--- title: "Connect BaseLinker and Zoho Invoice - APIANT.ai" description: "When \"New Order\" fires in BaseLinker, your agent runs \"Create Contact Person\" in Zoho Invoice." canonical: "https://apiant.ai/connect/baselinker-to-zoho-invoice" --- # Connect BaseLinker and Zoho Invoice When **New Order** fires in [BaseLinker](https://apiant.ai/connections/baselinker), your agent runs **Create Contact Person** in [Zoho Invoice](https://apiant.ai/connections/zoho-invoice), or **New Contact** in Zoho Invoice to **Add Invoice** in BaseLinker. Describe the whole flow and it is built, tested on every scenario and kept running. BaseLinker **1** trigger BaseLinker **24** actions Zoho Invoice **9** triggers Zoho Invoice **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want BaseLinker and Zoho Invoice to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. 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[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What BaseLinker and Zoho Invoice can do together ### From BaseLinker to Zoho Invoice - When **New Order** in BaseLinker then **Create Contact Person** in Zoho Invoice - When **New Order** in BaseLinker then **Create New Contact** in Zoho Invoice ### From Zoho Invoice to BaseLinker - When **New Contact** in Zoho Invoice then **Add Invoice** in BaseLinker - When **New Contact Person** in Zoho Invoice then **Add Order** in BaseLinker 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 BaseLinker and Zoho Invoice ## Triggers and actions 10 triggers · 38 actions - Trigger **New Order** Triggers when a new confirmed order appears in the BaseLinker order manager. - Action **Add a Tracking Number** Adds a tracking number from a courier shipment created outside BaseLinker to an order. - Action **Add CRM client** Creates a new CRM client in BaseLinker, or updates an existing one when a CRM client ID is given. Returns the client's ID. - Action **Add Invoice** Issues an invoice for an order in the BaseLinker order manager. - Action **Add Order** Creates a new order in the Base (BaseLinker) order manager with buyer, delivery, billing and product details, and returns the new order's ID. - Action **Add order product** Adds a product line item to an existing BaseLinker order and returns the new item's id. - Action **Add order return** Creates a new order return in the BaseLinker return manager, optionally linked to an existing order, and returns its ID. - Action **Add Payment** Records a payment on a BaseLinker order, setting the order's paid amount, date and comment. - Action **Add product** Creates a new product in a BaseLinker (Base) inventory catalog and returns its product ID. - Action **Delete order** Deletes an order from the BaseLinker order manager. - Action **Delete product** Deletes a product from a BaseLinker product catalog. - Action **Find orders** Finds orders in the Base order manager matching the filters you give (order ID, buyer email, status, source, dates). Returns up to 100 orders. - Action **Get CRM clients** Returns CRM clients from BaseLinker, optionally filtered by client ID, email, phone, login, invoice company, tax ID, full name or status. Returns up to 100 clients. - Action **Get Order Fields** Returns the custom extra fields defined for orders in BaseLinker, with each field's ID, name, editor type and allowed options. - Action **Get Order Package** Returns the courier shipments (packages) created for a BaseLinker order, with tracking numbers, courier and tracking status. - Action **Get Order Returns** Returns order returns from the BaseLinker return manager, optionally narrowed by order, return, date, status or source (up to 100 at a time). - Action **Get product** Returns the full details of one product from a BaseLinker catalog, including prices, stock, text fields, images and variants. - Action **List inventories** Returns the product catalogs (inventories) in your BaseLinker account, with their languages, price groups and warehouses. - Action **List order statuses** Returns the order statuses created in the BaseLinker order manager, with their names, colors and groups. - Action **List products** Returns the basic data (ID, SKU, EAN, name, prices and stock) of products in a BaseLinker catalog, optionally filtered by category, tag, SKU, EAN, name, price or stock. - Action **Update Order** Updates selected fields of an existing BaseLinker order, such as addresses, comments, delivery details and extra fields. Fields left blank are not changed. - Action **Update Order Status** Changes the status of a BaseLinker order to the status you