--- title: "Connect SendGrid and Zoho Books - APIANT.ai" description: "When \"New bounce\" fires in SendGrid, your agent runs \"Add customer payment\" in Zoho Books." canonical: "https://apiant.ai/connect/sendgrid-to-zoho-books" --- # Connect SendGrid and Zoho Books When **New bounce** fires in [SendGrid](https://apiant.ai/connections/sendgrid), your agent runs **Add customer payment** in [Zoho Books](https://apiant.ai/connections/zoho-books), or **New bill** in Zoho Books to **Create or update contact** in SendGrid. Describe the whole flow and it is built, tested on every scenario and kept running. SendGrid **4** triggers SendGrid **10** actions Zoho Books **6** triggers Zoho Books **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want SendGrid and Zoho Books to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What SendGrid and Zoho Books can do together ### From SendGrid to Zoho Books - When **New bounce** in SendGrid then **Add customer payment** in Zoho Books - When **New global suppression** in SendGrid then **Create Customer** in Zoho Books ### From Zoho Books to SendGrid - When **New bill** in Zoho Books then **Create or update contact** in SendGrid - When **New Customer** in Zoho Books then **Send an email** in SendGrid 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 SendGrid and Zoho Books ## Triggers and actions 10 triggers · 28 actions - Trigger **New bounce** Polls the v3 Suppression Bounces API for bounced email addresses. Emits one record per bounce. - Trigger **New global suppression** Polls the v3 Suppressions API for globally-suppressed (unsubscribed) email addresses. Emits one record per suppressed email. - Trigger **New or updated recipient** Triggered when a recipient is created or updated. - Trigger **New suppressed email** Triggered when a new email is suppressed. - Action **Add to suppression group** Add a recipient's email to a SendGrid suppression group (unsubscribe group). - Action **Create custom field** Creates a new custom field. - Action **Create list** Creates a new marketing contact list via the v3 Marketing Lists API. - Action **Create or update contact** Adds or updates a marketing contact (upsert by email) via the v3 Marketing Contacts API. Optionally assigns to lists. - Action **Create or update recipient** Creates a new recipient if the email does not exist, otherwise updates the existing recipient. - Action **Delete contacts** Deletes one or more marketing contacts by their contact IDs via the v3 Marketing Contacts API. - Action **Get contact by email** Looks up a marketing contact by email address via the v3 Marketing Contacts search-by-emails endpoint. - Action **Remove from suppression group** Remove a recipient's email from a SendGrid suppression group (unsubscribe group). - Action **Send an email** Sends an email via the v3 Mail Send API to a single recipient with subject and plain-text or HTML body. - Action **Send an email using template** Sends an email via the v3 Mail Send API using a dynamic template ID. Dynamic template data is passed as a JSON object. - Trigger **New bill** Triggered when a new bill is created - Trigger **New Customer** Triggers when a new customer is created. - Trigger **New Estimate** Triggers when a new estimate is created. - Trigger **New Expense** Triggers when an expense is created. - Trigger **New Item** Triggers when a new item is created. - Trigger **New Sales Invoice** Triggers when a new sales invoice is created. - Action **Add bill** Creates a bill received from a vendor in Zoho Books. - Action **Add customer payment** Record a customer payment. - Action **Add expense** Create an expense. - Action **Create Customer** Creates a new customer contact in a Zoho Books organization. - Action **Create Estimate** Creates a new estimate. - Action **Create Item** Creates a new item. - Action **Create Sales Invoice** Creates a new sales invoice. - Action **Find customers by criteria** Returns 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 Invoice** Returns up to 200 invoices that match the specified criteria, such as invoice number, customer, status or date range. - Action **Get Bill** Returns one vendor bill from Zoho Books, including its number, vendor, status and total. - Action **Get customer** Get a contact by id. - Action **Get Estimate** Returns one estimate (quote) from Zoho Books, including its number, customer, status and total. - Action **Get Expense** Returns one expense recorded in Zoho Books, including its amount, date and accounts. - Action **Get Item** Returns one item from your Zoho Books item list, including its name, rate and description. - Action **Get sales invoice** Retrieves the details of an existing invoice in Zoho Books. - Action **Update customer** Updates an existing customer in Zoho Books. Only the fields you fill in are changed. - Action **Update item** Update an item. - Action **Update sales invoice** Updates an existing sales invoice in Zoho Books. The line items you send replace the invoice's line items. ## Each app on its own - [ **SendGrid** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connections/sendgrid) - [ **Zoho Books** Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial...](https://apiant.ai/connections/zoho-books) Reviews ## What our customers say ## More from SendGrid - [ **SendGrid to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/sendgrid-to-mailchimp) - [ **SendGrid to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/sendgrid-to-stripe) - [ **SendGrid to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/sendgrid-to-shopify) - [ **SendGrid to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sendgrid-to-trello) - [ **SendGrid to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/sendgrid-to-webflow) - [ **SendGrid to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/sendgrid-to-anthropic) ## More into Zoho Books - [ **HubSpot to Zoho Books** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-books) - [ **Salesforce to Zoho Books** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-books) - [ **Slack to Zoho Books** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-books) - [ **Google Sheets to Zoho Books** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zoho-books) - [ **Gmail to Zoho Books** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-books) - [ **Google Calendar to Zoho Books** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-books) Questions ## SendGrid and Zoho Books, answered ### ### What can start an automation from SendGrid? Any of SendGrid's 4 triggers in the catalog, including New bounce, New global suppression, New or updated recipient and New suppressed email. 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 SendGrid? 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 SendGrid? Yes. When something happens in Zoho Books, your agent can act in SendGrid too. This page covers both directions: Zoho Books's triggers and SendGrid's actions are listed here as well. ### ### Do I have to build a connector for SendGrid 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 SendGrid 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.