Connect Mindbody to Zoho Inventory

Both apps 241Mindbody 177Zoho Inventory 64

• Trigger
  Cancelled appointment booking

  Triggered when an appointment booking is cancelled

• Trigger
  Cancelled class booking

  Fires when a client's class booking is cancelled.

• Trigger
  Cancelled class schedule

  Triggered when a class schedule is cancelled. When this occurs, all of the classes associated with the schedule are removed.

• Trigger
  Cancelled client contract

  Triggered when a client's contract is cancelled

• Trigger
  Cancelled membership

  Triggered when a membership is cancelled

• Trigger
  Class updated

  Triggered when a single class is updated.

• Trigger
  Completed appointment

  Triggered when an appointment is completed.

• Trigger
  Deactivated client

  Triggered when a client is deactivated

• Trigger
  Deactivated location

  Triggered when a location is deactivated

• Trigger
  Every appointment in date range

  This is not a standard trigger! Always emits every appointment in the configured date range.

• Trigger
  Every class in date range

  This is not a standard trigger! Always emits classes in the configured date range.

• Trigger
  Every uncanceled class in date range

  This is not a standard trigger! Always emits uncanceled classes in the configured date range.

• Trigger
  Merged clients

  Triggered when clients are merged

• Trigger
  New appointment booking

  Triggered when an appointment booking is created

• Trigger
  New class booking

  Triggered when a new booking is made for a class

• Trigger
  New class (integration setting)

  Triggered when a class is created in the amount of time specified by an integration setting stored in a lookup table. The default is 24 hours.

• Trigger
  New class schedule

  Triggered when a new class offering is scheduled

• Trigger
  New client

  Triggered when a new client is added

• Trigger
  New client contract

  Triggered when a new contract is sold to a client

• Trigger
  New completed class

  Triggered when a class completes

• Trigger
  New completed class (integration setting)

  Triggered when a class completes within a number of hours specified by an integration setting.

• Trigger
  New location

  Triggered when a location is created

• Trigger
  New membership

  Triggered when a new membership is created

• Trigger
  New or updated appointment -7d +30d for any connection

  Triggered for new or updated appointments in the last 7 days or 30 days in the future, for any connected account.

• Trigger
  New or updated appointment in date range

  Triggered for new or updated appointments in the specified date range.

• Trigger
  New or updated class

  Triggered for new or updated classes in the configured date range.

• Trigger
  New or updated class (integration setting)

  Triggered when a class is created or updated in the amount of time specified by an integration setting stored in a lookup table. The default is 24 hours. Updates are only triggered when the class name, staff id, resource id, or cancelled status are modified.

• Trigger
  New or updated client

  Triggered when a client is added or updated

• Trigger
  New or updated client (integration setting)

  Triggered when a client is added or modified. Will include inactive clients if specified by an integration setting. By default inactive clients are not included. NOTE: this trigger will only work when less than 200 clients are added/updated per day.

• Trigger
  New or updated gift card

  Triggered when a gift card is created or updated

• Trigger
  New or updated package

  Triggered when a package is created or updated

• Trigger
  New or updated product

  Triggered when a product is created or updated

• Trigger
  New or updated product (integration setting)

  Triggered when a product is created or updated. An integration setting is used to control the fetching of products only sold online.

• Trigger
  New or updated products inventory

  Triggered when inventory changes for a product, or when products are added.

• Trigger
  New or updated service

  Triggered when a service is created or updated

• Trigger
  New or updated session type

  Triggered when session types are created or updated

• Trigger
  New or updated staff member

  Triggered when staff member is created or updated

• Trigger
  New sale

  Triggered when a new sale is made to a client.

• Trigger
  New sale for any connected account

  Triggered when a new sale is made to a client for any connected MINDBODY account.

• Trigger
  New sale itemized payment

  Triggered when a new sale is made to a client. Payments emitted as separate rows. NOTE: line items are not emitted, use the separate trigger to obtain them.

