Integration
Connect AskNicely and Zoho Books
When New Response fires in AskNicely, your agent runs Add customer payment in Zoho Books, or New bill in Zoho Books to Deactivate Contact in AskNicely. 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 AskNicely and Zoho Books 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 AskNicely and Zoho Books can do together
From AskNicely to Zoho Books
When New Response in AskNicely
then Add customer payment in Zoho Books
From Zoho Books to AskNicely
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 AskNicely and Zoho Books
Triggers and actions 7 triggers · 27 actions
- New Response
Triggers when a customer answers an AskNicely survey with a score or comment.
- Add Person
Adds a contact to AskNicely, or updates them if they already exist, without sending a survey.
- Deactivate Contact
Sets a contact inactive so they get no more surveys; the contact is kept and can be re-added later.
- Get Contact
Finds a contact by email address, or by another field such as id or a custom property.
- Get Daily Statistics
Returns historical survey statistics (sent, opened, responded, NPS) for a year, month or day, optionally for one segment.
- Get NPS Score
Returns your Net Promoter Score calculated over the last N days.
- Get Sent Statistics
Returns how many surveys were sent, delivered, opened and answered over the last N days, with promoter/passive/detractor counts.
- List Responses
Returns survey responses (score, comment, contact) received since a given time, a page at a time.
- List Unsubscribed Contacts
Returns the contacts who unsubscribed from your AskNicely surveys, a page at a time.
- Send Survey
Adds or updates a contact and sends them a survey, following your AskNicely contact rules.
- New bill
Triggered when a new bill is created
- New Customer
Triggers when a new customer is created.
- New Estimate
Triggers when a new estimate is created.
- New Expense
Triggers when an expense is created.
- New Item
Triggers when a new item is created.
- New Sales Invoice
Triggers when a new sales invoice is created.
- Add bill
Creates a bill received from a vendor in Zoho Books.
- Add customer payment
Record a customer payment.
- Add expense
Create an expense.
- Create Customer
Creates a new customer contact in a Zoho Books organization.
- Create Estimate
Creates a new estimate.
- Create Item
Creates a new item.
- Create Sales Invoice
Creates a new sales invoice.
- Find customers by criteria
Returns the customers in a Zoho Books organization that match the specified criteria (name, company, contact person, address, email, phone, status or free text).
- Find Invoice
Returns up to 200 invoices that match the specified criteria, such as invoice number, customer, status or date range.
- Get Bill
Returns one vendor bill from Zoho Books, including its number, vendor, status and total.
- Get customer
Get a contact by id.
- Get Estimate
Returns one estimate (quote) from Zoho Books, including its number, customer, status and total.
- Get Expense
Returns one expense recorded in Zoho Books, including its amount, date and accounts.
- Get Item
Returns one item from your Zoho Books item list, including its name, rate and description.
- Get sales invoice
Retrieves the details of an existing invoice in Zoho Books.
- Update customer
Updates an existing customer in Zoho Books. Only the fields you fill in are changed.
- Update item
Update an item.
- Update sales invoice
Updates an existing sales invoice in Zoho Books. The line items you send replace the invoice's line items.
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
Reviews
What our customers say
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More into Zoho Books
Questions
AskNicely and Zoho Books, answered
What can start an automation from AskNicely?
Any of AskNicely's 1 trigger in the catalog, including New Response. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zoho Books when something happens in AskNicely?
Any of Zoho Books's 18 actions, including Create Customer, Create Estimate, Create Item and Create Sales Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho Books to AskNicely?
Yes. When something happens in Zoho Books, your agent can act in AskNicely too. This page covers both directions: Zoho Books's triggers and AskNicely's actions are listed here as well.
Do I have to build a connector for AskNicely or Zoho Books?
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 AskNicely and Zoho Books 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.