--- title: "Connect Breeze and Zoho Billing - APIANT.ai" description: "When \"New Project\" fires in Breeze, your agent runs \"Create Customer\" in Zoho Billing, or \"New Credit Note\" in Zoho Billing to \"Create New Task\" in Breeze." canonical: "https://apiant.ai/connect/breeze-to-zoho-billing" --- # Connect Breeze and Zoho Billing When **New Project** fires in [Breeze](https://apiant.ai/connections/breeze), your agent runs **Create Customer** in [Zoho Billing](https://apiant.ai/connections/zoho-billing), or **New Credit Note** in Zoho Billing to **Create New Task** in Breeze. Describe the whole flow and it is built, tested on every scenario and kept running. Breeze **6** triggers Breeze **30** actions Zoho Billing **15** triggers Zoho Billing **30** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Breeze and Zoho Billing 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. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Breeze and Zoho Billing can do together ### From Breeze to Zoho Billing - When **New Project** in Breeze then **Create Customer** in Zoho Billing - When **New Task** in Breeze then **Create New Invoice** in Zoho Billing ### From Zoho Billing to Breeze - When **New Credit Note** in Zoho Billing then **Create New Task** in Breeze - When **New Customer** in Zoho Billing then **Add comment** in Breeze 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 Breeze and Zoho Billing ## Triggers and actions 21 triggers · 60 actions - Trigger **New Project** Triggers when a new project is created in Breeze. - Trigger **New Task** Triggers when a new task is created in the selected Breeze project. - Trigger **Project Renamed** Triggers when a Breeze project is given a new name. - Trigger **Tag Added to Task** Triggers when a tag is added to a task in the selected Breeze project. - Trigger **Task Moved** Triggers when a task is moved to a different list in the selected Breeze project. - Trigger **Task Status Updated** Triggers when a task's status changes in the selected Breeze project. - Action **Add comment** Adds a comment to a task in a Breeze project. Returns the comment that was created. - Action **Add list** Adds a new list to a Breeze project. Returns the list that was created. - Action **Add time entry** Logs a time entry against a task in a Breeze project. Returns the time entry that was created. - Action **Add todo** Adds a checklist item to a task in a Breeze project. Returns the checklist item that was created. - Action **Create New Project** Creates a new project in Breeze. Returns the project that was created. - Action **Create New Task** Creates a new task (card) in a Breeze project. Returns the task that was created. - Action **Delete card** Deletes a task (card) from a Breeze project. - Action **Delete comment** Deletes a comment from a task in a Breeze project. - Action **Delete list** Deletes a list from a Breeze project. - Action **Delete project** Deletes a project from Breeze. - Action **Delete time entry** Deletes a time entry from a task in a Breeze project. - Action **Delete todo** Deletes a checklist item from a task in a Breeze project. - Action **Find Project** Returns the Breeze projects whose name contains the text you supply. - Action **Generate time tracking report** Generates a time tracking report for a date range, optionally limited to certain projects, people, lists or tags. - Action **Get card** Returns a single task (card) from a Breeze project, including its checklists, comments count, time entries and custom field values. - Action **Get project** Returns a single Breeze project, including its budget, members and tracked time. - Action **List cards** Returns the tasks (cards) in a Breeze project, 100 per page. - Action **List comments** Returns the comments on a task in a Breeze project. - Action **List lists** Returns the lists in a Breeze project. - Action **List projects** Returns all active projects in the Breeze account. - Action **List time entries** Returns the time entries logged against a task in a Breeze project. - Action **List todos** Returns the items on a checklist of a task in a Breeze project. - Action **List users** Returns the people on your Breeze team. - Action **Move card** Moves a task to another list, or to another position within its list. - Action **Update card** Updates a task in a Breeze project. Only the values you supply are changed. Returns the updated task. - Action **Update comment** Changes the text of a comment on a task in a Breeze project. Returns the updated comment. - Action **Update list** Renames a list in a Breeze project. Returns the updated list. - Action **Update project** Updates a Breeze project. Only the values you supply are changed. Returns the updated project. - Action **Update time entry** Updates a time entry on a task in a Breeze project. Only the values you supply are changed. Returns the updated time entry. - Action **Update todo** Updates a checklist item on a task in a Breeze project. Only the values you supply are changed. Returns the updated item. - Trigger **Cancel Subscription** Triggered when a subscription is cancelled - Trigger **Invoice Paid** Fires once for each invoice that reaches Paid status in the selected Zoho Billing organization. - Trigger **New Credit Note** Triggered when a new credit note is created - Trigger **New Customer** Triggered when a new customer is created - Trigger **New Invoice** Fires once for each new invoice created in the selected Zoho Billing organization. - Trigger **New Item** Fires when a new item is added in Zoho Billing. - Trigger **New Quote** Fires once for each new quote created in the selected Zoho Billing organization. - Trigger **New Subscription** Fires once for each new subscription created in the selected Zoho Billing organization. - Trigger **Payment Failure** Fires when an online payment attempt fails in Zoho Billing (for example a declined card charge). - Trigger **Payment Success** Fires when a new successful customer payment is recorded in Zoho Billing. - Trigger **Subscription