Integration
Connect Zoho Billing to Marketo
When New Credit Note fires in Zoho Billing, your agent runs Add Leads to List in Marketo. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Zoho Billing and Marketo to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Zoho Billing can start in Marketo
When New Credit Note in Zoho Billing
then Add Leads to List in Marketo
When New Customer in Zoho Billing
then Create or Update Lead in Marketo
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 Zoho Billing and Marketo
Triggers and actions 15 triggers · 62 actions
Trigger
Cancel SubscriptionTriggered when a subscription is cancelled
Trigger
Invoice PaidFires once for each invoice that reaches Paid status in the selected Zoho Billing organization.
Trigger
New Credit NoteTriggered when a new credit note is created
Trigger
New CustomerTriggered when a new customer is created
Trigger
New InvoiceFires once for each new invoice created in the selected Zoho Billing organization.
Trigger
New ItemFires when a new item is added in Zoho Billing.
Trigger
New QuoteFires once for each new quote created in the selected Zoho Billing organization.
Trigger
New SubscriptionFires once for each new subscription created in the selected Zoho Billing organization.
Trigger
Payment FailureFires when an online payment attempt fails in Zoho Billing (for example a declined card charge).
Trigger
Payment SuccessFires when a new successful customer payment is recorded in Zoho Billing.
Trigger
Subscription About to RenewFires once per billing term for each live subscription that is scheduled to renew, carrying the date of its upcoming renewal.
Trigger
Subscription ActivationFires when a subscription is activated (becomes live) in the selected Zoho Billing organization.
Trigger
Updated CustomerTriggered when a customer is created or updated.
Trigger
Updated InvoiceTriggered when an invoice is created or updated.
Trigger
Void InvoiceFires once for each invoice that is voided in the selected Zoho Billing organization.
Action
Add ChargeCharge a one-time amount against a Zoho Billing subscription. Creates an invoice for the charge, or adds it to the subscription's unbilled charges.
Action
Associate CouponApplies a coupon to an existing subscription in Zoho Billing.
Action
Cancel Invoice WriteOffCancels the write-off on an invoice in Zoho Billing, restoring its unpaid balance.
Action
Cancel SubcriptionCancels a Zoho Billing subscription, either immediately or at the end of the current term.
Action
Create a New QuoteCreate a New Quote for a Customer
Action
Create Credit NoteCreates a credit note for a customer in Zoho Billing.
Action
Create CustomerCreates a new customer.
Action
Create New InvoiceCreates an invoice for a customer in Zoho Billing.
Action
Create New ItemCreate New Item for One time Invoices
Action
Create SubscriptionCreates a new subscription in Zoho Billing, either for an existing customer or for a new customer created in the same call.
Action
Disassociate CouponRemoves the coupon currently applied to a Zoho Billing subscription.
Action
Email an InvoiceEmails an existing invoice to the recipients you specify, with your own subject and message.
Action
Fetch CustomerRetrieve the details of an existing customer in Zoho Billing.
Action
Fetch InvoiceRetrieve the details of a single invoice by its id.
Action
Fetch SubscriptionRetrieve the details of a subscription by its id.
Action
Find CustomerFinds Zoho Billing customers whose email address matches the one supplied, returning the first match and the full list of matches.
Action
Find InvoiceReturns the invoices whose invoice number matches the one you supply.
Action
Find SubscriptionFinds subscriptions by subscription number, customer, or reference, optionally narrowed by status.
Action
Get ItemRetrieves one item by item_id, returning its name, rate, product type, status and custom fields.
Action
Get PaymentRetrieve a payment by id; returns the payment including amount, mode and applied invoices.
Action
Invoice WriteOffWrites off the unpaid balance of a Zoho Billing invoice.
Action
Mark Invoice as SentMarks a draft invoice as sent by changing its status to open, without emailing it to the customer.
Action
Postpone RenewalPostpones a subscription's next renewal (billing) date to a later date. No prorated charges are applied.
