--- title: "Connect Zoho Billing to Support Board - APIANT.ai" description: "When \"New Credit Note\" fires in Zoho Billing, your agent runs \"Add Note\" in Support Board." canonical: "https://apiant.ai/connect/zoho-billing-to-support-board" --- # Connect Zoho Billing to Support Board When **New Credit Note** fires in [Zoho Billing](https://apiant.ai/connections/zoho-billing), your agent runs **Add Note** in [Support Board](https://apiant.ai/connections/support-board). Describe the whole flow and it is built, tested on every scenario and kept running. Zoho Billing **15** triggers Zoho Billing **30** actions Support Board **36** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Zoho Billing and Support Board 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 Zoho Billing can start in Support Board - When **New Credit Note** in Zoho Billing then **Add Note** in Support Board - When **New Customer** in Zoho Billing then **Send Message** in Support Board 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 Support Board ## Triggers and actions 15 triggers · 66 actions - Trigger **Cancel Subscription** Triggered when a subscription is cancelled - Trigger **Invoice Paid** Fires once for each invoice that reaches Paid status in the selected Zoho Billing organization. - Trigger **New Credit Note** Triggered when a new credit note is created - Trigger **New Customer** Triggered when a new customer is created - Trigger **New Invoice** Fires once for each new invoice created in the selected Zoho Billing organization. - Trigger **New Item** Fires when a new item is added in Zoho Billing. - Trigger **New Quote** Fires once for each new quote created in the selected Zoho Billing organization. - Trigger **New Subscription** Fires once for each new subscription created in the selected Zoho Billing organization. - Trigger **Payment Failure** Fires when an online payment attempt fails in Zoho Billing (for example a declined card charge). - Trigger **Payment Success** Fires when a new successful customer payment is recorded in Zoho Billing. - Trigger **Subscription About to Renew** Fires once per billing term for each live subscription that is scheduled to renew, carrying the date of its upcoming renewal. - Trigger **Subscription Activation** Fires when a subscription is activated (becomes live) in the selected Zoho Billing organization. - Trigger **Updated Customer** Triggered when a customer is created or updated. - Trigger **Updated Invoice** Triggered when an invoice is created or updated. - Trigger **Void Invoice** Fires once for each invoice that is voided in the selected Zoho Billing organization. - Action **Add Charge** Charge 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 Coupon** Applies a coupon to an existing subscription in Zoho Billing. - Action **Cancel Invoice WriteOff** Cancels the write-off on an invoice in Zoho Billing, restoring its unpaid balance. - Action **Cancel Subcription** Cancels a Zoho Billing subscription, either immediately or at the end of the current term. - Action **Create a New Quote** Create a New Quote for a Customer - Action **Create Credit Note** Creates a credit note for a customer in Zoho Billing. - Action **Create Customer** Creates a new customer. - Action **Create New Invoice** Creates an invoice for a customer in Zoho Billing. - Action **Create New Item** Create New Item for One time Invoices - Action **Create Subscription** Creates a new subscription in Zoho Billing, either for an existing customer or for a new customer created in the same call. - Action **Disassociate Coupon** Removes the coupon currently applied to a Zoho Billing subscription. - Action **Email an Invoice** Emails an existing invoice to the recipients you specify, with your own subject and message. - Action **Fetch Customer** Retrieve the details of an existing customer in Zoho Billing. - Action **Fetch Invoice** Retrieve the details of a single invoice by its id. - Action **Fetch Subscription** Retrieve the details of a subscription by its id. - Action **Find Customer** Finds Zoho Billing customers whose email address matches the one supplied, returning the first match and the full list of matches. - Action **Find Invoice** Returns the invoices whose invoice number matches the one you supply. - Action **Find Subscription** Finds subscriptions by subscription number, customer, or reference, optionally narrowed by status. - Action **Get Item** Retrieves one item by item_id, returning its name, rate, product type, status and custom fields. - Action **Get Payment** Retrieve a payment by id; returns the payment including amount, mode and applied invoices. - Action **Invoice WriteOff** Writes off the unpaid balance of a Zoho Billing invoice. - Action **Mark Invoice as Sent** Marks a draft invoice as sent by changing its status to open, without emailing it to the customer. - Action **Postpone Renewal** Postpones a subscription's next renewal (billing) date to a later date. No prorated charges are applied. - Action **Reactivate Subscription** Reactivates a non-renewing Zoho Billing subscription so it keeps renewing for the given number of billing cycles. - Action **Record Payment** Records a payment received from a customer in Zoho Billing, optionally applying it to one or more invoices. - Action **Update Customer** Update an existing customer. - Action **Update Customer Status** Marks a Zoho Billing customer as active or inactive. - Action **Update Invoice** Update an existing invoice - Action **Update Subscription** Updates the existing subscription - Action **Void Invoice** Marks an invoice as void in Zoho Billing. - Action **Add Conversation** Creates a new conversation. - Action **Add Note** Adds a new note to a conversation. - Action **Add User** Create a new user in Support Board. - Action **Delete Message** Deletes