--- title: "Connect Zoho Books to Mailazy - APIANT.ai" description: "When \"New bill\" fires in Zoho Books, your agent runs \"Add contact\" in Mailazy." canonical: "https://apiant.ai/connect/zoho-books-to-mailazy" --- # Connect Zoho Books to Mailazy When **New bill** fires in [Zoho Books](https://apiant.ai/connections/zoho-books), your agent runs **Add contact** in [Mailazy](https://apiant.ai/connections/mailazy). Describe the whole flow and it is built, tested on every scenario and kept running. Zoho Books **6** triggers Zoho Books **18** actions Mailazy **12** 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 Mailazy 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 Mailazy - When **New bill** in Zoho Books then **Add contact** in Mailazy - When **New Customer** in Zoho Books then **Add contact to list** in Mailazy 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 Mailazy ## Triggers and actions 6 triggers ยท 30 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 contact** Creates a contact in Mailazy, optionally adding it to one or more lists right away. - Action **Add contact to list** Adds a contact to a Mailazy list by contact id or email, which schedules that list's automation emails. - Action **Add list** Creates a new contact list in your Mailazy product. - Action **Add suppression** Adds an email address to the product's suppression list so no more email is sent to it. Re-adding an address already suppressed returns the existing entry. - Action **Add tag** Creates a new tag in your Mailazy product. Tag names are unique, ignoring case. - Action **Delete contact** Deletes a contact from your Mailazy product. - Action **Find contact by email** Finds a Mailazy contact by its email address and returns the contact record. - Action **Get contact** Returns a single Mailazy contact by its ID, including email, name and metadata. - Action **List contacts** Returns contacts in your Mailazy product, optionally filtered and sorted by created date. - Action **List lists** Returns all contact lists in your Mailazy product. - Action **Remove contact from list** Removes a contact from a list and cancels any pending sends for that list. - Action **Update contact** Updates a Mailazy contact's name and merges new values into its metadata. ## 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) - [ **Mailazy** Mailazy is an email service provider focused exclusively on transactional email delivery.](https://apiant.ai/connections/mailazy) 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 Mailazy - [ **OpenAI to Mailazy** OpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...](https://apiant.ai/connect/openai-to-mailazy) - [ **Capsule CRM to Mailazy** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-mailazy) - [ **PagerDuty to Mailazy** PagerDuty is an incident management and on-call alerting platform.](https://apiant.ai/connect/pagerduty-to-mailazy) - [ **HubSpot to Mailazy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mailazy) - [ **Salesforce to Mailazy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-mailazy) - [ **Slack to Mailazy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-mailazy) Questions ## Zoho Books and Mailazy, 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 Mailazy when something happens in Zoho Books? Any of Mailazy's 12 actions, including Update contact, Add contact, Add contact to list and Add list. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Mailazy to Zoho Books? Mailazy has no triggers in the catalog today, so automations start in Zoho Books. If you need the other direction, ask: your agent reads Mailazy's API documentation and adds it. ### ### Do I have to build a connector for Zoho Books or Mailazy? 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 Mailazy 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.