Integration
Connect Karlia and Zoho Billing
When something happens in Karlia or Zoho Billing, 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 Karlia and Zoho Billing 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 Karlia and Zoho Billing can do together
From Karlia to Zoho Billing
When New Contact in Karlia
then Add Charge in Zoho Billing
When New Equipment in Karlia
then Create a New Quote in Zoho Billing
From Zoho Billing to Karlia
When New Credit Note in Zoho Billing
then Create Note in Karlia
When New Customer in Zoho Billing
then Create Customer in Karlia
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 Karlia and Zoho Billing
Triggers and actions 33 triggers · 65 actions
Trigger
Delete EquipmentTriggers when an equipement is deleted.
Trigger
Delete EventTriggers when an event is deleted.
Trigger
Delete NoteTriggers when a note is deleted.
Trigger
Delete ProductTriggers when a product is deleted.
Trigger
Delete ProjectTriggers when a project is deleted.
Trigger
Delete Project SubtaskTriggers when a project subtask is deleted.
Trigger
Delete Project TaskTriggers when a project task is deleted.
Trigger
Delete TaskTriggers when a task is deleted.
Trigger
Delete TicketTriggers when a ticket is deleted.
Trigger
Delete TimeTriggers when a time is deleted.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New EquipmentTriggers when a new equipment is created.
Trigger
New OpportunityTriggers when a new opportunity is created.
Trigger
New ProductTriggers when a new product is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New Project TaskTriggers when a new project task is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
New TicketTriggers when a new ticket is created.
Trigger
New TimeTriggers when a new time is created.
Action
Create ContactAdds a new contact to a Karlia customer or supplier.
Action
Create CustomerCreate a Customer.
Action
Create EventCreate an Event.
Action
Create NoteCreates a note in Karlia, optionally linked to a customer, opportunity, project or ticket.
Action
Create OpportunityCreate an Opportunity.
Action
Create ProductCreate a Product.
Action
Create Project SubtaskCreates a subtask under a task in a Karlia project, with optional status, dates, time estimate and assignee.
Action
Create Project TaskCreates a task inside a Karlia project.
Action
Create SupplierCreate a Supplier.
Action
Create TaskCreate a Task.
Action
Create TicketCreates a ticket in a Karlia ticketing pipeline.
Action
Create TimeCreate a Time.
Action
Delete EquipmentDeletes a piece of equipment from Karlia.
Action
Delete EventDelete an event (calendar appointment) in Karlia.
Action
Delete NoteDelete a note in Karlia by its ID.
Action
Delete OpportunityDeletes an opportunity.
Action
Delete ProductDelete a product in Karlia.
Action
Delete ProjectDelete a project in Karlia.
Action
Delete Project SubtaskDeletes a subtask from a project task in Karlia.
Action
Delete Project TaskDeletes a task from a Karlia project.
Action
Delete TaskDelete a task in Karlia.
Action
Delete TicketDeletes a ticket in Karlia by its ID.
Action
Delete TimeDelete a time entry in Karlia.
Action
Find ContactReturns up to 100 Karlia contacts that match the specified search criteria (email, name, phone, customer/supplier, and more).
Action
Find CustomerReturns the Karlia customers that match the search criteria you supply, plus the first match on its own.
Action
Find SupplierReturns the Karlia suppliers that match the specified search criteria.
Action
Get ContactShow contact details
Action
Get CustomerShow customer details
Action
Get OpportunityShow opportunity details
Action
Get ProductShow product details
Action
Get Project SubtaskReturns one subtask of a Karlia project task, including its status, dates, time estimate and assignees.
Action
Get SupplierShow supplier details
Action
Get TicketRetrieve one Karlia ticket by its ID.
Action
Get TimeGet one time entry from Karlia by its ID.
Action
List ProjectsLists the projects in your Karlia account.
Action
List Project TasksLists the tasks of one Karlia project.
Action
List Webhook EventsLists the event names a Karlia webhook can subscribe to.
Action
Update/Create CustomerUpdates a Karlia customer when a Customer ID is given; otherwise creates a new customer.
