Integration
Connect Hub Planner and Zoho Books
When something happens in Hub Planner or Zoho Books, 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 Hub Planner and Zoho Books 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 Hub Planner and Zoho Books can do together
From Hub Planner to Zoho Books
When New Booking in Hub Planner
then Add bill in Zoho Books
From Zoho Books to Hub Planner
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 Hub Planner and Zoho Books
Triggers and actions 8 triggers · 29 actions
- New Booking
Triggers when a new booking is created.
- New or Updated Time Entry
Triggers when a new time entry is created or updated.
- Create Booking
Create / Schedule a booking for resource and project or event.
- Create Event
Creates a new event.
- Create Milestone
Create a Milestone for a Project.
- Create Project
Creates a new project.
- Create Time Entry
Create timeEntry for resource and project.
- Find Booking
Find Booking by id.
- Find Event
Find event by name or id.
- Find Project
Find project by name, code or id.
- Find Resource
Find resource by it's ID, name or email address.
- Find TimeEntry
Find timeentry by id.
- Update Booking
Updates an existing booking.
- New bill
Triggered when a new bill is created
- New Customer
Triggers when a new customer is created.
- New Estimate
Triggers when a new estimate is created.
- New Expense
Triggers when an expense is created.
- New Item
Triggers when a new item is created.
- New Sales Invoice
Triggers when a new sales invoice is created.
- Add bill
Creates a bill received from a vendor in Zoho Books.
- Add customer payment
Record a customer payment.
- Add expense
Create an expense.
- Create Customer
Creates a new customer contact in a Zoho Books organization.
- Create Estimate
Creates a new estimate.
- Create Item
Creates a new item.
- Create Sales Invoice
Creates a new sales invoice.
- Find customers by criteria
Returns the customers in a Zoho Books organization that match the specified criteria (name, company, contact person, address, email, phone, status or free text).
- Find Invoice
Returns up to 200 invoices that match the specified criteria, such as invoice number, customer, status or date range.
- Get Bill
Returns one vendor bill from Zoho Books, including its number, vendor, status and total.
- Get customer
Get a contact by id.
- Get Estimate
Returns one estimate (quote) from Zoho Books, including its number, customer, status and total.
- Get Expense
Returns one expense recorded in Zoho Books, including its amount, date and accounts.
- Get Item
Returns one item from your Zoho Books item list, including its name, rate and description.
- Get sales invoice
Retrieves the details of an existing invoice in Zoho Books.
- Update customer
Updates an existing customer in Zoho Books. Only the fields you fill in are changed.
- Update item
Update an item.
- Update sales invoice
Updates an existing sales invoice in Zoho Books. The line items you send replace the invoice's line items.
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
More from Hub Planner
Hub Planner to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Hub Planner to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Hub Planner to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Hub Planner to MailchimpMailchimp marketing automation and email platform.
Hub Planner to StripeStripe is a payment processing platform for online businesses.
Hub Planner to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Zoho Books
Google Sheets to Zoho BooksGoogle Sheets
Gmail to Zoho BooksGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Zoho BooksGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Hub Planner and Zoho Books, answered
What can start an automation from Hub Planner?
Any of Hub Planner's 2 triggers in the catalog, including New Booking and New or Updated Time Entry. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zoho Books when something happens in Hub Planner?
Any of Zoho Books's 18 actions, including Create Customer, Create Estimate, Create Item and Create Sales Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho Books to Hub Planner?
Yes. When something happens in Zoho Books, your agent can act in Hub Planner too. This page covers both directions: Zoho Books's triggers and Hub Planner's actions are listed here as well.
Do I have to build a connector for Hub Planner or Zoho Books?
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.