--- title: "Connect Digital Practice and Zoho Billing - APIANT.ai" description: "When \"New Account\" fires in Digital Practice, your agent runs \"Create Customer\" in Zoho Billing." canonical: "https://apiant.ai/connect/digital-practice-to-zoho-billing" --- # Connect Digital Practice and Zoho Billing When **New Account** fires in [Digital Practice](https://apiant.ai/connections/digital-practice), your agent runs **Create Customer** in [Zoho Billing](https://apiant.ai/connections/zoho-billing), or **New Credit Note** in Zoho Billing to **Create Contact** in Digital Practice. Describe the whole flow and it is built, tested on every scenario and kept running. Digital Practice **9** triggers Digital Practice **21** actions Zoho Billing **15** triggers Zoho Billing **30** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Digital Practice and Zoho Billing 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 Digital Practice and Zoho Billing can do together ### From Digital Practice to Zoho Billing - When **New Account** in Digital Practice then **Create Customer** in Zoho Billing - When **New Client** in Digital Practice then **Create New Invoice** in Zoho Billing ### From Zoho Billing to Digital Practice - When **New Credit Note** in Zoho Billing then **Create Contact** in Digital Practice - When **New Customer** in Zoho Billing then **Create Invoice** in Digital Practice 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 Digital Practice and Zoho Billing ## Triggers and actions 24 triggers · 51 actions - Trigger **New Account** Triggers when a new account is added to your company's chart of accounts. - Trigger **New Client** Triggers when a new client is added to your Digital Practice company. - Trigger **New Contact** Triggers when a new contact is added to your Digital Practice CRM. - Trigger **New Invoice** Triggers when a new invoice is created in Digital Practice, including its client and line items. - Trigger **New Lead** Triggers when a new lead is added to your Digital Practice CRM. - Trigger **New Product** Triggers when a new product or service is added in Digital Practice. - Trigger **New Project** Triggers when a new project is added to your Digital Practice company. - Trigger **New Quote** Triggers when a new quote is created in Digital Practice. - Trigger **New Vendor** Triggers when a new vendor is added to your Digital Practice company. - Action **Create Account** Creates a new account in your Digital Practice chart of accounts. - Action **Create Client** Creates a new client company in Digital Practice accounting. - Action **Create Contact** Creates a new contact in your Digital Practice CRM. - Action **Create Expense** Creates an expense against an account, optionally linked to a vendor. An existing account or vendor is matched by name; supplying extra details creates a new one. - Action **Create Invoice** Creates an invoice for an existing or new client. Add line items afterwards with Create Invoice Items. - Action **Create Invoice Items** Adds one or more line items to an existing Digital Practice invoice. - Action **Create Lead** Creates a new lead in Digital Practice CRM with its company details, status and priority. - Action **Create Product** Creates a new product or service in Digital Practice. - Action **Create Project** Creates a project in Digital Practice, linked to an existing client by name or to a new client created from the details supplied. - Action **Create Quote** Creates a quote for an existing client, or for a new client created from the details you supply. - Action **Create Quote Items** Adds one or more line items (title, price, quantity) to an existing quote. - Action **Create Vendor** Creates a new vendor record in Digital Practice accounting. - Action **List accounts** Returns the list of accounts in your company's chart of accounts. - Action **List clients** Returns the list of clients for your Digital Practice company. - Action **List contacts** Returns the contacts in your Digital Practice company. - Action **List invoices** Returns the invoices in your company, each with its client and line items. - Action **List leads** Returns the leads in your Digital Practice company. - Action **List products** Returns the products and services set up in your Digital Practice company. - Action **List projects** Returns the projects in your Digital Practice company, each with its associated client. - Action **List quotes** Returns the quotes in your company, each with its client and line items. - Action **List vendors** Returns the vendors in your Digital Practice company. - Trigger **Cancel Subscription** Triggered when a subscription is cancelled - Trigger **Invoice Paid** Fires once for each invoice that reaches Paid status in the selected Zoho Billing organization. - Trigger **New Credit Note** Triggered when a new credit note is created - Trigger **New Customer** Triggered when a new customer is created - Trigger **New Invoice** Fires once for each new invoice created in the selected Zoho Billing organization. - Trigger **New Item** Fires when a new item is added in Zoho Billing. - Trigger **New Quote** Fires once for each new quote created in the selected Zoho Billing organization. - Trigger **New Subscription** Fires once for each new subscription created in the selected Zoho Billing organization. - Trigger **Payment Failure** Fires when an online payment attempt fails in Zoho Billing (for example a declined card charge). - Trigger **Payment Success** Fires when a new successful customer payment is recorded in Zoho Billing. - Trigger **Subscription About to Renew** Fires once per billing term for each live subscription that is scheduled to renew, carrying the date of its upcoming renewal. - Trigger **Subscription Activation** Fires when a subscription is activated (becomes live) in the selected Zoho Billing organization. - Trigger **Updated Customer** Triggered when a