--- title: "Connect ServiceM8 and Zoho Billing - APIANT.ai" description: "When \"New Job\" fires in ServiceM8, your agent runs \"Create Customer\" in Zoho Billing, or \"New Credit Note\" in Zoho Billing to \"Add note\" in ServiceM8." canonical: "https://apiant.ai/connect/servicem8-to-zoho-billing" --- # Connect ServiceM8 and Zoho Billing When **New Job** fires in [ServiceM8](https://apiant.ai/connections/servicem8), your agent runs **Create Customer** in [Zoho Billing](https://apiant.ai/connections/zoho-billing), or **New Credit Note** in Zoho Billing to **Add note** in ServiceM8. Describe the whole flow and it is built, tested on every scenario and kept running. ServiceM8 **2** triggers ServiceM8 **23** actions Zoho Billing **15** triggers Zoho Billing **30** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ServiceM8 and Zoho Billing 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 ServiceM8 and Zoho Billing can do together ### From ServiceM8 to Zoho Billing - When **New Job** in ServiceM8 then **Create Customer** in Zoho Billing - When **Job Queued** in ServiceM8 then **Create New Invoice** in Zoho Billing ### From Zoho Billing to ServiceM8 - When **New Credit Note** in Zoho Billing then **Add note** in ServiceM8 - When **New Customer** in Zoho Billing then **Add company contact** in ServiceM8 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 ServiceM8 and Zoho Billing ## Triggers and actions 17 triggers · 53 actions - Trigger **Job Queued** Triggers when a Job is assigned to a Queue. - Trigger **New Job** Triggers when a new job is created. - Action **Add attachment** Uploads a file and attaches it to a job (or another ServiceM8 record), so it appears in that record's diary. - Action **Add company contact** Creates a new contact person on a ServiceM8 client (company), such as a billing or job contact. - Action **Add job allocation** Allocates a ServiceM8 job to a staff member, optionally with a scheduled date and allocation window. - Action **Add job material** Adds a material line item to a ServiceM8 job, with quantity, pricing and tax details. - Action **Add job payment** Records a payment against a ServiceM8 job, with its amount, method, date and optional note. - Action **Add note** Adds a note to a job, client or other ServiceM8 record. - Action **Create Client** Creates a new client (company) record in ServiceM8. - Action **Create Job** Creates a new job in ServiceM8, optionally linked to a client, category and queue, and returns the new job's UUID. - Action **Delete client** Deletes (archives) a client in ServiceM8. - Action **Delete job** Deletes (archives) a job in ServiceM8. The job is hidden in the app and can be restored later. - Action **Get attachment** Returns the details of a single file attachment (photo, PDF or other file) by its UUID. - Action **Get client** Returns one ServiceM8 client (company) record by its UUID, including its name, address and billing details. - Action **Get job** Returns a single ServiceM8 job by its UUID, including its status, client, address and totals. - Action **Get Job Allocation** Returns a single job allocation — which staff member a job is allocated to, its window, dates and status. - Action **List clients** Returns the clients (companies) in your ServiceM8 account, optionally narrowed by a filter. - Action **List job materials** Returns the materials (line items) recorded on jobs, optionally filtered, for example to a single job. - Action **List job payments** Returns the payments recorded against jobs, optionally filtered (for example to a single job). - Action **List Job Queues** Returns the job queues set up in the ServiceM8 account. - Action **List jobs** Returns the jobs in your ServiceM8 account, optionally narrowed by a filter. - Action **List notes** Returns the notes in your ServiceM8 account, optionally filtered and sorted. - Action **List staff members** Returns the staff members in your ServiceM8 account, optionally narrowed by a filter. - Action **Update client** Updates an existing client (company) in ServiceM8. Only the fields you fill in are changed. - Action **Update job** Updates an existing job in ServiceM8, changing only the fields you fill in. - Trigger **Cancel Subscription** Triggered when a subscription is cancelled - Trigger **Invoice Paid** Fires once for each invoice that reaches Paid status in the selected Zoho Billing organization. - Trigger **New Credit Note** Triggered when a new credit note is created - Trigger **New Customer** Triggered when a new customer is created - Trigger **New Invoice** Fires once for each new invoice created in the selected Zoho Billing organization. - Trigger **New Item** Fires when a new item is added in Zoho Billing. - Trigger **New Quote** Fires once for each new quote created in the selected Zoho Billing organization. - Trigger **New Subscription** Fires once for each new subscription created in the selected Zoho Billing organization. - Trigger **Payment Failure** Fires when an online payment attempt fails in Zoho Billing (for example a declined card charge). - Trigger **Payment Success** Fires when a new successful customer payment is recorded in Zoho Billing. - Trigger **Subscription About to Renew** Fires once per billing term for each live subscription that is scheduled to renew, carrying the date of its upcoming renewal. - Trigger **Subscription Activation** Fires when a subscription is activated (becomes live) in the selected Zoho Billing organization. - Trigger **Updated Customer** Triggered