--- title: "Connect Zoho Writer to Retently - APIANT.ai" description: "When \"New Document\" fires in Zoho Writer, your agent runs \"Create or Update Customer\" in Retently." canonical: "https://apiant.ai/connect/zoho-writer-to-retently" --- # Connect Zoho Writer to Retently When **New Document** fires in [Zoho Writer](https://apiant.ai/connections/zoho-writer), your agent runs **Create or Update Customer** in [Retently](https://apiant.ai/connections/retently). Describe the whole flow and it is built, tested on every scenario and kept running. Zoho Writer **2** triggers Zoho Writer **13** actions Retently **16** 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 Retently 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 can start in Retently - When **New Document** in Zoho Writer then **Create or Update Customer** in Retently - When **New Document Moved to Folder** in Zoho Writer then **Resubscribe customer** in Retently 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 Retently ## Triggers and actions 2 triggers · 29 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 - Action **Apply Tag to Response** Adds a tag to a survey response. - Action **Apply Topic to Response** Adds a topic to a survey response. - Action **Create or Update Customer** Creates a Retently customer, or updates the existing customer with the same email address, including tags and custom properties. - Action **Delete Customer** Deletes a customer and all their associated data from Retently, identified by email address. - Action **Find Company** Finds a Retently company by its website domain (or company ID) and returns its full record. - Action **Find Customer by Email** Returns up to 20 Retently customers that match the specified email address. - Action **Get campaign report** Returns NPS/CX score and response-volume report data for a campaign over a date range. - Action **Get Company** Fetches a company by ID. An error occurs if the company is not found. - Action **Get Customer** Fetches a customer by ID. An error occurs if the customer is not found. - Action **Get feedback** Retrieves a single survey response (feedback) by its Retently ID. - Action **Get latest score** Returns the most recent NPS/CX score snapshot for the account or a given campaign. - Action **List Campaigns** Lists the survey campaigns in the Retently account. - Action **List Companies** Returns all companies in the Retently account, with industry, tags, NPS/CSAT/CES metrics and customer counts. - Action **List Customers** Returns the account's customers, optionally narrowed by email, creation date range or a customer property filter. - Action **Resubscribe customer** Resubscribes a customer that was previously unsubscribed by the account owner via the API or in-app. - Action **Unsubscribe Customer** Unsubscribes a customer from receiving future Retently surveys, optionally recording an opt-out message. ## Each app on its own - [ **Zoho Writer** Zoho Writer is a powerful word processor made for collaborative work.](https://apiant.ai/connections/zoho-writer) - [ **Retently** Retently helps you measure customer satisfaction via NPS, CSAT, and CES surveys.](https://apiant.ai/connections/retently) 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 Retently - [ **HubSpot to Retently** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-retently) - [ **Salesforce to Retently** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-retently) - [ **Slack to Retently** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-retently) - [ **Google Sheets to Retently** Google Sheets](https://apiant.ai/connect/google-sheets-to-retently) - [ **Gmail to Retently** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-retently) - [ **Google Calendar to Retently** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-retently) Questions ## Zoho Writer and Retently, 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 Retently when something happens in Zoho Writer? Any of Retently's 16 actions, including Create or Update Customer, Apply Tag to Response, Apply Topic to Response and Find Company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Retently to Zoho Writer? Retently has no triggers in the catalog today, so automations start in Zoho Writer. If you need the other direction, ask: your agent reads Retently's API documentation and adds it. ### ### Do I have to build a connector for Zoho Writer or Retently? 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 Retently 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.