# Connect WorkflowMax to Zoho Inventory When **Job Category Created** fires in [WorkflowMax](https://apiant.ai/connections/workflowmax), your agent runs **Add Invoice Attachment** in [Zoho Inventory](https://apiant.ai/connections/zoho-inventory). Describe the whole flow and it is built, tested on every scenario and kept running. WorkflowMax **23** triggers WorkflowMax **19** actions Zoho Inventory **64** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want WorkflowMax and Zoho Inventory 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 WorkflowMax can start in Zoho Inventory - When **Job Category Created** in WorkflowMax then **Add Invoice Attachment** in Zoho Inventory - When **Job Cost Added** in WorkflowMax then **Add Invoice Comment** in Zoho Inventory 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 WorkflowMax and Zoho Inventory ## Triggers and actions 23 triggers · 83 actions - Trigger **Job Category Created** Triggers when a new job category is created in WorkflowMax. - Trigger **Job Cost Added** Triggers when a new cost is added to any job. - Trigger **Job Document Added** Triggers when a new document is added to the selected WorkflowMax job. - Trigger **Job Task Added** Triggers when a new task is added to a job in WorkflowMax. - Trigger **Job Task Completed** Triggers when a task on the selected job is marked completed. - Trigger **Job Task Updated** Triggers when a task on the chosen job is added or changed. - Trigger **Job Updated** Triggers when a job is created or any of its details change in WorkflowMax. - Trigger **List Job Tasks** Triggers for each task on a WorkflowMax job, firing when a new task appears on the selected job. - Trigger **New Client Created** Triggers when a new client is created in WorkflowMax. - Trigger **New Cost Created** Triggers when a new cost item is added to the WorkflowMax cost list. - Trigger **New Custom Field Created** Triggers when a new custom field definition is created in WorkflowMax. - Trigger **New Invoice Created** Triggers when a new invoice is created in WorkflowMax. - Trigger **New Job Created** Triggers when a new job is created in WorkflowMax. - Trigger **New Job Status** Triggers when a new job status is added to the WorkflowMax account. - Trigger **New Lead** Triggers when a new lead is added in WorkflowMax. - Trigger **New or Updated Quote** Triggers when a quote is created or an existing quote changes in WorkflowMax. - Trigger **New PO Bill Created** Triggers when a new bill is created against a purchase order in WorkflowMax. - Trigger **New Purchase Order Created** Triggers when a new purchase order is created in WorkflowMax. - Trigger **New Quote Accepted** Triggers when a quote in WorkflowMax is accepted. - Trigger **New Quote Issued** Triggers when a quote in WorkflowMax is in the Issued state. - Trigger **New Supplier Created** Triggers when a new supplier is created in WorkflowMax. - Trigger **New Task Created** Triggers when a new task type is created in WorkflowMax settings. - Trigger **New Timesheet Created** Triggers when a new timesheet entry is created in WorkflowMax. - Action **Create Client** Creates a new client in WorkflowMax. - Action **Create Cost Admin** Creates a cost item in the WorkflowMax cost settings list. - Action **Create Job** Creates a new job in WorkflowMax for a client. - Action **Create Job Cost** Adds a cost line to an existing WorkflowMax job. - Action **Create Job Task** Adds a task from your WorkflowMax task list to a job. - Action **Create Lead** Creates a new lead in WorkflowMax. - Action **Create Purchase Order** Creates a draft purchase order with one line for a job and supplier. - Action **Create Task Admin** Creates a task in your WorkflowMax task list, which can then be added to jobs. - Action **Create Timesheet** Logs time against a job task for a staff member. - Action **Find Account** Finds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter. - Action **Find Business Structure** Finds client business structures (such as Company or Sole Trader) whose name contains the text you give. - Action **Find Client** Finds clients whose name contains the text you give. - Action **Find Client Type** Finds client types in WorkflowMax whose name contains the text you supply. - Action **Find Job** Finds jobs whose name or job number contains the text you supply. - Action **Find Job Cost** Finds costs on a WorkflowMax job whose description or code contains the text you supply. - Action **Find Job Status** Finds job statuses in your WorkflowMax account whose name contains the text you give. - Action **Find Job Task** Finds the tasks on a job whose name or description contains the text you supply. - Action **Find Staff** Finds staff members in WorkflowMax whose name or email contains the text you supply. - Action **Find Tax** Finds tax rates in WorkflowMax whose name contains the text you supply. Returns the matching taxes and whether any were found. - Action **Add Credit Note Comment** Tool to add a comment to a credit note in Zoho Inventory. Use when needing to add notes or comments to a specific credit note for record-keeping or audit purposes. - Action **Add Invoice Attachment** Tool to upload an attachment to a specific invoice. Use when you need to add a file attachment to an invoice. - Action **Add Invoice Comment** Tool to add a comment to a specific invoice in Zoho Inventory. Use when you need to add notes, updates, or internal/client-visible comments to an invoice. - Action **Apply Credits To Invoices** Tool to apply credits from a credit note to one or more invoices. Use when you need to apply available credits from a credit note to settle invoice balances. - Action **Bulk Delete Sales Orders** Tool to bulk delete sales orders. Use this to remove multiple sales orders at once. - Action **Bulk Email Invoices** Sends multiple invoices by email to a contact in a single API call. Use this