--- title: "Connect Intercom and Zoho Books - APIANT.ai" description: "When \"New company\" fires in Intercom, your agent runs \"Add customer payment\" in Zoho Books." canonical: "https://apiant.ai/connect/intercom-to-zoho-books" --- # Connect Intercom and Zoho Books When **New company** fires in [Intercom](https://apiant.ai/connections/intercom), your agent runs **Add customer payment** in [Zoho Books](https://apiant.ai/connections/zoho-books), or **New bill** in Zoho Books to **Add note to contact** in Intercom. Describe the whole flow and it is built, tested on every scenario and kept running. Intercom **4** triggers Intercom **24** actions Zoho Books **6** triggers Zoho Books **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Intercom and Zoho Books 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 Intercom and Zoho Books can do together ### From Intercom to Zoho Books - When **New company** in Intercom then **Add customer payment** in Zoho Books - When **New conversation** in Intercom then **Create Customer** in Zoho Books ### From Zoho Books to Intercom - When **New bill** in Zoho Books then **Add note to contact** in Intercom - When **New Customer** in Zoho Books then **Add tag to contact** in Intercom 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 Intercom and Zoho Books ## Triggers and actions 10 triggers · 42 actions - Trigger **New company** Fires when a new company is created. - Trigger **New conversation** Polls for conversations, most recently updated first. Fires for each new conversation. - Trigger **New or updated contact** Polls for contacts, most recently updated first. Fires for each new or updated contact. - Trigger **New ticket** Fires when a new ticket is created. - Action **Add note to contact** Adds a note to the specified contact as the specified admin. - Action **Add note to conversation** Adds an internal note to the specified conversation as an admin. - Action **Add tag to contact** Attaches a tag to the specified contact. - Action **Assign conversation** Assigns the conversation to an admin or team. - Action **Close conversation** Closes the specified conversation. - Action **Create message** Creates an admin-initiated email or in-app message to a contact. - Action **Delete company** Delete a company by ID. - Action **Delete contact** Deletes a contact by ID. - Action **Find admin by email** Fetches an admin's details. Lists all admins; match by email. - Action **Find contact by email** Searches contacts by email and returns matches. - Action **Find tickets** Search tickets by criteria. - Action **Get company** Retrieve a company by ID. - Action **Get contact** Fetches a contact's details by ID. - Action **Get conversation** Fetches a conversation's details by ID. - Action **Get ticket** Retrieve a ticket by ID. - Action **List companies** List all companies. - Action **List segments** List all segments. - Action **List tags** Lists all tags for the workspace. - Action **Open conversation** Opens (marks open) the specified conversation. - Action **Remove tag from contact** Detaches a tag from the specified contact. - Action **Send conversation reply** Sends a reply to the specified conversation as an admin. - Action **Snooze conversation** Snoozes the specified conversation until the given unix timestamp. - Action **Start conversation** Starts a new conversation with the specified contact. - Action **Track event** Submit a data event for a contact. - Trigger **New bill** Triggered when a new bill is created - Trigger **New Customer** Triggers when a new customer is created. - Trigger **New Estimate** Triggers when a new estimate is created. - Trigger **New Expense** Triggers when an expense is created. - Trigger **New Item** Triggers when a new item is created. - Trigger **New Sales Invoice** Triggers when a new sales invoice is created. - Action **Add bill** Creates a bill received from a vendor in Zoho Books. - Action **Add customer payment** Record a customer payment. - Action **Add expense** Create an expense. - Action **Create Customer** Creates a new customer contact in a Zoho Books organization. - Action **Create Estimate** Creates a new estimate. - Action **Create Item** Creates a new item. - Action **Create Sales Invoice** Creates a new sales invoice. - Action **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). - Action **Find Invoice** Returns up to 200 invoices that match the specified criteria, such as invoice number, customer, status or date range. - Action **Get Bill** Returns one vendor bill from Zoho Books, including its number, vendor, status and total. - Action **Get customer** Get a contact by id. - Action **Get Estimate** Returns one estimate (quote) from Zoho Books, including its number, customer, status and total. - Action **Get Expense** Returns one expense recorded in Zoho Books, including its amount, date and accounts. - Action **Get Item** Returns one item from your Zoho Books item list, including its name, rate and description. - Action **Get sales invoice** Retrieves the details of an existing invoice in Zoho Books. - Action **Update customer** Updates an existing customer in Zoho Books. Only the fields you fill in are changed. - Action **Update item** Update an item. - Action **Update sales invoice** Updates an existing sales invoice in Zoho Books. The line items you send replace the invoice's line items. ## Each app on its own - [ **Intercom** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connections/intercom) - [ **Zoho Books** Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial...](https://apiant.ai/connections/zoho-books) Reviews ## What our customers say ## More from Intercom - [ **Intercom to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/intercom-to-hubspot) - [ **Intercom to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/intercom-to-salesforce) - [ **Intercom to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/intercom-to-slack) - [ **Intercom to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/intercom-to-stripe) - [ **Intercom to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/intercom-to-quickbooks-online) - [ **Intercom to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/intercom-to-pipedrive) ## More into Zoho Books - [ **HubSpot to Zoho Books** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-books) - [ **Salesforce to Zoho Books** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-books) - [ **Slack to Zoho Books** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-books) - [ **Google Sheets to Zoho Books** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zoho-books) - [ **Gmail to Zoho Books** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-books) - [ **Google Calendar to Zoho Books** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-books) Questions ## Intercom and Zoho Books, answered ### ### What can start an automation from Intercom? Any of Intercom's 4 triggers in the catalog, including New company, New conversation, New or updated contact and New ticket. 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 Intercom? 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 Intercom? Yes. When something happens in Zoho Books, your agent can act in Intercom too. This page covers both directions: Zoho Books's triggers and Intercom's actions are listed here as well. ### ### Do I have to build a connector for Intercom 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. ### ### Can my AI client use Intercom and Zoho Books 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.