--- title: "Connect Zoho Books to inTouch by rdcom - APIANT.ai" description: "When \"New bill\" fires in Zoho Books, your agent runs \"Add email campaign draft\" in inTouch by rdcom." canonical: "https://apiant.ai/connect/zoho-books-to-intouch-by-rdcom" --- # Connect Zoho Books to inTouch by rdcom When **New bill** fires in [Zoho Books](https://apiant.ai/connections/zoho-books), your agent runs **Add email campaign draft** in [inTouch by rdcom](https://apiant.ai/connections/intouch-by-rdcom). Describe the whole flow and it is built, tested on every scenario and kept running. Zoho Books **6** triggers Zoho Books **18** actions inTouch by rdcom **9** 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 inTouch by rdcom 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 inTouch by rdcom - When **New bill** in Zoho Books then **Add email campaign draft** in inTouch by rdcom - When **New Customer** in Zoho Books then **Add email template** in inTouch by rdcom 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 inTouch by rdcom ## Triggers and actions 6 triggers ยท 27 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 email campaign draft** Creates a new email campaign draft, sent to a list or free from list. The draft is not sent until it is explicitly marked for sending. - Action **Add email template** Creates a new email template in an inTouch account from a name and HTML content, optionally assigned to template categories. - Action **Add SMS template** Creates a new SMS template in an inTouch account, with its name, message text, type and optional categories. - Action **Add subscriber** Adds a new subscriber, by email address and/or phone number, to one of your inTouch lists. - Action **Get email campaign** Returns the details and aggregated statistics of a sent or scheduled email campaign, optionally with a detailed list of bounces, readers, clickers or unsubscribers. - Action **Get email template** Returns the details of an email template, including its name, HTML structure, preview image and categories. - Action **Get list** Returns the details of a list (name, sender, state and field settings), without its subscribers. - Action **Get SMS template** Returns an SMS template, including its name, text and categories. - Action **Get subscriber** Returns a subscriber's details from an inTouch list, including contact info, custom field values, channel states and opt-in dates. ## 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) - [ **inTouch by rdcom** inTouch is a digital messaging platform designed to manage corporate communications, centralizing the...](https://apiant.ai/connections/intouch-by-rdcom) 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 inTouch by rdcom - [ **Ontraport to inTouch by rdcom** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connect/ontraport-to-intouch-by-rdcom) - [ **Tuemilio to inTouch by rdcom** Early access waitlists for founders and startups that want to bring their idea to potential customers faster.](https://apiant.ai/connect/tuemilio-to-intouch-by-rdcom) - [ **HubSpot to inTouch by rdcom** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-intouch-by-rdcom) - [ **Salesforce to inTouch by rdcom** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-intouch-by-rdcom) - [ **Slack to inTouch by rdcom** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-intouch-by-rdcom) - [ **Google Sheets to inTouch by rdcom** Google Sheets](https://apiant.ai/connect/google-sheets-to-intouch-by-rdcom) Questions ## Zoho Books and inTouch by rdcom, 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 inTouch by rdcom when something happens in Zoho Books? Any of inTouch by rdcom's 9 actions, including Add email campaign draft, Add email template, Add SMS template and Add subscriber. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from inTouch by rdcom to Zoho Books? inTouch by rdcom has no triggers in the catalog today, so automations start in Zoho Books. If you need the other direction, ask: your agent reads inTouch by rdcom's API documentation and adds it. ### ### Do I have to build a connector for Zoho Books or inTouch by rdcom? 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 inTouch by rdcom 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.