Integration
Connect Zoho Books to Teamdeck
When something happens in Zoho Books, your agent does the next thing in Teamdeck. 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 Teamdeck 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 Teamdeck
When New bill in Zoho Books
then Add booking in Teamdeck
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 Teamdeck
Triggers and actions 6 triggers · 38 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 booking
Creates a new booking (a planned assignment of a resource to a project over a date range) in Teamdeck.
- Add milestone
Adds a new milestone to a project in your Teamdeck organization.
- Add project
Add a new project.
- Add resource
Adds a new basic resource to Teamdeck: a resource listed in the Calendar that has no email access to the app.
- Add time entry
Add a new time entry assigned to any resource within your organization.
- Add vacation
Add a new vacation to your organization's calendar.
- Delete booking
Delete single booking from organization.
- Delete resource
Deletes a resource from your Teamdeck organization, along with all of its bookings, time entries and vacations.
- Delete time entry
Delete single time entry from organization.
- Delete vacation
Delete a vacation (personal time off) from your Teamdeck organization using its ID.
- Get booking
Return single booking from organization by id.
- Get organization info
Returns your Teamdeck organization's name, work week and settings.
- Get project
Returns a single Teamdeck project by its id, including its custom field values.
- Get resource
Returns a single Teamdeck resource (team member or basic resource) by its ID, including its custom field values.
- Get time entry
Returns a single time entry from your Teamdeck organization by its ID.
- List projects
Returns all projects in your Teamdeck organization, optionally filtered by name, archived status or last-updated time.
- List resources
Return resources (people/equipment) in organization.
- Update booking
Update an existing booking.
- Update project
Update a project.
- Update time entry
Updates an existing time entry by ID.
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 Teamdeck, 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 Teamdeck when something happens in Zoho Books?
Any of Teamdeck's 20 actions, including Update booking, Update project, Update time entry and Add booking. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Teamdeck to Zoho Books?
Teamdeck has no triggers in the catalog today, so automations start in Zoho Books. If you need the other direction, ask: your agent reads Teamdeck's API documentation and adds it.
Do I have to build a connector for Zoho Books or Teamdeck?
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.