--- title: "Connect Close to Zoho Inventory - APIANT.ai" description: "When \"New Contact in Contact Smart View\" fires in Close, your agent runs \"Create Contact\" in Zoho Inventory." canonical: "https://apiant.ai/connect/close-to-zoho-inventory" --- # Connect Close to Zoho Inventory When **New Contact in Contact Smart View** fires in [Close](https://apiant.ai/connections/close), your agent runs **Create Contact** in [Zoho Inventory](https://apiant.ai/connections/zoho-inventory). Describe the whole flow and it is built, tested on every scenario and kept running. Close **3** triggers Close **47** actions Zoho Inventory **64** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Close and Zoho Inventory 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 Close can start in Zoho Inventory - When **New Contact in Contact Smart View** in Close then **Create Contact** in Zoho Inventory - When **New Lead in Smart View** in Close then **Add Invoice Attachment** in Zoho Inventory 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 Close and Zoho Inventory ## Triggers and actions 3 triggers · 111 actions - Trigger **New Contact in Contact Smart View** Triggers when a new contact appears in the selected contact Smart View. - Trigger **New Lead in Smart View** Triggers when a new lead appears in the selected Close lead Smart View, newest leads first. - Trigger **New Note** Triggers when a new note is added to a lead in Close. - Action **Add Address to Lead** Adds a new address to an existing Close lead, keeping the lead's current addresses, and returns the updated lead. - Action **Add User** Adds a user to your Close organization by email, provisioning a new Close user if one does not exist, and returns the new membership. - Action **Create Bulk Action** Starts a bulk edit in Close that sets a lead status, or sets or clears a custom field, on every record matching a search. Returns the bulk edit job and its status. - Action **Create Bulk Email** Starts a bulk email in Close that sends an email template to every lead matching a search query. Returns the bulk email job with its id and status. - Action **Create Bulk Workflow Subscription Action** Starts a bulk workflow (sequence) action in Close for every lead matching a search: subscribe them to a workflow, or pause or resume their existing workflow subscriptions. Returns the bulk action record and its processing status. - Action **Create Contact** Creates a contact in Close, on an existing lead or on a new lead named after the contact, including any contact custom fields. - Action **Create Custom Activity** Creates a custom activity of a chosen type on a Close lead, optionally tied to a contact, and returns the new activity. - Action **Create Export** Starts an export of Close leads (optionally narrowed by an Advanced Filtering query) to a CSV or JSON file, and returns the export job. Close emails a download link when the export is done. - Action **Create Lead** Creates a new lead in Close, optionally with nested contacts, addresses, a status and custom field values. - Action **Create Lead Smart View** Creates a Lead Smart View in Close: a saved lead search defined by an Advanced Filtering query, and returns the new Smart View. - Action **Create Note** Creates a note on a lead in Close, optionally tied to a contact, pinned, or with file attachments. - Action **Create Opportunity** Creates an opportunity in Close, optionally on an existing lead, with its value, status, pipeline, owner, note and custom fields. - Action **Create SMS** Creates an SMS activity on a Close lead: log a received or sent text, save a draft, schedule one, or send it immediately from one of your Close phone numbers. - Action **Create Task** Creates a to-do task on a Close lead, optionally tied to one of the lead's contacts, assigned to a user and given a due date. - Action **Create WhatsApp Message** Logs a WhatsApp message activity on a Close lead and contact, with its text, direction, phone numbers and optional attachments. - Action **Delete Email** Deletes an email activity from Close. - Action **Delete Email Address From Contact** Removes one email address from a Close contact, keeping the contact's other email addresses. - Action **Delete Logged Call** Deletes a logged Call activity from Close. - Action **Export Activity Report to CSV** Runs a Close activity report (overview by time period or comparison by user) and returns it as CSV text. - Action **Find Call** Returns the call activities logged in Close that match the lead, contact, user, call IDs or date range you specify. - Action **Find Connected Account** Returns the email and calendar accounts a Close user has connected, such as Gmail, Outlook or Zoom accounts. - Action **Find Custom Activity** Returns the custom activities in Close that match the lead, contact, user, activity type or date criteria you specify. - Action **Find Custom Objects** Returns the custom object records attached to a lead, optionally limited to one custom object type. - Action **Find Group** Returns the Close groups whose name matches the name you supply, along with the first match. - Action **Find Lead** Returns up to 200 leads whose name, contacts, emails, phones or other text fields match the search text. - Action **Find Meetings** Returns the Meeting activities in Close that match the lead, contact, user, meeting ID