--- title: "Connect Skyvern and Zoho Invoice - APIANT.ai" description: "When \"New or Updated Skyvern Workflow\" fires in Skyvern, your agent runs \"Create Contact Person\" in Zoho Invoice." canonical: "https://apiant.ai/connect/skyvern-to-zoho-invoice" --- # Connect Skyvern and Zoho Invoice When **New or Updated Skyvern Workflow** fires in [Skyvern](https://apiant.ai/connections/skyvern), your agent runs **Create Contact Person** in [Zoho Invoice](https://apiant.ai/connections/zoho-invoice), or **New Contact** in Zoho Invoice to **Create and Run a Task** in Skyvern. Describe the whole flow and it is built, tested on every scenario and kept running. Skyvern **1** trigger Skyvern **15** actions Zoho Invoice **9** triggers Zoho Invoice **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Skyvern and Zoho Invoice 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 Skyvern and Zoho Invoice can do together ### From Skyvern to Zoho Invoice - When **New or Updated Skyvern Workflow** in Skyvern then **Create Contact Person** in Zoho Invoice - When **New or Updated Skyvern Workflow** in Skyvern then **Create New Contact** in Zoho Invoice ### From Zoho Invoice to Skyvern - When **New Contact** in Zoho Invoice then **Create and Run a Task** in Skyvern - When **New Contact Person** in Zoho Invoice then **Create and Run Task V2** in Skyvern 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 Skyvern and Zoho Invoice ## Triggers and actions 10 triggers · 29 actions - Trigger **New or Updated Skyvern Workflow** Triggers when a Skyvern workflow (agent) is created or a new version of it is saved. - Action **Add browser session** Creates a Skyvern browser session that persists across multiple task and workflow runs, and returns its session id and live-view link. - Action **Add credential** Creates a new stored credential (login, credit card or secret) in your Skyvern organization for use by tasks and agents. - Action **Add workflow** Creates a new Skyvern workflow (agent) from a JSON or YAML definition and returns the saved workflow. - Action **Cancel run** Cancels a running Skyvern task run or workflow run by its id. - Action **Create and Run a Task** Starts a Skyvern browser-automation task from a plain-language prompt and returns the new run, including its id, status and link in the Skyvern app. - Action **Create and Run Task V2** Starts a Skyvern 2.0 browser task from a natural-language prompt and returns the new run's id and status. - Action **Delete workflow** Deletes a Skyvern workflow (agent) by its ID. - Action **Get a Browser Session** Returns the details of a Skyvern browser session, including its status, browser address for connecting, downloaded files and recordings. - Action **Get a Task** Returns a Skyvern task run by its id, including its status, extracted output, downloaded files, recording and screenshots. - Action **Get a Task V2** Returns the status, output, recording and screenshots of a Skyvern task run. - Action **Get a Workflow** Returns a Skyvern workflow (agent) by its permanent id, including its blocks, parameters and settings. - Action **List credentials** Returns the credentials stored in your Skyvern organization, optionally filtered by vault, type or search text. Secrets are never included. - Action **List runs** Returns your organization's task and agent runs, newest first, optionally filtered by status, run type, agent, tags, failure category or a search term. - Action **List workflows** Returns the workflows (agents) in your Skyvern organization, optionally filtered by search text, folder, status or tags. Returns up to 100 workflows. - Action **Run a Workflow** Starts a run of one of your Skyvern workflows (agents) with the parameters you supply, and returns the new run's id, status and link. - Trigger **Customer Payment** Triggered when a new customer payment is recorded - Trigger **Invoice Status Change** Triggers when an invoice status is changed. - Trigger **New Contact** Triggered when a new contact is created - Trigger **New Contact Person** Triggers when a new point of contact is added to an existing contact. - Trigger **New Credit Note** Triggers when a new Credit Note is created. - Trigger **New Estimate** Triggers when a New Estimate is Created. - Trigger **New Invoice** Triggers when a new sales invoice is created. - Trigger **New Item** Triggers when New Item is created. - Trigger **Updated Invoice** Triggered when an invoice is created or updated - Action **Create Contact Person** Creates a new point of contact for a specific contact. - Action **Create Credit Note** Creates a new credit note for a customer - Action **Create New Contact** Creates a new contact. - Action **Create New Estimate** Create New Estimate - Action **Create New Invoice** Create a New Invoice - Action **Create New Item** Create New Item - Action **Find Contact** Returns the contacts that match the specified search criteria. - Action **Find Organization** Finds an Organization - Action **Get Credit Note** Retrieve a credit note by its ID; returns number, status, customer, reference number and line items. - Action **Get Estimate** Fetches an estimate by ID. An error occurs if the estimate is not found. - Action **Get Item** Returns one item by item_id - Action **Record Payment** Make payment to an Invoice. - Action **Update Contact** Action used to Update a existing Contact in Zoho Billing. - Action **Update Invoice** Updates an existing Zoho Invoice invoice. Line items not included in the list are removed. ## Each app on its own - [ **Skyvern** Skyvern is an AI agent that allows users to complete browser-based tasks.](https://apiant.ai/connections/skyvern) - [ **Zoho Invoice** Zoho Invoice is an easy invoice software meant for small businesses and freelancers.](https://apiant.ai/connections/zoho-invoice) Reviews ## What our customers say ## More from Skyvern - [ **Skyvern to World Bank** The World Bank Open Data API publishes global development statistics for every country and region.](https://apiant.ai/connect/skyvern-to-world-bank) - [ **Skyvern to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/skyvern-to-slack) - [ **Skyvern to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/skyvern-to-stripe) - [ **Skyvern to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/skyvern-to-trello) - [ **Skyvern to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/skyvern-to-zoom) - [ **Skyvern to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/skyvern-to-twilio) ## More into Zoho Invoice - [ **HubSpot to Zoho Invoice** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-invoice) - [ **Salesforce to Zoho Invoice** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-invoice) - [ **Slack to Zoho Invoice** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-invoice) - [ **Google Sheets to Zoho Invoice** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-invoice) - [ **Gmail to Zoho Invoice** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-invoice) - [ **Google Calendar to Zoho Invoice** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-invoice) Questions ## Skyvern and Zoho Invoice, answered ### ### What can start an automation from Skyvern? Any of Skyvern's 1 trigger in the catalog, including New or Updated Skyvern Workflow. 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 Skyvern? 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 Skyvern? Yes. When something happens in Zoho Invoice, your agent can act in Skyvern too. This page covers both directions: Zoho Invoice's triggers and Skyvern's actions are listed here as well. ### ### Do I have to build a connector for Skyvern 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 Skyvern 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.