--- title: "Connect Gravity Forms and Zoho Billing - APIANT.ai" description: "When \"Form Submission\" fires in Gravity Forms, your agent runs \"Create Customer\" in Zoho Billing." canonical: "https://apiant.ai/connect/gravity-forms-to-zoho-billing" --- # Connect Gravity Forms and Zoho Billing When **Form Submission** fires in [Gravity Forms](https://apiant.ai/connections/gravity-forms), your agent runs **Create Customer** in [Zoho Billing](https://apiant.ai/connections/zoho-billing), or **New Credit Note** in Zoho Billing to **Add Entry Note** in Gravity Forms. Describe the whole flow and it is built, tested on every scenario and kept running. Gravity Forms **1** trigger Gravity Forms **30** 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 Gravity Forms 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 Gravity Forms and Zoho Billing can do together ### From Gravity Forms to Zoho Billing - When **Form Submission** in Gravity Forms then **Create Customer** in Zoho Billing - When **Form Submission** in Gravity Forms then **Create New Invoice** in Zoho Billing ### From Zoho Billing to Gravity Forms - When **New Credit Note** in Zoho Billing then **Add Entry Note** in Gravity Forms - When **New Customer** in Zoho Billing then **Create Entry** in Gravity Forms 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 Gravity Forms and Zoho Billing ## Triggers and actions 16 triggers · 60 actions - Trigger **Form Submission** Triggers when the specified form is submitted. - Action **Add Entry Note** Adds a note to a form entry. Use it to write a progress record back onto a submission — for example noting that the submission was synced to your CRM, who handled it, or why it was skipped — so the note is visible to anyone reviewing that entry in WordPress. - Action **Create Entry** Creates a new form entry. - Action **Create Feed** Attaches a new add-on feed to a form. A feed is one add-on's configuration on a form — the rule that says what should happen when the form is submitted, such as creating a WordPress user, adding the person to a mailing list, or taking a payment. - Action **Create Form** Creates a new form on the WordPress site and returns its id. Supply the form's title and, if you want the form ready to collect data, the fields it should show. - Action **Create Form Feed** Attaches a new add-on feed to a named form. Does the same thing as Create Feed, but takes the form as part of the address rather than in the settings — use whichever reads better in your automation. - Action **Delete Entry** Removes a form entry. By default the entry is moved to the trash and can still be restored from the Entries list; you can choose instead to delete it outright so it cannot be recovered. - Action **Delete Feed** Permanently removes an add-on feed from a form, so that add-on no longer acts on the form's submissions. The form itself and its entries are untouched. - Action **Delete Form** Moves a form to the trash on the WordPress site. The form stops accepting submissions and disappears from the forms list, and the site owner can still restore it or empty the trash in WordPress. - Action **Delete Note** Permanently removes an entry note. Use it to clear a note you logged against a submission, for example after a failed sync was retried successfully. - Action **Get Entry** Retrieve a single form entry, including every field value the person submitted. - Action **Get Feed** Returns one add-on feed by its id, including the add-on's settings. A feed is one add-on's configuration attached to a form — the rule that says what should happen when the form is submitted. - Action **Get Form** Returns one form's full definition, including every field on it, its notifications and its confirmations. Use it to read a form's field ids and labels before mapping data into that form. - Action **Get Form Results** Returns the summarised answers for a survey, quiz or poll form — how many people picked each choice, and how many answered each free-text question — rather than the individual entries. On a form with a lot of entries the summary is built in the background, so the result can come back marked as still being calculated. - Action **Get Note** Returns a single entry note by its id, including the note text, the entry it belongs to, when it was recorded and who it is credited to. - Action **List Entries** Returns form entries from across every form on the site, newest first, and can narrow the results to one form or to entries whose answer to a chosen question matches a value you give. - Action **List Entry Notes** Returns every note attached to one form entry — both notes people have added and the notes Gravity Forms records automatically, such as notification failures. Use it to read back what has already been logged against a submission. - Action **List Feeds** Returns every add-on feed configured on the site. A