--- title: "Connect Loyalzoo and Zoho Invoice - APIANT.ai" description: "When \"Customer Updated\" fires in Loyalzoo, your agent runs \"Create Contact Person\" in Zoho Invoice." canonical: "https://apiant.ai/connect/loyalzoo-to-zoho-invoice" --- # Connect Loyalzoo and Zoho Invoice When **Customer Updated** fires in [Loyalzoo](https://apiant.ai/connections/loyalzoo), your agent runs **Create Contact Person** in [Zoho Invoice](https://apiant.ai/connections/zoho-invoice), or **New Contact** in Zoho Invoice to **Create New Customer** in Loyalzoo. Describe the whole flow and it is built, tested on every scenario and kept running. Loyalzoo **8** triggers Loyalzoo **11** actions Zoho Invoice **9** triggers Zoho Invoice **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Loyalzoo and Zoho Invoice 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 Loyalzoo and Zoho Invoice can do together ### From Loyalzoo to Zoho Invoice - When **Customer Updated** in Loyalzoo then **Create Contact Person** in Zoho Invoice - When **Membership Created** in Loyalzoo then **Create New Contact** in Zoho Invoice ### From Zoho Invoice to Loyalzoo - When **New Contact** in Zoho Invoice then **Create New Customer** in Loyalzoo - When **New Contact Person** in Zoho Invoice then **Update Customer** in Loyalzoo 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 Loyalzoo and Zoho Invoice ## Triggers and actions 17 triggers · 25 actions - Trigger **Checkin** Triggers when a customer checks in at your Loyalzoo place, and returns that customer's details. - Trigger **Customer Updated** Triggers when a customer of your Loyalzoo place changes, such as their contact details, points or memberships. - Trigger **Membership Created** Triggers when a new membership is created for a customer of the place. Returns the membership along with the customer who holds it. - Trigger **Membership Ended** Triggers when a customer's membership at the place is no longer active, returning the membership and the customer who held it. - Trigger **New Charge** Triggers when a customer's membership is charged at your place, each time the membership's last payment date changes. - Trigger **New Counter Event** Triggers when a customer's membership counter first appears or its count changes, returning the counter's id and count with the customer's details. - Trigger **New Customer Created** Triggers when a new customer is added to the merchant's place. - Trigger **Points Given** Triggers when a customer is given points, returning the customer with their new points balance and the amount of the latest change. - Action **Create New Customer** Creates a new customer and associates them with your Loyalzoo place, returning the customer's id. - Action **Export Latest Customer Data** Returns the latest data for all customers of your Loyalzoo place, including their points, rewards, memberships and payment methods. - Action **Export Latest Transaction Data** Returns a customer's transaction history at the merchant's place, as an ordered list of actions such as charges, points and rewards. - Action **Get Customer Payment Method** Returns the saved payment methods of one Loyalzoo customer, including card details and which method is the default. - Action **Get Membership** Returns one membership held by a customer of your place, including its amount, billing dates and status. - Action **Get Merchant Info** Returns the details of your Loyalzoo place, including its contact details, address, plans and loyalty scheme, and optionally its counter events. - Action **Give Points** Adds points to, or subtracts points from, a customer's loyalty balance at a place, and returns the updated customer. - Action **Increase Counter** Increases one of a customer's counters, which track behaviours, benefits or membership allowances, by the amount you choose. - Action **Retrieve Customer Details** Returns the details of one customer of the merchant's place, including their points, rewards, memberships and payment methods. - Action **Search for Loyalty Customer via Email** Returns the customers of your Loyalzoo place whose email address matches the one you specify. - Action **Update Customer** Updates an existing Loyalzoo customer at your place with the values provided and returns the full customer record. - Trigger **Customer Payment** Triggered when a new customer payment is recorded - Trigger **Invoice Status Change** Triggers when an invoice status is changed. - Trigger **New Contact** Triggered when a new contact is created - Trigger **New Contact Person** Triggers when a new point of contact is added to an existing contact. - Trigger **New Credit Note** Triggers when a new Credit Note is created. - Trigger **New Estimate** Triggers when a New Estimate is Created. - Trigger **New Invoice** Triggers when a new sales invoice is created. - Trigger **New Item** Triggers when New Item is created. - Trigger **Updated Invoice** Triggered when an invoice is created or updated - Action **Create Contact Person** Creates a new point of contact for a specific contact. - Action **Create Credit Note** Creates a new credit note for a customer - Action **Create New Contact** Creates a new contact. - Action **Create New Estimate** Create New Estimate - Action **Create New Invoice** Create a New Invoice - Action **Create New Item** Create New Item - Action **Find Contact** Returns the contacts that match the specified search criteria. - Action **Find Organization** Finds an Organization - Action **Get Credit Note** Retrieve a credit note by its ID; returns number, status, customer, reference number and line items. - Action **Get Estimate** Fetches an estimate by ID. An error occurs if the estimate is not found. - Action **Get Item** Returns one item by item_id - Action **Record Payment** Make payment to an Invoice. - Action **Update Contact** Action used to Update a existing Contact in Zoho Billing. - Action **Update Invoice** Updates an existing Zoho Invoice invoice. Line items not included in the list are removed. ## Each app on its own - [ **Loyalzoo** Loyalzoo is a digital loyalty service for independent retailers and eateries.](https://apiant.ai/connections/loyalzoo) - [ **Zoho Invoice** Zoho Invoice is an easy invoice software meant for small businesses and freelancers.](https://apiant.ai/connections/zoho-invoice) Reviews ## What our customers say ## More from Loyalzoo - [ **Loyalzoo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/loyalzoo-to-salesforce) - [ **Loyalzoo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/loyalzoo-to-slack) - [ **Loyalzoo to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/loyalzoo-to-mailchimp) - [ **Loyalzoo to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/loyalzoo-to-stripe) - [ **Loyalzoo to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/loyalzoo-to-shopify) - [ **Loyalzoo to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/loyalzoo-to-quickbooks-online) ## More into Zoho Invoice - [ **HubSpot to Zoho Invoice** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-invoice) - [ **Salesforce to Zoho Invoice** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-invoice) - [ **Slack to Zoho Invoice** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-invoice) - [ **Google Sheets to Zoho Invoice** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zoho-invoice) - [ **Gmail to Zoho Invoice** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-invoice) - [ **Google Calendar to Zoho Invoice** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-invoice) Questions ## Loyalzoo and Zoho Invoice, answered ### ### What can start an automation from Loyalzoo? Any of Loyalzoo's 8 triggers in the catalog, including Customer Updated, Membership Created, New Charge and New Counter 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 Loyalzoo? 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 Loyalzoo? Yes. When something happens in Zoho Invoice, your agent can act in Loyalzoo too. This page covers both directions: Zoho Invoice's triggers and Loyalzoo's actions are listed here as well. ### ### Do I have to build a connector for Loyalzoo 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 Loyalzoo 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.