About to Renew** Fires once per billing term for each live subscription that is scheduled to renew, carrying the date of its upcoming renewal. - Trigger **Subscription Activation** Fires when a subscription is activated (becomes live) in the selected Zoho Billing organization. - Trigger **Updated Customer** Triggered when a customer is created or updated. - Trigger **Updated Invoice** Triggered when an invoice is created or updated. - Trigger **Void Invoice** Fires once for each invoice that is voided in the selected Zoho Billing organization. - Action **Add Charge** Charge a one-time amount against a Zoho Billing subscription. Creates an invoice for the charge, or adds it to the subscription's unbilled charges. - Action **Associate Coupon** Applies a coupon to an existing subscription in Zoho Billing. - Action **Cancel Invoice WriteOff** Cancels the write-off on an invoice in Zoho Billing, restoring its unpaid balance. - Action **Cancel Subcription** Cancels a Zoho Billing subscription, either immediately or at the end of the current term. - Action **Create a New Quote** Create a New Quote for a Customer - Action **Create Credit Note** Creates a credit note for a customer in Zoho Billing. - Action **Create Customer** Creates a new customer. - Action **Create New Invoice** Creates an invoice for a customer in Zoho Billing. - Action **Create New Item** Create New Item for One time Invoices - Action **Create Subscription** Creates a new subscription in Zoho Billing, either for an existing customer or for a new customer created in the same call. - Action **Disassociate Coupon** Removes the coupon currently applied to a Zoho Billing subscription. - Action **Email an Invoice** Emails an existing invoice to the recipients you specify, with your own subject and message. - Action **Fetch Customer** Retrieve the details of an existing customer in Zoho Billing. - Action **Fetch Invoice** Retrieve the details of a single invoice by its id. - Action **Fetch Subscription** Retrieve the details of a subscription by its id. - Action **Find Customer** Finds Zoho Billing customers whose email address matches the one supplied, returning the first match and the full list of matches. - Action **Find Invoice** Returns the invoices whose invoice number matches the one you supply. - Action **Find Subscription** Finds subscriptions by subscription number, customer, or reference, optionally narrowed by status. - Action **Get Item** Retrieves one item by item_id, returning its name, rate, product type, status and custom fields. - Action **Get Payment** Retrieve a payment by id; returns the payment including amount, mode and applied invoices. - Action **Invoice WriteOff** Writes off the unpaid balance of a Zoho Billing invoice. - Action **Mark Invoice as Sent** Marks a draft invoice as sent by changing its status to open, without emailing it to the customer. - Action **Postpone Renewal** Postpones a subscription's next renewal (billing) date to a later date. No prorated charges are applied. - Action **Reactivate Subscription** Reactivates a non-renewing Zoho Billing subscription so it keeps renewing for the given number of billing cycles. - Action **Record Payment** Records a payment received from a customer in Zoho Billing, optionally applying it to one or more invoices. - Action **Update Customer** Update an existing customer. - Action **Update Customer Status** Marks a Zoho Billing customer as active or inactive. - Action **Update Invoice** Update an existing invoice - Action **Update Subscription** Updates the existing subscription - Action **Void Invoice** Marks an invoice as void in Zoho Billing. ## Each app on its own - [ **Breeze** Breeze is a simple project management tool that enables teams to plan, track and organize their work.](https://apiant.ai/connections/breeze) - [ **Zoho Billing** Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle...](https://apiant.ai/connections/zoho-billing) Reviews ## What our customers say ## More from Breeze - [ **Breeze to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/breeze-to-gohighlevel) - [ **Breeze to OnceHub** Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.](https://apiant.ai/connect/breeze-to-oncehub) - [ **Breeze to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/breeze-to-hubspot) - [ **Breeze to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/breeze-to-salesforce) - [ **Breeze to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/breeze-to-slack) - [ **Breeze to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/breeze-to-gmail) ## More into Zoho Billing - [ **HubSpot to Zoho Billing** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-billing) - [ **Salesforce to Zoho Billing** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-billing) - [ **Slack to Zoho Billing** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-billing) - [ **Google Sheets to Zoho Billing** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zoho-billing) - [ **Gmail to Zoho Billing** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-billing) - [ **Google Calendar to Zoho Billing** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-billing) Questions ## Breeze and Zoho Billing, answered ### ### What can start an automation from Breeze? Any of Breeze's 6 triggers in the catalog, including New Project, New Task, Tag Added to Task and Task Moved. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zoho Billing when something happens in Breeze? Any of Zoho Billing's 30 actions, including Create a New Quote, Create Credit Note, Create Customer and Create New Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Billing to Breeze? Yes. When something happens in Zoho Billing, your agent can act in Breeze too. This page covers both directions: Zoho Billing's triggers and Breeze's actions are listed here as well. ### ### Do I have to build a connector for Breeze or Zoho Billing? 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 Breeze and Zoho Billing 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.