Integration
Connect Zoho Books to Orshot
When something happens in Zoho Books, your agent does the next thing in Orshot. 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 Orshot 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 Orshot
When New bill in Zoho Books
then Add brand image in Orshot
When New Customer in Zoho Books
then Render From Template in Orshot
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 Orshot
Triggers and actions 6 triggers · 15 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 customer paymentRecord a customer payment.
Action
Create CustomerCreates a new customer contact in a Zoho Books organization.
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 customerGet a contact by id.
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 sales invoiceUpdates an existing sales invoice in Zoho Books. The line items you send replace the invoice's line items.
Action
Add brand imageUploads an image to your Orshot workspace's brand assets from a URL or base64 data.
Action
Get render jobGet one async render job by its ID, including its status and, once finished, its result or error.
Action
List brand imagesLists the brand images in your Orshot workspace, optionally filtered by tags or scoped to one embed user.
Action
List render jobsReturns all async render jobs in the workspace, newest first, optionally filtered by status.
Action
Render From TemplateRenders an image or PDF from an Orshot utility (library) template such as Website Screenshot or Tweet Image.
Action
Start async renderStarts rendering a Studio template in the background (image, PDF or video) and returns a render job immediately. Collect the finished file by checking the job or via a webhook.
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
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Questions
Zoho Books and Orshot, 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 Orshot when something happens in Zoho Books?
Any of Orshot's 6 actions, including Add brand image, Get render job, List brand images and List render jobs. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Orshot to Zoho Books?
Orshot has no triggers in the catalog today, so automations start in Zoho Books. If you need the other direction, ask: your agent reads Orshot's API documentation and adds it.
Do I have to build a connector for Zoho Books or Orshot?
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.