choose. - Action **Update product** Updates an existing product in a BaseLinker catalog. Only the fields you fill in are changed. - Action **Update product prices** Updates the gross prices of up to 1000 products or variants in a BaseLinker catalog, per price group. - Action **Update product stock** Updates the stock levels of products or variants in a BaseLinker catalog, per warehouse. - Trigger **Customer Payment** Triggered when a new customer payment is recorded - Trigger **Invoice Status Change** Triggers when an invoice status is changed. - Trigger **New Contact** Triggered when a new contact is created - Trigger **New Contact Person** Triggers when a new point of contact is added to an existing contact. - Trigger **New Credit Note** Triggers when a new Credit Note is created. - Trigger **New Estimate** Triggers when a New Estimate is Created. - Trigger **New Invoice** Triggers when a new sales invoice is created. - Trigger **New Item** Triggers when New Item is created. - Trigger **Updated Invoice** Triggered when an invoice is created or updated - Action **Create Contact Person** Creates a new point of contact for a specific contact. - Action **Create Credit Note** Creates a new credit note for a customer - Action **Create New Contact** Creates a new contact. - Action **Create New Estimate** Create New Estimate - Action **Create New Invoice** Create a New Invoice - Action **Create New Item** Create New Item - Action **Find Contact** Returns the contacts that match the specified search criteria. - Action **Find Organization** Finds an Organization - Action **Get Credit Note** Retrieve a credit note by its ID; returns number, status, customer, reference number and line items. - Action **Get Estimate** Fetches an estimate by ID. An error occurs if the estimate is not found. - Action **Get Item** Returns one item by item_id - Action **Record Payment** Make payment to an Invoice. - Action **Update Contact** Action used to Update a existing Contact in Zoho Billing. - Action **Update Invoice** Updates an existing Zoho Invoice invoice. Line items not included in the list are removed. ## Each app on its own - [ **BaseLinker** BaseLinker is a cloud-based system integrating 1000+ marketplaces, stores, carriers, accounting and many more.](https://apiant.ai/connections/baselinker) - [ **Zoho Invoice** Zoho Invoice is an easy invoice software meant for small businesses and freelancers.](https://apiant.ai/connections/zoho-invoice) Reviews ## What our customers say ## More from BaseLinker - [ **BaseLinker to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/baselinker-to-hubspot) - [ **BaseLinker to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/baselinker-to-salesforce) - [ **BaseLinker to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/baselinker-to-slack) - [ **BaseLinker to Google Sheets** Google Sheets](https://apiant.ai/connect/baselinker-to-google-sheets) - [ **BaseLinker to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/baselinker-to-gmail) - [ **BaseLinker to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/baselinker-to-google-calendar) ## More into Zoho Invoice - [ **HubSpot to Zoho Invoice** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-invoice) - [ **Salesforce to Zoho Invoice** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-invoice) - [ **Slack to Zoho Invoice** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-invoice) - [ **Google Sheets to Zoho Invoice** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-invoice) - [ **Gmail to Zoho Invoice** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-invoice) - [ **Google Calendar to Zoho Invoice** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-invoice) Questions ## BaseLinker and Zoho Invoice, answered ### ### What can start an automation from BaseLinker? Any of BaseLinker's 1 trigger in the catalog, including New Order. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zoho Invoice when something happens in BaseLinker? Any of Zoho Invoice's 14 actions, including Create Contact Person, Create Credit Note, Create New Contact and Create New Estimate. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Invoice to BaseLinker? Yes. When something happens in Zoho Invoice, your agent can act in BaseLinker too. This page covers both directions: Zoho Invoice's triggers and BaseLinker's actions are listed here as well. ### ### Do I have to build a connector for BaseLinker or Zoho Invoice? 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 BaseLinker and Zoho Invoice 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.