--- title: "Connect Zoho Books to Docmosis - APIANT.ai" description: "When \"New bill\" fires in Zoho Books, your agent runs \"Convert document\" in Docmosis." canonical: "https://apiant.ai/connect/zoho-books-to-docmosis" --- # Connect Zoho Books to Docmosis When **New bill** fires in [Zoho Books](https://apiant.ai/connections/zoho-books), your agent runs **Convert document** in [Docmosis](https://apiant.ai/connections/docmosis). Describe the whole flow and it is built, tested on every scenario and kept running. Zoho Books **6** triggers Zoho Books **18** actions Docmosis **11** 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 Books and Docmosis 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 Books can start in Docmosis - When **New bill** in Zoho Books then **Convert document** in Docmosis - When **New Customer** in Zoho Books then **Generate a Document** in Docmosis 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 Docmosis ## Triggers and actions 6 triggers · 29 actions - Trigger **New bill** Triggered when a new bill is created - Trigger **New Customer** Triggers when a new customer is created. - Trigger **New Estimate** Triggers when a new estimate is created. - Trigger **New Expense** Triggers when an expense is created. - Trigger **New Item** Triggers when a new item is created. - Trigger **New Sales Invoice** Triggers when a new sales invoice is created. - Action **Add bill** Creates a bill received from a vendor in Zoho Books. - Action **Add customer payment** Record a customer payment. - Action **Add expense** Create an expense. - Action **Create Customer** Creates a new customer contact in a Zoho Books organization. - Action **Create Estimate** Creates a new estimate. - Action **Create Item** Creates a new item. - Action **Create Sales Invoice** Creates a new sales invoice. - Action **Find customers by criteria** Returns 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 Invoice** Returns up to 200 invoices that match the specified criteria, such as invoice number, customer, status or date range. - Action **Get Bill** Returns one vendor bill from Zoho Books, including its number, vendor, status and total. - Action **Get customer** Get a contact by id. - Action **Get Estimate** Returns one estimate (quote) from Zoho Books, including its number, customer, status and total. - Action **Get Expense** Returns one expense recorded in Zoho Books, including its amount, date and accounts. - Action **Get Item** Returns one item from your Zoho Books item list, including its name, rate and description. - Action **Get sales invoice** Retrieves the details of an existing invoice in Zoho Books. - Action **Update customer** Updates an existing customer in Zoho Books. Only the fields you fill in are changed. - Action **Update item** Update an item. - Action **Update sales invoice** Updates an existing sales invoice in Zoho Books. The line items you send replace the invoice's line items. - Action **Add image** Upload an image for use in templates. - Action **Add template** Upload a template file. - Action **Convert document** Convert an uploaded document to another format (e.g. PDF). - Action **Delete image** Delete a stored image by name. - Action **Delete template** Delete a template by name. - Action **Generate a Document** Send data to the Docmosis Cloud service, that will be merged with a template, to generate a document. - Action **Get template** Download a template file by name. - Action **Get template details** Get metadata for a template. - Action **Get template sample data** Get sample data for a template's fields. - Action **List images** List images stored in the account. - Action **List templates** List templates stored in the account. ## Each app on its own - [ **Zoho Books** Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial...](https://apiant.ai/connections/zoho-books) - [ **Docmosis** Docmosis is a template-based document generation service.](https://apiant.ai/connections/docmosis) Reviews ## What our customers say ## More from Zoho Books - [ **Zoho Books to Dust** Dust lets you build custom AI assistants with access to your company's data.](https://apiant.ai/connect/zoho-books-to-dust) - [ **Zoho Books to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zoho-books-to-zoom) - [ **Zoho Books to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zoho-books-to-linkedin) - [ **Zoho Books to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zoho-books-to-facebook) - [ **Zoho Books to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zoho-books-to-anthropic) - [ **Zoho Books to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zoho-books-to-supabase) ## More into Docmosis - [ **HubSpot to Docmosis** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docmosis) - [ **Salesforce to Docmosis** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docmosis) - [ **Slack to Docmosis** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docmosis) - [ **Google Sheets to Docmosis** Google Sheets](https://apiant.ai/connect/google-sheets-to-docmosis) - [ **Gmail to Docmosis** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docmosis) - [ **Google Calendar to Docmosis** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-docmosis) Questions ## Zoho Books and Docmosis, 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 Docmosis when something happens in Zoho Books? Any of Docmosis's 11 actions, including Add image, Add template, Convert document and Generate a Document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docmosis to Zoho Books? Docmosis has no triggers in the catalog today, so automations start in Zoho Books. If you need the other direction, ask: your agent reads Docmosis's API documentation and adds it. ### ### Do I have to build a connector for Zoho Books or Docmosis? 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 Docmosis 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.