Integration
Connect Docamatic and Zoho Invoice
When something happens in Docamatic 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 Docamatic 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 Docamatic and Zoho Invoice can do together
From Docamatic to Zoho Invoice
When New Document in Docamatic
then Create Contact Person in Zoho Invoice
From Zoho Invoice to Docamatic
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 Docamatic and Zoho Invoice
Triggers and actions 8 triggers · 15 actions
- New Document
Triggers when a new document is created.
- Convert URL or HTML to Image
Renders a web page URL or raw HTML and returns it as an image (png, webp or jpg). Use it to capture screenshots of pages or HTML snippets, with optional sizing, full-page capture and grayscale.
- Convert URL or HTML to PDF
Renders a web page URL or raw HTML and returns it as a PDF document. Supports paper size, margins, orientation, headers and footers, page numbers, and extra CSS.
- Delete a Document
Deletes a generated document from Docamatic storage, identified by the transaction id returned when it was created.
- Generate a PDF From a Template
Fills one of Docamatic's ready-made templates (invoices, packing slips, shipping labels, badges, QR and barcode labels) with your data and returns the finished PDF or image.
- Merge PDFs
Joins several PDF documents into one, in the order given, and returns the combined PDF.
- Password Protect PDF
Adds a password to an existing PDF so it cannot be opened without it, and returns the protected copy.
- Write to an Existing PDF
Stamps text, text boxes, images, barcodes and QR codes onto an existing PDF at the positions you give, and returns the updated PDF.
- 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 Estimate
Triggers when a New Estimate is Created.
- New Invoice
Triggers when a new sales invoice 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
- 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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Questions
Docamatic and Zoho Invoice, answered
What can start an automation from Docamatic?
Any of Docamatic's 1 trigger in the catalog, including New Document. 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 Docamatic?
Any of Zoho Invoice's 8 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 Docamatic?
Yes. When something happens in Zoho Invoice, your agent can act in Docamatic too. This page covers both directions: Zoho Invoice's triggers and Docamatic's actions are listed here as well.
Do I have to build a connector for Docamatic 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.