Integration
Connect Zoho Books to Harvestr
When New bill fires in Zoho Books, your agent runs Create Message in Harvestr. 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 Harvestr 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 Harvestr
When New bill in Zoho Books
then Create Message in Harvestr
When New Customer in Zoho Books
then Update message in Harvestr
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 Harvestr
Triggers and actions 6 triggers · 34 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 companyCreates a company in Harvestr, optionally with an external id and segments.
Action
Add discoveryCreates a discovery in Harvestr under a component or parent discovery.
Action
Add userCreates a user (feedback contributor) in Harvestr, optionally linked to a company and segments.
Action
Create MessageCreates a feedback message in Harvestr, upserting the requester (user or company) and optional submitter.
Action
Get companyReturns a single Harvestr company by its id or client id.
Action
Get discoveryReturns a single Harvestr discovery by its ID, optionally including its custom field values and linked issues.
Action
Get messageReturns a single Harvestr message (feedback item) by its id or client id.
Action
Get SubmittersReturns a single submitter (user) in Harvestr by its ID, including contact details, company and segments.
Action
List companiesReturns the companies in your Harvestr workspace, optionally filtered by creation or update date or by external identifier.
Action
List messagesReturns messages from your Harvestr inbox, optionally filtered by date, channel, requester, feedback status or custom inbox.
Action
Search DiscoverySearches Harvestr discoveries whose title contains the given text and returns the matching discoveries.
Action
Search SubmittersSearches Harvestr submitters (users) by email, company, external ID or date range and returns the matches.
Action
Update companyUpdates a company's name, external identifier or segments in Harvestr.
Action
Update discoveryUpdates a discovery's state or parent in Harvestr and returns the updated discovery.
Action
Update messageUpdates a Harvestr message's labels or moves it between the new, processed and bin inboxes.
Action
Update userUpdates an existing Harvestr user's name, email, phone, external id, company or segments.
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 Books
Zoho Books to DustDust lets you build custom AI assistants with access to your company's data.
Zoho Books to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Zoho Books to LinkedInLinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...
Zoho Books to FacebookFacebook is a social media and advertising platform used by individuals and businesses to connect, share...
Zoho Books to AnthropicAnthropic builds Claude, a family of large language models.
Zoho Books to SupabaseSupabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...
More into Harvestr
HubSpot to HarvestrHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to HarvestrSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to HarvestrSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to HarvestrGoogle Sheets
Gmail to HarvestrGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to HarvestrGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Zoho Books and Harvestr, 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 Harvestr when something happens in Zoho Books?
Any of Harvestr's 16 actions, including Create Message, Update company, Update discovery and Update message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Harvestr to Zoho Books?
Harvestr has no triggers in the catalog today, so automations start in Zoho Books. If you need the other direction, ask: your agent reads Harvestr's API documentation and adds it.
Do I have to build a connector for Zoho Books or Harvestr?
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 Harvestr 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.