tool when you need to email up to 10 invoices at once to a customer. The invoices will be scheduled for delivery and the contact will receive individual emails for each invoice. If contact_id is not provided, the action will automatically fetch the customer_id from the first invoice and use that as the contact. - Action **Bulk Export Invoices** Tool to bulk export invoices as a single PDF. Use when you need to download multiple invoices in a single file for archiving or sharing. - Action **Bulk Print Invoices** Generate a consolidated PDF containing multiple invoices for printing or archiving. Use this tool to download one or more invoices as a single PDF document. The PDF can contain up to 25 invoices and is useful for bulk printing, record keeping, or sharing with customers. - Action **Bulk Print Packages** Tool to bulk print package slips as a consolidated PDF. Use when you need a PDF file of multiple package slips for printing or archiving. - Action **Create Bill** Tool to create a bill in Zoho Inventory. Use when a vendor supplies goods/services on credit and you need to track the amount owed. - Action **Create Contact** Tool to create a new contact (customer or vendor) in Zoho Inventory. Use when you need to add a new business relationship to your organization. - Action **Create Contact Person** Tool to create a contact person. Use when you need to add a new contact person to an existing contact in Zoho Inventory. - Action **Create Credit Note** Tool to create a new credit note in Zoho Inventory. Use when you need to issue a credit note to a customer for returns, refunds, or adjustments. - Action **Create Customer Payment** Tool to create a customer payment in Zoho Inventory. Use when recording a payment received from a customer against one or more invoices. - Action **Create Invoice** Tool to create a new invoice in Zoho Inventory. Use when you need to invoice a customer for products or services sold. - Action **Create Item** Tool to create a new item in Zoho Inventory. Use when you need to add a new product or service to your inventory catalog. - Action **Create Item Group** Tool to create an item group in Zoho Inventory. Use when you need to create a new item group with multiple items that share common attributes like size or color variations. - Action **Create Package** Tool to create a package for a sales order in Zoho Inventory. Use when you need to prepare items from a sales order for shipping. - Action **Create Purchase Order** Tool to create a purchase order in Zoho Inventory. Use when you need to order goods or services from a vendor. - Action **Create Sales Order** Tool to create a sales order in Zoho Inventory. Use when a customer places an order for products and you need to track the sale before invoicing. - Action **Deactivate Contact** Tool to mark a contact as inactive in Zoho Inventory. Use when you need to deactivate a contact without permanently deleting it. - Action **Deactivate Item** Tool to mark an item as inactive in Zoho Inventory. Use when you need to deactivate an item without permanently deleting it. - Action **Deactivate Item Group** Tool to mark an item group as inactive in Zoho Inventory. Use when you need to deactivate an item group and all its items without permanently deleting them. - Action **Delete Contact** Tool to delete a contact. Use when you need to remove an existing contact from your organization after confirming it is no longer needed. - Action **Delete Contact Person** Tool to delete a contact person. Use when you need to remove a contact person from your organization after confirming it is no longer needed. - Action **Delete Invoice** Tool to delete an invoice. Use when you need to remove an existing invoice that has no payments or credits applied. - Action **Delete Invoice Attachment** Tool to delete an invoice attachment. Use when you need to remove a file attached to an invoice. - Action **Delete Invoice Comment** Delete a specific comment from an invoice in Zoho Inventory. - Action **Delete Item** Tool to delete an item. Use when you need to remove an existing inventory item after confirming it is not referenced in any transactions. - Action **Delete Item Group** Tool to delete an item group. Use to remove an existing item group that is no longer needed. - Action **Delete Item Image** Tool to delete an image associated with an item. Use when you need to remove an item's image after ensuring it's no longer required. - Action **Delete Package** Tool to delete a package. Use when you need to remove an existing package created for a sales order. - Action **Delete Sales Order** Tool to delete a sales order. Use when you need to remove an existing sales order. - Action **Disable Payment Reminder** Tool to disable payment reminders for an invoice. Use when you want to stop automatic payment reminders for an invoice after it has been issued. - Action **Email Contact** Tool to email a contact in Zoho Inventory. Use when you need to send an email to a specific contact with a custom subject and body. - Action **Email Contact Statement** Tool to email a statement of transactions to a contact. Use when you need to send account statements to customers or vendors. - Action **Email Credit Note** Tool to email a credit note to customers. Use when you need to send a credit note via email to recipients. - Action **Email Invoice** Tool to email a specific invoice to customers. Use when you need to send an invoice via email, with optional attachments. - Action **Enable Invoice Payment Reminder** Tool to enable payment reminders for an invoice. Use when you want to activate automatic payment reminders for an invoice after it has been issued. - Action **Get Contact** Tool to retrieve a specific contact by ID from Zoho Inventory. Use when you need to get detailed information about a customer or vendor contact. - Action **Get Contact Address** Tool to get contact address. Use