Integration
Connect PPM Express and Zoho Invoice
When Idea Created fires in PPM Express, your agent runs Create Contact Person in Zoho Invoice, or New Contact in Zoho Invoice to Create Project Task in PPM Express. 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 PPM Express and Zoho Invoice 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 PPM Express and Zoho Invoice can do together
From PPM Express to Zoho Invoice
When Idea Created in PPM Express
then Create Contact Person in Zoho Invoice
When Key Date Created in PPM Express
then Create New Contact in Zoho Invoice
From Zoho Invoice to PPM Express
When New Contact in Zoho Invoice
then Create Project Task in PPM Express
When New Contact Person in Zoho Invoice
then Update Project Task in PPM Express
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 PPM Express and Zoho Invoice
Triggers and actions 17 triggers · 22 actions
Trigger
Idea CreatedTriggers when a Idea is created.
Trigger
Key Date CreatedTriggers when a Key Date is created.
Trigger
Key Date UpdatedTriggers when a Key Date is updated.
Trigger
Project CreatedTriggers when a Project is created.
Trigger
Project UpdatedTriggers when a Project is updated.
Trigger
Task CreatedTriggers when a Task is created.
Trigger
Task DeletedTriggers when a Task is deleted.
Trigger
Task UpdatedTriggers when a Task is updated.
Action
Create IdeaCreates a new idea in PPM Express, optionally under a challenge, with its name, description and any other idea fields.
Action
Create ProjectCreates a project in PPM Express with the field values you supply, such as name, description, manager, program and portfolio.
Action
Create Project Key DateCreates a key date (milestone) on a PPM Express project and returns the new key date.
Action
Create Project TaskCreates a task in a PPM Express project with the field values you supply.
Action
Delete Project TaskDeletes a task from a PPM Express project.
Action
Update ProjectUpdates the fields of an existing project, including custom fields, and returns the updated project.
Action
Update Project Key DateUpdates the field values of an existing key date in a PPM Express project.
Action
Update Project TaskUpdates field values on an existing task in a PPM Express project and returns the updated task.
Trigger
Customer PaymentTriggered when a new customer payment is recorded
Trigger
Invoice Status ChangeTriggers when an invoice status is changed.
Trigger
New ContactTriggered when a new contact is created
Trigger
New Contact PersonTriggers when a new point of contact is added to an existing contact.
Trigger
New Credit NoteTriggers when a new Credit Note is created.
Trigger
New EstimateTriggers when a New Estimate is Created.
Trigger
New InvoiceTriggers when a new sales invoice is created.
Trigger
New ItemTriggers when New Item is created.
Trigger
Updated InvoiceTriggered when an invoice is created or updated
Action
Create Contact PersonCreates a new point of contact for a specific contact.
Action
Create Credit NoteCreates a new credit note for a customer
Action
Create New ContactCreates a new contact.
Action
Create New EstimateCreate New Estimate
Action
Create New InvoiceCreate a New Invoice
Action
Create New ItemCreate New Item
Action
Find ContactReturns the contacts that match the specified search criteria.
Action
Find OrganizationFinds an Organization
Action
Get Credit NoteRetrieve a credit note by its ID; returns number, status, customer, reference number and line items.
Action
Get EstimateFetches an estimate by ID. An error occurs if the estimate is not found.
Action
Get ItemReturns one item by item_id
Action
Record PaymentMake payment to an Invoice.
Action
Update ContactAction used to Update a existing Contact in Zoho Billing.
Action
Update InvoiceUpdates an existing Zoho Invoice invoice. Line items not included in the list are removed.
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
Reviews
What our customers say
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Questions
PPM Express and Zoho Invoice, answered
What can start an automation from PPM Express?
Any of PPM Express's 8 triggers in the catalog, including Idea Created, Key Date Created, Key Date Updated and Project Created. 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 PPM Express?
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 PPM Express?
Yes. When something happens in Zoho Invoice, your agent can act in PPM Express too. This page covers both directions: Zoho Invoice's triggers and PPM Express's actions are listed here as well.
Do I have to build a connector for PPM Express 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 PPM Express 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.