• Trigger
  New sale line item

  Triggered when a new sale is made to a client. Line items are emitted as separate rows. NOTE: payments are not emitted, use the separate trigger to obtain them.

• Trigger
  New sales since days

  Triggers for new sales that occur within the configured number of days

• Trigger
  Two-way sync new or updated clients

  A polling trigger for two-way syncing new and updated clients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Two-way sync new or updated clients (instant)

  A trigger for two-way syncing new and updated clients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Upcoming appointment in database

  Triggered when an appointment in the database is scheduled to start within the account's "Email_notification_timing_hrs" setting.

• Trigger
  Upcoming appointment in database via setting

  Triggered when an appointment in the database is scheduled to start within the specified "notification timing hours" setting.

• Trigger
  Upcoming class

  Triggered when an uncanceled class is upcoming in the specified amount of time.

• Trigger
  Upcoming class in database

  Triggered when a class in the database is scheduled to start within the account's "Email_notification_timing_hrs" setting.

• Trigger
  Upcoming class in database via entered time

  Triggered when a class in the database is scheduled to start within the entered amount of time.

• Trigger
  Upcoming class (Zoom meeting creation)

  Triggered when an uncanceled class is upcoming in the amount of time specified by a setting stored in a lookup table. The default is 24 hours.

• Trigger
  Updated appointment booking

  Triggered when an appointment booking is updated

• Trigger
  Updated class booking

  Triggered when a booking for a class is updated

• Trigger
  Updated class booking with service ID

  Triggered when a booking for a class is updated

• Trigger
  Updated class schedule

  Triggered when a scheduled class offering is modified. Note that if the class schedule’s endDate changes, classes are added or removed from the schedule accordingly.

• Trigger
  Updated client

  Triggered when a client is updated

• Trigger
  Updated client contract

  Triggered when a client's contract is updated

• Trigger
  Updated location

  Triggered when a location is updated

• Action
  Add account credit to client

  Adds credit to a client's account balance, recorded as a sale at the chosen location.

• Action
  Add appointment

  Adds a new appointment

• Action
  Add client

  Adds a client. An error will occur if the client already exists.

• Action
  Add client relationship

  Adds a client relationship. Existing relationships are not removed. NOTE: custom relationships are not currently supported due to limitations with the MINDBODY API.

• Action
  Add client to enrollment

  Enrolls a client in a class schedule and returns the enrollment details including start and end dates.

• Action
  Add client with on-the-fly custom field id lookup

  Adds a client. Makes an additional API call to fetch client custom fields in order to determine custom field ids via matching names of custom fields. An error will occur if the client already exists or if a custom field does not exist.

• Action
  Add completed sale to client

  Adds a completed sale to a client using a custom payment method.

• Action
  Add contact log

  Creates a new contact log.

• Action
  Add or update client

  Adds or updates a client based on the selected matching logic.

• Action
  Add or update client index

  Adds or updates a client index. Existing indexes on the client are not removed.

• Action
  Add site client index

  Adds a site client index. An error will occur if the index name already exists.

• Action
  Add staff

  Adds a staff member

• Action
  Book client into a class

  Books the specified client into the specified class.

• Action
  Calculate total spend for client

  Returns the total amount of money received for the specified client, going back for the specified number of days.

• Action
  Cancel a class

  Cancels a single scheduled class at the studio. The MINDBODY login used for the connection needs the Manage Class Schedules and Cancel Reservations permissions.

• Action
  Cancel Appointment

  Cancels a MINDBODY appointment as a standard cancellation, never a late cancel, so no late-cancel fee is charged. It can optionally email the client. Runs as a dry run unless Test is set to false.

• Action
  Client purchases: fetch

  Fetches client purchases that meet the search criteria from the MBO API. The API response is stored in the database. This action emits a transaction uuid and an array of records IDs. Use a loop and the "client purchases: get record" action to process all the fetched records.

