--- title: "Connect Pneumatic and Zoho Invoice - APIANT.ai" description: "When \"Task Completed\" fires in Pneumatic, your agent runs \"Create Contact Person\" in Zoho Invoice." canonical: "https://apiant.ai/connect/pneumatic-to-zoho-invoice" --- # Connect Pneumatic and Zoho Invoice When **Task Completed** fires in [Pneumatic](https://apiant.ai/connections/pneumatic), your agent runs **Create Contact Person** in [Zoho Invoice](https://apiant.ai/connections/zoho-invoice), or **New Contact** in Zoho Invoice to **Update Task** in Pneumatic. Describe the whole flow and it is built, tested on every scenario and kept running. Pneumatic **4** triggers Pneumatic **7** 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 Pneumatic 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 Pneumatic and Zoho Invoice can do together ### From Pneumatic to Zoho Invoice - When **Task Completed** in Pneumatic then **Create Contact Person** in Zoho Invoice - When **Workflow Completed** in Pneumatic then **Create New Contact** in Zoho Invoice ### From Zoho Invoice to Pneumatic - When **New Contact** in Zoho Invoice then **Update Task** in Pneumatic - When **New Contact Person** in Zoho Invoice then **Get Task** in Pneumatic 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 Pneumatic and Zoho Invoice ## Triggers and actions 13 triggers · 21 actions - Trigger **Task Completed** Triggers when some task is completed. - Trigger **Task Returned** Triggers when a process is returned to this task. - Trigger **Workflow Completed** Triggers when a workflow is completed. - Trigger **Workflow Started** Triggers when a new workflow is started. - Action **Get Task** Get a single task by id. - Action **Get Template** Get a specific workflow template by id. - Action **List Tasks** List tasks in the account. - Action **List Templates** List all workflow templates in the account. - Action **List Users** List users in the account. - Action **Run Workflow** Run a New Workflow - Action **Update Task** Complete a task. - 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 - [ **Pneumatic** Pneumatic is first workflow service created especially for small teams.](https://apiant.ai/connections/pneumatic) - [ **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 Pneumatic - [ **Pneumatic to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pneumatic-to-salesforce) - [ **Pneumatic to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/pneumatic-to-slack) - [ **Pneumatic to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pneumatic-to-stripe) - [ **Pneumatic to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pneumatic-to-shopify) - [ **Pneumatic to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/pneumatic-to-quickbooks-online) - [ **Pneumatic to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/pneumatic-to-trello) ## 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 ## Pneumatic and Zoho Invoice, answered ### ### What can start an automation from Pneumatic? Any of Pneumatic's 4 triggers in the catalog, including Task Completed, Workflow Completed, Task Returned and Workflow Started. 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 Pneumatic? 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 Pneumatic? Yes. When something happens in Zoho Invoice, your agent can act in Pneumatic too. This page covers both directions: Zoho Invoice's triggers and Pneumatic's actions are listed here as well. ### ### Do I have to build a connector for Pneumatic 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 Pneumatic 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.