--- title: "Connect Zenlist and Zoho Invoice - APIANT.ai" description: "When \"New and Updated Chat Messages\" fires in Zenlist, your agent runs \"Create Contact Person\" in Zoho Invoice." canonical: "https://apiant.ai/connect/zenlist-to-zoho-invoice" --- # Connect Zenlist and Zoho Invoice When **New and Updated Chat Messages** fires in [Zenlist](https://apiant.ai/connections/zenlist), your agent runs **Create Contact Person** in [Zoho Invoice](https://apiant.ai/connections/zoho-invoice), or **New Contact** in Zoho Invoice 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 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 Zenlist 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 Zenlist and Zoho Invoice can do together ### From Zenlist to Zoho Invoice - When **New and Updated Chat Messages** in Zenlist then **Create Contact Person** in Zoho Invoice - When **New and Updated Chat Messages** in Zenlist then **Create New Contact** in Zoho Invoice ### From Zoho Invoice to Zenlist - When **New Contact** in Zoho Invoice then **Get chat message** in Zenlist - When **New Contact Person** in Zoho Invoice 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 Invoice ## Triggers and actions 10 triggers · 27 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 **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 - [ **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 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 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 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## Zenlist and Zoho Invoice, 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 Invoice when something happens in Zenlist? 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 Zenlist? Yes. When something happens in Zoho Invoice, your agent can act in Zenlist too. This page covers both directions: Zoho Invoice's triggers and Zenlist's actions are listed here as well. ### ### Do I have to build a connector for Zenlist 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 Zenlist 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.