--- title: "Connect Severa and Zoho Books - APIANT.ai" description: "When \"New Phase Is Created\" fires in Severa, your agent runs \"Add customer payment\" in Zoho Books." canonical: "https://apiant.ai/connect/severa-to-zoho-books" --- # Connect Severa and Zoho Books When **New Phase Is Created** fires in [Severa](https://apiant.ai/connections/severa), your agent runs **Add customer payment** in [Zoho Books](https://apiant.ai/connections/zoho-books), or **New bill** in Zoho Books to **Create Address for Customer** in Severa. Describe the whole flow and it is built, tested on every scenario and kept running. Severa **4** triggers Severa **8** 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 Severa 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 Severa and Zoho Books can do together ### From Severa to Zoho Books - When **New Phase Is Created** in Severa then **Add customer payment** in Zoho Books - When **New Project Is Created** in Severa then **Create Customer** in Zoho Books ### From Zoho Books to Severa - When **New bill** in Zoho Books then **Create Address for Customer** in Severa - When **New Customer** in Zoho Books then **Create Contact for Customer** in Severa 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 Severa and Zoho Books ## Triggers and actions 10 triggers · 26 actions - Trigger **New Phase Is Created** Triggered when a new phase is created in Severa, optionally limited to a phase code or specific projects. - Trigger **New Project Is Created** Triggers when a new project is created in Severa. - Trigger **Phase Status Change** Triggers when a phase's status changes in Severa, including the status a new phase starts with. - Trigger **Project Status Change** Triggers when a project's status changes in Severa. Returns the project with its new status. - Action **Create Activity** Creates an activity (calendar entry, task, sales event or absence) in Severa. - Action **Create Address for Customer** Creates a new address on a Severa customer and returns the created address. - Action **Create Contact for Customer** Creates a contact person under an existing Severa customer and returns the new contact. - Action **Create Phase** Creates a new phase under a project's phase hierarchy in Severa. - Action **Search Customer Contacts** Searches a customer's contact persons by name, phone number or email address, returning up to 100 matching contacts. - Action **Search Customers** Searches Severa customers by name, email, customer number, VAT or KVK number, owner, status or change date and returns the matching customers. - Action **Search Invoices** Searches Severa invoices by customer, project, status, number, reference number, dates or totals and returns the matching invoices. - Action **Search Projects** Returns the projects that match the criteria you specify, such as project number, customer, status, owner or change date. - 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 - [ **Severa** Lead your professional business in one software with Severa.](https://apiant.ai/connections/severa) - [ **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 Severa - [ **Severa to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/severa-to-slack) - [ **Severa to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/severa-to-stripe) - [ **Severa to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/severa-to-shopify) - [ **Severa to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/severa-to-trello) - [ **Severa to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/severa-to-zoom) - [ **Severa to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/severa-to-twilio) ## 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 ## Severa and Zoho Books, answered ### ### What can start an automation from Severa? Any of Severa's 4 triggers in the catalog, including New Phase Is Created, New Project Is Created, Phase Status Change and Project Status Change. 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 Severa? 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 Severa? Yes. When something happens in Zoho Books, your agent can act in Severa too. This page covers both directions: Zoho Books's triggers and Severa's actions are listed here as well. ### ### Do I have to build a connector for Severa 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 Severa 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.