--- title: "Connect Zoho Books to Plentyone - APIANT.ai" description: "When \"New bill\" fires in Zoho Books, your agent runs \"Add contact\" in Plentyone." canonical: "https://apiant.ai/connect/zoho-books-to-plentyone" --- # Connect Zoho Books to Plentyone When **New bill** fires in [Zoho Books](https://apiant.ai/connections/zoho-books), your agent runs **Add contact** in [Plentyone](https://apiant.ai/connections/plentyone). Describe the whole flow and it is built, tested on every scenario and kept running. Zoho Books **6** triggers Zoho Books **18** actions Plentyone **20** 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 Plentyone 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 Plentyone - When **New bill** in Zoho Books then **Add contact** in Plentyone - When **New Customer** in Zoho Books then **Add order** in Plentyone 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 Plentyone ## Triggers and actions 6 triggers · 38 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 new contact (a person) in the plentyONE CRM. - Action **Add item** Creates an item in plentyONE together with its main variation, linked to a category and a unit. - Action **Add order** Creates an order (sales order, return, offer and other order types) in plentyONE with its items, addresses and contact relations. - Action **Add payment** Creates a payment in plentyONE, for example an incoming payment received through a payment method. - Action **Add variation** Creates a new variation of an existing item, optionally defined by attribute values and made visible in a store client. - Action **Find items by criteria** Finds items updated on or after a given time, optionally including their variations. - Action **Find orders by criteria** Finds orders matching criteria such as order type, status, creation or update date, referrer, item or variation. - Action **Get contact** Returns a single contact (person) from the plentyONE CRM by its id. - Action **Get item** Returns a single plentyONE item, including its global settings, free fields and main variation id. - Action **Get order** Returns a single order by its id, including its amounts, properties, addresses and order items. - Action **Get payment** Returns a single payment by its id, including amount, currency, payment method, status and properties. - Action **List categories** Returns the categories set up in PlentyONE, optionally only those of one type such as item categories. - Action **List contacts** Returns the contacts (people) saved in your PlentyONE system, with their contact options and linked accounts. - Action **List stock** Returns the stock levels of variations across all warehouses. - Action **List variations** Returns the variations of an item, including its main variation. - Action **List warehouses** Returns all warehouses set up in your PlentyONE system. - Action **Update contact** Updates an existing contact (person) in PlentyONE CRM. Only the fields you fill in are changed. - Action **Update item** Updates the item-level settings of an existing plentyONE item, such as manufacturer, condition, flags and customs data. - Action **Update order** Updates an existing plentyONE order, such as its status, owner, properties, dates, addresses or order items. - Action **Update variation** Updates an existing variation of an item in plentyONE, such as its number, availability, dimensions, weight or order quantities. ## 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) - [ **Plentyone** Multichannel e-commerce ERP platform for managing products, orders, inventory, and marketplaces.](https://apiant.ai/connections/plentyone) 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 Plentyone - [ **HubSpot to Plentyone** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-plentyone) - [ **Salesforce to Plentyone** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-plentyone) - [ **Slack to Plentyone** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-plentyone) - [ **Google Sheets to Plentyone** Google Sheets](https://apiant.ai/connect/google-sheets-to-plentyone) - [ **Gmail to Plentyone** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-plentyone) - [ **Google Calendar to Plentyone** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-plentyone) Questions ## Zoho Books and Plentyone, 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 Plentyone when something happens in Zoho Books? Any of Plentyone's 20 actions, including Update contact, Update item, Update order and Update variation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Plentyone to Zoho Books? Plentyone has no triggers in the catalog today, so automations start in Zoho Books. If you need the other direction, ask: your agent reads Plentyone's API documentation and adds it. ### ### Do I have to build a connector for Zoho Books or Plentyone? 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 Plentyone 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.