and date filters you supply. - Action **Find Note** Returns the Note activities in Close that match the lead, contact, user, note IDs or date ranges you specify. - Action **Find Number of Leads in Smart View** Returns the number of leads that currently match a lead Smart View in Close. - Action **Find Opportunities** Returns the opportunities that match a search query and any of the chosen filters, such as lead, owner, status, value period or date ranges. - Action **Find Task** Returns the Close tasks that match the filters you supply, such as the lead, assignee, completion state, type or due date. - Action **Find WhatsApp Messages** Returns the WhatsApp message activities in Close that match the lead, contact, user, WhatsApp message id or date range you specify. - Action **Find Workflow Subscription** Returns the workflow (sequence) subscriptions for a workflow, contact or lead. - Action **Merge Two Leads** Merges one Close lead into another. The source lead's contacts, activities and opportunities move to the destination lead, and the source lead is removed. - Action **Resubscribe Email** Resubscribes an email address in Close by removing it from the organization's unsubscribed email list, so Close can send email to it again. - Action **Run Activity Overview Report** Runs a Close activity overview report and returns the chosen activity metrics for each time period in the range, plus totals for the whole range. - Action **Run Opportunity Funnel Report** Runs Close's opportunity funnel totals report for a pipeline, returning win rates, won and completed values, time to win and sales velocity, overall and per user. - Action **Run Sent Email Report** Returns sent email statistics for an organization — totals, opens and replies overall and per email template — optionally limited to a date range or user. - Action **Run Status Change Report** Runs Close's lead status change report, returning how many leads were in each lead status over a period and how leads moved between statuses. - Action **Select Random User** Picks one user at random from the members of your Close organization and returns that user's details — useful for round-robin style lead or task assignment. - Action **Unsubscribe Email** Unsubscribes an email address so Close no longer sends it email, for example when the person opted out of a mailing list elsewhere. - Action **Update Call** Updates an existing call activity in Close, such as its note, outcome, status or duration. Only the fields you fill in are changed. - Action **Update Contact** Updates an existing Close contact's name, title, lead, emails, phones, URLs, timezone or custom fields. Fields left blank keep their current values. - Action **Update Custom Activity** Updates an existing custom activity in Close: its contact, date, draft/published status, pinned state and custom field values. - Action **Update Lead** Updates an existing Close lead's name, description, website, status, addresses or custom fields. Fields left blank keep their current values. - Action **Update Lead Smart View** Renames a lead Smart View in Close or replaces the filter that decides which leads it lists. - Action **Update Note** Updates an existing note on a Close lead: its text, title, pinned state, contact, activity date or attachments. Fields left blank are not changed. - Action **Update Opportunity** Updates an existing opportunity in Close, changing only the fields you fill in, including your custom opportunity fields. - Action **Add Credit Note Comment** Tool to add a comment to a credit note in Zoho Inventory. Use when needing to add notes or comments to a specific credit note for record-keeping or audit purposes. - Action **Add Invoice Attachment** Tool to upload an attachment to a specific invoice. Use when you need to add a file attachment to an invoice. - Action **Add Invoice Comment** Tool to add a comment to a specific invoice in Zoho Inventory. Use when you need to add notes, updates, or internal/client-visible comments to an invoice. - Action **Apply Credits To Invoices** Tool to apply credits from a credit note to one or more invoices. Use when you need to apply available credits from a credit note to settle invoice balances. - Action **Bulk Delete Sales Orders** Tool to bulk delete sales orders. Use this to remove multiple sales orders at once. - Action **Bulk Email Invoices** Sends multiple invoices by email to a contact in a single API call. Use this tool when you need to email up to 10 invoices at once to a customer. The invoices will be scheduled for delivery and the contact will receive individual emails for each invoice. If contact_id is not provided, the action will automatically fetch the customer_id from the first invoice and use that as the contact. - Action **Bulk Export Invoices** Tool to bulk export invoices as a single PDF. Use when you need to download multiple invoices in a single file for archiving or sharing. - Action **Bulk Print Invoices** Generate a consolidated PDF containing multiple invoices for printing or archiving. Use this tool to download one or more invoices as a single PDF document. The PDF can contain up to 25 invoices and is useful for bulk printing, record keeping, or sharing with customers. - Action **Bulk Print Packages** Tool to bulk print package slips as a consolidated PDF. Use when you need a PDF file of multiple