• Action
  Client purchases: get record

  Emits the client purchase record from the database that was previously fetched using the "Client purchases: fetch" action, which must be executed before this action is used in a loop to process all records.

• Action
  Find clients by email

  Returns up to 100 clients that have the specified email address.

• Action
  Find clients by phone

  Returns up to 100 clients that have the specified phone number. Can either be Mobile phone, Home phone or Work phone.

• Action
  Find contact log type by name

  Returns the ID of the specified contact log type. An error occurs if zero or multiple are found.

• Action
  Find sales

  Searches Mindbody sales and returns the matching sale records. Filter by sale date range, sale id, client id or payment method, and page through results with Limit and Offset. Use "Get sale" to retrieve a single sale by its id.

• Action
  Get accrual sales within date range

  Emits accrual sales data over a given date range.

• Action
  Get activation code

  Generates an activation code and link to access a Mindbody Site API.

• Action
  Get Active Memberships for Clients

  Look up the current memberships for up to 200 Mindbody clients at once, returning each client's ID and the names of their active memberships.

• Action
  Get Active Session Times

  Get the bookable appointment start times for one or more session types in a date range.

• Action
  Get all client contract IDs

  Returns all contract IDs for the specified client. Use a Loop and the "get client contract by ID" action to fetch details for each contract.

• Action
  Get all products

  Returns all products

• Action
  Get all products inventory

  Returns inventory information for all products at all locations.

• Action
  Get all sellable online products

  Returns all products only sold online.

• Action
  Get all services

  Retrieves all services.

• Action
  Get all session types

  Returns all session types

• Action
  Get all staff members

  Returns all staff members

• Action
  Get appointment

  Returns details for the specified appointment. If the appointment is not found an error occurs.

• Action
  Get bookable availabilities

  Probe build: lists MBO session types to discover a valid appointment SessionTypeId before finalizing the bookable-availabilities query.

• Action
  Get cash sales within date range

  Emits sales data over a given date range. Will return all sales, including products, account credits, gift cards, and autopays. Autopays will be notated in the response, and the product description will specify gift card and account credit purchases.

• Action
  Get class

  Returns details for the specified class. If the class is not found no error will occur, so a conditional must be used for error checking.

• Action
  Get class description

  Returns the class description for the specified ClassDescriptionId. Includes name, category, subcategory, program, and session type details. If not found, no error occurs — output is empty.

• Action
  Get classes

  Returns scheduled classes for the site within an optional date range.

• Action
  Get class recently updated

  Returns classes last modified on or after system time minus the entered amount of hours. No error will occur if no class is found.

• Action
  Get class schedules

  Returns available class schedule templates, optionally filtered by date, location, staff, or program.

• Action
  Get class visits

  Fetches the ids of all clients booked for the specified class. The output is suitable to use within a loop.

• Action
  Get client

  Returns details for the specified client. If the client is not found an error will occur.

• Action
  Get client account balance

  Returns account balance details for the specified client. If the client is not found no error will occur, so a conditional must be used for error checking.

• Action
  Get client appointments in date range

  Returns details for all of the specified client's appointments in the specified date range.

• Action
  Get client complete info

  Returns complete client information along with list of purchased services, contract details, membership details and arrival programs for a specific client. If the client is not found an error will occur.

• Action
  Get client contact logs in date range

  Returns details for all of the specified client's contact logs in the specified date range.

• Action
  Get client contract

  Returns details for the specified client contract. If the client contract is not found an error will occur.

• Action
  Get Client Membership

  Returns details for one of a client's active memberships, selected by Membership ID. If no active membership matches that ID, the output fields come back empty.

• Action
  Get client purchased service by ID

  Returns details for the specified service purchased by a specified client. No error occurs if none is found.

• Action
  Get client purchased services

  Returns details for services purchased by a specified client. No error occurs if the client is not found.

• Action
  Get clients

  Returns clients for the site, optionally filtered by a search term.

