--- title: "Connect Openlayer and Zoho Invoice - APIANT.ai" description: "When \"New Project\" fires in Openlayer, your agent runs \"Create Contact Person\" in Zoho Invoice." canonical: "https://apiant.ai/connect/openlayer-to-zoho-invoice" --- # Connect Openlayer and Zoho Invoice When **New Project** fires in [Openlayer](https://apiant.ai/connections/openlayer), your agent runs **Create Contact Person** in [Zoho Invoice](https://apiant.ai/connections/zoho-invoice), or **New Contact** in Zoho Invoice to **Publish Record** in Openlayer. Describe the whole flow and it is built, tested on every scenario and kept running. Openlayer **2** triggers Openlayer **22** 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 Openlayer 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 Openlayer and Zoho Invoice can do together ### From Openlayer to Zoho Invoice - When **New Project** in Openlayer then **Create Contact Person** in Zoho Invoice - When **New Test Result** in Openlayer then **Create New Contact** in Zoho Invoice ### From Zoho Invoice to Openlayer - When **New Contact** in Zoho Invoice then **Publish Record** in Openlayer - When **New Contact Person** in Zoho Invoice then **Create Project** in Openlayer 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 Openlayer and Zoho Invoice ## Triggers and actions 11 triggers · 36 actions - Trigger **New Project** Triggers when a new project is created in your Openlayer workspace. - Trigger **New Test Result** Triggers when a new test result is available for a data source. Useful for alerting on passing or failing model tests. - Action **Create Data Source** Creates a new data source in a project for streaming production data to Openlayer. - Action **Create Project** Creates a new AI or ML project in your Openlayer workspace. - Action **Create Test** Creates a data quality test in a project. Checks for duplicate rows, null values, or row counts. - Action **Delete Inference Pipeline** Delete an inference pipeline by its ID. - Action **Delete Project** Delete a project by its ID. - Action **Delete Test** Delete a test by its ID. - Action **Evaluate Test** Evaluates a test for a specific time range. Use after publishing records to get immediate results. - Action **Find Data Source** Finds a data source (inference pipeline) by name in a project. - Action **Find Project** Finds a project by name in your Openlayer workspace. - Action **Find Test Result** Finds test results for a data source, including whether each test passed or failed. Filter by outcome or test type to branch an automation on the result. - Action **Get Inference Pipeline** Retrieve the details around a specific inference pipeline. - Action **Get Project** Retrieves one project by its id. Openlayer has no single-project endpoint, so this reads the workspace's first 100 projects and returns the one matching the id. - Action **Get Test** Retrieve a test by ID. - Action **Get Test Result** Retrieves one test result by its id. Openlayer has no single-result endpoint, so this reads the data source's 100 most recent results and returns the matching one. - Action **List Inference Pipelines** List the authenticated user's inference pipelines under a project. - Action **List Projects** Lists the projects in your Openlayer workspace, optionally narrowed to one kind of project. Returns up to 100 projects. - Action **List Test Results** List all results for a test/goal under an inference pipeline. - Action **List Tests** Lists the tests in a project, optionally narrowed by kind, archived state or monitoring mode. Returns up to 100 tests. - Action **Publish Record** Publishes an LLM inference record to a data source for monitoring. Streams the model input, output, and metadata to Openlayer. - Action **Update Inference Pipeline** Update an inference pipeline. - Action **Update Project** Update a project. - Action **Update Test** Update a test (partial updates allowed). - 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 - [ **Openlayer** Openlayer is a platform for monitoring, evaluating, and testing AI and ML models in production.](https://apiant.ai/connections/openlayer) - [ **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 Openlayer - [ **Openlayer to Astroworld** Astroworld serves reference data about the game Minecraft.](https://apiant.ai/connect/openlayer-to-astroworld) - [ **Openlayer to Byabbe** Seach histories from wikipedia for a particular day](https://apiant.ai/connect/openlayer-to-byabbe) - [ **Openlayer to Cliniko** Cliniko is a practice management platform — manage patients, appointments, invoices, contacts, and...](https://apiant.ai/connect/openlayer-to-cliniko) - [ **Openlayer to Enrich CRM** Enrich CRM helps you perform real-time contact and company enrichment.](https://apiant.ai/connect/openlayer-to-enrich-crm) - [ **Openlayer to Evervault** Evervault provides secure encryption infrastructure for developers.](https://apiant.ai/connect/openlayer-to-evervault) - [ **Openlayer to Postman** Postman is a platform for building and testing APIs.](https://apiant.ai/connect/openlayer-to-postman) ## 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 ## Openlayer and Zoho Invoice, answered ### ### What can start an automation from Openlayer? Any of Openlayer's 2 triggers in the catalog, including New Project and New Test Result. 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 Openlayer? 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 Openlayer? Yes. When something happens in Zoho Invoice, your agent can act in Openlayer too. This page covers both directions: Zoho Invoice's triggers and Openlayer's actions are listed here as well. ### ### Do I have to build a connector for Openlayer 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 Openlayer 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.