Trigger
Cancel SubscriptionTriggered when a subscription is cancelled
Trigger
New Credit NoteTriggered when a new credit note is created
Trigger
New CustomerTriggered when a new customer is created
Trigger
New InvoiceFires once for each new invoice created in the selected Zoho Billing organization.
Trigger
New ItemFires when a new item is added in Zoho Billing.
Trigger
New QuoteFires once for each new quote created in the selected Zoho Billing organization.
Trigger
New SubscriptionFires once for each new subscription created in the selected Zoho Billing organization.
Trigger
Payment FailureFires when an online payment attempt fails in Zoho Billing (for example a declined card charge).
Trigger
Payment SuccessFires when a new successful customer payment is recorded in Zoho Billing.
Trigger
Subscription About to RenewFires once per billing term for each live subscription that is scheduled to renew, carrying the date of its upcoming renewal.
Trigger
Subscription ActivationFires when a subscription is activated (becomes live) in the selected Zoho Billing organization.
Trigger
Updated CustomerTriggered when a customer is created or updated.
Trigger
Updated InvoiceTriggered when an invoice is created or updated.
Trigger
Void InvoiceFires once for each invoice that is voided in the selected Zoho Billing organization.
Action
Add ChargeCharge a one-time amount against a Zoho Billing subscription. Creates an invoice for the charge, or adds it to the subscription's unbilled charges.
Action
Associate CouponApplies a coupon to an existing subscription in Zoho Billing.
Action
Cancel Invoice WriteOffCancels the write-off on an invoice in Zoho Billing, restoring its unpaid balance.
Action
Cancel SubcriptionCancels a Zoho Billing subscription, either immediately or at the end of the current term.
Action
Create a New QuoteCreate a New Quote for a Customer
Action
Create Credit NoteCreates a credit note for a customer in Zoho Billing.
Action
Create CustomerCreates a new customer.
Action
Create New InvoiceCreates an invoice for a customer in Zoho Billing.
Action
Create New ItemCreate New Item for One time Invoices
Action
Create SubscriptionCreates a new subscription in Zoho Billing, either for an existing customer or for a new customer created in the same call.
Action
Disassociate CouponRemoves the coupon currently applied to a Zoho Billing subscription.
Action
Email an InvoiceEmails an existing invoice to the recipients you specify, with your own subject and message.
Action
Fetch CustomerRetrieve the details of an existing customer in Zoho Billing.
Action
Fetch InvoiceRetrieve the details of a single invoice by its id.
Action
Fetch SubscriptionRetrieve the details of a subscription by its id.
Action
Find CustomerFinds Zoho Billing customers whose email address matches the one supplied, returning the first match and the full list of matches.
Action
Find InvoiceReturns the invoices whose invoice number matches the one you supply.
Action
Find SubscriptionFinds subscriptions by subscription number, customer, or reference, optionally narrowed by status.
Action
Invoice WriteOffWrites off the unpaid balance of a Zoho Billing invoice.
Action
Mark Invoice as SentMarks a draft invoice as sent by changing its status to open, without emailing it to the customer.
Action
Postpone RenewalPostpones a subscription's next renewal (billing) date to a later date. No prorated charges are applied.
Action
Reactivate SubscriptionReactivates a non-renewing Zoho Billing subscription so it keeps renewing for the given number of billing cycles.
Action
Update CustomerUpdate an existing customer.
Action
Update Customer StatusMarks a Zoho Billing customer as active or inactive.
Action
Update InvoiceUpdate an existing invoice
Action
Update SubscriptionUpdates the existing subscription
Action
Void InvoiceMarks an invoice as void in Zoho Billing.
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
Karlia and Zoho Billing, answered
What can start an automation from Karlia?
Any of Karlia's 19 triggers in the catalog, including New Contact, New Equipment, New Opportunity and New Product. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zoho Billing when something happens in Karlia?
Any of Zoho Billing's 27 actions, including Create a New Quote, Create Credit Note, Create Customer and Create New Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho Billing to Karlia?
Yes. When something happens in Zoho Billing, your agent can act in Karlia too. This page covers both directions: Zoho Billing's triggers and Karlia's actions are listed here as well.
Do I have to build a connector for Karlia or Zoho Billing?
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.