--- title: "Connect Checkvist and Zoho Subscriptions - APIANT.ai" description: "When \"New List\" fires in Checkvist, your agent runs \"Get Customer\" in Zoho Subscriptions." canonical: "https://apiant.ai/connect/checkvist-to-zoho-subscriptions" --- # Connect Checkvist and Zoho Subscriptions When **New List** fires in [Checkvist](https://apiant.ai/connections/checkvist), your agent runs **Get Customer** in [Zoho Subscriptions](https://apiant.ai/connections/zoho-subscriptions), or **New Subscription** in Zoho Subscriptions to **Create Task Note** in Checkvist. Describe the whole flow and it is built, tested on every scenario and kept running. Checkvist **2** triggers Checkvist **15** actions Zoho Subscriptions **1** trigger Zoho Subscriptions **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Checkvist and Zoho Subscriptions 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 Checkvist and Zoho Subscriptions can do together ### From Checkvist to Zoho Subscriptions - When **New List** in Checkvist then **Get Customer** in Zoho Subscriptions - When **New List Item** in Checkvist then **Get Invoice** in Zoho Subscriptions ### From Zoho Subscriptions to Checkvist - When **New Subscription** in Zoho Subscriptions then **Create Task Note** in Checkvist - When **New Subscription** in Zoho Subscriptions then **Close Task** in Checkvist 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 Checkvist and Zoho Subscriptions ## Triggers and actions 3 triggers · 27 actions - Trigger **New List** Triggered when a new checklist is created in Checkvist. - Trigger **New List Item** Triggered when a new item is added to the chosen Checkvist checklist. - Action **Close Task** Marks a task in a Checkvist checklist as closed (done) and returns the updated task. - Action **Create List Item** Adds a new item (task) to a Checkvist checklist and returns the created item. - Action **Create New List** Creates a new Checkvist checklist and returns it. - Action **Create Several List Items** Adds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items. - Action **Create Task Note** Adds a note (comment) to a task in a Checkvist checklist and returns the new note. - Action **Delete Checklist** Deletes a Checkvist checklist and returns the deleted list. - Action **Delete List Item** Deletes an item (task) from a Checkvist checklist and returns the deleted item. - Action **Get Checklist** Returns a single Checkvist checklist by its ID, with its name, sharing settings and item counts. - Action **Get List Item** Returns a single item (task) from a Checkvist checklist, optionally with its notes. - Action **List Checklists** Returns the Checkvist checklists the connected account can see. - Action **List List Items** Returns the items (tasks) in a Checkvist checklist. - Action **List Task Notes** Returns the notes (comments) on a task in a Checkvist checklist. - Action **Reopen Task** Reopens a closed task in a Checkvist checklist and returns the updated task. - Action **Update Checklist** Updates a Checkvist checklist's name or sharing setting and returns the updated list. - Action **Update List Item** Updates an item (task) in a Checkvist checklist and returns the updated item. - Trigger **New Subscription** Polling trigger — fires when a new subscription is created. Sorted by created_time descending. - Action **Get Customer** Retrieve a customer by ID. - Action **Get Invoice** Retrieve an invoice by ID. - Action **Get plan** Returns the details of a subscription plan, looked up by its plan code. - Action **Get Subscription** Retrieve a subscription by ID. - Action **List coupons** Returns the coupons in your Zoho Billing organization, optionally filtered by status or product. - Action **List Credit Notes** List credit notes. - Action **List Customers** List customers in the organization. - Action **List Invoices** List invoices. - Action **List Payments** List customer payments. - Action **List Plans** List recurring plans. - Action **List products** Returns all products in your Zoho Billing organization, with their name, description, status and timestamps. - Action **List Subscriptions** List subscriptions. ## Each app on its own - [ **Checkvist** Keyboard driven online outliner and task manager for teams and individuals.](https://apiant.ai/connections/checkvist) - [ **Zoho Subscriptions** Zoho Subscriptions (Zoho Billing) — recurring billing and subscription management.](https://apiant.ai/connections/zoho-subscriptions) Reviews ## What our customers say ## More from Checkvist - [ **Checkvist to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/checkvist-to-hubspot) - [ **Checkvist to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/checkvist-to-salesforce) - [ **Checkvist to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/checkvist-to-slack) - [ **Checkvist to Google Sheets** Google Sheets](https://apiant.ai/connect/checkvist-to-google-sheets) - [ **Checkvist to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/checkvist-to-gmail) - [ **Checkvist to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/checkvist-to-google-calendar) ## More into Zoho Subscriptions - [ **HubSpot to Zoho Subscriptions** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-subscriptions) - [ **Salesforce to Zoho Subscriptions** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-subscriptions) - [ **Slack to Zoho Subscriptions** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-subscriptions) - [ **Google Sheets to Zoho Subscriptions** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-subscriptions) - [ **Gmail to Zoho Subscriptions** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-subscriptions) - [ **Google Calendar to Zoho Subscriptions** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-subscriptions) Questions ## Checkvist and Zoho Subscriptions, answered ### ### What can start an automation from Checkvist? Any of Checkvist's 2 triggers in the catalog, including New List and New List Item. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zoho Subscriptions when something happens in Checkvist? Any of Zoho Subscriptions's 12 actions, including Get Customer, Get Invoice, Get plan and Get Subscription. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Subscriptions to Checkvist? Yes. When something happens in Zoho Subscriptions, your agent can act in Checkvist too. This page covers both directions: Zoho Subscriptions's triggers and Checkvist's actions are listed here as well. ### ### Do I have to build a connector for Checkvist or Zoho Subscriptions? 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 Checkvist and Zoho Subscriptions 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.