Integration
Connect Productboard and Zoho Billing
When something happens in Productboard 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 Productboard and Zoho Billing to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Productboard and Zoho Billing can do together
From Productboard to Zoho Billing
When New Feature in Productboard
then Add Charge in Zoho Billing
When New Note in Productboard
then Create Credit Note in Zoho Billing
From Zoho Billing to Productboard
When New Credit Note in Zoho Billing
then Create Note in Productboard
When New Customer in Zoho Billing
then Create Company in Productboard
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 Productboard and Zoho Billing
Triggers and actions 18 triggers · 39 actions
Trigger
New FeatureTriggered when a new feature is created in Productboard.
Trigger
New NoteTriggered when a new note (a piece of customer feedback) is created in Productboard.
Trigger
Updated FeatureTriggered when a feature is created or changed in Productboard.
Trigger
Updated NoteTriggered when a note (a piece of customer feedback) is created or changed in Productboard.
Action
Create CompanyCreates a company record in Productboard so customer feedback and insights can be attributed to it. Returns the new company's ID and a link to open it in Productboard.
Action
Create FeatureCreates a feature in Productboard under a product or component you choose. Optionally sets the description, owner and status. Returns the new feature's ID and a link to open it in Productboard.
Action
Create NoteCreates a note (a piece of customer feedback) in Productboard. Optionally attributes it to a company or customer, links it to a feature, and applies existing tags. Returns the new note's ID and a link to open it in Productboard.
Action
Find NoteLooks up a single note (customer feedback) in Productboard. Narrows the list by owner, created date and processed/archived state, then matches the text you give against the note's title and body. Returns the first match, or found=false.
Action
Get CompanyReturns one company from Productboard by its ID, including its name, domain, description, owner and any custom fields set up in your workspace.
Action
Get Feature by IDReturns one feature from Productboard by its ID, including its name, description, owner, status and any custom fields set up in your workspace.
Action
List ComponentsReturns the components in your Productboard workspace — the folders that features live under. Use a component's ID as the parent when creating a feature.
Action
List MembersReturns the people who have access to your Productboard workspace, with their email address and role. Optionally search by name or email and filter by role.
Action
List Note RelationshipsReturns everything a Productboard note is linked to — the customer or company it came from and the features it has been connected to.
Action
List ProductsReturns the products in your Productboard workspace — the top level of the product hierarchy. Use a product's ID as the parent when creating a feature or component.
Action
List ReleasesReturns the releases in your Productboard workspace — the buckets features are grouped into for delivery — with their status and dates.
Action
Update NoteChanges an existing note in Productboard. Only the values you fill in are sent, so anything left empty keeps its current value.
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
Productboard and Zoho Billing, answered
What can start an automation from Productboard?
Any of Productboard's 4 triggers in the catalog, including New Feature, New Note, Updated Feature and Updated Note. 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 Productboard?
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 Productboard?
Yes. When something happens in Zoho Billing, your agent can act in Productboard too. This page covers both directions: Zoho Billing's triggers and Productboard's actions are listed here as well.
Do I have to build a connector for Productboard 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.