• Action
  Get client services totals by product ID

  Returns details for services purchased by a specified client for a specified product ID. If more than 1 matching client service is found, 'Count' and 'Remaining' are totaled and the furthest expiration date is used. No error occurs if none are found, the output is empty instead.

• Action
  Get client visits

  Returns details for client visits in the specified date range.

• Action
  Get contact log types

  Returns all defined contact log types. NOTE: currently returns no more than 200, which should be more than enough for most sites.

• Action
  Get contract

  Returns details for the specified contract. If the contract is not found an error will occur.

• Action
  Get custom payment method by name

  Returns the ID of the custom payment method having the specified name. An error occurs if zero or multiple are found.

• Action
  Get enrollments

  Returns enrollments for clients within a specified date range.

• Action
  Get gift card balance

  Returns the remaining balance for the specified gift card. NOTE: no error occurs if the barcode ID is invalid.

• Action
  Get gift cards

  Returns up to 200 gift cards.

• Action
  Get locations

  Returns details for up to 200 locations. NOTE: currently only supports up to 200 locations, does not currently do pagination.

• Action
  Get membership

  Returns details for the specified membership. If the membership is not found an error will occur.

• Action
  Get most recent client contract

  Returns details for the most recent contract for the specified client. An error occurs no contract is not found.

• Action
  Get packages

  Returns packages available for sale, optionally filtered to those sellable online.

• Action
  Get product

  Returns details for the specified product. If the product is not found an error will occur.

• Action
  Get product filtered by sellable online

  Returns details for the specified product, filtered by it being sellable online or not. If the product is not found an error will occur.

• Action
  Get product inventory

  Returns inventory information for the specified product at all locations.

• Action
  Get program

  Returns details for the specified program. If the program is not found an error will occur.

• Action
  Get required client fields

  Returns the site's required client fields (e.g. Birthday, Gender).

• Action
  Get sale

  Returns details for the specified sale. If the sale is not found an error will occur.

• Action
  Get sales in date range

  Lists MINDBODY sales in a date range. Filters by StartSaleDateTime/EndSaleDateTime, optional PaymentMethodId, Limit/Offset pagination. Returns Sales[], SaleIds (Id), ClientIds (ClientId), TotalResults.

• Action
  Get scheduled client visits

  Returns details for all of the specified client's scheduled visits, optionally in a specified date range.

• Action
  Get service

  Returns details for the specified service. If the service is not found an error will occur.

• Action
  Get session type

  Returns details for the specified session type. If the session type is not found an error will occur.

• Action
  Get site

  Returns details for the site associated with the configured connection

• Action
  Get site for specified account

  Returns details for the site connected to the specified account name.

• Action
  Get staff member

  Returns details for the specified staff member. If the staff member is not found an error will occur.

• Action
  Get visits within date range

  Emits all visits that occur in the specified date range, optionally filtered by a session type id and/or a location id.

• Action
  Get visits within date range for multiple session types

  Emits all visits that occur in the specified date range, filtered by multiple session type ids and optionally a location id.

• Action
  List all clients

  Returns every client on your MINDBODY site, across all pages, optionally including inactive clients.

• Action
  List Client Indexes

  Lists the site's client indexes with their IDs, names and active values.

• Action
  List Client Memberships

  Returns details for all of the specified client's memberships.

• Action
  List Resources

  List the rooms and resources available for given session types and a location in a date range.

• Action
  List Staff Appointments

  Lists a staff member's appointments between a start and end date, with each appointment's time, status, session type and client.

• Action
  List Staff Unavailabilities

  Lists the time blocks when staff members are unavailable for appointments within a date range, optionally filtered to specific staff.

• Action
  Lookup client payment

  Returns payment information for the specified client and specified payment reference.

• Action
  Purchase contract

  Purchases a contract

• Action
  Purchase gift card

  Purchases a gift card

• Action
  Remove client from a class

  Removes the specified client from the specified class.

• Action
  Return sale

  Return a comped sale for a specified sale ID in business mode. The sale is returnable only if it is a sale of a service, product or gift card and it has not been used. Currently, only the comp payment method is supported.

