Integration
Connect Zoho Books to Aurora Inbox
When something happens in Zoho Books, your agent does the next thing in Aurora Inbox. Describe it 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 Aurora Inbox to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Aurora Inbox
When New bill in Zoho Books
then Add chat in Aurora Inbox
When New Customer in Zoho Books
then Add company in Aurora Inbox
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 Aurora Inbox
Triggers and actions 6 triggers · 33 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 customer paymentRecord a customer payment.
Action
Create CustomerCreates a new customer contact in a Zoho Books organization.
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 sales invoiceUpdates an existing sales invoice in Zoho Books. The line items you send replace the invoice's line items.
Action
Add chatCreates a new chat conversation for a contact on a specific channel.
Action
Add companyAdds a new company.
Action
Add tagCreates a tag in Aurora Inbox that can be attached to any chat. If a tag with the same name already exists, that tag is returned.
Action
Create OpportunityCreate a new opportunity
Action
Delete contactDeletes a contact by its ID.
Action
Find chats by criteriaReturns up to 25 chats that match the specified search term, channel, team, unanswered and unread criteria.
Action
Get ChatReturns one chat by id: contact, channel, channel type, owner, agents and status flags.
Action
Get companyFetches a single company by id.
Action
Get contactFetches a single contact by id.
Action
Get or Create ContactFinds a contact by phone number, or creates one when no contact has that number. When a contact is found, any name, email, company name and custom property values you supply are applied to it.
Action
List Chat OpportunitiesReturns the opportunities (deals) attached to a chat.
Action
List Chat TagsReturns all tags currently attached to a chat: attachment id, roomId, tagId, tagName.
Action
List companiesLists companies in Aurora Inbox, optionally filtered by a keyword search.
Action
List tagsReturns all tags configured in the Aurora Inbox account, optionally with the number of chats tagged with each.
Action
List teamsReturns all teams configured in the Aurora Inbox account, including their members and roles.
Action
Send media messageSends a file (image, video, audio or document) to an Aurora Inbox chat, with an optional caption.
Action
Send messageSends a text message, or an internal note visible only to agents, to an Aurora Inbox chat.
Action
Tag chatAttaches a tag to a chat, either an existing tag or one looked up by name (created if no tag with that name exists). If the chat already has the tag, the existing attachment is returned.
Action
Update companyUpdates fields on an existing company.
Action
Update ContactUpdates an existing contact's name, phone, email, company name and custom property values. Blank fields keep their current values.
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 Aurora Inbox, 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 Aurora Inbox when something happens in Zoho Books?
Any of Aurora Inbox's 20 actions, including Create Opportunity, Send media message, Send message and Update company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Aurora Inbox to Zoho Books?
Aurora Inbox has no triggers in the catalog today, so automations start in Zoho Books. If you need the other direction, ask: your agent reads Aurora Inbox's API documentation and adds it.
Do I have to build a connector for Zoho Books or Aurora Inbox?
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.
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.