package slips for printing or archiving. - Action **Create Bill** Tool to create a bill in Zoho Inventory. Use when a vendor supplies goods/services on credit and you need to track the amount owed. - Action **Create Contact** Tool to create a new contact (customer or vendor) in Zoho Inventory. Use when you need to add a new business relationship to your organization. - Action **Create Contact Person** Tool to create a contact person. Use when you need to add a new contact person to an existing contact in Zoho Inventory. - Action **Create Credit Note** Tool to create a new credit note in Zoho Inventory. Use when you need to issue a credit note to a customer for returns, refunds, or adjustments. - Action **Create Customer Payment** Tool to create a customer payment in Zoho Inventory. Use when recording a payment received from a customer against one or more invoices. - Action **Create Invoice** Tool to create a new invoice in Zoho Inventory. Use when you need to invoice a customer for products or services sold. - Action **Create Item** Tool to create a new item in Zoho Inventory. Use when you need to add a new product or service to your inventory catalog. - Action **Create Item Group** Tool to create an item group in Zoho Inventory. Use when you need to create a new item group with multiple items that share common attributes like size or color variations. - Action **Create Package** Tool to create a package for a sales order in Zoho Inventory. Use when you need to prepare items from a sales order for shipping. - Action **Create Purchase Order** Tool to create a purchase order in Zoho Inventory. Use when you need to order goods or services from a vendor. - Action **Create Sales Order** Tool to create a sales order in Zoho Inventory. Use when a customer places an order for products and you need to track the sale before invoicing. - Action **Deactivate Contact** Tool to mark a contact as inactive in Zoho Inventory. Use when you need to deactivate a contact without permanently deleting it. - Action **Deactivate Item** Tool to mark an item as inactive in Zoho Inventory. Use when you need to deactivate an item without permanently deleting it. - Action **Deactivate Item Group** Tool to mark an item group as inactive in Zoho Inventory. Use when you need to deactivate an item group and all its items without permanently deleting them. - Action **Delete Contact** Tool to delete a contact. Use when you need to remove an existing contact from your organization after confirming it is no longer needed. - Action **Delete Contact Person** Tool to delete a contact person. Use when you need to remove a contact person from your organization after confirming it is no longer needed. - Action **Delete Invoice** Tool to delete an invoice. Use when you need to remove an existing invoice that has no payments or credits applied. - Action **Delete Invoice Attachment** Tool to delete an invoice attachment. Use when you need to remove a file attached to an invoice. - Action **Delete Invoice Comment** Delete a specific comment from an invoice in Zoho Inventory. - Action **Delete Item** Tool to delete an item. Use when you need to remove an existing inventory item after confirming it is not referenced in any transactions. - Action **Delete Item Group** Tool to delete an item group. Use to remove an existing item group that is no longer needed. - Action **Delete Item Image** Tool to delete an image associated with an item. Use when you need to remove an item's image after ensuring it's no longer required. - Action **Delete Package** Tool to delete a package. Use when you need to remove an existing package created for a sales order. - Action **Delete Sales Order** Tool to delete a sales order. Use when you need to remove an existing sales order. - Action **Disable Payment Reminder** Tool to disable payment reminders for an invoice. Use when you want to stop automatic payment reminders for an invoice after it has been issued. - Action **Email Contact** Tool to email a contact in Zoho Inventory. Use when you need to send an email to a specific contact with a custom subject and body. - Action **Email Contact Statement** Tool to email a statement of transactions to a contact. Use when you need to send account statements to customers or vendors. - Action **Email Credit Note** Tool to email a credit note to customers. Use when you need to send a credit note via email to recipients. - Action **Email Invoice** Tool to email a specific invoice to customers. Use when you need to send an invoice via email, with optional attachments. - Action **Enable Invoice Payment Reminder** Tool to enable payment reminders for an invoice. Use when you want to activate automatic payment reminders for an invoice after it has been issued. - Action **Get Contact** Tool to retrieve a specific contact by ID from Zoho Inventory. Use when you need to get detailed information about a customer or vendor contact. - Action **Get Contact Address** Tool to get contact address. Use when you need to retrieve address information for a specific contact. - Action **Get Credit Note** Tool to retrieve a credit note by ID. Use when you need to fetch detailed information about a specific credit note. - Action **Get Credit Note Email Content** Tool to get credit note email content including subject, body, recipients, and available templates. Use when you