--- title: "Connect Trello and Zoho Billing - APIANT.ai" description: "When \"New board\" fires in Trello, your agent runs \"Create Customer\" in Zoho Billing." canonical: "https://apiant.ai/connect/trello-to-zoho-billing" --- # Connect Trello and Zoho Billing When **New board** fires in [Trello](https://apiant.ai/connections/trello), your agent runs **Create Customer** in [Zoho Billing](https://apiant.ai/connections/zoho-billing), or **New Credit Note** in Zoho Billing to **Add Comment to Card** in Trello. Describe the whole flow and it is built, tested on every scenario and kept running. Trello **6** triggers Trello **112** 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 Trello 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 Trello and Zoho Billing can do together ### From Trello to Zoho Billing - When **New board** in Trello then **Create Customer** in Zoho Billing - When **New card assigned to me** in Trello then **Create New Invoice** in Zoho Billing ### From Zoho Billing to Trello - When **New Credit Note** in Zoho Billing then **Add Comment to Card** in Trello - When **New Customer** in Zoho Billing then **Add Label to Card** in Trello 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 Trello and Zoho Billing ## Triggers and actions 21 triggers · 142 actions - Trigger **Any card due soon** Triggers when any card assigned to you is due within 24 hours. - Trigger **New board** Triggers when a new board is created in your account. - Trigger **New card assigned to me** Triggers when a new card is assigned to you. - Trigger **New card in list** Triggers when a new card is added to the specified list. - Trigger **New comment on any card within board** Triggers when a new comment is added to any card within the specified board. - Trigger **New list on board** Triggers when a new list is added to the specified board. - Action **Add a Member to a Board** Add a Member to a Board - Action **Add Comment to Card** Add a new comment to a Card - Action **Add Label to Card** Add a Label to a Card - Action **Add member to card** Adds a member to the specified card. - Action **Archive all Cards in List** Archive all Cards in List - Action **Archive or unarchive a list** Archive or unarchive a list - Action **Batch Requests** Performs up to 10 Trello GET API requests in one call and returns each route's response body. - Action **Create a Label** Create a Label - Action **Create a new Organization** Create a new Organization - Action **Create Attachment On Card** Create Attachment On Card - Action **Create Board** Creates a new Trello board. - Action **Create Card** Create a new Card - Action **Create Checkitem on Checklist** Create Checkitem on Checklist - Action **Create Checklist on Card** Create Checklist on a Card - Action **Create comment** Creates a new comment on the specified card. - Action **Create Label on Board** Create a Label on a Board - Action **Create Label on Card** Create a new Label on a Card - Action **Create List** Create a new List - Action **Delete a Board** Delete a Board - Action **Delete a Checklist** Delete a Checklist - Action **Delete a Checklist on a Card** Delete a Checklist on a Card - Action **Delete a comment on a Card** Delete a comment on a Card - Action **Delete a Label** Delete a Label - Action **Delete an Action** Delete an Action - Action **Delete an Attachment on a Card** Delete an Attachment on a Card - Action **Delete an Organization** Delete an Organization - Action **Delete Card** Delete a Card - Action **Delete Checkitem from Checklist** Delete Checkitem from Checklist - Action **Delete checkItem on a Card** Delete checkItem on a Card - Action **Delete Logo for Organization** Delete Logo for Organization - Action **Find boards by name** Searches your boards by name. Returns matching board ids and names. - Action **Find cards in board by name** Searches cards within the specified board by name. Returns matching card ids and names. - Action **Find custom field by name** Finds a custom field on the specified board by name. Requires an upgraded Trello plan. - Action **Get a Checkitem on a Checklist** Get a Checkitem on a Checklist - Action **Get a Checklist** Get a Checklist - Action **Get Actions for a List** Get Actions for a List - Action **Get Actions for Organization** Get Actions for Organization - Action **Get Actions of a Board** Get Actions of a Board - Action **Get Actions on a Card** Get Actions on a Card - Action **Get a Label** Get a Label - Action **Get a List** Get a List - Action **Get a Member** Get a Member - Action **Get a Member's Actions** Get a Member's Actions - Action **Get a Membership of an Organization** Get a Membership of an Organization - Action **Get an Action** Get an Action - Action **Get an Attachment on a Card** Get an Attachment on a Card - Action **Get an Organization** Get an Organization - Action **Get Attachments on a Card** Get Attachments on a Card - Action **Get Board** Get a Board - Action **Get Boards in an Organization** Get Boards in an Organization - Action **Get Boards that Member belongs to** Get Boards that Member belongs to - Action **Get Boards the Member has been invited to** Get Boards the Member has been invited to - Action **Get Card** Get a Card - Action **Get Cards in a List** Get Cards in a List - Action **Get Cards on a Board** Get Cards on a Board - Action **Get Cards the Member is on** Get Cards the Member is on - Action **Get checkItem