MULTI-APP TOOLKIT
Build with Zendesk + Zoho CRM
- Multi-app
- One MCP session
- 45 actions
- 19 triggers
- Managed auth
MCP
One MCP session, both toolsets
One session gives your product or agent every Zendesk and Zoho CRM tool at once — connect once, list tools, and call them like any single-app session.
// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "zendesk,zoho_crm",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// One list, both toolsets: Zendesk and Zoho CRM tools arrive
// together, each keyed by its own app's slug.
// e.g. run Add Ticket Tags:
const result = await mcp.callTool({
name: "zendesk-add-ticket-tags",
arguments: {
ticketId: "Ticket ID",
ticketTags: ["Tags"],
},
})import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const externalUserId = "{external_user_id}" // any stable ID for this user in your system
const [zendeskTools, zohoCrmTools] =
await Promise.all([
pd.components.list({ app: "zendesk" }),
pd.components.list({ app: "zoho_crm" }),
])
// One external user owns both connected accounts, so either app's tools
// run on their behalf with the same externalUserId.curl "https://api.pipedream.com/v1/connect/{project_id}/components?app=zendesk" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}"
curl "https://api.pipedream.com/v1/connect/{project_id}/components?app=zoho_crm" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}"
# Connect both accounts to the same external_user_id, then
# configure and invoke either app's tools on that user's behalf.ARCHITECTURE
One user, two connected accounts
Your user connects each account once, under whatever ID they already have in your product. The two stay independent — either can be revoked on its own — and your code reaches both through that one user.
Your product
external_user_id
{external_user_id}Pipedream Connect
Managed identity
Auth · tools · routing
Zendesk
Connected account
Zoho CRM
Connected account
TOOLS
Zendesk tools
The Zendesk tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 33
-
Add Ticket Tags
actionAdd tags to a ticket (appends to existing tags). See the documentation.Writev0.0.16 -
Create Side Conversation
actionCreate a side conversation on a Zendesk ticket using email, Zendesk agent, Slack, Microsoft Teams, or child-ticket participants. Requires the Zendesk Collaboration add-on. Use List Side Conversations to inspect existing conversations. See the documentationWritev0.0.2 -
Create Ticket
actionCreates a ticket. See the documentation.Writev0.1.20 -
Delete Ticket
actionDeletes a ticket. See the documentation.Writev0.1.20 -
Get Article
actionRetrieves an article by its ID. See the documentation.Read-onlyv0.0.10 -
Get Dynamic Content Item
actionRetrieves a dynamic content item. Note: Dynamic content is available only on the Professional plan and above. See the documentation.Read-onlyv0.0.3 -
Get Dynamic Content Items by Name
actionRetrieves multiple dynamic content items by their names. Note: Dynamic content is available only on the Professional plan and above. See the documentation.Read-onlyv0.0.3 -
Get Macro
actionRetrieves a macro by its ID. See the documentation.Read-onlyv0.0.10
Triggers top 4 of 10
-
Locale Updated
triggerEmit new event when a locale has been updatedv0.0.14 -
New Side Conversation
triggerEmit new event when a side conversation is created on a ticket. See the documentationv0.0.7 -
New Side Conversation Reply
triggerEmit new event when a reply is added to an existing side conversation on a ticket. See the documentationv0.0.7 -
New Ticket (Instant)
triggerEmit new event when a ticket is createdInstantv0.2.19
TOOLS
Zoho CRM tools
The Zoho CRM tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 12
-
Convert Lead
actionConverts a Lead into a Contact or an Account. See the documentationRead-onlyv0.1.3 -
Create Object
actionCreate a new object/module entry. See the documentationWritev0.3.5 -
Download Attachment
actionDownloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.Writev0.2.4 -
Get Object
actionGets record data given its id.Read-onlyv0.2.3 -
List Attachments
actionGets the list of attachments for a record in Zoho CRM. Use List Modules to find themoduleAPI name and List Objects to find therecordId. Results are paginated 200 per page (pageis 0-indexed). See the documentationRead-onlyv0.0.3 -
List Fields
actionGets the field metadata for the specified moduleRead-onlyv0.2.3 -
List Modules
actionRetrieves a list of all the modules available in your CRM account.Read-onlyv0.0.4 -
List Objects
actionGets the list of available records from a module.Read-onlyv0.2.3
Triggers top 4 of 9
-
New Contact (Instant)
triggerEmits an event each time a new contact is created in Zoho CRMv0.0.11 -
New Event (Instant)
triggerEmit new custom events from Zoho CRMv0.0.16 -
New Lead (Instant)
triggerEmits an event each time a new lead is created in Zoho CRMv0.0.11 -
New Module Entry (Instant)
triggerEmit new events each time a new module/record is created in Zoho CRMv0.0.15
MULTI-APP
Works with more apps
The combinations customers connect alongside these two — nothing here is limited to a pair.
REFERENCE
Toolkit details
- x-pd-app-slug
- zendesk,zoho_crm
- Primary app
- Zendesk (zendesk)
- Second app
- Zoho CRM (zoho_crm)
- Authentication
- OAuth + OAuth
- Available actions
- 45
- Available triggers
- 19