--- title: "Connect Loyverse and Zoho Mail - APIANT.ai" description: "When \"Customer Update\" fires in Loyverse, your agent runs \"Create New Task\" in Zoho Mail." canonical: "https://apiant.ai/connect/loyverse-to-zoho-mail" --- # Connect Loyverse and Zoho Mail When **Customer Update** fires in [Loyverse](https://apiant.ai/connections/loyverse), your agent runs **Create New Task** in [Zoho Mail](https://apiant.ai/connections/zoho-mail), or **New Email** in Zoho Mail to **Create or Update Single Customer** in Loyverse. Describe the whole flow and it is built, tested on every scenario and kept running. Loyverse **4** triggers Loyverse **45** actions Zoho Mail **3** triggers Zoho Mail **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Loyverse and Zoho Mail 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 Loyverse and Zoho Mail can do together ### From Loyverse to Zoho Mail - When **Customer Update** in Loyverse then **Create New Task** in Zoho Mail - When **Inventory Update** in Loyverse then **Send Email** in Zoho Mail ### From Zoho Mail to Loyverse - When **New Email** in Zoho Mail then **Create or Update Single Customer** in Loyverse - When **New Email Matching Search** in Zoho Mail then **Create or Update Single Item **in Loyverse 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 Loyverse and Zoho Mail ## Triggers and actions 7 triggers · 58 actions - Trigger **Customer Update** Triggers when a customer is updated. - Trigger **Inventory Update** Triggers when a stock updates. - Trigger **Items Update** Triggers when an item is updated. - Trigger **Receipts Update** Triggers when a receipt gets created or updated. - Action **Create or Update Category** Creates or Updates a single category. - Action **Create or Update Discount** Creates or Updates a single discount. - Action **Create or Update Modifier** Creates or Updates a modifier. - Action **Create or Update POS Device** Creates or Updates a single POS device. - Action **Create or Update Receipts** Creates a receipt - Action **Create or Update Single Customer** Creates or Updates a Single Customer. - Action **Create or Update Single Item** - Action **Create or Update Supplier** Creates or Updates a single supplier. - Action **Create or Update Tax** Creates or Updates a tax. - Action **Create Refund Receipt** Creates a refund receipt. When using the refund API you should take into account these notes: - At the moment refund API allows creating a refund only for sales receipts which are paid by a single payment. For any attempt to make a refund for a sales receipt that has more than one payment Loyverse API will respond with an error. - Refund API doesn't support a refund of receipts paid by integrated payments using Loyverse POS app (e.g. iZettle, Sumup, etc.). For this purpose please use Loyverse POS app. - If a refund is created successfully, it will cause a restock of items specified in a refund receipt. - Action **Delete Singe Item** Deletes a single item. - Action **Delete Single Category** Deletes a single category. - Action **Delete Single Customer** Deletes a single customer. - Action **Delete Single Discount** Deletes a single discount. - Action **Delete Single Modifier** Deletes a single Modifier. - Action **Delete Single POS Device** Deletes a single POS Device. - Action **Delete Single Supplier** Deletes a single supplier. - Action **Delete Single Tax** Deletes a single tax. - Action **Delete Single Variant** Deletes a single variant. - Action **Get List of Categories** Get list of all categories. - Action **Get List of Customers** Get list of Customers - Action **Get List of Discounts** Returns discounts, most recently created first. - Action **Get List of Employees** Gets a list of employees. - Action **Get List of Items** Get list of items - Action **Get List of Payment Types** Get list of Payment Types - Action **Get List of POS Devices** The list of pos devices is sorted by created_at property in descending order. The most recent pos devices appear first - Action **Get List of Stores** Get list of stores - Action **Get List of Suppliers** Gets a list of suppliers. - Action **Get List of Taxes** Get list of taxes - Action **Get List of Variants** Get lists of item variants. - Action **Get Merchant Information** Returns the business profile of the connected Loyverse merchant account. - Action **Get Single Category** Get Single Category. - Action **Get Single Customer** Get Single Customer - Action **Get Single Discount** Gets a single discount. - Action **Get Single Employee** Gets a single employee. - Action **Get Single Item** Get single item - Action **Get Single