customer is created or updated. - Trigger **Updated Invoice** Triggered when an invoice is created or updated. - Trigger **Void Invoice** Fires once for each invoice that is voided in the selected Zoho Billing organization. - Action **Add Charge** Charge a one-time amount against a Zoho Billing subscription. Creates an invoice for the charge, or adds it to the subscription's unbilled charges. - Action **Associate Coupon** Applies a coupon to an existing subscription in Zoho Billing. - Action **Cancel Invoice WriteOff** Cancels the write-off on an invoice in Zoho Billing, restoring its unpaid balance. - Action **Cancel Subcription** Cancels a Zoho Billing subscription, either immediately or at the end of the current term. - Action **Create a New Quote** Create a New Quote for a Customer - Action **Create Credit Note** Creates a credit note for a customer in Zoho Billing. - Action **Create Customer** Creates a new customer. - Action **Create New Invoice** Creates an invoice for a customer in Zoho Billing. - Action **Create New Item** Create New Item for One time Invoices - Action **Create Subscription** Creates a new subscription in Zoho Billing, either for an existing customer or for a new customer created in the same call. - Action **Disassociate Coupon** Removes the coupon currently applied to a Zoho Billing subscription. - Action **Email an Invoice** Emails an existing invoice to the recipients you specify, with your own subject and message. - Action **Fetch Customer** Retrieve the details of an existing customer in Zoho Billing. - Action **Fetch Invoice** Retrieve the details of a single invoice by its id. - Action **Fetch Subscription** Retrieve the details of a subscription by its id. - Action **Find Customer** Finds Zoho Billing customers whose email address matches the one supplied, returning the first match and the full list of matches. - Action **Find Invoice** Returns the invoices whose invoice number matches the one you supply. - Action **Find Subscription** Finds subscriptions by subscription number, customer, or reference, optionally narrowed by status. - Action **Get Item** Retrieves one item by item_id, returning its name, rate, product type, status and custom fields. - Action **Get Payment** Retrieve a payment by id; returns the payment including amount, mode and applied invoices. - Action **Invoice WriteOff** Writes off the unpaid balance of a Zoho Billing invoice. - Action **Mark Invoice as Sent** Marks a draft invoice as sent by changing its status to open, without emailing it to the customer. - Action **Postpone Renewal** Postpones a subscription's next renewal (billing) date to a later date. No prorated charges are applied. - Action **Reactivate Subscription** Reactivates a non-renewing Zoho Billing subscription so it keeps renewing for the given number of billing cycles. - Action **Record Payment** Records a payment received from a customer in Zoho Billing, optionally applying it to one or more invoices. - Action **Update Customer** Update an existing customer. - Action **Update Customer Status** Marks a Zoho Billing customer as active or inactive. - Action **Update Invoice** Update an existing invoice - Action **Update Subscription** Updates the existing subscription - Action **Void Invoice** Marks an invoice as void in Zoho Billing. ## Each app on its own - [ **Digital Practice** Digital Practice is a Practice Management Software that helps practices manage their day-to-day admin, HR...](https://apiant.ai/connections/digital-practice) - [ **Zoho Billing** Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle...](https://apiant.ai/connections/zoho-billing) Reviews ## What our customers say ## More from Digital Practice - [ **Digital Practice to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/digital-practice-to-hubspot) - [ **Digital Practice to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/digital-practice-to-salesforce) - [ **Digital Practice to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/digital-practice-to-slack) - [ **Digital Practice to Google Sheets** Google Sheets](https://apiant.ai/connect/digital-practice-to-google-sheets) - [ **Digital Practice to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/digital-practice-to-gmail) - [ **Digital Practice to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/digital-practice-to-google-calendar) ## More into Zoho Billing - [ **HubSpot to Zoho Billing** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-billing) - [ **Salesforce to Zoho Billing** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-billing) - [ **Slack to Zoho Billing** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-billing) - [ **Google Sheets to Zoho Billing** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-billing) - [ **Gmail to Zoho Billing** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-billing) - [ **Google Calendar to Zoho Billing** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-billing) Questions ## Digital Practice and Zoho Billing, answered ### ### What can start an automation from Digital Practice? Any of Digital Practice's 9 triggers in the catalog, including New Account, New Client, New Contact and New Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zoho Billing when something happens in Digital Practice? Any of Zoho Billing's 30 actions, including Create a New Quote, Create Credit Note, Create Customer and Create New Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Billing to Digital Practice? Yes. When something happens in Zoho Billing, your agent can act in Digital Practice too. This page covers both directions: Zoho Billing's triggers and Digital Practice's actions are listed here as well. ### ### Do I have to build a connector for Digital Practice or Zoho Billing? 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 Digital Practice and Zoho Billing 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.