Integration
Connect monday.com and Zoho Billing
When something happens in monday.com 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 monday.com and Zoho Billing to do together?
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Claude Code
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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
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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
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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 monday.com and Zoho Billing can do together
From monday.com to Zoho Billing
When Any Column Value Changed in Board in monday.com
then Add Charge in Zoho Billing
When Item Moved to Group (Same or Different Board) in monday.com
then Create New Item in Zoho Billing
From Zoho Billing to monday.com
When New Credit Note in Zoho Billing
then Create Board in monday.com
When New Customer in Zoho Billing
then Create Column in monday.com
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 monday.com and Zoho Billing
Triggers and actions 24 triggers · 54 actions
Trigger
Any Column Value Changed in BoardTriggers when any column's value is changed in the selected board.
Trigger
Item Moved to Group (Same or Different Board)Triggers when an item is moved to a group (same or different board).
Trigger
New BoardTriggers when a new board is created.
Trigger
New Item in BoardTriggers when an item is created in a specific board.
Trigger
New Subitem on BoardTriggers when a new subitem on a specific board is created.
Trigger
New Update in BoardTriggers when a new update is posted on a board.
Trigger
New UserTriggers when a new user joins your monday.com account.
Trigger
Specific Columns Values Changed in BoardTriggers when one of the specified columns' value is changed in the selected board.
Trigger
Specific Column Value Changed in BoardTriggers when a specific column's value changes in the selected board.
Trigger
Specific Subitem Column Value Changed in BoardTriggers when a specific column's value changes in a subitem within the selected board.
Action
Archive BoardArchives a board
Action
Archive GroupArchives a specific group in a board
Action
Archive ItemArchives an item
Action
Create BoardCreates a new board
Action
Create ColumnCreate a new column in board.
Action
Create GroupCreates a new group in a board
Action
Create ItemCreate a new Item in a board
Action
Create SubitemCreate a new subitem in a item with column values
Action
Create UpdateCreate a new update.
Action
Delete GroupDelete a specific group from a board
Action
Delete ItemDelete an item from a board
Action
Duplicate ItemCreate a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication.
Action
Find ItemsFind items that match a specific value in a column
Action
Find SubitemsFinds the subitems of a specific item on the board
Action
Find User by NameSearch for a user by name using exact matching
Action
Get Board ValuesReturns the data for a all columns in the specific board
Action
Get Column ValuesReturns the data for a specific column in the board
Action
Get File Column ValuesReturns the data for a specific file column in the board
Action
Get Group DetailsReturns the group name for a specific board
Action
Get User DetailsReturns the details for a specific user
Action
Group PositionDuplicate a group with its items
Action
List BoardsReturns a list of your active boards ordered by creation date. Optionally specify a maximum number to return (default 25).
Action
Move Item to GroupMove an item to a different group
Action
Update ItemChange multiple column values of an item
Action
Update Item NameUpdate an item's name
Action
Update SubitemUpdates a update subitem on your board.
Action
Upload File to Specific ColumnUpload File To Specific Column
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.
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Questions
monday.com and Zoho Billing, answered
What can start an automation from monday.com?
Any of monday.com's 10 triggers in the catalog, including Any Column Value Changed in Board, Item Moved to Group (Same or Different Board), New Board and New Item in Board. 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 monday.com?
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 monday.com?
Yes. When something happens in Zoho Billing, your agent can act in monday.com too. This page covers both directions: Zoho Billing's triggers and monday.com's actions are listed here as well.
Do I have to build a connector for monday.com 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.