Action
Reactivate SubscriptionReactivates a non-renewing Zoho Billing subscription so it keeps renewing for the given number of billing cycles.
Action
Record PaymentRecords a payment received from a customer in Zoho Billing, optionally applying it to one or more invoices.
Action
Update CustomerUpdate an existing customer.
Action
Update Customer StatusMarks a Zoho Billing customer as active or inactive.
Action
Update InvoiceUpdate an existing invoice
Action
Update SubscriptionUpdates the existing subscription
Action
Void InvoiceMarks an invoice as void in Zoho Billing.
Action
Add Leads to ListAdds leads to a static list.
Action
Create or Update LeadCreates a lead, or updates the existing lead with the same email.
Action
Delete companyDeletes one or more company records in Marketo, identified by Marketo id or by external company id.
Action
Delete LeadDeletes a lead.
Action
Find companiesFinds Marketo companies whose chosen field matches any of the values you supply, returning up to 300 matching company records.
Action
Find LeadsFinds leads whose field matches any of the given values.
Action
Find opportunitiesFinds opportunities whose chosen field matches one of the values you supply, returning up to 300 matching opportunities.
Action
Find program membersFinds members of a Marketo program whose chosen field matches one of the given values, returning up to 300 members.
Action
Get Activity TypesReturns every activity type, with its ID and attributes.
Action
Get CampaignsReturns smart campaigns, optionally limited by name, program or workspace.
Action
Get Custom Object RecordsFinds custom object records whose field matches any of the given values.
Action
Get emailReturns a Marketo email asset by its id, including subject, from/reply addresses, folder, template and approval status.
Action
Get Lead ActivitiesReturns lead activities of the given types since a paging token.
Action
Get Lead by IdReturns one lead by its ID.
Action
Get Lead Field NamesReturns every lead field, with its API name, label and data type.
Action
Get Leads by List IdReturns the leads in a static list.
Action
Get List by IdReturns one static list by its ID.
Action
Get ListsReturns static lists, optionally limited by name, program or workspace.
Action
Get Paging TokenReturns a paging token that starts reading activities from a date.
Action
Get programReturns a Marketo program by its id, including its type, channel, status, folder, tags and period costs.
Action
List emailsReturns the email assets in your Marketo instance, optionally filtered by status, folder or last-updated date range.
Action
List programsReturns the programs in your Marketo instance, optionally filtered by program, folder or workspace, or by last-updated date range.
Action
List smart campaignsReturns the smart campaigns in your Marketo instance, optionally limited to a folder or program, an update-date window, or active campaigns only.
Action
Merge LeadsMerges one or more leads into a winning lead.
Action
Remove Leads from ListRemoves leads from a static list.
Action
Request CampaignRuns leads through a trigger smart campaign.
Action
Schedule CampaignSchedules a batch smart campaign to run.
Action
Send sample emailSends a sample of a Marketo email asset to an address, optionally populating tokens and dynamic content as a chosen lead.
Action
Sync CompaniesCreates or updates companies.
Action
Sync Custom ObjectCreates or updates custom object records.
Action
Sync OpportunitiesCreates or updates opportunities.
Action
Update lead program statusChanges the program status (for example "Registered" or "Attended") of one or more leads that are already members of a Marketo program.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Zoho Billing and Marketo, answered
What can start an automation from Zoho Billing?
Any of Zoho Billing's 15 triggers in the catalog, including New Credit Note, New Customer, New Invoice and New Item. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Marketo when something happens in Zoho Billing?
Any of Marketo's 32 actions, including Create or Update Lead, Send sample email, Update lead program status and Add Leads to List. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Marketo to Zoho Billing?
Marketo has no triggers in the catalog today, so automations start in Zoho Billing. If you need the other direction, ask: your agent reads Marketo's API documentation and adds it.
Do I have to build a connector for Zoho Billing or Marketo?
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 Zoho Billing and Marketo 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.