on a Card** Get checkItem on a Card - Action **Get checkItems on a Card** Get checkItems on a Card - Action **Get Checkitems on a Checklist** Get Checkitems on a Checklist - Action **Get Checklists on a Board** Get Checklists on a Board - Action **Get Checklists on a Card** Get Checklists on a Card - Action **Get Custom Field Items for a Card** Get Custom Field Items for a Card - Action **Get Custom Fields for Board** Get Custom Fields for Board - Action **Get filtered Cards on a Board** Get filtered Cards on a Board - Action **Get filtered Lists on a Board** Get filtered Lists on a Board - Action **Get Labels on a Board** Get Labels on a Board - Action **Get Lists on a Board** Get Lists on a Board - Action **Get Memberships of a Board** Get Memberships of a Board - Action **Get Memberships of an Organization** Get Memberships of an Organization - Action **Get Member's Organizations** Get Member's Organizations - Action **Get Members who have voted on a Card** Get Members who have voted on a Card - Action **Get Organizations a Member has been invited to** Get Organizations a Member has been invited to - Action **Get Organizations new billable guests** Get Organizations new billable guests - Action **Get Tags of an Organization** Get Tags of an Organization - Action **Get the Board a List is on** Get the Board a List is on - Action **Get the Board for an Action** Get the Board for an Action - Action **Get the Board the Card is on** Get the Board the Card is on - Action **Get the Board the Checklist is on** Get the Board the Checklist is on - Action **Get the Card a Checklist is on** Get the Card a Checklist is on - Action **Get the Card for an Action** Get the Card for an Action - Action **Get the List for an Action** Get the List for an Action - Action **Get the List of a Card** Get the List of a Card - Action **Get the Member Creator of an Action** Get the Member Creator of an Action - Action **Get the Member of an Action** Get the Member of an Action - Action **Get the Members of a Board** Get the Members of a Board - Action **Get the Members of a Card** Get the Members of a Card - Action **Get the Members of an Organization** Get the Members of an Organization - Action **Get the Organization of an Action** Get the Organization of an Action - Action **Invite Member to Board via email** Invite Member to Board via email - Action **Mark Board as viewed** Mark Board as viewed - Action **Move all Cards in List** Move all Cards in List - Action **Move List to Board** Move List to Board - Action **Remove a Label from a Card** Remove a Label from a Card - Action **Remove a Member from a Card** Remove a Member from a Card - Action **Remove a Member from an Organization** Remove a Member from an Organization - Action **Remove a Member's Vote on a Card** Remove a Member's Vote on a Card - Action **Remove Member from Board** Remove Member from Board - Action **Update a Board** Update a Board - Action **Update a checkItem on a Card** Update a checkItem on a Card - Action **Update a Checklist** Update a Checklist - Action **Update a Comment Action** Update a Comment Action - Action **Update a Label** Update a Label - Action **Update a List** Update a List - Action **Update a Member of an Organization** Update a Member of an Organization - Action **Update an Action** Update an Action - Action **Update an Organization** Update an Organization - Action **Update an Organization's Members** Update an Organization's Members - Action **Update Card** Updates the specified card (name, description, list, position, due date, closed state, members, labels). - Action **Update Checkitem on Checklist on Card** Update Checkitem on Checklist on Card - Action **Update Comment Action on a Card** Update Comment Action on a Card - Action **Update logo for an Organization** Update logo for an Organization - Action **Update Membership of Member on a Board** Update Membership of Member on a Board - 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 - [ **Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connections/trello) - [ **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 Trello - [ **Trello to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/trello-to-hubspot) - [ **Trello to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/trello-to-slack) - [ **Trello to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/trello-to-gmail) - [ **Trello to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/trello-to-google-calendar) - [ **Trello to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/trello-to-stripe) - [ **Trello to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/trello-to-quickbooks-online) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## Trello and Zoho Billing, answered ### ### What can start an automation from Trello? Any of Trello's 6 triggers in the catalog, including New board, New card assigned to me, New card in list and New comment on any card within board. 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 Trello? 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 Trello? Yes. When something happens in Zoho Billing, your agent can act in Trello too. This page covers both directions: Zoho Billing's triggers and Trello's actions are listed here as well. ### ### Do I have to build a connector for Trello 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 Trello 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.