Modifier** Gets a single modifier. - Action **Get Single Payment Type** Fetches a payment type by ID. An error occurs if the payment type is not found. - Action **Get Single POS Device** Fetches a POS device by ID. An error occurs if the POS device is not found. - Action **Get Single Receipt** Get a single Receipt. - Action **Get Single Store** Get Single Store - Action **Get Single Supplier** Fetches a supplier by ID. An error occurs if the supplier is not found. - Action **Get Single Tax** Gets a single tax. - Action **Get Single Variant** Gets single item variant. - Action **Update Inventory Levels for Items** Batch updates Inventory Levels for Item Variants. - Trigger **New Email** Triggered when a new email arrives in a Zoho Mail account. - Trigger **New Email Matching Search** Fires for each new email in a Zoho Mail account that matches a saved search. - Trigger **New Tagged Email** Fires once for each email in the account that carries the chosen tag, newest first. - Action **Create Draft** Composes an email and saves it as a draft in a Zoho Mail account. - Action **Create Folder** Creates a new folder in a Zoho Mail account, optionally nested under a parent folder. - Action **Create New Task** Creates a personal task, or a group task when a group is chosen, in Zoho Mail Tasks. - Action **Create Tag** Creates a new label (tag) in a Zoho Mail account. - Action **Delete email** Delete a message. - Action **Find emails by search** Returns up to 10 emails that match the specified Zoho Mail search criteria. - Action **Get email** Get a message's content by id. - Action **List emails** Lists emails in a Zoho Mail account, optionally limited to one folder and filtered by read status, flag, label, thread or email type. - Action **List folders** Lists all folders in a Zoho Mail account. - Action **List tags** List labels/tags. - Action **Reply to email** Sends a reply to a received email from a Zoho Mail account, optionally scheduled for later delivery. - Action **Send Email** Sends an email from a Zoho Mail account. - Action **Update email** Updates one or more emails in a Zoho Mail account: mark read/unread, move to a folder, set a flag, apply or remove labels, archive/unarchive, or mark as spam/not spam. ## Each app on its own - [ **Loyverse** Free Point of Sale and Inventory Management Software. Turn your smartphone or tablet into a powerful POS.](https://apiant.ai/connections/loyverse) - [ **Zoho Mail** Zoho Mail is a collaborative business communication platform for the modern workforce.](https://apiant.ai/connections/zoho-mail) Reviews ## What our customers say ## More from Loyverse - [ **Loyverse to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/loyverse-to-salesforce) - [ **Loyverse to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/loyverse-to-slack) - [ **Loyverse to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/loyverse-to-mailchimp) - [ **Loyverse to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/loyverse-to-stripe) - [ **Loyverse to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/loyverse-to-shopify) - [ **Loyverse to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/loyverse-to-quickbooks-online) ## More into Zoho Mail - [ **HubSpot to Zoho Mail** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-mail) - [ **Salesforce to Zoho Mail** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-mail) - [ **Slack to Zoho Mail** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-mail) - [ **Google Sheets to Zoho Mail** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-mail) - [ **Gmail to Zoho Mail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-mail) - [ **Google Calendar to Zoho Mail** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-mail) Questions ## Loyverse and Zoho Mail, answered ### ### What can start an automation from Loyverse? Any of Loyverse's 4 triggers in the catalog, including Customer Update, Inventory Update, Items Update and Receipts Update. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zoho Mail when something happens in Loyverse? Any of Zoho Mail's 13 actions, including Create Draft, Create Folder, Create New Task and Create Tag. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Mail to Loyverse? Yes. When something happens in Zoho Mail, your agent can act in Loyverse too. This page covers both directions: Zoho Mail's triggers and Loyverse's actions are listed here as well. ### ### Do I have to build a connector for Loyverse or Zoho Mail? 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 Loyverse and Zoho Mail 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.