• Action
  Select upcoming class

  A utility action that lets an upcoming class in the specified timeframe to be selected from a dropdown. The selected class' id is emitted as output.

• Action
  Send password reset email

  Sends a password reset email to the specified user.

• Action
  Shopping cart - add item: package

  Adds a package to the shopping cart.

• Action
  Shopping cart - add item: product

  Adds a product to the shopping cart.

• Action
  Shopping cart - add item: service

  Adds a service to the shopping cart.

• Action
  Shopping cart - add item: tip

  Adds a tip to the shopping cart.

• Action
  Shopping cart - add payment: cash

  Adds a cash payment to the shopping cart.

• Action
  Shopping cart - add payment: check

  Adds a check payment to the shopping cart.

• Action
  Shopping cart - add payment: comp

  Adds a complimentary amount to the shopping cart.

• Action
  Shopping cart - add payment: custom

  Adds a payment to the shopping cart using the specified custom payment method.

• Action
  Shopping cart - add payment: gift card

  Adds a gift card payment to the shopping cart.

• Action
  Shopping cart - add payment: stored credit card

  Adds a stored credit card payment to the shopping cart.

• Action
  Shopping cart - checkout

  Submits the shopping cart for checkout.

• Action
  Shopping cart - create

  Initializes a new shopping cart. Emits a cart ID that must be passed into other shopping cart actions to add items to the cart and checkout.

• Action
  Shopping cart - delete

  Deletes the specified cart from the database.

• Action
  Shopping cart - get totals

  Calculates the total amount of the cart.

• Action
  Terminate Client Contract

  Ends a client's contract in MINDBODY on a set termination date, with an optional termination code and comments.

• Action
  Two-way sync add or update a client

  An action for two-way syncing new and updated clients, with enhanced on-the-fly mapping using client email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.

• Action
  Update appointment

  Updates an existing appointment

• Action
  Update client

  Updates a client by ID.

• Action
  Update client id

  Updates an existing client's id. An error occurs if the id cannot be changed, for example if it already exists.

• Action
  Update Client Service Dates

  Changes the expiration date, and optionally the active date, of a pricing option (pass, membership or class pack) on a client's account.

• Action
  Update client visit

  Updates a client visit.

• Action
  Update client with on-the-fly custom field id lookup

  Updates a client by ID. Makes an additional API call to fetch client custom fields in order to determine custom field ids via matching names of custom fields. An error will occur if a custom field does not exist.

• Action
  Update product price

  Updates the price of the specified product.

• Action
  Update sale date

  Updates the date of the specified sale.

• Action
  Update service price

  Updates the price of the specified service.

• Action
  Update staff

  Updates an existing staff member

• Action
  Upload client document

  Uploads a client document from the provided URL. NOTE: the file must be no larger than 4MB

• Action
  Upload client profile photo

  Uploads a client's profile photo from the provided URL. NOTE: the image file must be no larger than 4MB

• Action
  Add Credit Note Comment

  Tool to add a comment to a credit note in Zoho Inventory. Use when needing to add notes or comments to a specific credit note for record-keeping or audit purposes.

• Action
  Add Invoice Attachment

  Tool to upload an attachment to a specific invoice. Use when you need to add a file attachment to an invoice.

• Action
  Add Invoice Comment

  Tool to add a comment to a specific invoice in Zoho Inventory. Use when you need to add notes, updates, or internal/client-visible comments to an invoice.

• Action
  Apply Credits To Invoices

  Tool to apply credits from a credit note to one or more invoices. Use when you need to apply available credits from a credit note to settle invoice balances.

• Action
  Bulk Delete Sales Orders

  Tool to bulk delete sales orders. Use this to remove multiple sales orders at once.

