Integration
Connect WhatConverts and Zoho Billing
When New Lead fires in WhatConverts, your agent runs Create Customer in Zoho Billing, or New Credit Note in Zoho Billing to Create Lead in WhatConverts. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want WhatConverts and Zoho Billing to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What WhatConverts and Zoho Billing can do together
From WhatConverts to Zoho Billing
When New Lead in WhatConverts
then Create Customer in Zoho Billing
From Zoho Billing to WhatConverts
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 WhatConverts and Zoho Billing
Triggers and actions 17 triggers · 44 actions
- New Lead
Triggers when a new lead (call, form, chat, etc.) is recorded in WhatConverts.
- Updated Lead
Triggers when a WhatConverts lead is created or updated, for example when its quote or sales value changes.
- Add account
Creates a new client account in your WhatConverts agency, optionally with a first profile. Requires an agency (master account) API key.
- Add profile
Creates a new profile under a WhatConverts agency account.
- Create Lead
Creates a new lead in a WhatConverts profile, such as a web form, phone call or chat lead.
- Delete account
Deletes a WhatConverts account along with all of its profiles, numbers, leads and settings. Requires an agency master account key.
- Delete profile
Deletes a profile from a WhatConverts account, removing its numbers, leads and settings. Requires an agency key.
- Find Lead
Returns one WhatConverts lead by its lead ID, including source, contact and call details.
- Get account
Returns the details of a single WhatConverts account, including its name, creation date and profiles. Requires an agency (master account) API key.
- Get lead
Returns the details of a single WhatConverts lead, including its contact, marketing attribution and custom field values.
- Get profile
Returns the details of a single profile in a WhatConverts account, including its name and creation date. Requires an agency API key.
- List accounts
Returns the accounts in your WhatConverts agency, with each account's profiles.
- List profiles
Returns the profiles under a WhatConverts agency account, with each profile's id, name and creation date. Requires an agency (master account) API key.
- Update account
Renames an existing WhatConverts account (agency key required).
- Update Lead
Updates a WhatConverts lead's quotable status, quote value, sales value or lead URL.
- Update profile
Renames an existing profile within a WhatConverts agency account. Requires an agency (master account) API key.
- Cancel Subscription
Triggered when a subscription is cancelled
- Invoice Paid
Fires once for each invoice that reaches Paid status in the selected Zoho Billing organization.
- New Credit Note
Triggered when a new credit note is created
- New Customer
Triggered when a new customer is created
- New Invoice
Fires once for each new invoice created in the selected Zoho Billing organization.
- New Item
Fires when a new item is added in Zoho Billing.
- New Quote
Fires once for each new quote created in the selected Zoho Billing organization.
- New Subscription
Fires once for each new subscription created in the selected Zoho Billing organization.
- Payment Failure
Fires when an online payment attempt fails in Zoho Billing (for example a declined card charge).
- Payment Success
Fires when a new successful customer payment is recorded in Zoho Billing.
- 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.
- Subscription Activation
Fires when a subscription is activated (becomes live) in the selected Zoho Billing organization.
- Updated Customer
Triggered when a customer is created or updated.
- Updated Invoice
Triggered when an invoice is created or updated.
- Void Invoice
Fires once for each invoice that is voided in the selected Zoho Billing organization.
- 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.
- Associate Coupon
Applies a coupon to an existing subscription in Zoho Billing.
- Cancel Invoice WriteOff
Cancels the write-off on an invoice in Zoho Billing, restoring its unpaid balance.
- Cancel Subcription
Cancels a Zoho Billing subscription, either immediately or at the end of the current term.
- Create a New Quote
Create a New Quote for a Customer
- Create Credit Note
Creates a credit note for a customer in Zoho Billing.
- Create Customer
Creates a new customer.
- Create New Invoice
Creates an invoice for a customer in Zoho Billing.
- Create New Item
Create New Item for One time Invoices
- Create Subscription
Creates a new subscription in Zoho Billing, either for an existing customer or for a new customer created in the same call.
- Disassociate Coupon
Removes the coupon currently applied to a Zoho Billing subscription.
- Email an Invoice
Emails an existing invoice to the recipients you specify, with your own subject and message.
- Fetch Customer
Retrieve the details of an existing customer in Zoho Billing.
- Fetch Invoice
Retrieve the details of a single invoice by its id.
- Fetch Subscription
Retrieve the details of a subscription by its id.
- Find Customer
Finds Zoho Billing customers whose email address matches the one supplied, returning the first match and the full list of matches.
- Find Invoice
Returns the invoices whose invoice number matches the one you supply.
- Find Subscription
Finds subscriptions by subscription number, customer, or reference, optionally narrowed by status.
- Get Item
Retrieves one item by item_id, returning its name, rate, product type, status and custom fields.
- Get Payment
Retrieve a payment by id; returns the payment including amount, mode and applied invoices.
- Invoice WriteOff
Writes off the unpaid balance of a Zoho Billing invoice.
- Mark Invoice as Sent
Marks a draft invoice as sent by changing its status to open, without emailing it to the customer.
- Postpone Renewal
Postpones a subscription's next renewal (billing) date to a later date. No prorated charges are applied.
- Reactivate Subscription
Reactivates a non-renewing Zoho Billing subscription so it keeps renewing for the given number of billing cycles.
- Record Payment
Records a payment received from a customer in Zoho Billing, optionally applying it to one or more invoices.
- Update Customer
Update an existing customer.
- Update Customer Status
Marks a Zoho Billing customer as active or inactive.
- Update Invoice
Update an existing invoice
- Update Subscription
Updates the existing subscription
- Void Invoice
Marks an invoice as void in Zoho Billing.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from WhatConverts
WhatConverts to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
WhatConverts to WixThe Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...
WhatConverts to LinkedInLinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...
WhatConverts to FacebookFacebook is a social media and advertising platform used by individuals and businesses to connect, share...
WhatConverts to AnthropicAnthropic builds Claude, a family of large language models.
WhatConverts to SupabaseSupabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...
More into Zoho Billing
HubSpot to Zoho BillingHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Zoho BillingSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Zoho BillingSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Zoho BillingGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Zoho BillingGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Zoho BillingGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
WhatConverts and Zoho Billing, answered
What can start an automation from WhatConverts?
Any of WhatConverts's 2 triggers in the catalog, including New Lead and Updated Lead. 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 WhatConverts?
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 WhatConverts?
Yes. When something happens in Zoho Billing, your agent can act in WhatConverts too. This page covers both directions: Zoho Billing's triggers and WhatConverts's actions are listed here as well.
Do I have to build a connector for WhatConverts 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 WhatConverts 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.