Integration
Connect Paymo and Zoho Billing
When New Client fires in Paymo, your agent runs Create Customer in Zoho Billing, or New Credit Note in Zoho Billing to Add client contact in Paymo. Describe the whole flow 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 Paymo and Zoho Billing to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
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.
Setup guide (opens in a new tab)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)Example flows
What Paymo and Zoho Billing can do together
From Paymo to Zoho Billing
When New Client in Paymo
then Create Customer in Zoho Billing
When New Client Contact in Paymo
then Create New Invoice in Zoho Billing
From Zoho Billing to Paymo
When New Credit Note in Zoho Billing
then Add client contact in Paymo
When New Customer in Zoho Billing
then Create Task List in Paymo
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 Paymo and Zoho Billing
Triggers and actions 31 triggers · 65 actions
Trigger
New ClientTriggers when a new client is created in Paymo.
Trigger
New Client ContactTriggers when a new client contact is created in Paymo.
Trigger
New EstimateTriggers when a new estimate is created in Paymo.
Trigger
New ExpenseTriggers when a new expense is created in Paymo.
Trigger
New InvoiceTriggers when a new invoice is created in Paymo.
Trigger
New ProjectTriggers when a new project is created in Paymo.
Trigger
New ReportTriggers when a new report is created in Paymo.
Trigger
New TaskTriggers when a new task is created in Paymo.
Trigger
New Task ListTriggers when a new task list is created in Paymo.
Trigger
New Time EntryTriggers when a new time entry is logged in Paymo (entries from the last 30 days are checked).
Trigger
Timer StartedTriggers when someone starts a timer in Paymo.
Trigger
Timer StoppedTriggers when a timer is stopped in Paymo, delivering the finished time entry (timers from the last 7 days are checked).
Trigger
Updated ClientTriggers when a client is updated in Paymo.
Trigger
Updated ProjectTriggers when a project is updated in Paymo.
Trigger
Updated TaskTriggers when a task is updated in Paymo.
Trigger
Updated Time EntryTriggers when a time entry is updated in Paymo.
Action
Add client contactCreates a contact person under an existing Paymo client.
Action
Add estimateCreates an estimate for a client in Paymo, including its line items.
Action
Create ClientCreates a new client in Paymo.
Action
Create Task ListCreates a new task list in a Paymo project.
Action
Create Time EntryLogs a new time entry against a Paymo task.
Action
Delete clientDeletes a client in Paymo, along with all of its projects, tasks, task lists and time entries.
Action
Delete expensePermanently deletes an expense in Paymo.
Action
Delete invoicePermanently deletes an invoice in Paymo.
Action
Delete projectDeletes a Paymo project, along with all its task lists, tasks, discussions, files and time entries.
Action
Delete taskDeletes a task, along with all time entries logged for it.
Action
Delete time entryDeletes a time entry (or a running timer) from Paymo.
Action
Find Client by EmailFinds a Paymo client by email address.
Action
Find TaskFinds a Paymo task by name, optionally within one project.
Action
Get clientReturns one Paymo client by its ID, including address, contact details and status.
Action
Get estimateReturns a Paymo estimate by ID, optionally with its line items and related client, invoice or template.
Action
Get expenseReturns a single Paymo expense by its ID, including amount, currency, date, notes, tags and receipt.
Action
Get invoiceReturns a single Paymo invoice by its ID, including totals, status, dates and links; optionally includes its line items, payments, client or template.
Action
Get projectReturns a single Paymo project by its ID, including its client, billing settings and assigned users.
Action
Get time entryReturns a single Paymo time entry by its ID, optionally with its task, user or invoice item.
Action
List client contactsReturns the client contacts in your Paymo account, optionally only those of one client.
Action
List clientsReturns the clients in your Paymo account, optionally filtered to active or archived clients.
Action
List estimatesReturns the estimates in your Paymo account, optionally filtered by client, status or total.
Action
List expensesReturns the expenses in your Paymo account, optionally filtered by client, project, date or invoiced status.
Action
List invoicesReturns the invoices in your Paymo account, optionally filtered by client, status, total or other invoice attributes.
Action
List projectsReturns the projects in your Paymo company, optionally filtered (for example by client, active status or assigned user).
Action
List tasksReturns the tasks in your Paymo account, optionally filtered by project, task list, completion or assignee.
Action
List time entriesReturns time entries from Paymo, optionally filtered by project, task, user, client or a time interval.
Action
Restart timerStarts a running timer again on a task by creating a new time entry with a start time and no end time. Fails if the user already has a timer running.
Action
Stop timerStops a running Paymo timer by setting its end time, turning it into a completed time entry.
Action
Update clientUpdates an existing Paymo client's details, such as name, contact info and address, or archives/reactivates it. Only the fields you fill in are changed.
Action
Update client contactUpdates an existing contact of a Paymo client. Only the fields you fill in are changed.
Action
Update invoiceUpdates an existing Paymo invoice — its dates, client, taxes, text blocks, status or line items. Only the fields you fill in are changed.
Action
Update projectUpdates an existing Paymo project's details, billing settings, assigned users or status. Only the fields you fill in are changed.
Action
Update taskUpdates an existing Paymo task; only the fields you fill in are changed.
Action
Update time entryUpdates an existing Paymo time entry, changing only the fields you fill in (task, user, times, date, duration, description or billed status).
Trigger
Cancel SubscriptionTriggered when a subscription is cancelled
Trigger
Invoice PaidFires once for each invoice that reaches Paid status in the selected Zoho Billing organization.
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
Get ItemRetrieves one item by item_id, returning its name, rate, product type, status and custom fields.
Action
Get PaymentRetrieve a payment by id; returns the payment including amount, mode and applied invoices.
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
Record PaymentRecords a payment received from a customer in Zoho Billing, optionally applying it to one or more invoices.
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
Paymo and Zoho Billing, answered
What can start an automation from Paymo?
Any of Paymo's 16 triggers in the catalog, including New Client, New Client Contact, New Estimate and New Expense. 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 Paymo?
Any of Zoho Billing's 30 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 Paymo?
Yes. When something happens in Zoho Billing, your agent can act in Paymo too. This page covers both directions: Zoho Billing's triggers and Paymo's actions are listed here as well.
Do I have to build a connector for Paymo 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.
Can my AI client use Paymo and Zoho Billing 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.