Integration
Connect Zoho Billing and Zoho Mail
When New Credit Note fires in Zoho Billing, your agent runs Create New Task in Zoho Mail, or New Email in Zoho Mail to Create Customer in Zoho Billing. 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 Zoho Mail 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 and Zoho Mail can do together
From Zoho Billing to Zoho Mail
When New Credit Note in Zoho Billing
then Create New Task in Zoho Mail
When New Customer in Zoho Billing
then Send Email in Zoho Mail
From Zoho Mail to Zoho Billing
When New Email in Zoho Mail
then Create Customer in Zoho Billing
When New Email Matching Search in Zoho Mail
then Create New Invoice in Zoho Billing
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 Zoho Mail
Triggers and actions 18 triggers · 43 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.
Trigger
New EmailTriggered when a new email arrives in a Zoho Mail account.
Trigger
New Email Matching SearchFires for each new email in a Zoho Mail account that matches a saved search.
Trigger
New Tagged EmailFires once for each email in the account that carries the chosen tag, newest first.
Action
Create DraftComposes an email and saves it as a draft in a Zoho Mail account.
Action
Create FolderCreates a new folder in a Zoho Mail account, optionally nested under a parent folder.
Action
Create New TaskCreates a personal task, or a group task when a group is chosen, in Zoho Mail Tasks.
Action
Create TagCreates a new label (tag) in a Zoho Mail account.
Action
Delete emailDelete a message.
Action
Find emails by searchReturns up to 10 emails that match the specified Zoho Mail search criteria.
Action
Get emailGet a message's content by id.
Action
List emailsLists emails in a Zoho Mail account, optionally limited to one folder and filtered by read status, flag, label, thread or email type.
Action
List foldersLists all folders in a Zoho Mail account.
Action
List tagsList labels/tags.
Action
Reply to emailSends a reply to a received email from a Zoho Mail account, optionally scheduled for later delivery.
Action
Send EmailSends an email from a Zoho Mail account.
Action
Update emailUpdates one or more emails in a Zoho Mail account: mark read/unread, move to a folder, set a flag, apply or remove labels, archive/unarchive, or mark as spam/not spam.
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
Reviews
What our customers say
More from Zoho Billing
Zoho Billing to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Zoho Billing to LinkedInLinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...
Zoho Billing to FacebookFacebook is a social media and advertising platform used by individuals and businesses to connect, share...
Zoho Billing to AnthropicAnthropic builds Claude, a family of large language models.
Zoho Billing to SupabaseSupabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...
Zoho Billing to ElevenLabsElevenLabs is an AI audio research and deployment company.
More into Zoho Mail
HubSpot to Zoho MailHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Zoho MailSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Zoho MailSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Zoho MailGoogle Sheets
Gmail to Zoho MailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Zoho MailGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Zoho Billing and Zoho Mail, 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 Zoho Mail when something happens in Zoho Billing?
Any of Zoho Mail's 13 actions, including Create Draft, Create Folder, Create New Task and Create Tag. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho Mail to Zoho Billing?
Yes. When something happens in Zoho Mail, your agent can act in Zoho Billing too. This page covers both directions: Zoho Mail's triggers and Zoho Billing's actions are listed here as well.
Do I have to build a connector for Zoho Billing or Zoho Mail?
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 Zoho Mail 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.