• Action
  Bulk Email Invoices

  Sends multiple invoices by email to a contact in a single API call. Use this tool when you need to email up to 10 invoices at once to a customer. The invoices will be scheduled for delivery and the contact will receive individual emails for each invoice. If contact_id is not provided, the action will automatically fetch the customer_id from the first invoice and use that as the contact.

• Action
  Bulk Export Invoices

  Tool to bulk export invoices as a single PDF. Use when you need to download multiple invoices in a single file for archiving or sharing.

• Action
  Bulk Print Invoices

  Generate a consolidated PDF containing multiple invoices for printing or archiving. Use this tool to download one or more invoices as a single PDF document. The PDF can contain up to 25 invoices and is useful for bulk printing, record keeping, or sharing with customers.

• Action
  Bulk Print Packages

  Tool to bulk print package slips as a consolidated PDF. Use when you need a PDF file of multiple package slips for printing or archiving.

• Action
  Create Bill

  Tool to create a bill in Zoho Inventory. Use when a vendor supplies goods/services on credit and you need to track the amount owed.

• Action
  Create Contact

  Tool to create a new contact (customer or vendor) in Zoho Inventory. Use when you need to add a new business relationship to your organization.

• Action
  Create Contact Person

  Tool to create a contact person. Use when you need to add a new contact person to an existing contact in Zoho Inventory.

• Action
  Create Credit Note

  Tool to create a new credit note in Zoho Inventory. Use when you need to issue a credit note to a customer for returns, refunds, or adjustments.

• Action
  Create Customer Payment

  Tool to create a customer payment in Zoho Inventory. Use when recording a payment received from a customer against one or more invoices.

• Action
  Create Invoice

  Tool to create a new invoice in Zoho Inventory. Use when you need to invoice a customer for products or services sold.

• Action
  Create Item

  Tool to create a new item in Zoho Inventory. Use when you need to add a new product or service to your inventory catalog.

• Action
  Create Item Group

  Tool to create an item group in Zoho Inventory. Use when you need to create a new item group with multiple items that share common attributes like size or color variations.

• Action
  Create Package

  Tool to create a package for a sales order in Zoho Inventory. Use when you need to prepare items from a sales order for shipping.

• Action
  Create Purchase Order

  Tool to create a purchase order in Zoho Inventory. Use when you need to order goods or services from a vendor.

• Action
  Create Sales Order

  Tool to create a sales order in Zoho Inventory. Use when a customer places an order for products and you need to track the sale before invoicing.

• Action
  Deactivate Contact

  Tool to mark a contact as inactive in Zoho Inventory. Use when you need to deactivate a contact without permanently deleting it.

• Action
  Deactivate Item

  Tool to mark an item as inactive in Zoho Inventory. Use when you need to deactivate an item without permanently deleting it.

• Action
  Deactivate Item Group

  Tool to mark an item group as inactive in Zoho Inventory. Use when you need to deactivate an item group and all its items without permanently deleting them.

• Action
  Delete Contact

  Tool to delete a contact. Use when you need to remove an existing contact from your organization after confirming it is no longer needed.

• Action
  Delete Contact Person

  Tool to delete a contact person. Use when you need to remove a contact person from your organization after confirming it is no longer needed.

• Action
  Delete Invoice

  Tool to delete an invoice. Use when you need to remove an existing invoice that has no payments or credits applied.

• Action
  Delete Invoice Attachment

  Tool to delete an invoice attachment. Use when you need to remove a file attached to an invoice.

• Action
  Delete Invoice Comment

  Delete a specific comment from an invoice in Zoho Inventory.

• Action
  Delete Item

  Tool to delete an item. Use when you need to remove an existing inventory item after confirming it is not referenced in any transactions.

• Action
  Delete Item Group

  Tool to delete an item group. Use to remove an existing item group that is no longer needed.

• Action
  Delete Item Image

  Tool to delete an image associated with an item. Use when you need to remove an item's image after ensuring it's no longer required.

• Action
  Delete Package

  Tool to delete a package. Use when you need to remove an existing package created for a sales order.