an existing message. - Action **Delete Note** Deletes a note from a conversation. - Action **Delete User** Deletes a user and all linked conversations and messages. - Action **Delete Users** Deletes multiple users and all linked conversations and messages. - Action **Direct Message** Sends a direct chat message. - Action **Get Agents in Conversation** Returns an array with all the agents with at least one message in the conversation. - Action **Get Conversation** Returns a conversation and the messages of the conversation. - Action **Get Conversations** Returns all the conversations. Each conversation includes the last message of the conversation. - Action **Get External Setting** Returns an external setting. External settings are saved on a dedicated database row. - Action **Get Last Agent in Conversation** Returns the last agent who answered a conversation. - Action **Get Last Message** Returns the last message in a conversation. - Action **Get Multi Setting** Returns a subsetting of another setting. - Action **Get New Conversations** Returns the conversations created after the given date/ID or with a message created after the given date/ID. Each conversation includes the last message of the conversation. - Action **Get New Messages** Returns the messages of a conversation created after the given date/ID. - Action **Get New User Conversations** Returns the user conversations created after the given date/ID or with a message created after the given date/ID. Each conversation includes the last message of the conversation. - Action **Get Notes** Returns the internal notes of a conversation. - Action **Get Setting** Returns a setting saved in the Settings area. - Action **Get Settings** Returns an array with all the settings. - Action **Get User** Returns one user's details (name, email, type, extra details) by user ID via api.php function=get-user; returns false when the user does not exist. - Action **Get User Conversations** Returns the conversations of a user. Each conversation includes the last message of the conversation. - Action **Google Translate** Translates multiple strings via Google Translate. - Action **Login** Logins a user or agent. A user can log in in two ways: via email and password, or via user ID and token. The last value of the response is the encrypted login data ready to be stored in the sb-login cookie. Use the function SBF.loginCookie(response[1]); to store it. Returns false if login is unsuccessful. - Action **Push Notification** Sends a Push notification to an agent, a group of agents, or all agents. Push notifications must be enabled in the settings area. - Action **Search Conversations** Returns the conversations matching the search. - Action **Search User Conversations** Returns the conversations of the given user ID that matches the search terms. - Action **Send Message** Adds a new message to an existing conversation. - Action **Telegram Send Message** Sends a message to Telegram. - Action **Update Conversation Agent** Assigns or update the agent assigned to a conversation. - Action **Update Conversation Department** Updates the department of a conversation. - Action **Update Conversation Status** Updates the status code of a conversation. - Action **Update Message** Updates an existing message. - Action **Update User** Updates the details of an existing user. - Action **WhatsApp Send Message** Sends a message to a WhatsApp number. ## Each app on its own - [ **Zoho Billing** Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle...](https://apiant.ai/connections/zoho-billing) - [ **Support Board** Support Board is a communication and chat platform powered by artificial intelligence-driven chatbots.](https://apiant.ai/connections/support-board) Reviews ## What our customers say ## More from Zoho Billing - [ **Zoho Billing to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zoho-billing-to-zoom) - [ **Zoho Billing to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zoho-billing-to-linkedin) - [ **Zoho Billing to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zoho-billing-to-facebook) - [ **Zoho Billing to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zoho-billing-to-anthropic) - [ **Zoho Billing to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zoho-billing-to-supabase) - [ **Zoho Billing to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/zoho-billing-to-elevenlabs) ## More into Support Board - [ **HubSpot to Support Board** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-support-board) - [ **Salesforce to Support Board** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-support-board) - [ **Slack to Support Board** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-support-board) - [ **Google Sheets to Support Board** Google Sheets](https://apiant.ai/connect/google-sheets-to-support-board) - [ **Gmail to Support Board** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-support-board) - [ **Google Calendar to Support Board** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-support-board) Questions ## Zoho Billing and Support Board, 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 Support Board when something happens in Zoho Billing? Any of Support Board's 36 actions, including Send Message, Update Conversation Agent, Update Conversation Department and Update Conversation Status. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Support Board to Zoho Billing? Support Board has no triggers in the catalog today, so automations start in Zoho Billing. If you need the other direction, ask: your agent reads Support Board's API documentation and adds it. ### ### Do I have to build a connector for Zoho Billing or Support Board? 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 Support Board 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.