Integration
Connect Relatel and Zoho Invoice
When New Call fires in Relatel, your agent runs Create Contact Person in Zoho Invoice, or New Contact in Zoho Invoice to Add contact in Relatel. 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 Relatel 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 Relatel and Zoho Invoice can do together
From Relatel to Zoho Invoice
When New Call in Relatel
then Create Contact Person in Zoho Invoice
When New message in Relatel
then Create New Contact in Zoho Invoice
From Zoho Invoice to Relatel
When New Contact in Zoho Invoice
then Add contact in Relatel
When New Contact Person in Zoho Invoice
then Update contact in Relatel
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 Relatel and Zoho Invoice
Triggers and actions 13 triggers · 33 actions
Trigger
New CallTriggers when a new call is made or received in Relatel.
Trigger
New messageTriggered when a new message is sent or received in Relatel.
Trigger
New SmileyTriggers when a caller or chat visitor gives a new smiley (satisfaction rating) in Relatel.
Trigger
New voicemailTriggers when a new voicemail is left for an employee or reception.
Action
Add commentAdds a comment to a contact in Relatel, optionally notifying a colleague.
Action
Add contactAdds a new contact to your Relatel company and returns the new contact's id.
Action
Cloak ReceptionSets which reception's number is shown as the caller ID on the authenticated employee's outgoing calls.
Action
Delete contactDeletes a contact from your Relatel organization and returns Relatel's confirmation message.
Action
Dial callInitiates a phone call: rings the authenticated employee's phone, then connects them to the given number.
Action
Do Not DisturbTurns Do Not Disturb on or off for the connected employee and returns the updated employee.
Action
Find contact by phone numberFinds a Relatel contact by its phone number and returns the contact's details.
Action
Get contactReturns a single contact, including its phone number, name, email, tags and latest activity, by its contact ID.
Action
Get employeeReturns one employee in your Relatel company by ID, including name, email, phone number, presence and do-not-disturb status.
Action
Join a GroupAdds the authenticated employee to an employee group and returns the group's details after joining.
Action
Leave a GroupRemoves the authenticated employee from the chosen employee group and returns the group's details.
Action
List callsReturns calls in the Relatel account, optionally filtered by start time, end time, direction or the employee or reception that took the call.
Action
List contactsReturns the contacts in your Relatel account, optionally only those with a given phone number.
Action
List employee groupsReturns all employee groups in your Relatel account, with each group's name, presence status and member employees.
Action
List employeesReturns all employees in your Relatel company, including their phone numbers, presence and group memberships.
Action
List receptionsReturns all receptions (phone lines/queues) in the Relatel account.
Action
List voicemailsReturns the account's voicemails, optionally filtered by recording time, recipient or phone number. Returns up to 100 voicemails.
Action
Send SMSSends an SMS to one or more phone numbers from your Relatel account or one of your receptions.
Action
Update contactUpdates an existing contact's phone number, name, email, flag or tags, and returns the updated contact.
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
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Questions
Relatel and Zoho Invoice, answered
What can start an automation from Relatel?
Any of Relatel's 4 triggers in the catalog, including New Call, New message, New Smiley and New voicemail. 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 Relatel?
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 Relatel?
Yes. When something happens in Zoho Invoice, your agent can act in Relatel too. This page covers both directions: Zoho Invoice's triggers and Relatel's actions are listed here as well.
Do I have to build a connector for Relatel 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 Relatel 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.