Integration
Connect Outlook and Zoho Billing
When something happens in Outlook 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 Outlook 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
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)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
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.
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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 Outlook and Zoho Billing can do together
From Outlook to Zoho Billing
When New Calendar Event in Outlook
then Add Charge in Zoho Billing
When New Contact Added in Outlook
then Create a New Quote in Zoho Billing
From Zoho Billing to Outlook
When New Credit Note in Zoho Billing
then Add Mail Attachment in Outlook
When New Customer in Zoho Billing
then Create Calendar in Outlook
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 Outlook and Zoho Billing
Triggers and actions 19 triggers · 70 actions
Trigger
Calendar Event ChangesTriggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Trigger
New Calendar EventTriggered when a new calendar event is created in the Outlook calendar.
Trigger
New Contact AddedTriggered when a new contact is added in the Outlook contacts.
Trigger
New Outlook MessageTriggered when a new message is received in the Outlook mailbox.
Trigger
New Sent MessageTriggered when a new message is sent from the Outlook mailbox.
Action
Add Mail AttachmentTool to add an attachment to an email message. use when you have a message id and need to attach a small (<3 mb) file or reference.
Action
Create CalendarTool to create a new calendar in the signed-in user's mailbox. use when organizing events into a separate calendar.
Action
Create Contact FolderTool to create a new contact folder in the user's mailbox. use when needing to organize contacts into custom folders.
Action
Create Email RuleCreate email rule filter with conditions and actions
Action
Create Mail FolderTool to create a new mail folder. use when you need to organize email into a new folder.
Action
Create Master CategoryTool to create a new category in the user's master category list. use after selecting a unique display name.
Action
Delete Mail FolderDelete a mail folder from the user's mailbox. use when you need to remove an existing mail folder.
Action
Download Outlook AttachmentDownloads a specific file attachment from an email message in a microsoft outlook mailbox; the attachment must contain 'contentbytes' (binary data) and not be a link or embedded item.
Action
Get Mailbox SettingsTool to retrieve mailbox settings. use when you need to view settings such as automatic replies, time zone, and working hours for the signed-in or specified user.
Action
Get Mail DeltaTool to retrieve incremental changes (delta) of messages in a mailbox. use when syncing mailbox updates since last checkpoint.
Action
Get Mail TipsTool to retrieve mail tips such as automatic replies and mailbox full status. use when you need to check recipient status before sending mail.
Action
Get Master CategoriesTool to retrieve the user's master category list. use when you need to get all categories defined for the user.
Action
Get Supported LanguagesTool to retrieve supported languages in the user's mailbox. use when you need to display or select from available mailbox languages.
Action
Get Supported Time ZonesTool to retrieve supported time zones in the user's mailbox. use when you need a list of time zones to display or choose from for event scheduling.
Action
List CalendarsTool to list calendars in the signed-in user's mailbox. use when you need to retrieve calendars with optional odata queries.
Action
List Event AttachmentsTool to list attachments for a specific outlook calendar event. use when you have an event id and need to view its attachments.
Action
List Outlook AttachmentsLists metadata (like name, size, and type, but not `contentbytes`) for all attachments of a specified outlook email message.
Action
List RemindersTool to retrieve reminders for events occurring within a specified time range. use when you need to see upcoming reminders between two datetimes.
Action
Outlook Add Event AttachmentAdds an attachment to a specific outlook calendar event. use when you need to attach a file or nested item to an existing event.
Action
Outlook Calendar Create EventCreates a new outlook calendar event, ensuring `start datetime` is chronologically before `end datetime`.
Action
Outlook Create ContactCreates a new contact in a microsoft outlook user's contacts folder.
Action
Outlook Create DraftCreates an outlook email draft with subject, body, recipients, and an optional attachment. supports creating drafts as part of existing conversation threads by specifying a conversationid; attachments require a name, mimetype, and content.
Action
Outlook Create Draft ReplyCreates a draft reply in the specified user's outlook mailbox to an existing message (identified by a valid `message id`), optionally including a `comment` and cc/bcc recipients.
Action
Outlook Delete ContactPermanently deletes an existing contact, using its `contact id` (obtainable via 'list user contacts' or 'get contact'), from the outlook contacts of the user specified by `user id`.
Action
Outlook Delete EventDeletes an existing calendar event, identified by its unique `event id`, from a specified user's microsoft outlook calendar, with an option to send cancellation notifications to attendees.
Action
Outlook Get ContactRetrieves a specific outlook contact by its `contact id` from the contacts of a specified `user id` (defaults to 'me' for the authenticated user).
Action
Outlook Get Contact FoldersTool to retrieve a list of contact folders in the signed-in user's mailbox. use after authentication when you need to browse or select among contact folders.
Action
Outlook Get EventRetrieves the full details of a specific calendar event by its id from a user's outlook calendar, provided the event exists.
Action
Outlook Get MessageRetrieves a specific email message by its id from the specified user's outlook mailbox. use the 'select' parameter to include specific fields like 'internetmessageheaders' for filtering automated emails.
Action
Outlook Get ProfileRetrieves the microsoft outlook profile for a specified user.
Action
Outlook Get ScheduleRetrieves free/busy schedule information for specified email addresses within a defined time window.
Action
Outlook List ContactsRetrieves a user's microsoft outlook contacts, from the default or a specified contact folder.
Action
Outlook List EventsRetrieves events from a user's outlook calendar via microsoft graph api, supporting pagination, filtering, property selection, sorting, and timezone specification.
Action
Outlook List Mail FoldersTool to list a user's top-level mail folders. use when you need folders like inbox, drafts, sent items; set include hidden folders=true to include hidden folders.
Action
Outlook List MessagesRetrieves a list of email messages from a specified mail folder in an outlook mailbox, with options for filtering (including by conversationid to get all messages in a thread), pagination, and sorting; ensure 'user id' and 'folder' are valid, and all date/time strings are in iso 8601 format.
Action
Outlook Move MessageMove a message to another folder within the specified user's mailbox. this creates a new copy of the message in the destination folder and removes the original message.
Action
Outlook Reply EmailSends a plain text reply to an outlook email message, identified by `message id`, allowing optional cc and bcc recipients.
Action
Outlook Search MessagesSearches messages in a microsoft 365 or enterprise outlook account mailbox, supporting filters for sender, subject, attachments, pagination, and sorting by relevance or date.
Action
Outlook Send EmailSends an email with subject, body, recipients, and an optional attachment via microsoft graph api; attachments require a non-empty file with valid name and mimetype.
Action
Outlook Update Calendar EventUpdates specified fields of an existing outlook calendar event.
Action
Outlook Update ContactUpdates an existing outlook contact, identified by `contact id` for the specified `user id`, requiring at least one other field to be modified.
Action
Outlook Update EmailUpdates specified properties of an existing email message; `message id` must identify a valid message within the specified `user id`'s mailbox.
Action
Update Mailbox SettingsTool to update mailbox settings for the signed-in user. use when you need to configure automatic replies, default time zone, language, or working hours. example: schedule automatic replies for vacation.
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.
Each app on its own
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Questions
Outlook and Zoho Billing, answered
What can start an automation from Outlook?
Any of Outlook's 5 triggers in the catalog, including New Calendar Event, New Contact Added, New Outlook Message and New Sent Message. 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 Outlook?
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 Outlook?
Yes. When something happens in Zoho Billing, your agent can act in Outlook too. This page covers both directions: Zoho Billing's triggers and Outlook's actions are listed here as well.
Do I have to build a connector for Outlook 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.