--- title: "Connect oboloo and Zoho Invoice - APIANT.ai" description: "When \"Contract Updated\" fires in oboloo, your agent runs \"Create Contact Person\" in Zoho Invoice." canonical: "https://apiant.ai/connect/oboloo-to-zoho-invoice" --- # Connect oboloo and Zoho Invoice When **Contract Updated** fires in [oboloo](https://apiant.ai/connections/oboloo), your agent runs **Create Contact Person** in [Zoho Invoice](https://apiant.ai/connections/zoho-invoice), or **New Contact** in Zoho Invoice to **Add department** in oboloo. Describe the whole flow and it is built, tested on every scenario and kept running. oboloo **5** triggers oboloo **16** 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 oboloo 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 oboloo and Zoho Invoice can do together ### From oboloo to Zoho Invoice - When **Contract Updated** in oboloo then **Create Contact Person** in Zoho Invoice - When **New Contract** in oboloo then **Create New Contact** in Zoho Invoice ### From Zoho Invoice to oboloo - When **New Contact** in Zoho Invoice then **Add department** in oboloo - When **New Contact Person** in Zoho Invoice then **Add location** in oboloo 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 oboloo and Zoho Invoice ## Triggers and actions 14 triggers · 30 actions - Trigger **Contract Updated** Triggers when a contract is updated in oboloo. - Trigger **New Contract** Triggers when a new contract record is created. - Trigger **New Supplier** Triggers when a new supplier record is created. - Trigger **Saving Record Is Created or Updated in Oboloo** Triggers when a savings record is created or updated in oboloo. - Trigger **Supplier Updated** Triggers when a supplier record is updated. - Action **Add department** /api/departments/add - create a department. - Action **Add location** /api/locations/add - add or update a location. - Action **Add saving** /api/savings/add - create a new saving entry. - Action **Add savings milestone** /api/savings/milestones/add - add a milestone to a saving. - Action **Create Contract** Create a new contract in oboloo - Action **Create New Supplier** Creates a new supplier record in oboloo - Action **Get supplier address** /api/getSupplierAddress/{id} - supplier address by id. - Action **List contracts** /api/contracts - paginated list of contracts with filters. - Action **List departments** /api/getAllDepartments - departments and department locations. - Action **List locations** /api/getAllLocations - all locations. - Action **List savings** /api/savings - list savings with multiple filters. - Action **List suppliers** /api/suppliers - paginated list of suppliers with filters. - Action **Update a Contract in Oboloo** Update a contract record in oboloo - Action **Update a Supplier in Oboloo** Updates an existing Supplier record in oboloo - Action **Update saving** /api/savings/update - update a saving. - Action **Update supplier address** /api/suppliers/update/address - update a supplier address. - 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 - [ **oboloo** Oboloo is a procurement tool giving organizations visibility and control over sourcing, contract, supplier...](https://apiant.ai/connections/oboloo) - [ **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 oboloo - [ **oboloo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/oboloo-to-salesforce) - [ **oboloo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/oboloo-to-slack) - [ **oboloo to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/oboloo-to-stripe) - [ **oboloo to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/oboloo-to-shopify) - [ **oboloo to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/oboloo-to-quickbooks-online) - [ **oboloo to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/oboloo-to-pipedrive) ## 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](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 ## oboloo and Zoho Invoice, answered ### ### What can start an automation from oboloo? Any of oboloo's 5 triggers in the catalog, including Contract Updated, New Contract, New Supplier and Saving Record Is Created or Updated in Oboloo. 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 oboloo? 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 oboloo? Yes. When something happens in Zoho Invoice, your agent can act in oboloo too. This page covers both directions: Zoho Invoice's triggers and oboloo's actions are listed here as well. ### ### Do I have to build a connector for oboloo 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 oboloo 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.