--- title: "Connect WorkRamp and Zoho Books - APIANT.ai" description: "When \"Assignment Completed: Challenge\" fires in WorkRamp, your agent runs \"Add customer payment\" in Zoho Books." canonical: "https://apiant.ai/connect/workramp-to-zoho-books" --- # Connect WorkRamp and Zoho Books When **Assignment Completed: Challenge** fires in [WorkRamp](https://apiant.ai/connections/workramp), your agent runs **Add customer payment** in [Zoho Books](https://apiant.ai/connections/zoho-books), or **New bill** in Zoho Books to **Get contact** in WorkRamp. Describe the whole flow and it is built, tested on every scenario and kept running. WorkRamp **9** triggers WorkRamp **11** 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 WorkRamp 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 WorkRamp and Zoho Books can do together ### From WorkRamp to Zoho Books - When **Assignment Completed: Challenge** in WorkRamp then **Add customer payment** in Zoho Books - When **Assignment Completed: Path** in WorkRamp then **Create Customer** in Zoho Books ### From Zoho Books to WorkRamp - When **New bill** in Zoho Books then **Get contact** in WorkRamp - When **New Customer** in Zoho Books then **Find User** in WorkRamp 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 WorkRamp and Zoho Books ## Triggers and actions 15 triggers · 29 actions - Trigger **Assignment Completed: Challenge** Triggers when a user completes the selected challenge, returning the user, completion date, grade and pass status. - Trigger **Assignment Completed: Path** Triggers when a user completes an assignment for the selected path. - Trigger **Assignment Completed: Scorm** Triggers when a user completes an assignment for the chosen SCORM course. - Trigger **Assignment Created: Challenge** Triggers when a user is newly assigned to the selected challenge. - Trigger **Assignment Created: Path** Triggers when a user is assigned to the selected WorkRamp path. - Trigger **Assignment Created: Scorm** Triggers when a user is assigned the selected SCORM course. - Trigger **Training Complete** Triggers when a contact completes a training in your Customer Learning Cloud academy. - Trigger **User Created** Triggers when a new user is created in your WorkRamp enterprise. - Trigger **User Deleted** Triggers when a user in your WorkRamp enterprise is deleted. - Action **Add group** Creates a new group in WorkRamp, optionally with initial member users. - Action **Delete contact** Deactivates (soft-deletes) a contact in a WorkRamp Customer Learning Cloud academy. - Action **Delete user** Deletes an existing user from your WorkRamp enterprise. - Action **Find User** Returns the WorkRamp users that match an email address, a name or a custom attribute value. - Action **Get contact** Returns a single contact from a WorkRamp Customer Learning Cloud academy, including name and email. - Action **List certifications** Returns all certifications (badges) set up in your WorkRamp account. - Action **List events** Returns the events in a WorkRamp academy, including each event's title, description, publication status and session counts. - Action **List groups** Returns all groups in the WorkRamp enterprise, with each group's name and created and updated times. - Action **List guides** Returns all guides in your WorkRamp account, including each guide's title, task count, test question count and tags. - Action **List paths** Returns the learning paths in your WorkRamp enterprise, including each path's name, description, content counts and tags. - Action **List users** Returns the users in your WorkRamp enterprise, optionally filtered by email, name or a custom attribute. - 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 - [ **WorkRamp** WorkRamp is the All-in-One Platform that powers learning as a growth engine for the modern enterprise.](https://apiant.ai/connections/workramp) - [ **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 WorkRamp - [ **WorkRamp to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/workramp-to-zoom) - [ **WorkRamp to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/workramp-to-linkedin) - [ **WorkRamp to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/workramp-to-facebook) - [ **WorkRamp to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/workramp-to-anthropic) - [ **WorkRamp to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/workramp-to-supabase) - [ **WorkRamp to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/workramp-to-elevenlabs) ## 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 ## WorkRamp and Zoho Books, answered ### ### What can start an automation from WorkRamp? Any of WorkRamp's 9 triggers in the catalog, including Assignment Completed: Challenge, Assignment Completed: Path, Assignment Completed: Scorm and Assignment Created: Challenge. 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 WorkRamp? 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 WorkRamp? Yes. When something happens in Zoho Books, your agent can act in WorkRamp too. This page covers both directions: Zoho Books's triggers and WorkRamp's actions are listed here as well. ### ### Do I have to build a connector for WorkRamp 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 WorkRamp 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.