--- title: "Connect Zite and Zoho Invoice - APIANT.ai" description: "When \"New Field\" fires in Zite, your agent runs \"Create Contact Person\" in Zoho Invoice, or \"New Contact\" in Zoho Invoice to \"Create Record\" in Zite." canonical: "https://apiant.ai/connect/zite-to-zoho-invoice" --- # Connect Zite and Zoho Invoice When **New Field** fires in [Zite](https://apiant.ai/connections/zite), your agent runs **Create Contact Person** in [Zoho Invoice](https://apiant.ai/connections/zoho-invoice), or **New Contact** in Zoho Invoice to **Create Record** in Zite. Describe the whole flow and it is built, tested on every scenario and kept running. Zite **9** triggers Zite **12** 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 Zite 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 Zite and Zoho Invoice can do together ### From Zite to Zoho Invoice - When **New Field** in Zite then **Create Contact Person** in Zoho Invoice - When **New Record** in Zite then **Create New Contact** in Zoho Invoice ### From Zoho Invoice to Zite - When **New Contact** in Zoho Invoice then **Create Record** in Zite - When **New Contact Person** in Zoho Invoice then **Update Record** in Zite 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 Zite and Zoho Invoice ## Triggers and actions 18 triggers · 26 actions - Trigger **Deleted Field** Triggers when a field is deleted from a table. - Trigger **Deleted Record** Triggers when a record is deleted from a table. - Trigger **Deleted Table** Triggers when a table is deleted from a base. - Trigger **New Field** Triggers when a new field is created in a table. - Trigger **New Record** Triggers when a new record is created in a table. - Trigger **New Table** Triggers when a new table is created in a base. - Trigger **Updated Field** Triggers when a field is updated in a table. - Trigger **Updated Record** Triggers when an existing record is updated in a table. - Trigger **Updated Table** Triggers when a table is updated in a base. - Action **Create Field** Creates a new field in a table. - Action **Create Record** Creates a new record in a table. - Action **Create Table** Creates a new table in a base. - Action **Delete Field** Deletes a field from a table. - Action **Delete Record** Deletes a record from a table. - Action **Delete Table** Deletes a table from a base. - Action **Find Field** Finds a field by name. - Action **Find Record** Finds a record by field value. - Action **Find Table** Finds a table by name. - Action **Update Field** Updates a field's name or settings. - Action **Update Record** Updates an existing record in a table. - Action **Update Table** Updates a table's name or description. - 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 - [ **Zite** Zite is an AI-powered app builder for product-ready business software](https://apiant.ai/connections/zite) - [ **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 Zite - [ **Zite to DynamicDocs** Generate dynamic PDFs with JSON to PDF API based on LaTeX](https://apiant.ai/connect/zite-to-dynamicdocs) - [ **Zite to Easy8** Project and work management software (formerly Easy Redmine) for technology teams](https://apiant.ai/connect/zite-to-easy8) - [ **Zite to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zite-to-zoom) - [ **Zite to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zite-to-linkedin) - [ **Zite to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zite-to-facebook) - [ **Zite to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zite-to-anthropic) ## 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 ## Zite and Zoho Invoice, answered ### ### What can start an automation from Zite? Any of Zite's 9 triggers in the catalog, including New Field, New Record, New Table and Updated Field. 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 Zite? 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 Zite? Yes. When something happens in Zoho Invoice, your agent can act in Zite too. This page covers both directions: Zoho Invoice's triggers and Zite's actions are listed here as well. ### ### Do I have to build a connector for Zite 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 Zite 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.