--- title: "Connect Stax and Zoho Sheet - APIANT.ai" description: "When \"List Payment\" fires in Stax, your agent runs \"Create Row\" in Zoho Sheet." canonical: "https://apiant.ai/connect/stax-to-zoho-sheet" --- # Connect Stax and Zoho Sheet When **List Payment** fires in [Stax](https://apiant.ai/connections/stax), your agent runs **Create Row** in [Zoho Sheet](https://apiant.ai/connections/zoho-sheet), or **New or Updated Row (WorkDrive)** in Zoho Sheet to **Create Customer** in Stax. Describe the whole flow and it is built, tested on every scenario and kept running. Stax **1** trigger Stax **17** actions Zoho Sheet **5** triggers Zoho Sheet **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Stax and Zoho Sheet 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 Stax and Zoho Sheet can do together ### From Stax to Zoho Sheet - When **List Payment** in Stax then **Create Row** in Zoho Sheet - When **List Payment** in Stax then **Create Row (WorkDrive)** in Zoho Sheet ### From Zoho Sheet to Stax - When **New or Updated Row (WorkDrive)** in Zoho Sheet then **Create Customer** in Stax - When **New Row (WorkDrive)** in Zoho Sheet then **Create Scheduled Invoice** in Stax 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 Stax and Zoho Sheet ## Triggers and actions 6 triggers · 32 actions - Trigger **List Payment** Triggers when a new payment transaction is recorded in Stax. - Action **Capture payment** Captures funds from a pre-authorized Stax transaction, turning the pre-authorization into a completed charge. Returns the updated transaction. - Action **Create Customer** Creates a customer record on the Stax merchant account and returns the new customer. - Action **Create Item** Creates an item in the merchant's Stax catalog and returns the new catalog item. - Action **Create Scheduled Invoice** Creates a scheduled invoice that automatically generates invoices for a customer on a one-time or recurring schedule, with optional autopay. Returns the new schedule. - Action **Delete Catalog Item** Deletes a catalog item from Stax. - Action **Delete payment method** Deletes a customer's saved payment method in Stax and returns the deleted payment method. - Action **Delete Scheduled Invoice** Deletes a recurring invoice schedule so it stops generating invoices. - Action **Find Customers** Searches your Stax customers by name, email, company, phone, address or other details and returns the matching customers. - Action **Find Invoices** Returns the invoices on the Stax merchant account that match the search criteria you supply, such as keywords, customer name, company, email, price, schedule or payment method. - Action **Find Items** Searches the merchant's catalog for items matching a name, code, price or other criteria and returns the matching items. - Action **Find Payment Methods** Returns all saved payment methods (cards and bank accounts) for a Stax customer. - Action **Find Payments** Returns the payments and other transactions on the merchant account that match the search criteria, such as keywords, customer, date range, amount, type or status. - Action **Make a Payment** Charges a customer's saved payment method for the amount you specify, or places a pre-authorization to capture later. Returns the resulting transaction. - Action **Refund payment** Refunds all or part of a settled Stax payment transaction back to the customer. - Action **Update customer** Updates an existing customer's contact details, address, notes and options in Stax, and returns the updated customer. - Action **Update invoice** Updates an existing unpaid invoice's customer, amounts, line items, memos and payment options, and returns the updated invoice. Fully paid invoices cannot be edited. - Action **Void payment** Voids a payment transaction in Stax before it settles, cancelling the charge. - Trigger **New or Updated Row (WorkDrive)** Triggers when a new row is added or an existing row is modified in a specified worksheet. - Trigger **New Row (WorkDrive)** Triggers when a new row is created in a specified worksheet. - Trigger **New Workbook** Triggered when a new workbook is created in Zoho Sheet. - Trigger **Updated Column** Fires when a cell inside the chosen column(s) of a Zoho Sheet worksheet is changed. - Trigger **Updated Column (WorkDrive)** Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger. - Action **Create Row** Adds one or more rows to a worksheet in a Zoho Sheet workbook, matching values to columns by the header row. - Action **Create Row (WorkDrive)** Adds one or more rows to a worksheet in a Zoho Sheet workbook (including workbooks stored in Zoho WorkDrive), matching values to the table's header columns. - Action **Create Worksheet** Adds a new worksheet (tab) to a Zoho Sheet workbook. - Action **Create Worksheet (WorkDrive)** Creates a new worksheet in the specified workbook. - Action **Delete Row** Deletes a particular row based on its index. - Action **Delete Row (WorkDrive)** Deletes a particular row based on its index. - Action **List Worksheets** Lists the worksheets (tabs) in a workbook via worksheet.list. - Action **Search and Delete Row** Deletes the row(s) in a Zoho Sheet worksheet that match a search criteria, removing them so the rows below move up. - Action **Search and Delete Row (WorkDrive)** Finds the rows in a worksheet of a WorkDrive-stored Zoho Sheet workbook that match a search criteria and deletes them. - Action **Search and Update Row** Searches and then updates a row based on some criteria. - Action **Search and Update Row (WorkDrive)** Finds the rows in a Zoho Sheet worksheet (stored in WorkDrive) that match a criteria and updates them with new column values. - Action **Search Row** Returns the rows of a Zoho Sheet worksheet that match the specified criteria. - Action **Search Row - Workdrive Users** Returns the rows of a Zoho Sheet worksheet (stored in WorkDrive) that match the specified criteria. - Action **Update Row** Updates one row of a Zoho Sheet worksheet, identified by its row number, with new values keyed by column header. - Action **Update Row (WorkDrive)** Updates one row of a worksheet in a Zoho Sheet workbook stored in WorkDrive, identified by its row number, with new values keyed by column header. ## Each app on its own - [ **Stax** Stax makes it easy to accept payments in-person and online and provides businesses with the tools they need...](https://apiant.ai/connections/stax) - [ **Zoho Sheet** Zoho Sheet is a cloud-based spreadsheet software that allows you to create, edit, share and collaborate on...](https://apiant.ai/connections/zoho-sheet) Reviews ## What our customers say ## More from Stax - [ **Stax to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stax-to-stripe) - [ **Stax to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/stax-to-trello) - [ **Stax to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/stax-to-zoom) - [ **Stax to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/stax-to-twilio) - [ **Stax to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/stax-to-typeform) - [ **Stax to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/stax-to-webflow) ## More into Zoho Sheet - [ **HubSpot to Zoho Sheet** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-sheet) - [ **Salesforce to Zoho Sheet** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-sheet) - [ **Slack to Zoho Sheet** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-sheet) - [ **Google Sheets to Zoho Sheet** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zoho-sheet) - [ **Gmail to Zoho Sheet** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-sheet) - [ **Google Calendar to Zoho Sheet** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-sheet) Questions ## Stax and Zoho Sheet, answered ### ### What can start an automation from Stax? Any of Stax's 1 trigger in the catalog, including List Payment. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zoho Sheet when something happens in Stax? Any of Zoho Sheet's 15 actions, including Create Row, Create Row (WorkDrive), Create Worksheet and Create Worksheet (WorkDrive). Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Sheet to Stax? Yes. When something happens in Zoho Sheet, your agent can act in Stax too. This page covers both directions: Zoho Sheet's triggers and Stax's actions are listed here as well. ### ### Do I have to build a connector for Stax or Zoho Sheet? 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 Stax and Zoho Sheet 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.