• Action
  Delete Sales Order

  Tool to delete a sales order. Use when you need to remove an existing sales order.

• Action
  Disable Payment Reminder

  Tool to disable payment reminders for an invoice. Use when you want to stop automatic payment reminders for an invoice after it has been issued.

• Action
  Email Contact

  Tool to email a contact in Zoho Inventory. Use when you need to send an email to a specific contact with a custom subject and body.

• Action
  Email Contact Statement

  Tool to email a statement of transactions to a contact. Use when you need to send account statements to customers or vendors.

• Action
  Email Credit Note

  Tool to email a credit note to customers. Use when you need to send a credit note via email to recipients.

• Action
  Email Invoice

  Tool to email a specific invoice to customers. Use when you need to send an invoice via email, with optional attachments.

• Action
  Enable Invoice Payment Reminder

  Tool to enable payment reminders for an invoice. Use when you want to activate automatic payment reminders for an invoice after it has been issued.

• Action
  Get Contact

  Tool to retrieve a specific contact by ID from Zoho Inventory. Use when you need to get detailed information about a customer or vendor contact.

• Action
  Get Contact Address

  Tool to get contact address. Use when you need to retrieve address information for a specific contact.

• Action
  Get Credit Note

  Tool to retrieve a credit note by ID. Use when you need to fetch detailed information about a specific credit note.

• Action
  Get Credit Note Email Content

  Tool to get credit note email content including subject, body, recipients, and available templates. Use when you need to preview or retrieve the email content for a credit note before sending it.

• Action
  Get Current User

  Tool to get details of the currently authenticated user in Zoho Inventory. Use when you need to retrieve user profile information, permissions, or validate the authenticated user.

• Action
  Get Invoice

  Retrieve the complete details of one existing invoice by invoice ID.

• Action
  Get Item

  Retrieve the complete details of one existing inventory item by item ID.

• Action
  Get Package

  Retrieve complete details for one existing package by ID.

• Action
  Get Purchase Order

  Retrieve complete details for one existing purchase order by ID.

• Action
  Get Sales Order

  Tool to retrieve the details of an existing sales order. Use when you need to get complete information about a sales order including line items, customer details, shipping information, and order status.

• Action
  Get Variant Opening Stock

  Retrieve opening-stock configuration for one item variant.

• Action
  List Bills

  Tool to list bills. Use when needing to fetch bills for an organization.

• Action
  List Contacts

  Tool to list all contacts (customers and vendors) in Zoho Inventory. Use when needing to fetch contacts for an organization.

• Action
  List Credit Notes

  Tool to list all credit notes. Use when needing to fetch credit notes for an organization. Supports filtering by status, customer, date, and other criteria.

• Action
  List Currencies

  Tool to list all currencies configured in Zoho Inventory. Use when you need to retrieve available currencies, exchange rates, or identify the base currency for an organization.

• Action
  List Customer Payments

  List customer payments for a Zoho Inventory organization.

• Action
  List Invoice Payments

  Tool to list all payments received for a specific invoice. Use when you need to retrieve payment records for an invoice.

• Action
  List Invoices

  Tool to list all invoices in Zoho Inventory. Use when you need to retrieve invoices for an organization.

• Action
  List Items

  Tool to list all items in Zoho Inventory. Use when you need to retrieve inventory items for an organization.

• Action
  List Organizations

  Tool to list all organizations the user has access to in Zoho Inventory. Use when you need to get organization IDs or view available organizations. This action does not require organization_id as a parameter.

• Action
  List Purchase Orders

  Tool to list purchase orders. Use when needing to fetch purchase orders for an organization.

• Action
  List Sales Orders

  Tool to list sales orders. Use when needing to fetch sales orders for an organization.

• Action
  Update Contact

  Update editable details for one customer or vendor contact.

• Action
  Update Item

  Update editable catalog details for one existing Zoho Inventory item.

• Action
  Update Variant Opening Stock

  Update organization-level or location-level opening stock for one variant.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.