--- title: "Connect ChargeOver and Zoho Writer - APIANT.ai" description: "When \"Contact Was Updated\" fires in ChargeOver, your agent runs \"Merge a Template and Send Email\" in Zoho Writer." canonical: "https://apiant.ai/connect/chargeover-to-zoho-writer" --- # Connect ChargeOver and Zoho Writer When **Contact Was Updated** fires in [ChargeOver](https://apiant.ai/connections/chargeover), your agent runs **Merge a Template and Send Email** in [Zoho Writer](https://apiant.ai/connections/zoho-writer), or **New Document** in Zoho Writer to **Create a Contact** in ChargeOver. Describe the whole flow and it is built, tested on every scenario and kept running. ChargeOver **1** trigger ChargeOver **20** actions Zoho Writer **2** triggers Zoho Writer **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ChargeOver and Zoho Writer 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 ChargeOver and Zoho Writer can do together ### From ChargeOver to Zoho Writer - When **Contact Was Updated** in ChargeOver then **Merge a Template and Send Email** in Zoho Writer - When **Contact Was Updated** in ChargeOver then **Add document** in Zoho Writer ### From Zoho Writer to ChargeOver - When **New Document** in Zoho Writer then **Create a Contact** in ChargeOver - When **New Document Moved to Folder** in Zoho Writer then **Create a Customer** in ChargeOver 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 ChargeOver and Zoho Writer ## Triggers and actions 3 triggers · 33 actions - Trigger **Contact Was Updated** Triggers when a contact is updated in ChargeOver. - Action **Add item** Create an item (product or discount). - Action **Add note** Add a note to a customer, invoice, etc. - Action **Add Transaction** records a payment, refund or credit against a customer (e.g. transaction_type=pay, gateway_method=check, amount) without charging a payment gateway. Creates a transaction record. - Action **Cancel a Subscription** Cancel an existing subscription in ChargeOver. - Action **Create a Contact** Create a new contact in ChargeOver. - Action **Create a Customer** Create a new customer in ChargeOver. - Action **Create an Invoice** Create a new Invoice in ChargeOver. - Action **Create a Subscription** Create a new subscription in ChargeOver. - Action **Delete Item** deletes an item (product/discount) by id. - Action **Find Contact** Finds an existing contact by a specified field. - Action **Find Customer** Finds an existing customer by a specified field. - Action **Find Item (Product, Discount)** Finds an existing item (product, discount) by a specified field. - Action **Find Subscription** Finds an existing subscription by a specified field. - Action **List Notes** Lists the notes attached to a ChargeOver record (customer, invoice, subscription, contact), filtered by record type and record ID. - Action **Update a Customer** Update a existing customer in ChargeOver. - Action **Update contact** Update a user/contact. - Action **Update invoice** Update an invoice. - Action **Update item** Update an item. - Action **Update subscription** Update a subscription (package). - Action **Void Transaction** marks an existing transaction voided in ChargeOver (logs an externally-voided transaction; does not contact the gateway), changing its status. - Trigger **New Document** Triggers when a new document has been created. - Trigger **New Document Moved to Folder** Triggers when document moved to folder. - Action **Add document** Create a new blank document. - Action **Delete document** Moves a Zoho Writer document to the Trash. It can be restored from the Trash for the vendor's retention period. - Action **Get document** Get document details by id. - Action **Get Merge Job Report** Returns the report of a merge job: its overall status and the per-record merged documents with their download links. - Action **Get Translation Job Status** Returns the status of a document translation job and, once it is completed, the link to the translated document. - Action **List documents** List documents in a folder or account. - Action **Merge a Document and Send via Webhook** Merges a document with data from a source and sends it via a Webhook. - Action **Merge and Store** Merges a document and stores it in a particular folder in Zoho WorkDrive. - Action **Merge a Template and Send Email** Merges a template with data from a source and send mail. - Action **Translate document** Translates a Zoho Writer document into another language and stores the translation in a folder. Returns a status link for the translation job. - Action **Update document** Updates one property of a Zoho Writer document: its name, description, favourite flag, final state, lock, readiness or track changes. - Action **Upload Document With Text** Uploads a document file. - Action **Upload Document With URL** Uploads a document with the given URL ## Each app on its own - [ **ChargeOver** Go beyond recurring and subscription billing with ChargeOver.](https://apiant.ai/connections/chargeover) - [ **Zoho Writer** Zoho Writer is a powerful word processor made for collaborative work.](https://apiant.ai/connections/zoho-writer) Reviews ## What our customers say ## More from ChargeOver - [ **ChargeOver to CustomGPT.ai** CustomGPT.ai is a no-code platform that lets you build AI chatbots using your own business content, designed...](https://apiant.ai/connect/chargeover-to-customgpt-ai) - [ **ChargeOver to IP2Location** IP geolocation and intelligence. Look up location, network, proxy, and security data for any IP address...](https://apiant.ai/connect/chargeover-to-ip2location) - [ **ChargeOver to Memberstack** Simple Auth & Payments for Webflow Developers.](https://apiant.ai/connect/chargeover-to-memberstack) - [ **ChargeOver to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/chargeover-to-hubspot) - [ **ChargeOver to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/chargeover-to-salesforce) - [ **ChargeOver to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/chargeover-to-slack) ## More into Zoho Writer - [ **HubSpot to Zoho Writer** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-writer) - [ **Salesforce to Zoho Writer** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-writer) - [ **Slack to Zoho Writer** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-writer) - [ **Google Sheets to Zoho Writer** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-writer) - [ **Gmail to Zoho Writer** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-writer) - [ **Google Calendar to Zoho Writer** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-writer) Questions ## ChargeOver and Zoho Writer, answered ### ### What can start an automation from ChargeOver? Any of ChargeOver's 1 trigger in the catalog, including Contact Was Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zoho Writer when something happens in ChargeOver? Any of Zoho Writer's 13 actions, including Update document, Upload Document With Text, Upload Document With URL and Add document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Writer to ChargeOver? Yes. When something happens in Zoho Writer, your agent can act in ChargeOver too. This page covers both directions: Zoho Writer's triggers and ChargeOver's actions are listed here as well. ### ### Do I have to build a connector for ChargeOver or Zoho Writer? 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 ChargeOver and Zoho Writer 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.