Integration
Connect Zoho Books to AddToWallet
When New bill fires in Zoho Books, your agent runs Add template in AddToWallet. 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 Books and AddToWallet 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 Books can start in AddToWallet
When New bill in Zoho Books
then Add template in AddToWallet
When New Customer in Zoho Books
then Create Digital Wallet Pass in AddToWallet
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 Books and AddToWallet
Triggers and actions 6 triggers · 28 actions
Trigger
New billTriggered when a new bill is created
Trigger
New CustomerTriggers when a new customer is created.
Trigger
New EstimateTriggers when a new estimate is created.
Trigger
New ExpenseTriggers when an expense is created.
Trigger
New ItemTriggers when a new item is created.
Trigger
New Sales InvoiceTriggers when a new sales invoice is created.
Action
Add billCreates a bill received from a vendor in Zoho Books.
Action
Add customer paymentRecord a customer payment.
Action
Add expenseCreate an expense.
Action
Create CustomerCreates a new customer contact in a Zoho Books organization.
Action
Create EstimateCreates a new estimate.
Action
Create ItemCreates a new item.
Action
Create Sales InvoiceCreates a new sales invoice.
Action
Find customers by criteriaReturns the customers in a Zoho Books organization that match the specified criteria (name, company, contact person, address, email, phone, status or free text).
Action
Find InvoiceReturns up to 200 invoices that match the specified criteria, such as invoice number, customer, status or date range.
Action
Get BillReturns one vendor bill from Zoho Books, including its number, vendor, status and total.
Action
Get customerGet a contact by id.
Action
Get EstimateReturns one estimate (quote) from Zoho Books, including its number, customer, status and total.
Action
Get ExpenseReturns one expense recorded in Zoho Books, including its amount, date and accounts.
Action
Get ItemReturns one item from your Zoho Books item list, including its name, rate and description.
Action
Get sales invoiceRetrieves the details of an existing invoice in Zoho Books.
Action
Update customerUpdates an existing customer in Zoho Books. Only the fields you fill in are changed.
Action
Update itemUpdate an item.
Action
Update sales invoiceUpdates an existing sales invoice in Zoho Books. The line items you send replace the invoice's line items.
Action
Add templateCreates a reusable dynamic pass template in AddToWallet, along with a linked user group for issuing passes from it.
Action
Create Digital Wallet PassCreates a new Apple Wallet and Google Wallet pass and returns its id and shareable link.
Action
Delete passArchives a wallet pass by setting its state to expired, moving it to the archived section of users' wallets.
Action
Delete templateDeletes a dynamic pass template and queues removal of every wallet pass issued from it.
Action
Get creditsReturns the number of free and premium pass credits available on your AddToWallet account.
Action
Get templateReturns the full configuration of a dynamic pass template, including its placeholders and design elements.
Action
List templatesReturns all dynamic pass templates on your AddToWallet account, each with its ID and design configuration.
Action
Select a PassReturns the wallet pass with the given ID from your AddToWallet account.
Action
Update passUpdates an existing digital wallet pass. Only the details you fill in are changed.
Action
Update templateUpdates an existing dynamic pass template's name, description, design or dynamic fields. Passes already created from the template are re-rendered with the new design.
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
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Questions
Zoho Books and AddToWallet, answered
What can start an automation from Zoho Books?
Any of Zoho Books's 6 triggers in the catalog, including New bill, New Customer, New Estimate and New Expense. Describe the moment in plain language and your agent picks the right one.
What can your agent do in AddToWallet when something happens in Zoho Books?
Any of AddToWallet's 10 actions, including Create Digital Wallet Pass, Update pass, Update template and Add template. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from AddToWallet to Zoho Books?
AddToWallet has no triggers in the catalog today, so automations start in Zoho Books. If you need the other direction, ask: your agent reads AddToWallet's API documentation and adds it.
Do I have to build a connector for Zoho Books or AddToWallet?
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 Books and AddToWallet 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.