--- title: "Connect Zenlist and Zoho Books - APIANT.ai" description: "When \"New and Updated Chat Messages\" fires in Zenlist, your agent runs \"Add customer payment\" in Zoho Books." canonical: "https://apiant.ai/connect/zenlist-to-zoho-books" --- # Connect Zenlist and Zoho Books When **New and Updated Chat Messages** fires in [Zenlist](https://apiant.ai/connections/zenlist), your agent runs **Add customer payment** in [Zoho Books](https://apiant.ai/connections/zoho-books), or **New bill** in Zoho Books to **Get chat message** in Zenlist. Describe the whole flow and it is built, tested on every scenario and kept running. Zenlist **1** trigger Zenlist **13** 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 Zenlist 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 Zenlist and Zoho Books can do together ### From Zenlist to Zoho Books - When **New and Updated Chat Messages** in Zenlist then **Add customer payment** in Zoho Books - When **New and Updated Chat Messages** in Zenlist then **Create Customer** in Zoho Books ### From Zoho Books to Zenlist - When **New bill** in Zoho Books then **Get chat message** in Zenlist - When **New Customer** in Zoho Books then **Get message counts** in Zenlist 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 Zenlist and Zoho Books ## Triggers and actions 7 triggers · 31 actions - Trigger **New and Updated Chat Messages** Triggers when a client chat message is created or changed in Zenlist. - Action **Create a Client Invitation** Sends a new client invitation from an agent to a client by email, and returns the created invitation. - Action **Get agent** Returns a Zenlist agent by ID, including name, MLS details, contact info and linked account. - Action **Get chat message** Returns a single client chat message by its Zenlist ID. - Action **Get client** Returns a Zenlist client by ID, including name, contact details and assigned agent. - Action **Get client invitation** Returns a client invitation by its Zenlist ID, including its state, invitee details and the inviting agent. - Action **Get event** Returns a single client activity event (listing view, save, tour request, note, saved search or new session) by its Zenlist ID. - Action **Get message counts** Returns the total number of unread chat messages across all conversations for an agent, identified by their MLS member ID. - Action **Get search** Returns a saved client search by its Zenlist ID. - Action **List agents** Returns the list of agents your Zenlist partner key has access to. - Action **List chat messages** Returns the client chat messages your Zenlist account has access to. - Action **List client invitations** Returns the client invitations your Zenlist key has access to, with their state, invitee contact details and agent. - Action **List events** Returns the client events your Zenlist key has access to, such as listing views, saved listings, tour requests, notes, saved searches and new sessions. - Action **List searches** Returns the saved searches this Zenlist API key has access to, with each search's id and creation time. - 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 - [ **Zenlist** Zenlist is an agent and client collaboration tool to find a home using the most powerful search available...](https://apiant.ai/connections/zenlist) - [ **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 Zenlist - [ **Zenlist to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zenlist-to-zoom) - [ **Zenlist to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zenlist-to-linkedin) - [ **Zenlist to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zenlist-to-facebook) - [ **Zenlist to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zenlist-to-anthropic) - [ **Zenlist to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zenlist-to-supabase) - [ **Zenlist to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/zenlist-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 ## Zenlist and Zoho Books, answered ### ### What can start an automation from Zenlist? Any of Zenlist's 1 trigger in the catalog, including New and Updated Chat Messages. 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 Zenlist? 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 Zenlist? Yes. When something happens in Zoho Books, your agent can act in Zenlist too. This page covers both directions: Zoho Books's triggers and Zenlist's actions are listed here as well. ### ### Do I have to build a connector for Zenlist 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 Zenlist 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.