--- title: "Connect Zoho Writer and CrewForm - APIANT.ai" description: "When \"New Document\" fires in Zoho Writer, your agent runs \"Send Task to AI Agent\" in CrewForm." canonical: "https://apiant.ai/connect/crewform-to-zoho-writer" --- # Connect Zoho Writer and CrewForm When **New Document** fires in [Zoho Writer](https://apiant.ai/connections/zoho-writer), your agent runs **Send Task to AI Agent** in [CrewForm](https://apiant.ai/connections/crewform), or **AI Agent Task Failed** in CrewForm to **Merge a Template and Send Email** in Zoho Writer. Describe the whole flow and it is built, tested on every scenario and kept running. Zoho Writer **2** triggers Zoho Writer **13** actions CrewForm **1** trigger CrewForm **10** 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 Writer and CrewForm 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 Writer and CrewForm can do together ### From Zoho Writer to CrewForm - When **New Document** in Zoho Writer then **Send Task to AI Agent** in CrewForm - When **New Document Moved to Folder** in Zoho Writer then **Update task** in CrewForm ### From CrewForm to Zoho Writer - When **AI Agent Task Failed** in CrewForm then **Merge a Template and Send Email** in Zoho Writer - When **AI Agent Task Failed** in CrewForm then **Add document** in Zoho Writer 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 Writer and CrewForm ## Triggers and actions 3 triggers · 23 actions - Trigger **New Document** Triggers when a new document has been created. - Trigger **New Document Moved to Folder** Triggers when document moved to folder. - Action **Add document** Create a new blank document. - Action **Delete document** Moves a Zoho Writer document to the Trash. It can be restored from the Trash for the vendor's retention period. - Action **Get document** Get document details by id. - Action **Get Merge Job Report** Returns the report of a merge job: its overall status and the per-record merged documents with their download links. - Action **Get Translation Job Status** Returns the status of a document translation job and, once it is completed, the link to the translated document. - Action **List documents** List documents in a folder or account. - Action **Merge a Document and Send via Webhook** Merges a document with data from a source and sends it via a Webhook. - Action **Merge and Store** Merges a document and stores it in a particular folder in Zoho WorkDrive. - Action **Merge a Template and Send Email** Merges a template with data from a source and send mail. - Action **Translate document** Translates a Zoho Writer document into another language and stores the translation in a folder. Returns a status link for the translation job. - Action **Update document** Updates one property of a Zoho Writer document: its name, description, favourite flag, final state, lock, readiness or track changes. - Action **Upload Document With Text** Uploads a document file. - Action **Upload Document With URL** Uploads a document with the given URL - Trigger **AI Agent Task Failed** Triggers when a CrewForm AI agent task fails. - Action **Add agent** Creates a new AI agent in your CrewForm workspace with the model, instructions and settings you choose. - Action **Delete agent** Deletes an AI agent from your CrewForm workspace. - Action **Delete task** Deletes a task from your CrewForm workspace. - Action **Get agent** Returns a single CrewForm agent by its id, including its model, prompt and settings. - Action **Get task** Returns a single CrewForm task by its id, including its title, status, priority, assigned agent and results. - Action **List agents** Returns all AI agents in your CrewForm workspace, with each agent's name, model, prompt and settings. - Action **List tasks** Returns the tasks in your CrewForm workspace, newest first, optionally only those with a given status. - Action **Send Task to AI Agent** Creates a task in CrewForm assigned to an AI agent, which dispatches it to that agent to work on right away. Returns the created task. - Action **Update agent** Updates an existing CrewForm agent's name, model, prompt, temperature, tools, status or configuration. Only the fields you fill in are changed. - Action **Update task** Updates an existing CrewForm task's title, description, priority, status, assigned agent or team, or metadata. ## Each app on its own - [ **Zoho Writer** Zoho Writer is a powerful word processor made for collaborative work.](https://apiant.ai/connections/zoho-writer) - [ **CrewForm** CrewForm is a AI team builder. Create specialised agents — researchers, writers, coders — orchestrate them...](https://apiant.ai/connections/crewform) Reviews ## What our customers say ## More from Zoho Writer - [ **Zoho Writer to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zoho-writer-to-zoom) - [ **Zoho Writer to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zoho-writer-to-linkedin) - [ **Zoho Writer to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zoho-writer-to-facebook) - [ **Zoho Writer to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zoho-writer-to-anthropic) - [ **Zoho Writer to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zoho-writer-to-supabase) - [ **Zoho Writer to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/zoho-writer-to-elevenlabs) ## More into CrewForm - [ **ActiveCampaign to CrewForm** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-crewform) - [ **Airtable to CrewForm** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-crewform) - [ **Asana to CrewForm** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-crewform) - [ **ClickUp to CrewForm** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-crewform) - [ **Brevo to CrewForm** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-crewform) - [ **Calendly to CrewForm** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-crewform) Questions ## Zoho Writer and CrewForm, answered ### ### What can start an automation from Zoho Writer? Any of Zoho Writer's 2 triggers in the catalog, including New Document and New Document Moved to Folder. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in CrewForm when something happens in Zoho Writer? Any of CrewForm's 10 actions, including Send Task to AI Agent, Update agent, Update task and Add agent. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from CrewForm to Zoho Writer? Yes. When something happens in CrewForm, your agent can act in Zoho Writer too. This page covers both directions: CrewForm's triggers and Zoho Writer's actions are listed here as well. ### ### Do I have to build a connector for Zoho Writer or CrewForm? 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 Writer and CrewForm 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.