Integration
Connect Zoho Books to Salesforge
When New bill fires in Zoho Books, your agent runs Add contact in Salesforge. Describe the whole flow 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 Salesforge to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Salesforge
When New bill in Zoho Books
then Add contact in Salesforge
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 Salesforge
Triggers and actions 6 triggers · 29 actions
- New bill
Triggered when a new bill is created
- New Customer
Triggers when a new customer is created.
- New Estimate
Triggers when a new estimate is created.
- New Expense
Triggers when an expense is created.
- New Item
Triggers when a new item is created.
- New Sales Invoice
Triggers when a new sales invoice is created.
- Add bill
Creates a bill received from a vendor in Zoho Books.
- Add customer payment
Record a customer payment.
- Add expense
Create an expense.
- Create Customer
Creates a new customer contact in a Zoho Books organization.
- Create Estimate
Creates a new estimate.
- Create Item
Creates a new item.
- Create Sales Invoice
Creates a new sales invoice.
- 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).
- Find Invoice
Returns up to 200 invoices that match the specified criteria, such as invoice number, customer, status or date range.
- Get Bill
Returns one vendor bill from Zoho Books, including its number, vendor, status and total.
- Get customer
Get a contact by id.
- Get Estimate
Returns one estimate (quote) from Zoho Books, including its number, customer, status and total.
- Get Expense
Returns one expense recorded in Zoho Books, including its amount, date and accounts.
- Get Item
Returns one item from your Zoho Books item list, including its name, rate and description.
- Get sales invoice
Retrieves the details of an existing invoice in Zoho Books.
- Update customer
Updates an existing customer in Zoho Books. Only the fields you fill in are changed.
- Update item
Update an item.
- Update sales invoice
Updates an existing sales invoice in Zoho Books. The line items you send replace the invoice's line items.
- Add contact
Creates a contact in a Salesforge workspace. Requires a first name and at least one of email or LinkedIn URL.
- Add contacts to do-not-contact list
Adds email addresses or domains to a workspace's do-not-contact list so they are never emailed.
- Add contacts to sequence
Assigns one or more existing contacts to a sequence in a Salesforge workspace.
- Add sequence
Creates a new email sequence in a Salesforge workspace.
- Get contact
Returns a Salesforge contact, including its custom variables, tags and sequence enrollment status.
- Get sequence
Returns a single sequence by ID, including its status, steps, assigned mailboxes and engagement metrics.
- List contacts
Returns the contacts in a Salesforge workspace, optionally filtered by tag, email validation status, or contacts not yet in a given sequence.
- List do-not-contact entries
Returns the do-not-contact entries (emails, domains and LinkedIn profiles) in a Salesforge workspace.
- List sequences
Returns the sequences in a Salesforge workspace, optionally filtered by status, product, sequence IDs or sequence type.
- List workspaces
Returns the workspaces on your Salesforge account.
- Update sequence status
Activates or pauses a Salesforge sequence.
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 Salesforge, 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 Salesforge when something happens in Zoho Books?
Any of Salesforge's 11 actions, including Update sequence status, Add contact, Add contacts to do-not-contact list and Add contacts to sequence. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesforge to Zoho Books?
Salesforge has no triggers in the catalog today, so automations start in Zoho Books. If you need the other direction, ask: your agent reads Salesforge's API documentation and adds it.
Do I have to build a connector for Zoho Books or Salesforge?
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 Salesforge 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.