Integration
Connect Captivated and Zoho Invoice
When New or Updated Contact fires in Captivated, your agent runs Create New Contact in Zoho Invoice, or New Contact in Zoho Invoice to Create or Update Contact in Captivated. 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 Captivated and Zoho Invoice 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 Captivated and Zoho Invoice can do together
From Captivated to Zoho Invoice
When New or Updated Contact in Captivated
then Create New Contact in Zoho Invoice
From Zoho Invoice to Captivated
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 Captivated and Zoho Invoice
Triggers and actions 12 triggers · 34 actions
- New or Updated Contact
Triggers when a contact is created or updated in Captivated.
- New Tag
Triggers when a new contact tag is created.
- New Template
Triggers when a new message template is created.
- Create or Update Contact
Creates a contact, or updates the matching one, in Captivated.
- Create Tag
Creates a contact tag.
- Create Template
Creates a message template.
- Delete Contact
Deletes a contact.
- Delete Tag
Deletes a tag.
- Get Bulk Job Status
Returns the status and results of a bulk message job.
- Get Contact
Returns one contact by its ID.
- Get Message
Returns one message and its delivery state.
- Get Tag
Returns one tag by its ID.
- Get Template
Returns one message template by its ID.
- Get User
Returns one Captivated user by ID.
- List Contacts
Returns a page of contacts, optionally only those updated since a time.
- List Conversation Messages
Returns the messages in one conversation.
- List Tags
Returns a page of contact tags.
- List Templates
Returns a page of message templates.
- Send Bulk Messages
Queues a batch of text messages and returns the bulk job ID.
- Send Message
Sends a text message from one of your Captivated numbers to a recipient.
- Update Contact
Updates the fields you supply on an existing contact.
- Update Tag
Renames or recolors a tag.
- Update Template
Updates a message template's name or text.
- Customer Payment
Triggered when a new customer payment is recorded
- Invoice Status Change
Triggers when an invoice status is changed.
- New Contact
Triggered when a new contact is created
- New Contact Person
Triggers when a new point of contact is added to an existing contact.
- New Credit Note
Triggers when a new Credit Note is created.
- New Estimate
Triggers when a New Estimate is Created.
- New Invoice
Triggers when a new sales invoice is created.
- New Item
Triggers when New Item is created.
- Updated Invoice
Triggered when an invoice is created or updated
- Create Contact Person
Creates a new point of contact for a specific contact.
- Create Credit Note
Creates a new credit note for a customer
- Create New Contact
Creates a new contact.
- Create New Estimate
Create New Estimate
- Create New Invoice
Create a New Invoice
- Create New Item
Create New Item
- Find Contact
Returns the contacts that match the specified search criteria.
- Find Organization
Finds an Organization
- Get Credit Note
Retrieve a credit note by its ID; returns number, status, customer, reference number and line items.
- Get Estimate
Fetches an estimate by ID. An error occurs if the estimate is not found.
- Get Item
Returns one item by item_id
- Record Payment
Make payment to an Invoice.
- Update Contact
Action used to Update a existing Contact in Zoho Billing.
- Update Invoice
Updates an existing Zoho Invoice invoice. Line items not included in the list are removed.
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
More from Captivated
Captivated to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Captivated to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Captivated to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Captivated to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Captivated to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Captivated to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Zoho Invoice
Questions
Captivated and Zoho Invoice, answered
What can start an automation from Captivated?
Any of Captivated's 3 triggers in the catalog, including New or Updated Contact, New Tag and New Template. 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 Captivated?
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 Captivated?
Yes. When something happens in Zoho Invoice, your agent can act in Captivated too. This page covers both directions: Zoho Invoice's triggers and Captivated's actions are listed here as well.
Do I have to build a connector for Captivated 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 Captivated 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.