--- title: "Connect Smily and Zoho Invoice - APIANT.ai" description: "When \"New And/Or Updated Client\" fires in Smily, your agent runs \"Create Contact Person\" in Zoho Invoice." canonical: "https://apiant.ai/connect/smily-to-zoho-invoice" --- # Connect Smily and Zoho Invoice When **New And/Or Updated Client** fires in [Smily](https://apiant.ai/connections/smily), your agent runs **Create Contact Person** in [Zoho Invoice](https://apiant.ai/connections/zoho-invoice), or **New Contact** in Zoho Invoice to **Add payment** in Smily. Describe the whole flow and it is built, tested on every scenario and kept running. Smily **4** triggers Smily **19** 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 Smily 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 Smily and Zoho Invoice can do together ### From Smily to Zoho Invoice - When **New And/Or Updated Client** in Smily then **Create Contact Person** in Zoho Invoice - When **New And/Or Updated Payment** in Smily then **Create New Contact** in Zoho Invoice ### From Zoho Invoice to Smily - When **New Contact** in Zoho Invoice then **Add payment** in Smily - When **New Contact Person** in Zoho Invoice then **Create or Update Client** in Smily 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 Smily and Zoho Invoice ## Triggers and actions 13 triggers · 33 actions - Trigger **New And/Or Updated And/Or Canceled Booking** Trigger when a booking is created and/or updated and/or canceled (with line item support). - Trigger **New And/Or Updated Client** Trigger when a client is created and/or updated (with line item support). - Trigger **New And/Or Updated Payment** Trigger when a payment is created and/or updated. - Trigger **New Inquiry** Trigger when a new inquiry is created. - Action **Add booking** Creates a booking (reservation, tentative hold or unavailable block) on a rental's calendar in Smily. - Action **Add payment** Records a new payment against a booking in Smily. - Action **Add rental** Creates a new rental property in your Smily account. Note that each rental added increases the account's monthly fee. - Action **Create Inquiry** Creates an inquiry for a rental, recording a guest's contact details, requested dates and message. - Action **Create or Update Client** Creates a new Smily client (guest), or updates an existing one when a client ID is given. - Action **Delete booking** Cancels a booking in Smily so it no longer occupies the rental's calendar. - Action **Find Bookings in Date Range** Returns the bookings that overlap a date range, optionally filtered by status, rental or client. - Action **Find Client by Email** Finds Smily clients (guests) whose email address matches the one given, returning the matching client records. - Action **Find Payment** Finds payments by their order ID (one or more, comma-separated). - Action **Get booking** Returns a single booking (reservation) by its ID, including dates, status, guest counts, pricing and linked rental and client. - Action **Get client** Returns a single client (guest) by ID, including their addresses, emails and phone numbers. - Action **Get rental** Returns a single rental (property) by its ID, including its details, pricing, location and related record IDs. - Action **List bookings** Returns the bookings in your Smily account, optionally filtered by dates, status, rental, client or last update time. By default only future, non-canceled bookings are returned. - Action **List clients** Returns the clients (guests) in your Smily account, including their addresses, emails and phone numbers. - Action **List inquiries** Returns the inquiries on your Smily account, including guest contact details, requested dates and party size. - Action **List payments** Returns the payments recorded on your Smily account, optionally filtered by order ID. - Action **List rentals** Returns the rentals (properties) in your Smily account, with their names, locations, capacity and pricing details. - Action **Update Booking** Updates an existing booking (reservation) in Smily — dates, guest counts, prices, deposit, notes, tags and status flags — and returns the updated booking. - Action **Update rental** Updates an existing rental property in Smily. Only the fields you fill in are changed. - 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 - [ **Smily** Smily, top property management software for Short-Term Rental Managers and Concierges.](https://apiant.ai/connections/smily) - [ **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 Smily - [ **Smily to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/smily-to-stripe) - [ **Smily to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/smily-to-trello) - [ **Smily to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/smily-to-zoom) - [ **Smily to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/smily-to-twilio) - [ **Smily to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/smily-to-typeform) - [ **Smily to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/smily-to-webflow) ## 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 ## Smily and Zoho Invoice, answered ### ### What can start an automation from Smily? Any of Smily's 4 triggers in the catalog, including New And/Or Updated And/Or Canceled Booking, New And/Or Updated Client, New And/Or Updated Payment and New Inquiry. 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 Smily? 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 Smily? Yes. When something happens in Zoho Invoice, your agent can act in Smily too. This page covers both directions: Zoho Invoice's triggers and Smily's actions are listed here as well. ### ### Do I have to build a connector for Smily 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 Smily 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.