need to preview or retrieve the email content for a credit note before sending it. - Action **Get Current User** Tool to get details of the currently authenticated user in Zoho Inventory. Use when you need to retrieve user profile information, permissions, or validate the authenticated user. - Action **Get Invoice** Retrieve the complete details of one existing invoice by invoice ID. - Action **Get Item** Retrieve the complete details of one existing inventory item by item ID. - Action **Get Package** Retrieve complete details for one existing package by ID. - Action **Get Purchase Order** Retrieve complete details for one existing purchase order by ID. - Action **Get Sales Order** Tool to retrieve the details of an existing sales order. Use when you need to get complete information about a sales order including line items, customer details, shipping information, and order status. - Action **Get Variant Opening Stock** Retrieve opening-stock configuration for one item variant. - Action **List Bills** Tool to list bills. Use when needing to fetch bills for an organization. - Action **List Contacts** Tool to list all contacts (customers and vendors) in Zoho Inventory. Use when needing to fetch contacts for an organization. - Action **List Credit Notes** Tool to list all credit notes. Use when needing to fetch credit notes for an organization. Supports filtering by status, customer, date, and other criteria. - Action **List Currencies** Tool to list all currencies configured in Zoho Inventory. Use when you need to retrieve available currencies, exchange rates, or identify the base currency for an organization. - Action **List Customer Payments** List customer payments for a Zoho Inventory organization. - Action **List Invoice Payments** Tool to list all payments received for a specific invoice. Use when you need to retrieve payment records for an invoice. - Action **List Invoices** Tool to list all invoices in Zoho Inventory. Use when you need to retrieve invoices for an organization. - Action **List Items** Tool to list all items in Zoho Inventory. Use when you need to retrieve inventory items for an organization. - Action **List Organizations** Tool to list all organizations the user has access to in Zoho Inventory. Use when you need to get organization IDs or view available organizations. This action does not require organization_id as a parameter. - Action **List Purchase Orders** Tool to list purchase orders. Use when needing to fetch purchase orders for an organization. - Action **List Sales Orders** Tool to list sales orders. Use when needing to fetch sales orders for an organization. - Action **Update Contact** Update editable details for one customer or vendor contact. - Action **Update Item** Update editable catalog details for one existing Zoho Inventory item. - Action **Update Variant Opening Stock** Update organization-level or location-level opening stock for one variant. ## Each app on its own - [ **Close** Close is a sales productivity platform built to help you close more deals.](https://apiant.ai/connections/close) - [ **Zoho Inventory** Zoho Inventory helps businesses track stock, manage orders, and sync inventory across multiple sales...](https://apiant.ai/connections/zoho-inventory) Reviews ## What our customers say ## More from Close - [ **Close to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/close-to-hubspot) - [ **Close to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/close-to-salesforce) - [ **Close to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/close-to-slack) - [ **Close to Google Sheets** Google Sheets](https://apiant.ai/connect/close-to-google-sheets) - [ **Close to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/close-to-gmail) - [ **Close to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/close-to-google-calendar) ## More into Zoho Inventory - [ **HubSpot to Zoho Inventory** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-inventory) - [ **Salesforce to Zoho Inventory** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-inventory) - [ **Slack to Zoho Inventory** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-inventory) - [ **Google Sheets to Zoho Inventory** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-inventory) - [ **Gmail to Zoho Inventory** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-inventory) - [ **Google Calendar to Zoho Inventory** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-inventory) Questions ## Close and Zoho Inventory, answered ### ### What can start an automation from Close? Any of Close's 3 triggers in the catalog, including New Contact in Contact Smart View, New Lead in Smart View and New Note. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zoho Inventory when something happens in Close? Any of Zoho Inventory's 64 actions, including Create Bill, Create Contact, Create Contact Person and Create Credit Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Inventory to Close? Zoho Inventory has no triggers in the catalog today, so automations start in Close. If you need the other direction, ask: your agent reads Zoho Inventory's API documentation and adds it. ### ### Do I have to build a connector for Close or Zoho Inventory? 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 Close and Zoho Inventory 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.