when you need to retrieve address information for a specific contact. - Action **Get Credit Note** Tool to retrieve a credit note by ID. Use when you need to fetch detailed information about a specific credit note. - Action **Get Credit Note Email Content** Tool to get credit note email content including subject, body, recipients, and available templates. Use when you need to preview or retrieve the email content for a credit note before sending it. - Action **Get Current User** Tool to get details of the currently authenticated user in Zoho Inventory. Use when you need to retrieve user profile information, permissions, or validate the authenticated user. - Action **Get Invoice** Retrieve the complete details of one existing invoice by invoice ID. - Action **Get Item** Retrieve the complete details of one existing inventory item by item ID. - Action **Get Package** Retrieve complete details for one existing package by ID. - Action **Get Purchase Order** Retrieve complete details for one existing purchase order by ID. - Action **Get Sales Order** Tool to retrieve the details of an existing sales order. Use when you need to get complete information about a sales order including line items, customer details, shipping information, and order status. - Action **Get Variant Opening Stock** Retrieve opening-stock configuration for one item variant. - Action **List Bills** Tool to list bills. Use when needing to fetch bills for an organization. - Action **List Contacts** Tool to list all contacts (customers and vendors) in Zoho Inventory. Use when needing to fetch contacts for an organization. - Action **List Credit Notes** Tool to list all credit notes. Use when needing to fetch credit notes for an organization. Supports filtering by status, customer, date, and other criteria. - Action **List Currencies** Tool to list all currencies configured in Zoho Inventory. Use when you need to retrieve available currencies, exchange rates, or identify the base currency for an organization. - Action **List Customer Payments** List customer payments for a Zoho Inventory organization. - Action **List Invoice Payments** Tool to list all payments received for a specific invoice. Use when you need to retrieve payment records for an invoice. - Action **List Invoices** Tool to list all invoices in Zoho Inventory. Use when you need to retrieve invoices for an organization. - Action **List Items** Tool to list all items in Zoho Inventory. Use when you need to retrieve inventory items for an organization. - Action **List Organizations** Tool to list all organizations the user has access to in Zoho Inventory. Use when you need to get organization IDs or view available organizations. This action does not require organization_id as a parameter. - Action **List Purchase Orders** Tool to list purchase orders. Use when needing to fetch purchase orders for an organization. - Action **List Sales Orders** Tool to list sales orders. Use when needing to fetch sales orders for an organization. - Action **Update Contact** Update editable details for one customer or vendor contact. - Action **Update Item** Update editable catalog details for one existing Zoho Inventory item. - Action **Update Variant Opening Stock** Update organization-level or location-level opening stock for one variant. ## Each app on its own - [ **WorkflowMax** WorkflowMax is a powerful cloud-based project management software designed to help businesses streamline...](https://apiant.ai/connections/workflowmax) - [ **Zoho Inventory** Zoho Inventory helps businesses track stock, manage orders, and sync inventory across multiple sales...](https://apiant.ai/connections/zoho-inventory) Reviews ## What our customers say ## More from WorkflowMax - [ **WorkflowMax to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/workflowmax-to-zoom) - [ **WorkflowMax to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/workflowmax-to-linkedin) - [ **WorkflowMax to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/workflowmax-to-facebook) - [ **WorkflowMax to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/workflowmax-to-anthropic) - [ **WorkflowMax to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/workflowmax-to-gohighlevel) - [ **WorkflowMax to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/workflowmax-to-supabase) ## More into Zoho Inventory - [ **HubSpot to Zoho Inventory** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-inventory) - [ **Salesforce to Zoho Inventory** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-inventory) - [ **Slack to Zoho Inventory** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-inventory) - [ **Google Sheets to Zoho Inventory** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-inventory) - [ **Gmail to Zoho Inventory** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-inventory) - [ **Google Calendar to Zoho Inventory** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-inventory) Questions ## WorkflowMax and Zoho Inventory, answered ### ### What can start an automation from WorkflowMax? Any of WorkflowMax's 23 triggers in the catalog, including Job Category Created, Job Cost Added, Job Document Added and Job Task Added. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zoho Inventory when something happens in WorkflowMax? Any of Zoho Inventory's 64 actions, including Create Bill, Create Contact, Create Contact Person and Create Credit Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Inventory to WorkflowMax? Zoho Inventory has no triggers in the catalog today, so automations start in WorkflowMax. If you need the other direction, ask: your agent reads Zoho Inventory's API documentation and adds it. ### ### Do I have to build a connector for WorkflowMax or Zoho Inventory? 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 WorkflowMax and Zoho Inventory 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.