatedocs). Describe the whole flow and it is built, tested on every scenario and kept running. Zoho Recruit **2** triggers Zoho Recruit **10** actions TemplateDocs **5** 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 Recruit and TemplateDocs 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 Recruit can start in TemplateDocs - When **New Record** in Zoho Recruit then **Add template** in TemplateDocs - When **Updated Record** in Zoho Recruit then **Update template** in TemplateDocs 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 Recruit and TemplateDocs ## Triggers and actions 2 triggers ยท 15 actions - Trigger **New Record** Triggers when a new record is created in the chosen Zoho Recruit module, such as Candidates or Job Openings. - Trigger **Updated Record** Triggers when a record in the chosen Zoho Recruit module (Candidates, Job Openings, Clients, etc.) is updated. - Action **Add attachment** Attaches a file or a link to a Zoho Recruit record, such as a resume or offer letter on a candidate. - Action **Add note** Adds a note to a Zoho Recruit record such as a candidate, job opening, client or contact. - Action **Associate candidates with job opening** Associates one or more candidates with one or more job openings in Zoho Recruit. - Action **Create Record** Creates a new record (candidate, job opening, client, contact, interview and more) in the Zoho Recruit module you choose. - Action **Create/Update Record** Creates a record in a Zoho Recruit module, or updates the existing one when a record with the same duplicate-check field values (such as a candidate's email) already exists. - Action **Delete record** Deletes one or more records (up to 100) from a Zoho Recruit module such as Candidates or Job Openings. - Action **List records** Returns a list of records from a Zoho Recruit module such as Candidates, Job Openings or Clients, optionally filtered by custom view or territory and sorted by a field. - Action **Search Record** Searches a Zoho Recruit module (Candidates, Job Openings, Clients, etc.) for records matching criteria, an email, a phone number, or a word, and returns the matching records. - Action **Update Record** Updates an existing record in a Zoho Recruit module, such as a candidate, job opening, client or contact, with the field values you supply. - Action **Update Record Status** Changes the status of one or more Zoho Recruit candidates, applications or job openings, with an optional comment. - Action **Add template** Uploads a Word document to TemplateDocs as a new template, and returns the template's id along with the placeholders found inside it. - Action **Delete template** Removes a template from your TemplateDocs account. - Action **Get template** Returns the details of one template, including its name, size, checksum and the placeholder tags it contains. - Action **List templates** Returns the templates available in your TemplateDocs account, each with its name, size and placeholder tags. - Action **Update template** Renames a template or changes its settings. Returns the id of the template that was updated. ## Each app on its own - [ **Zoho Recruit** The all-in-one applicant tracking system for the modern recruiter. Share your job openings with the world!](https://apiant.ai/connections/zoho-recruit) - [ **TemplateDocs** TemplateDocs is a tool for creating documents from templates.](https://apiant.ai/connections/templatedocs) Reviews ## What our customers say ## More from Zoho Recruit - [ **Zoho Recruit to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zoho-recruit-to-zoom) - [ **Zoho Recruit to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zoho-recruit-to-linkedin) - [ **Zoho Recruit to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zoho-recruit-to-facebook) - [ **Zoho Recruit to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zoho-recruit-to-anthropic) - [ **Zoho Recruit to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zoho-recruit-to-supabase) - [ **Zoho Recruit to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/zoho-recruit-to-elevenlabs) ## More into TemplateDocs - [ **Goaffpro to TemplateDocs** Affiliate marketing platform for ecommerce stores, managing affiliate recruiting, commissions, and referral...](https://apiant.ai/connect/goaffpro-to-templatedocs) - [ **Mailjet to TemplateDocs** Mailjet is an all-in-one solution to send, track and deliver transactional, notification and marketing emails.](https://apiant.ai/connect/mailjet-to-templatedocs) - [ **Perigon to TemplateDocs** REST API for real-time news search, monitoring, and enriched data on companies, people, and topics.](https://apiant.ai/connect/perigon-to-templatedocs) - [ **HubSpot to TemplateDocs** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-templatedocs) - [ **Salesforce to TemplateDocs** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-templatedocs) - [ **Slack to TemplateDocs** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-templatedocs) Questions ## Zoho Recruit and TemplateDocs, answered ### ### What can start an automation from Zoho Recruit? Any of Zoho Recruit's 2 triggers in the catalog, including New Record and Updated Record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TemplateDocs when something happens in Zoho Recruit? Any of TemplateDocs's 5 actions, including Update template, Add template, Get template and List templates. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TemplateDocs to Zoho Recruit? TemplateDocs has no triggers in the catalog today, so automations start in Zoho Recruit. If you need the other direction, ask: your agent reads TemplateDocs's API documentation and adds it. ### ### Do I have to build a connector for Zoho Recruit or TemplateDocs? 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 Recruit and TemplateDocs 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.