# Connect Wordpress Charitable and Zoho Invoice

When **New Campaign** fires in [Wordpress Charitable](https://apiant.ai/connections/wordpress-charitable), your agent runs **Create Contact Person** in [Zoho Invoice](https://apiant.ai/connections/zoho-invoice), or **New Contact** in Zoho Invoice to **Create Campaign** in Wordpress Charitable. Describe the whole flow and it is built, tested on every scenario and kept running.

Wordpress Charitable **2** triggers Wordpress Charitable **8** 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 Wordpress Charitable 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 Wordpress Charitable and Zoho Invoice can do together

### From Wordpress Charitable to Zoho Invoice

- When **New Campaign** in Wordpress Charitable then **Create Contact Person** in Zoho Invoice
- When **New Donation** in Wordpress Charitable then **Create New Contact** in Zoho Invoice

### From Zoho Invoice to Wordpress Charitable

- When **New Contact** in Zoho Invoice then **Create Campaign** in Wordpress Charitable
- When **New Contact Person** in Zoho Invoice then **Create Donation** in Wordpress Charitable

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 Wordpress Charitable and Zoho Invoice

## Triggers and actions 11 triggers · 22 actions

- Trigger

**New Campaign**

Triggers when a new campaign is created.

- Trigger

**New Donation**

Triggers when a new donation is received.

- Action

**Create Campaign**

Create a new fundraising campaign.

- Action

**Create Donation**

Record a new donation.

- Action

**Delete Campaign**

Delete a campaign by ID.

- Action

**Get Campaign**

Retrieve a single campaign by ID.

- Action

**Get Donation**

Retrieve a single donation by ID.

- Action

**List Campaigns**

List fundraising campaigns.

- Action

**List Donations**

List donations, optionally filtered by campaign.

- Action

**Update Campaign**

Update an existing campaign.

- 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

- [ **Wordpress Charitable** Wordpress Charitable is a powerful, extendable fundraising WordPress plugin that gives you full control over...](https://apiant.ai/connections/wordpress-charitable)
- [ **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 Wordpress Charitable

- [ **Wordpress Charitable to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/wordpress-charitable-to-zoom)
- [ **Wordpress Charitable to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/wordpress-charitable-to-linkedin)
- [ **Wordpress Charitable to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/wordpress-charitable-to-facebook)
- [ **Wordpress Charitable to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/wordpress-charitable-to-anthropic)
- [ **Wordpress Charitable to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/wordpress-charitable-to-gohighlevel)
- [ **Wordpress Charitable to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/wordpress-charitable-to-supabase)

## 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

## Wordpress Charitable and Zoho Invoice, answered

###

### What can start an automation from Wordpress Charitable?

Any of Wordpress Charitable's 2 triggers in the catalog, including New Campaign and New Donation. 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 Wordpress Charitable?

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 Wordpress Charitable?

Yes. When something happens in Zoho Invoice, your agent can act in Wordpress Charitable too. This page covers both directions: Zoho Invoice's triggers and Wordpress Charitable's actions are listed here as well.

###

### Do I have to build a connector for Wordpress Charitable 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 Wordpress Charitable 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.