feed is one add-on's configuration attached to a form — the rule that says what should happen to a submission, such as sending it to a mailing list or charging a payment. - Action **List Form Entries** Returns the entries submitted on one particular form, newest first, and can narrow them to entries whose answer to a chosen question matches a value you give. - Action **List Form Feeds** Returns the add-on feeds attached to one form — the rules that say what happens when that form is submitted. Returns an empty list when the form has no feeds. - Action **List Forms** Returns every active form on the WordPress site, with each form's id, title and entry count. Use it to look up the id a form needs before working with that form's entries. - Action **List Notes** Returns every entry note on the site, across all forms and entries. Use it to sweep recently logged notes when you do not already know which entry you are looking for; to read the notes on one known entry, use List Entry Notes instead. - Action **Send Entry Notifications** Sends the notification emails an entry's form is set up to send, for an entry that already exists — useful for re-sending a confirmation, or for notifying people about an entry that was created through the API rather than by someone filling the form in. - Action **Submit Form** Submit a form the way a visitor would — Gravity Forms runs the form's own validation, saves the entry, and fires its notifications and confirmation. - Action **Update Entry** Change the answers on an existing form entry. Answers you leave blank keep the values they already have. - Action **Update Entry Properties** Changes an entry's housekeeping flags without touching any of its answers — whether it is starred, whether it counts as read, and whether it sits in the active list, the trash or spam. - Action **Update Feed** Changes an existing add-on feed's settings. Settings you do not include are left as they are, so you can change one thing without restating the rest of the add-on's configuration. - Action **Update Feed Properties** Switches an add-on feed on or off, and sets the order it runs in. The add-on's own settings are left completely untouched, so this is the safe way to pause a feed without risking its configuration. - Action **Update Form** Replaces an existing form's definition with the one you supply. Gravity Forms overwrites the whole form, so read the form first with Get Form and send back every part of it you want to keep. - Action **Update Note** Replaces the text of an existing entry note. Use it to revise a note you logged earlier against a submission — for example updating "Sync started" to "Synced to CRM as contact 4821". - Action **Validate Submission** Checks a set of answers against a form's own validation rules without saving an entry or sending any notifications. Returns whether the answers would be accepted, and the per-field error messages when they would not. - 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 - [ **Gravity Forms** Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.](https://apiant.ai/connections/gravity-forms) - [ **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 Gravity Forms - [ **Gravity Forms to Datamuse** Word-finding API for developers offering lexical search, thesaurus, and rhyming/word-relation lookups.](https://apiant.ai/connect/gravity-forms-to-datamuse) - [ **Gravity Forms to Harness.io** Harness.io is an AI-native software delivery platform to automate CI/CD pipelines, manage feature flags, and...](https://apiant.ai/connect/gravity-forms-to-harness-io) - [ **Gravity Forms to Persona** Identity verification API for KYC checks, document verification, and fraud prevention workflows.](https://apiant.ai/connect/gravity-forms-to-persona) - [ **Gravity Forms to XFlux** Read X/Twitter profiles, search, timelines; account monitors with signed webhooks](https://apiant.ai/connect/gravity-forms-to-xflux) - [ **Gravity Forms to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/gravity-forms-to-hubspot) - [ **Gravity Forms to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/gravity-forms-to-salesforce) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## Gravity Forms and Zoho Billing, answered ### ### What can start an automation from Gravity Forms? Any of Gravity Forms's 1 trigger in the catalog, including Form Submission. 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 Gravity Forms? 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 Gravity Forms? Yes. When something happens in Zoho Billing, your agent can act in Gravity Forms too. This page covers both directions: Zoho Billing's triggers and Gravity Forms's actions are listed here as well. ### ### Do I have to build a connector for Gravity Forms 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 Gravity Forms 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.