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.
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
- Monday admin user role
- Monday tools to be added in MCP server:
- monday_create_item
- monday_create_board
- monday_update_column
- monday_fetch_board
- monday_fetch_item
- 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:
- Review escalations and remove duplicate items in Monday app
- Create a board on Monday and add all cancelled campaigns
- 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.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho CPaaS?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Connect AI Clients to Zoho Creator via Zoho MCP
In a nutshell Zoho MCP is the integration layer that connects AI clients, such as Claude, ChatGPT, Gemini, and AI-enabled IDEs, such as Cursor, Windsurf, and VSCode, with Zoho Creator and other applications. Zoho MCP exposes application capabilities ...Episode 1 - Set up MCP and configure Zoho Creator and Monday apps
In this episode You will create an MCP server, add Zoho Creator and Monday.com as connected applications to the server, and configure application specific tools that need to be exposed to the GenAI assistants. Note: Invoking Zoho Creator tools ...Episode 2 - Connect your Zoho MCP server to a GenAI client
Recap In the previous episode, we created a server in Zoho MCP, connected Zoho Creator and Monday applications to the server, configured the required tools, authorized the application connection to Zoho MCP, and obtained the server URL required to ...Intro - Manage application operations using AI clients via Zoho MCP
1. Overview Zoho MCP (Model Context Protocol) enables AI clients to interact with Zoho Creator and other connected applications using natural language prompts. Through a set of predefined tools and operations exposed by Zoho MCP, AI clients can ...Episode 3 - Retrieve data and perform operations in Creator using GenAI
Recap In the previous episodes, we created an MCP server and connected it to Zoho Creator and Monday.com applications. We configured and exposed the tools required to perform operations in the connected applications. We then established a connection ...
New to Zoho LandingPage?
Zoho LandingPage Resources