Episode 4 - Cross application operations between Creator and Monday | Zoho Creator Academy

Episode 4 - Cross application operations between Creator and Monday

Recap 

In the previous episodes, we configured an MCP server, connected it to Zoho Creator and Monday.com, exposed the required tools, and integrated the server with Claude. We then used natural language prompts to perform campaign-specific operations in the Creator application, demonstrating how Claude discovers and invokes the appropriate tools through MCP.

In this episode

You will use Claude to identify high-risk campaigns in Zoho Creator and create corresponding escalation items in Monday.com, allowing the marketing operations team to monitor, prioritize, and resolve critical issues before launch.
Notes
Note:  Invoking Zoho Creator tools through Zoho MCP consumes Developer API calls from your Creator account. You can monitor your Developer API calls usage and limit from the Billing section. Additionally, GenAI platforms such as Claude consumes tokens for processing prompts and responses as billed by the AI provider.   

Prerequisites

  1. Monday admin user role
  2. Monday tools to be added in MCP server:
    1. monday_create_item
    2. monday_create_board
    3. monday_update_column
    4. monday_fetch_board
    5. monday_fetch_item
  3. All Zoho Creator tools to perform extensive operations

Campaign escalation prompts 

Example 1: Identify and escalate high risk campaigns to Monday.com 

Leverage Claude to analyze campaigns that are at high risk, based on the launch date, approval stage and budget overflow, and escalate it Monday.com.

Prompt:
"Review the Campaigns report in Zoho Creator and identify campaigns that are at high risk. Create a board "Marketing Escalations" in the Monday app and add escalation items in the board. Leave the project owner field as empty and set the project status to stuck."

Prompt breakdown: 
Prompt
How Claude interprets
Review the Campaigns report in Zoho Creator
Retrieve campaign records from the Campaigns report in the Zoho Creator application.
identify campaigns that are at high risk
Filter the retrieved campaign records to include only those with a high risk.
Create an escalation item
Create a new item for each high risk campaign.
in the existing "Marketing Escalations" board in Monday app
Add each escalation item to the Marketing Escalations board in the connected Monday.com workspace.
Leave the project owner field as empty
Do not populate the project owner field when creating the item.
set the project status to stuck
Set the project status column to "stuck" for every created escalation item.

Tools invoked:
Tools
Action performed
ZohoCreator_getCreatorRecords
Fetches all records in the specified report
monday_create_board
Creates board in mentioned or default workspace in Monday app.
monday_create_item
Creates an item on the specified board in Monday app
 
Sample response generated by AI:
All 4 at-risk items are now live on the Marketing Escalations board, all set to status Stuck:
Item
Status
Date
Item ID
Mobile App Launch — at risk (Sam Patel)
Stuck
02-Jul-2026
2757969616
Customer Loyalty Drive — at risk (Jordan Lee)
Stuck
29-Jun-2026
2757999805
Social Media Blitz — at risk (Taylor Kim)
Stuck
15-Jul-2026
2758038351
Spring Promotion — at risk (Alex Turner)
Stuck
08-Jul-2026
2758048931
 

Example 2: Sync info between Creator and Monday applications 

Review the latest campaign progress and risk updates in Zoho Creator, then reprioritize the corresponding escalation items in Monday.com to ensure that the escalation board remains accurate and the marketing operations team stays focused on the most critical campaigns.

Prompt
"Review all items marked as "Stuck" in the "Marketing Escalations" board in Monday.com. Check whether the corresponding campaigns in Zoho Creator are still marked as at risk. If a campaign is no longer at risk, update the item's due date to match the campaign's due date in Zoho Creator and change its status to the appropriate value."

Prompt breakdown:
Prompt
How Claude interprets
Review all items marked as "Stuck" in the "Marketing Escalations" board in Monday.com
Retrieve all items from the Marketing Escalations board where the project status is stuck.
Check whether the corresponding campaigns in Zoho Creator are still marked as at risk
For each retrieved item, locate the corresponding campaign in Zoho Creator and determine whether it is still at high risk based on launch date, approvals, budget and other factors.
If a campaign is no longer at risk
Identify only those escalation items whose corresponding campaigns no longer meet the escalation criteria.
update the item's due date to match the campaign's due date in Zoho Creator
Retrieve the latest due date from the corresponding campaign in Zoho Creator and update the due date in the Monday.com item.
change its status to the appropriate value
Update the project status field in Monday.com to reflect the campaign's current status, indicating that the escalation is no longer active.
 
Tools invoked:
Tools
Action performed
ZohoCreator_getCreatorRecords
fetches all records in the specified report in Creator
monday_fetch_board
fetches board name and its details from Monday
monday_fetch_item
fetches items from the specified board in Monday app
monday_update_column
Updates the specified data of an item on the board
 
Sample response generated by AI:
Something's changed — Customer Loyalty Drive has moved from Delayed to Planning, and its launch date jumped from 29-Jun to 12-Aug-2026. That's a significant change in posture: it's no longer in an active-failure state (Delayed), and it now has nearly 7 weeks of runway instead of 3 days.
Re-running the comparison against the 3 "Stuck" Monday items:
Monday item (Stuck)
Campaign
Creator status
Still at risk?
Mobile App Launch
Mobile App Launch
Planning
Yes — unchanged, still flagged
Customer Loyalty Drive
Customer Loyalty Drive
Planning (was Delayed)
No longer at risk — qualifies for update
Social Media Blitz
Social Media Blitz
Delayed
Yes — unchanged, still flagged
 

Try it yourself   

Using natural language, write prompts that help you accomplish the following tasks:
  1. Review escalations and remove duplicate items in Monday app
  2. Create a board on Monday and add all cancelled campaigns
  3. Ensure the campaign owner details are consistent across Zoho Creator and Monday app.

What's next
Previous
What's next
Explore the features and components of Zoho MCP and how Zoho Flow extends the capabilities of Zoho MCP by integrating external applications through automated workflows.
Previous
Before starting this episode, ensure that you have connected Zoho Creator and Monday applications with a GenAI client through the MCP server.