--- title: "Connect HelpDesk and Zoho Invoice - APIANT.ai" description: "When \"New Message in a Ticket\" fires in HelpDesk, your agent runs \"Create Contact Person\" in Zoho Invoice." canonical: "https://apiant.ai/connect/helpdesk-to-zoho-invoice" --- # Connect HelpDesk and Zoho Invoice When **New Message in a Ticket** fires in [HelpDesk](https://apiant.ai/connections/helpdesk), your agent runs **Create Contact Person** in [Zoho Invoice](https://apiant.ai/connections/zoho-invoice), or **New Contact** in Zoho Invoice to **Add Followers to Ticket** in HelpDesk. Describe the whole flow and it is built, tested on every scenario and kept running. HelpDesk **2** triggers HelpDesk **20** actions Zoho Invoice **9** triggers Zoho Invoice **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want HelpDesk and Zoho Invoice 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 HelpDesk and Zoho Invoice can do together ### From HelpDesk to Zoho Invoice - When **New Message in a Ticket** in HelpDesk then **Create Contact Person** in Zoho Invoice - When **New Ticket** in HelpDesk then **Create New Contact** in Zoho Invoice ### From Zoho Invoice to HelpDesk - When **New Contact** in Zoho Invoice then **Add Followers to Ticket** in HelpDesk - When **New Contact Person** in Zoho Invoice then **Add Tags to Ticket** in HelpDesk 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 HelpDesk and Zoho Invoice ## Triggers and actions 11 triggers · 34 actions - Trigger **New Message in a Ticket** - Trigger **New Ticket** - Action **Add Canned Response** Create a new canned response. - Action **Add Followers to Ticket** - Action **Add Tags to Ticket** - Action **Create Ticket** - Action **Create Upload Transaction** - Action **Delete Canned Response** Delete a canned response by ID. - Action **Delete Ticket** Delete a ticket by ID. - Action **Find Tickets** - Action **Get Agent** Retrieve a single agent by ID. - Action **Get Canned Response** Retrieve a single canned response by ID. - Action **Get Team** Retrieve a single team by ID. - Action **Get Ticket** Retrieve a single ticket by ID. - Action **List Agents** List all agents. - Action **List Canned Responses** List all canned responses. - Action **List Teams** List all teams. - Action **Update Agent** Update an existing agent by ID. - Action **Update Canned Response** Update an existing canned response by ID. - Action **Update Team** Update an existing team by ID. - Action **Update Ticket / Send Reply** - Action **Upload Attachment During Transaction** - Trigger **Customer Payment** Triggered when a new customer payment is recorded - Trigger **Invoice Status Change** Triggers when an invoice status is changed. - Trigger **New Contact** Triggered when a new contact is created - Trigger **New Contact Person** Triggers when a new point of contact is added to an existing contact. - Trigger **New Credit Note** Triggers when a new Credit Note is created. - Trigger **New Estimate** Triggers when a New Estimate is Created. - Trigger **New Invoice** Triggers when a new sales invoice is created. - Trigger **New Item** Triggers when New Item is created. - Trigger **Updated Invoice** Triggered when an invoice is created or updated - Action **Create Contact Person** Creates a new point of contact for a specific contact. - Action **Create Credit Note** Creates a new credit note for a customer - Action **Create New Contact** Creates a new contact. - Action **Create New Estimate** Create New Estimate - Action **Create New Invoice** Create a New Invoice - Action **Create New Item** Create New Item - Action **Find Contact** Returns the contacts that match the specified search criteria. - Action **Find Organization** Finds an Organization - Action **Get Credit Note** Retrieve a credit note by its ID; returns number, status, customer, reference number and line items. - Action **Get Estimate** Fetches an estimate by ID. An error occurs if the estimate is not found. - Action **Get Item** Returns one item by item_id - Action **Record Payment** Make payment to an Invoice. - Action **Update Contact** Action used to Update a existing Contact in Zoho Billing. - Action **Update Invoice** Updates an existing Zoho Invoice invoice. Line items not included in the list are removed. ## Each app on its own - [ **HelpDesk** HelpDesk is a ticketing software for effortless customer support](https://apiant.ai/connections/helpdesk) - [ **Zoho Invoice** Zoho Invoice is an easy invoice software meant for small businesses and freelancers.](https://apiant.ai/connections/zoho-invoice) Reviews ## What our customers say ## More from HelpDesk - [ **HelpDesk to Geocode.xyz** Geocode.xyz is a worldwide geocoding service.](https://apiant.ai/connect/helpdesk-to-geocode-xyz) - [ **HelpDesk to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/helpdesk-to-linkedin) - [ **HelpDesk to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/helpdesk-to-facebook) - [ **HelpDesk to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/helpdesk-to-anthropic) - [ **HelpDesk to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/helpdesk-to-supabase) - [ **HelpDesk to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/helpdesk-to-elevenlabs) ## More into Zoho Invoice - [ **HubSpot to Zoho Invoice** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-invoice) - [ **Salesforce to Zoho Invoice** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-invoice) - [ **Slack to Zoho Invoice** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-invoice) - [ **Google Sheets to Zoho Invoice** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zoho-invoice) - [ **Gmail to Zoho Invoice** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-invoice) - [ **Google Calendar to Zoho Invoice** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-invoice) Questions ## HelpDesk and Zoho Invoice, answered ### ### What can start an automation from HelpDesk? Any of HelpDesk's 2 triggers in the catalog, including New Message in a Ticket and New Ticket. 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 HelpDesk? Any of Zoho Invoice's 14 actions, including Create Contact Person, Create Credit Note, Create New Contact and Create New Estimate. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Invoice to HelpDesk? Yes. When something happens in Zoho Invoice, your agent can act in HelpDesk too. This page covers both directions: Zoho Invoice's triggers and HelpDesk's actions are listed here as well. ### ### Do I have to build a connector for HelpDesk 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. ### ### Can my AI client use HelpDesk and Zoho Invoice 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.