--- title: "Connect Zoho Books to Optimizely - APIANT.ai" description: "When \"New bill\" fires in Zoho Books, your agent runs \"Add page\" in Optimizely." canonical: "https://apiant.ai/connect/zoho-books-to-optimizely" --- # Connect Zoho Books to Optimizely When **New bill** fires in [Zoho Books](https://apiant.ai/connections/zoho-books), your agent runs **Add page** in [Optimizely](https://apiant.ai/connections/optimizely). Describe the whole flow and it is built, tested on every scenario and kept running. Zoho Books **6** triggers Zoho Books **18** actions Optimizely **26** 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 Optimizely 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 Optimizely - When **New bill** in Zoho Books then **Add page** in Optimizely - When **New Customer** in Zoho Books then **Add project** in Optimizely 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 Optimizely ## Triggers and actions 6 triggers · 44 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 attribute** Creates a new attribute in an Optimizely project, which can be used to target audiences. - Action **Add audience** Adds a new audience to an Optimizely project and returns the id of the audience that was created. - Action **Add campaign** Creates a new personalization campaign in an Optimizely project and returns its id. - Action **Add experiment** Creates a new experiment in an Optimizely project and returns its id. - Action **Add feature** Creates a new feature flag in an Optimizely project. Works only with legacy Full Stack projects, and returns the id of the new feature. - Action **Add page** Creates a new page in an Optimizely project, defining the URL where experiments and campaigns can run and when it activates. Returns the created page. - Action **Add project** Creates a new Optimizely project in your account and returns the created project. - Action **Delete experiment** Archives an Optimizely experiment by its ID. Optimizely keeps archived experiments rather than permanently removing them. - Action **Get audience** Returns a single Optimizely audience by its ID, including its name, targeting conditions and status. An error occurs if the audience is not found. - Action **Get campaign** Returns a single Optimizely campaign by its ID, including its status, metrics, targeting and custom field values. - Action **Get experiment** Returns a single experiment by its ID, including its status, variations, metrics and targeting. Fails if the experiment is not found. - Action **Get experiment results** Returns the results of an Optimizely experiment, including metric performance per variation, reach and statistical significance, optionally limited to a time range or visitor segment. - Action **Get feature** Returns a single feature by its ID, including its variables and its rollout rules in each environment. Works only with legacy Full Stack projects. - Action **Get project** Returns all the properties of a single Optimizely project, including its platform, status and web snippet settings. - Action **List attributes** Returns all attributes in an Optimizely project, including their keys, names and archived status. - Action **List audiences** Returns the audiences in an Optimizely project, optionally filtered by archived or journey status. - Action **List campaigns** Returns all campaigns in an Optimizely project, optionally narrowed by journey or archived status. - Action **List environments** Returns all of the environments that have been created in an Optimizely project. - Action **List events** Returns all events in an Optimizely project, including pageview events and, optionally, classic goals. - Action **List experiments** Returns all experiments in an Optimizely project or campaign. - Action **List features** Returns all features created in an Optimizely project, including their variables and per-environment rollout rules. - Action **List pages** Returns the pages defined in an Optimizely project, optionally including single-use pages generated for campaign URL targeting. - Action **List projects** Returns all the projects in your Optimizely account, with their settings and status. - Action **Update campaign** Updates an existing Optimizely campaign's details, targeting and metrics, and can publish, start, pause, resume or unarchive it. Returns the updated campaign. - Action **Update experiment** Updates an Optimizely experiment's settings, such as its name, audiences, metrics, variations and schedule, and can optionally publish, start, pause, resume or unarchive it. Returns the updated experiment. - Action **Update feature** Updates an existing feature's name, key, description, variables, environment rollout rules or archived state, and returns the updated feature. ## 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) - [ **Optimizely** The Optimizely platform technology provides A/B testing tools, in which two versions of a web page can be...](https://apiant.ai/connections/optimizely) 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 Optimizely - [ **HubSpot to Optimizely** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-optimizely) - [ **Salesforce to Optimizely** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-optimizely) - [ **Slack to Optimizely** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-optimizely) - [ **Google Sheets to Optimizely** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-optimizely) - [ **Gmail to Optimizely** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-optimizely) - [ **Google Calendar to Optimizely** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-optimizely) Questions ## Zoho Books and Optimizely, 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 Optimizely when something happens in Zoho Books? Any of Optimizely's 26 actions, including Update campaign, Update experiment, Update feature and Add attribute. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Optimizely to Zoho Books? Optimizely has no triggers in the catalog today, so automations start in Zoho Books. If you need the other direction, ask: your agent reads Optimizely's API documentation and adds it. ### ### Do I have to build a connector for Zoho Books or Optimizely? 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 Optimizely 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.