Integration
Connect Recruitee and Zoho Books
When something happens in Recruitee or Zoho Books, 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 Recruitee and Zoho Books to do together?
Ask the assistant
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 Recruitee and Zoho Books can do together
From Recruitee to Zoho Books
When New Task in Recruitee
then Add bill in Zoho Books
When New Task in Recruitee
then Add customer payment in Zoho Books
From Zoho Books to Recruitee
When New bill in Zoho Books
then Add Note to Candidate in Recruitee
When New Customer in Zoho Books
then Add Note to Job Opening/Talent Pool in Recruitee
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 Recruitee and Zoho Books
Triggers and actions 7 triggers · 41 actions
Trigger
New TaskTriggered when a new task is created in your Recruitee company.
Action
Add Note to CandidateAdds a note to a candidate's profile in Recruitee.
Action
Add Note to Job Opening/Talent PoolAdds a note to a job opening or a talent pool.
Action
Add Tags to CandidateAdds tags to a candidate.
Action
Assign Candidate to Job Opening/Talent PoolAssigns a candidate to a job opening or talent pool.
Action
Create CandidateManually adds a candidate to your Recruitee company, optionally assigning them to one or more jobs or talent pools.
Action
Create Job OpeningCreates a new job opening in Recruitee.
Action
Create Talent PoolCreates a talent pool in Recruitee.
Action
Create TaskCreates a task.
Action
Delete candidatePermanently deletes a candidate from your Recruitee company.
Action
Delete job openingPermanently deletes a job opening (offer) and its applications in Recruitee.
Action
Find CandidateReturns up to 60 candidates whose name, email, phone, tags, sources, job assignments, stage, cover letter or CV match the search text.
Action
Find Candidate StageFinds the pipeline stage a candidate is currently in, for one job opening or talent pool or for every one they are assigned to.
Action
Find Job OpeningReturns the job openings whose title contains the specified text.
Action
Find Talent PoolFinds talent pools whose name contains the search text.
Action
Find TaskFinds tasks in the company whose title contains the given text.
Action
Get job openingRetrieves a single job opening from Recruitee by its id or slug.
Action
List departmentsLists every department set up in your Recruitee company.
Action
List Job Opening/Talent Pool NotesLists the notes on a Recruitee job opening or talent pool, with each note's text, author and timestamps.
Action
List locationsList all locations.
Action
Proceed CandidateMoves a candidate to a different stage of the pipeline in one of their job openings or talent pools.
Action
Update CandidateUpdates an existing candidate's name, contact details, links, cover letter or CV in Recruitee. Only the fields you fill in are changed.
Action
Update job openingUpdates an existing Recruitee job opening. Only the fields you fill in are changed.
Action
Update TaskUpdates a task.
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 Recruitee
Recruitee to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Recruitee to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Recruitee to StripeStripe is a payment processing platform for online businesses.
Recruitee to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Recruitee to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Recruitee to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
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
Recruitee and Zoho Books, answered
What can start an automation from Recruitee?
Any of Recruitee's 1 trigger in the catalog, including New Task. 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 Recruitee?
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 Recruitee?
Yes. When something happens in Zoho Books, your agent can act in Recruitee too. This page covers both directions: Zoho Books's triggers and Recruitee's actions are listed here as well.
Do I have to build a connector for Recruitee 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.
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.