Integration
Connect Zoho Books to Onfleet
When something happens in Zoho Books, your agent does the next thing in Onfleet. 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 Onfleet 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 Onfleet
When New bill in Zoho Books
then Add hub in Onfleet
When New Customer in Zoho Books
then Add team in Onfleet
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 Onfleet
Triggers and actions 6 triggers · 46 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 hubCreate a new hub location.
Action
Add teamCreates a new team in the Onfleet organization.
Action
Clone TaskClone an existing task by ID.
Action
Create DestinationCreate a destination (address).
Action
Create RecipientCreate a recipient.
Action
Create TaskCreate a delivery/pickup task in Onfleet.
Action
Create WorkerCreate a worker (driver).
Action
Delete TaskDelete a task by ID.
Action
Delete teamDeletes a team from the Onfleet organization.
Action
Delete workerDeletes a worker from the Onfleet organization. Workers with an active task cannot be deleted until the task has been completed.
Action
Find Recipient by NameFind a recipient by name.
Action
Find Recipient by PhoneFind a recipient by phone number.
Action
Get DestinationRetrieve a destination by ID.
Action
Get OrganizationRetrieve details of your own Onfleet organization.
Action
Get RecipientRetrieve a recipient by ID.
Action
Get TaskRetrieve a single task by its Onfleet ID.
Action
Get Task by Short IDRetrieve a single task by its shortId.
Action
Get TeamRetrieve a single team by ID.
Action
Get WorkerRetrieve a single worker by ID.
Action
List HubsList all hubs in the organization.
Action
List TasksList tasks in a time range. from is required (ms epoch); optional to and state filters.
Action
List TeamsList all teams in the organization.
Action
List WorkersList all workers (drivers) in the organization.
Action
Update hubUpdate an existing hub's name or address.
Action
Update RecipientUpdate a recipient by ID.
Action
Update TaskUpdate an existing task by ID.
Action
Update teamUpdate an existing team's name, workers or hub.
Action
Update workerUpdates an existing Onfleet worker (driver): name, teams, display name, capacity, vehicle, routing address and metadata. A worker's phone number cannot be changed through the API.
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 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 Google AnalyticsGoogle Analytics tracks and reports website traffic, user behavior, and conversion data, enabling marketers...
Zoho Books to Google MapsIntegrate Google Maps to access location data, geocoding, directions, and mapping services in your...
More into Onfleet
HubSpot to OnfleetHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to OnfleetSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to OnfleetSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to OnfleetGoogle Sheets
Gmail to OnfleetGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to OnfleetGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Zoho Books and Onfleet, 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 Onfleet when something happens in Zoho Books?
Any of Onfleet's 28 actions, including Create Destination, Create Recipient, Create Task and Create Worker. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Onfleet to Zoho Books?
Onfleet has no triggers in the catalog today, so automations start in Zoho Books. If you need the other direction, ask: your agent reads Onfleet's API documentation and adds it.
Do I have to build a connector for Zoho Books or Onfleet?
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.