--- title: "Connect JOIN and Zoho Books - APIANT.ai" description: "When \"Application Created\" fires in JOIN, your agent runs \"Add customer payment\" in Zoho Books, or \"New bill\" in Zoho Books to \"Add candidate note\" in JOIN." canonical: "https://apiant.ai/connect/join-to-zoho-books" --- # Connect JOIN and Zoho Books When **Application Created** fires in [JOIN](https://apiant.ai/connections/join), your agent runs **Add customer payment** in [Zoho Books](https://apiant.ai/connections/zoho-books), or **New bill** in Zoho Books to **Add candidate note** in JOIN. Describe the whole flow and it is built, tested on every scenario and kept running. JOIN **3** triggers JOIN **16** 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 JOIN 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 JOIN and Zoho Books can do together ### From JOIN to Zoho Books - When **Application Created** in JOIN then **Add customer payment** in Zoho Books - When **Job Published** in JOIN then **Create Customer** in Zoho Books ### From Zoho Books to JOIN - When **New bill** in Zoho Books then **Add candidate note** in JOIN - When **New Customer** in Zoho Books then **Add job** in JOIN 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 JOIN and Zoho Books ## Triggers and actions 9 triggers · 34 actions - Trigger **Application Created** Triggers when a new job application is received in JOIN. - Trigger **Job Published** Triggers when a job is published (goes online) in JOIN. - Trigger **Job Unpublished** Triggers when a job is taken offline or archived in JOIN. - Action **Add candidate note** Adds a note to a candidate in JOIN. - Action **Add job** Creates a job in JOIN. New jobs are activated and multiposted to job boards automatically. - Action **Add location** Creates a new office location in JOIN that job ads can be assigned to. - Action **Create Application** Creates an application for a candidate on a JOIN job, optionally attaching documents such as a CV. - Action **Get application** Returns one job application, including its candidate, job, attachments, screening answers and pipeline stage. - Action **Get candidate** Returns a single JOIN candidate by id, including contact details, tags, consent status and their applications, with notes optionally embedded. - Action **Get job** Returns a single JOIN job by its ID, including its title, status, office and optionally its full content. - Action **Get Jobs** Returns jobs in your JOIN account, optionally filtered by status, title, country, external id, or creation/update dates. - Action **Get Online Jobs** Returns the jobs currently published (online) in your JOIN account, optionally filtered by title, country, dates or external id. - Action **List applications** Returns the applications in your JOIN account, optionally filtered by job, dates, country, hiring state or pipeline stage. - Action **List candidate notes** Returns all notes recorded on a candidate in JOIN, including replies. - Action **List candidates** Returns the candidates in your JOIN company, optionally filtered by a name/email search or creation date. - Action **List candidate scorecards** Returns the scorecards submitted for a candidate's job application, including each interviewer's overall recommendation, attribute ratings and question answers. - Action **List locations** Returns the office locations in your JOIN account, optionally filtered by country or city. - Action **Update job** Updates an existing job's details, such as title, description, office, salary, and application requirements. Fields you leave blank stay unchanged. - Action **Update Job Status** Changes a JOIN job's status to online, offline or archived, and returns the job's ID. - 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 - [ **JOIN** JOIN is a recruiting platform with tools for job ad creation, multiposting, applicant tracking, and...](https://apiant.ai/connections/join) - [ **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 JOIN - [ **JOIN to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/join-to-salesforce) - [ **JOIN to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/join-to-slack) - [ **JOIN to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/join-to-mailchimp) - [ **JOIN to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/join-to-stripe) - [ **JOIN to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/join-to-shopify) - [ **JOIN to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/join-to-quickbooks-online) ## 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 ## JOIN and Zoho Books, answered ### ### What can start an automation from JOIN? Any of JOIN's 3 triggers in the catalog, including Application Created, Job Published and Job Unpublished. 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 JOIN? 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 JOIN? Yes. When something happens in Zoho Books, your agent can act in JOIN too. This page covers both directions: Zoho Books's triggers and JOIN's actions are listed here as well. ### ### Do I have to build a connector for JOIN 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 JOIN 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.