--- title: "Connect Vapi and Zoho Books - APIANT.ai" description: "When \"New Assistant\" fires in Vapi, your agent runs \"Add customer payment\" in Zoho Books, or \"New bill\" in Zoho Books to \"Add assistant\" in Vapi." canonical: "https://apiant.ai/connect/vapi-to-zoho-books" --- # Connect Vapi and Zoho Books When **New Assistant** fires in [Vapi](https://apiant.ai/connections/vapi), your agent runs **Add customer payment** in [Zoho Books](https://apiant.ai/connections/zoho-books), or **New bill** in Zoho Books to **Add assistant** in Vapi. Describe the whole flow and it is built, tested on every scenario and kept running. Vapi **3** triggers Vapi **21** 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 Vapi 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 Vapi and Zoho Books can do together ### From Vapi to Zoho Books - When **New Assistant** in Vapi then **Add customer payment** in Zoho Books - When **New Call** in Vapi then **Create Customer** in Zoho Books ### From Zoho Books to Vapi - When **New bill** in Zoho Books then **Add assistant** in Vapi - When **New Customer** in Zoho Books then **Add phone number** in Vapi 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 Vapi and Zoho Books ## Triggers and actions 9 triggers · 39 actions - Trigger **New Assistant** Triggers when a new assistant is created in your Vapi organization. - Trigger **New Call** Triggers when a new call is created in Vapi, optionally limited to one assistant or phone number. - Trigger **New File** Triggers when a new file is uploaded to your Vapi account. - Action **Add assistant** Creates a new Vapi voice assistant with its model, voice, transcriber, first message and call behavior. - Action **Add phone number** Adds a phone number to Vapi: a free Vapi number, or one you bring from Twilio, Vonage, Telnyx or your own SIP trunk. Returns the new phone number record. - Action **Add squad** Creates a squad: a group of assistants that hand a call off to one another, starting with the first member. - Action **Add tool** Creates a tool in Vapi (for example a function, end-call, transfer-call or API-request tool) that assistants can use during calls. - Action **Create Call** Starts a Vapi call (or a batch of outbound calls) using a saved or one-off assistant, squad or workflow, and returns the created call. - Action **Create Chat** Sends a message to a Vapi assistant or squad as a text chat and returns the chat, including the assistant's reply messages. - Action **Delete assistant** Deletes an assistant from your Vapi account and returns the deleted assistant. - Action **Delete Call Data** Deletes a call and its data, including recordings, and returns the deleted call. - Action **Delete Chat** Deletes a chat from your Vapi account and returns the deleted chat's details. - Action **Delete File** Deletes a file from your Vapi account. - Action **Find Call** Finds calls matching a call id, assistant, phone number, or created/updated date range. Returns up to 1000 matching calls. - Action **Get assistant** Returns a Vapi assistant's full configuration, including its model, voice, transcriber and first message. - Action **Get file** Returns a file uploaded to Vapi, including its name, size, type, processing status and download URL. - Action **List assistants** Returns the voice assistants in your Vapi account, optionally filtered by when they were created or last updated. - Action **List chats** Returns the chats in your Vapi account, optionally filtered by assistant, squad, session or creation/update date. - Action **List files** Returns the files uploaded to your Vapi account, optionally filtered by purpose. - Action **List phone numbers** Returns the phone numbers in your Vapi account, optionally filtered by when they were created or updated. - Action **List tools** Returns the tools configured in your Vapi account, optionally filtered by when they were created or updated. - Action **Update Call** Updates the name of an existing Vapi call. - Action **Update phone number** Updates a Vapi phone number's name, the assistant, squad or workflow that answers it, and its provider settings. - Action **Upload File** Uploads a file to Vapi, for use by assistants or knowledge bases, and returns the stored file record. - 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 - [ **Vapi** Vapi is a developer-first Voice AI platform for building natural, low-latency, multilingual phone agents via...](https://apiant.ai/connections/vapi) - [ **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 Vapi - [ **Vapi to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/vapi-to-zoom) - [ **Vapi to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/vapi-to-webflow) - [ **Vapi to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/vapi-to-wix) - [ **Vapi to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/vapi-to-linkedin) - [ **Vapi to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/vapi-to-facebook) - [ **Vapi to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/vapi-to-anthropic) ## 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 ## Vapi and Zoho Books, answered ### ### What can start an automation from Vapi? Any of Vapi's 3 triggers in the catalog, including New Assistant, New Call and New File. 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 Vapi? 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 Vapi? Yes. When something happens in Zoho Books, your agent can act in Vapi too. This page covers both directions: Zoho Books's triggers and Vapi's actions are listed here as well. ### ### Do I have to build a connector for Vapi 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 Vapi 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.