Integration
Connect ProProfs Project and Zoho Books
When Completed Subtask fires in ProProfs Project, your agent runs Add customer payment in Zoho Books, or New bill in Zoho Books to Create Task in ProProfs Project. 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 ProProfs Project and Zoho Books 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 ProProfs Project and Zoho Books can do together
From ProProfs Project to Zoho Books
When Completed Subtask in ProProfs Project
then Add customer payment in Zoho Books
When Completed Task in ProProfs Project
then Create Customer in Zoho Books
From Zoho Books to ProProfs Project
When New bill in Zoho Books
then Create Task in ProProfs Project
When New Customer in Zoho Books
then Get Task in ProProfs Project
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 ProProfs Project and Zoho Books
Triggers and actions 13 triggers · 25 actions
Trigger
Completed SubtaskTriggers when a subtask is marked complete in ProProfs Project.
Trigger
Completed TaskTriggers when a task is marked complete in ProProfs Project.
Trigger
New ClientTriggers when a new client is added in ProProfs Project.
Trigger
New EventTriggers when a new event is created in ProProfs Project.
Trigger
New ProjectTriggers when a new project is created in ProProfs Project.
Trigger
New SubtaskTriggers when a new subtask is created in ProProfs Project.
Trigger
New TaskTriggers when a new task is created in ProProfs Project.
Action
Create ClientCreates a new client in ProProfs Project with its contact details.
Action
Create EventCreates a calendar event in ProProfs Project, optionally linked to a project.
Action
Create ProjectCreates a new project in ProProfs Project, optionally with a client, dates, pricing and assigned users or teams.
Action
Create SubtaskCreates a subtask under an existing task in ProProfs Project.
Action
Create TaskCreates a new task in a ProProfs Project project.
Action
Get SubtaskReturns the details of a single subtask, including its parent task, project, dates, progress and assigned users.
Action
Get TaskReturns a single task by its id, including its project, dates, status and assigned users.
Trigger
New billTriggered when a new bill is created
Trigger
New CustomerTriggers when a new customer is created.
Trigger
New EstimateTriggers when a new estimate is created.
Trigger
New ExpenseTriggers when an expense is created.
Trigger
New ItemTriggers when a new item is created.
Trigger
New Sales InvoiceTriggers when a new sales invoice is created.
Action
Add billCreates a bill received from a vendor in Zoho Books.
Action
Add customer paymentRecord a customer payment.
Action
Add expenseCreate an expense.
Action
Create CustomerCreates a new customer contact in a Zoho Books organization.
Action
Create EstimateCreates a new estimate.
Action
Create ItemCreates a new item.
Action
Create Sales InvoiceCreates a new sales invoice.
Action
Find customers by criteriaReturns the customers in a Zoho Books organization that match the specified criteria (name, company, contact person, address, email, phone, status or free text).
Action
Find InvoiceReturns up to 200 invoices that match the specified criteria, such as invoice number, customer, status or date range.
Action
Get BillReturns one vendor bill from Zoho Books, including its number, vendor, status and total.
Action
Get customerGet a contact by id.
Action
Get EstimateReturns one estimate (quote) from Zoho Books, including its number, customer, status and total.
Action
Get ExpenseReturns one expense recorded in Zoho Books, including its amount, date and accounts.
Action
Get ItemReturns one item from your Zoho Books item list, including its name, rate and description.
Action
Get sales invoiceRetrieves the details of an existing invoice in Zoho Books.
Action
Update customerUpdates an existing customer in Zoho Books. Only the fields you fill in are changed.
Action
Update itemUpdate an item.
Action
Update sales invoiceUpdates an existing sales invoice in Zoho Books. The line items you send replace the invoice's line items.
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
More from ProProfs Project
ProProfs Project to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
ProProfs Project to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ProProfs Project to StripeStripe is a payment processing platform for online businesses.
ProProfs Project to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
ProProfs Project to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
ProProfs Project to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into Zoho Books
HubSpot to Zoho BooksHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Zoho BooksSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Zoho BooksSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Zoho BooksGoogle Sheets
Gmail to Zoho BooksGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Zoho BooksGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
ProProfs Project and Zoho Books, answered
What can start an automation from ProProfs Project?
Any of ProProfs Project's 7 triggers in the catalog, including Completed Subtask, Completed Task, New Client and New Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zoho Books when something happens in ProProfs Project?
Any of Zoho Books's 18 actions, including Create Customer, Create Estimate, Create Item and Create Sales Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho Books to ProProfs Project?
Yes. When something happens in Zoho Books, your agent can act in ProProfs Project too. This page covers both directions: Zoho Books's triggers and ProProfs Project's actions are listed here as well.
Do I have to build a connector for ProProfs Project or Zoho Books?
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 ProProfs Project and Zoho Books 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.