when a customer is created or updated. - Trigger **Updated Invoice** Triggered when an invoice is created or updated. - Trigger **Void Invoice** Fires once for each invoice that is voided in the selected Zoho Billing organization. - Action **Add Charge** Charge 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 Coupon** Applies a coupon to an existing subscription in Zoho Billing. - Action **Cancel Invoice WriteOff** Cancels the write-off on an invoice in Zoho Billing, restoring its unpaid balance. - Action **Cancel Subcription** Cancels a Zoho Billing subscription, either immediately or at the end of the current term. - Action **Create a New Quote** Create a New Quote for a Customer - Action **Create Credit Note** Creates a credit note for a customer in Zoho Billing. - Action **Create Customer** Creates a new customer. - Action **Create New Invoice** Creates an invoice for a customer in Zoho Billing. - Action **Create New Item** Create New Item for One time Invoices - Action **Create Subscription** Creates a new subscription in Zoho Billing, either for an existing customer or for a new customer created in the same call. - Action **Disassociate Coupon** Removes the coupon currently applied to a Zoho Billing subscription. - Action **Email an Invoice** Emails an existing invoice to the recipients you specify, with your own subject and message. - Action **Fetch Customer** Retrieve the details of an existing customer in Zoho Billing. - Action **Fetch Invoice** Retrieve the details of a single invoice by its id. - Action **Fetch Subscription** Retrieve the details of a subscription by its id. - Action **Find Customer** Finds Zoho Billing customers whose email address matches the one supplied, returning the first match and the full list of matches. - Action **Find Invoice** Returns the invoices whose invoice number matches the one you supply. - Action **Find Subscription** Finds subscriptions by subscription number, customer, or reference, optionally narrowed by status. - Action **Get Item** Retrieves one item by item_id, returning its name, rate, product type, status and custom fields. - Action **Get Payment** Retrieve a payment by id; returns the payment including amount, mode and applied invoices. - Action **Invoice WriteOff** Writes off the unpaid balance of a Zoho Billing invoice. - Action **Mark Invoice as Sent** Marks a draft invoice as sent by changing its status to open, without emailing it to the customer. - Action **Postpone Renewal** Postpones a subscription's next renewal (billing) date to a later date. No prorated charges are applied. - Action **Reactivate Subscription** Reactivates a non-renewing Zoho Billing subscription so it keeps renewing for the given number of billing cycles. - Action **Record Payment** Records a payment received from a customer in Zoho Billing, optionally applying it to one or more invoices. - Action **Update Customer** Update an existing customer. - Action **Update Customer Status** Marks a Zoho Billing customer as active or inactive. - Action **Update Invoice** Update an existing invoice - Action **Update Subscription** Updates the existing subscription - Action **Void Invoice** Marks an invoice as void in Zoho Billing. ## Each app on its own - [ **ServiceM8** ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad.](https://apiant.ai/connections/servicem8) - [ **Zoho Billing** Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle...](https://apiant.ai/connections/zoho-billing) Reviews ## What our customers say ## More from ServiceM8 - [ **ServiceM8 to Smartsheet** Smartsheet is a work execution platform for managing sheets, rows, and columns.](https://apiant.ai/connect/servicem8-to-smartsheet) - [ **ServiceM8 to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/servicem8-to-slack) - [ **ServiceM8 to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/servicem8-to-stripe) - [ **ServiceM8 to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/servicem8-to-shopify) - [ **ServiceM8 to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/servicem8-to-trello) - [ **ServiceM8 to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/servicem8-to-zoom) ## More into Zoho Billing - [ **HubSpot to Zoho Billing** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-billing) - [ **Salesforce to Zoho Billing** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-billing) - [ **Slack to Zoho Billing** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-billing) - [ **Google Sheets to Zoho Billing** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-billing) - [ **Gmail to Zoho Billing** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-billing) - [ **Google Calendar to Zoho Billing** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-billing) Questions ## ServiceM8 and Zoho Billing, answered ### ### What can start an automation from ServiceM8? Any of ServiceM8's 2 triggers in the catalog, including New Job and Job Queued. 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 ServiceM8? Any of Zoho Billing's 30 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 ServiceM8? Yes. When something happens in Zoho Billing, your agent can act in ServiceM8 too. This page covers both directions: Zoho Billing's triggers and ServiceM8's actions are listed here as well. ### ### Do I have to build a connector for ServiceM8 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. ### ### Can my AI client use ServiceM8 and Zoho Billing 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.