Integration
Connect Instantly and Zoho Invoice
When New Event fires in Instantly, your agent runs Create Contact Person in Zoho Invoice, or New Contact in Zoho Invoice to Add lead list in Instantly. Describe the whole flow 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 Instantly and Zoho Invoice to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Instantly and Zoho Invoice can do together
From Instantly to Zoho Invoice
When New Event in Instantly
then Create Contact Person in Zoho Invoice
From Zoho Invoice to Instantly
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 Instantly and Zoho Invoice
Triggers and actions 10 triggers · 36 actions
- New Event
Triggers when an Instantly event occurs, such as an email sent, a reply received, or a lead status change.
- Activate campaign
Starts a campaign, or resumes a paused one, and returns the updated campaign.
- Add campaign
Creates a new Instantly campaign with its sending schedule, email sequence and sending options. Returns the created campaign.
- Add lead list
Creates a new lead list in Instantly for storing leads.
- Add Lead to Campaign
Adds a lead to an Instantly campaign, with their contact details, personalization and custom variables. Returns the created lead.
- Add Tags to Campaigns
Assigns one or more custom tags to one or more campaigns.
- Add to Blocklist
Adds an email address or domain to the workspace's blocklist so it no longer receives emails.
- Create a New Tag
Creates a new custom tag in your Instantly workspace for organizing accounts and campaigns.
- Delete blocklist entry
Deletes a blocked email or domain entry from your Instantly block list, returning the removed entry.
- Delete lead
Permanently deletes a lead from your Instantly workspace and returns the deleted lead.
- Find Lead
Finds leads in your Instantly workspace by email address or search term, optionally narrowed to a campaign, list or lead status. Returns the matching leads and the first match.
- Get Blocklist Entry
Returns a single block list entry (a blocked email address or domain) by its ID.
- Get campaign
Returns a campaign's full details, including its schedule, sequences, sending accounts and settings.
- Get lead
Returns a single Instantly lead by its ID, including contact details, campaign, status, engagement counts and custom variables.
- List campaigns
Returns the campaigns in your Instantly workspace, optionally filtered by name, tags, status or AI Sales Agent.
- List lead lists
Returns the lead lists in your Instantly workspace, optionally filtered by name or by whether they run enrichment.
- List leads
Returns leads from your Instantly workspace, optionally filtered by campaign, list, status, search term or email address.
- List Tag Mappings
Returns the tag assignments in the workspace, showing which custom tags are attached to which email accounts and campaigns.
- Pause campaign
Stops (pauses) a running campaign so it no longer sends emails, and returns the updated campaign.
- Remove Lead From Campaign
Removes one or more leads from an Instantly campaign, deleting them from that campaign.
- Remove Tags From Campaigns
Removes one or more custom tags from Instantly campaigns.
- Update lead
Updates an existing lead's details in Instantly, such as name, company, phone, interest status and custom variables, and returns the updated lead.
- Update Lead Status
Updates the interest status of a lead in Instantly (for example Interested, Meeting booked, or Not interested), optionally scoped to one campaign or list.
- 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 Credit Note
Triggers when a new Credit Note is created.
- New Estimate
Triggers when a New Estimate is Created.
- New Invoice
Triggers when a new sales invoice is created.
- New Item
Triggers when New Item 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 Credit Note
Creates a new credit note for a customer
- Create New Contact
Creates a new contact.
- Create New Estimate
Create New Estimate
- Create New Invoice
Create a New Invoice
- Create New Item
Create New Item
- Find Contact
Returns the contacts that match the specified search criteria.
- Find Organization
Finds an Organization
- Get Credit Note
Retrieve a credit note by its ID; returns number, status, customer, reference number and line items.
- Get Estimate
Fetches an estimate by ID. An error occurs if the estimate is not found.
- Get Item
Returns one item by item_id
- 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
Instantly and Zoho Invoice, answered
What can start an automation from Instantly?
Any of Instantly's 1 trigger in the catalog, including New Event. 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 Instantly?
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 Instantly?
Yes. When something happens in Zoho Invoice, your agent can act in Instantly too. This page covers both directions: Zoho Invoice's triggers and Instantly's actions are listed here as well.
Do I have to build a connector for Instantly 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 Instantly 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.