Integration
Connect Customer.guru and Zoho Invoice
When something happens in Customer.guru or Zoho Invoice, your agent does the next thing in the other. Describe it 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 Customer.guru and Zoho Invoice to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 Customer.guru and Zoho Invoice can do together
From Customer.guru to Zoho Invoice
When New Rating in Customer.guru
then Create Contact Person in Zoho Invoice
From Zoho Invoice to Customer.guru
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 Customer.guru and Zoho Invoice
Triggers and actions 10 triggers · 13 actions
- New Rating
Triggered when a customer submits a new rating on one of your Customer.guru surveys, giving you their score, their comment and how they engaged with the survey email.
- Find Customer
Looks up a customer in your Customer.guru account by email address and returns that customer's record — their id, when they were added, their most recent survey score and comment, and whether they have unsubscribed.
- Schedule Survey
Sends a Customer.guru NPS survey to one or more customers, either straight away or scheduled for a later date, and reports how many went out.
- 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 New Contact
Creates a new contact.
- Create New Invoice
Create a New Invoice
- 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
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More into Zoho Invoice
Questions
Customer.guru and Zoho Invoice, answered
What can start an automation from Customer.guru?
Any of Customer.guru's 1 trigger in the catalog, including New Rating. 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 Customer.guru?
Any of Zoho Invoice's 11 actions, including Create Contact Person, Create New Contact, Create New Invoice and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho Invoice to Customer.guru?
Yes. When something happens in Zoho Invoice, your agent can act in Customer.guru too. This page covers both directions: Zoho Invoice's triggers and Customer.guru's actions are listed here as well.
Do I have to build a connector for Customer.guru 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.
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.