Integration
Connect Erpnext and Zoho Projects
When New Customer fires in Erpnext, your agent runs Add task comment in Zoho Projects, or New Bug in Zoho Projects to Add Contact in Erpnext. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Erpnext and Zoho Projects to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Erpnext and Zoho Projects can do together
From Erpnext to Zoho Projects
When New Customer in Erpnext
then Add task comment in Zoho Projects
From Zoho Projects to Erpnext
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 Erpnext and Zoho Projects
Triggers and actions 7 triggers · 54 actions
- New Customer
Fires when a new customer is created.
- New Sales Invoice
Fires when a new sales invoice is created.
- Add Contact
Create a new contact.
- Add Customer
Create a new customer record.
- Add Item
Create a new item (product/service) record.
- Add Lead
Create a new lead.
- Add Sales Invoice
Create a new sales invoice.
- Add Sales Order
Create a new sales order.
- Delete Contact
Delete a contact record.
- Delete Customer
Delete a customer record.
- Delete Item
Delete an item record.
- Delete Lead
Delete a lead record.
- Delete Sales Invoice
Delete a sales invoice record.
- Delete Sales Order
Delete a sales order record.
- Get Contact
Retrieve a single contact by name/id.
- Get Customer
Retrieve a single customer by name/id.
- Get Item
Retrieve a single item by name/id.
- Get Lead
Retrieve a single lead by name/id.
- Get Sales Invoice
Retrieve a single sales invoice by name/id.
- Get Sales Order
Retrieve a single sales order by name/id.
- List Contacts
List contact records with optional filters.
- List Customers
List customer records with optional filters.
- List Items
List item records with optional filters.
- List Leads
List lead records with optional filters.
- List Sales Invoices
List sales invoice records with optional filters.
- List Sales Orders
List sales order records with optional filters.
- Update Contact
Update fields on an existing contact.
- Update Customer
Update fields on an existing customer.
- Update Item
Update fields on an existing item.
- Update Lead
Update fields on an existing lead.
- Update Sales Invoice
Update fields on an existing sales invoice.
- Update Sales Order
Update fields on an existing sales order.
- New Bug
Triggered when a new bug is created
- New Milestone
Triggered when a new milestone is created
- New Project
Trigger when a new project is created.
- New Task
Triggers when a task is created or completed.
- New Task List
Triggered when a new task list is created in a project
- Add Log Time
Adds a time log to a task.
- Add subtask
Adds a new subtask under an existing task
- Add task comment
Add a comment to a task.
- Create Bug
Creates a new Bug.
- Create Milestone
Creates a new Milestone.
- Create Project
Creates a new Project.
- Create Task
Creates a new Task.
- Create Task List
Creates a new Task List.
- Delete project
Delete a project.
- Delete task
Delete a task.
- Find Project
Returns the projects in the portal whose name contains the text you give.
- Find Project Owner
Returns the owner of a Zoho Projects project.
- Get Milestone
Returns one milestone of a project by its ID.
- Get project
Get a project by id.
- Get task
Get a task by id.
- List projects
List projects in a portal.
- List Task Comments
Returns the comments on a task.
- List Task Lists
Returns the task lists of a project.
- List tasks
List tasks in a project.
- List Task Time Logs
Returns the time logs on a task.
- Update bug
Update a bug.
- Update milestone
Update a milestone.
- Update Project
Updates existing project.
- Update task
Update a task.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Erpnext and Zoho Projects, answered
What can start an automation from Erpnext?
Any of Erpnext's 2 triggers in the catalog, including New Customer and New Sales Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zoho Projects when something happens in Erpnext?
Any of Zoho Projects's 24 actions, including Create Bug, Create Milestone, Create Project and Create Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho Projects to Erpnext?
Yes. When something happens in Zoho Projects, your agent can act in Erpnext too. This page covers both directions: Zoho Projects's triggers and Erpnext's actions are listed here as well.
Do I have to build a connector for Erpnext or Zoho Projects?
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 Erpnext and Zoho Projects 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.