Integration
Connect Zoho Invoice to Dwolla
When New Contact fires in Zoho Invoice, your agent runs Add customer in Dwolla. 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 Invoice and Dwolla 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 Invoice can start in Dwolla
When New Contact in Zoho Invoice
then Add customer in Dwolla
When New Contact Person in Zoho Invoice
then Update customer in Dwolla
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 Invoice and Dwolla
Triggers and actions 9 triggers · 33 actions
Trigger
Customer PaymentTriggered when a new customer payment is recorded
Trigger
Invoice Status ChangeTriggers when an invoice status is changed.
Trigger
New ContactTriggered when a new contact is created
Trigger
New Contact PersonTriggers when a new point of contact is added to an existing contact.
Trigger
New Credit NoteTriggers when a new Credit Note is created.
Trigger
New EstimateTriggers when a New Estimate is Created.
Trigger
New InvoiceTriggers when a new sales invoice is created.
Trigger
New ItemTriggers when New Item is created.
Trigger
Updated InvoiceTriggered when an invoice is created or updated
Action
Create Contact PersonCreates a new point of contact for a specific contact.
Action
Create Credit NoteCreates a new credit note for a customer
Action
Create New ContactCreates a new contact.
Action
Create New EstimateCreate New Estimate
Action
Create New InvoiceCreate a New Invoice
Action
Create New ItemCreate New Item
Action
Find ContactReturns the contacts that match the specified search criteria.
Action
Find OrganizationFinds an Organization
Action
Get Credit NoteRetrieve a credit note by its ID; returns number, status, customer, reference number and line items.
Action
Get EstimateFetches an estimate by ID. An error occurs if the estimate is not found.
Action
Get ItemReturns one item by item_id
Action
Record PaymentMake payment to an Invoice.
Action
Update ContactAction used to Update a existing Contact in Zoho Billing.
Action
Update InvoiceUpdates an existing Zoho Invoice invoice. Line items not included in the list are removed.
Action
Add beneficial ownerAdds a beneficial owner (an individual owning 25% or more) to a verified business customer, identified by SSN for US owners or by passport for non-US owners.
Action
Add customerCreates a Dwolla customer — receive-only, unverified, verified personal, or verified business.
Action
Add documentUploads an identity verification document (passport, license, ID card) for a Dwolla customer.
Action
Add funding sourceCreates a bank account, virtual account number or debit card funding source for a Dwolla customer.
Action
Add mass paymentCreates a mass payment that sends up to 5,000 individual payments from one Dwolla funding source in a single batch.
Action
Add transferInitiates a Dwolla transfer of money from one funding source to another, returning the new transfer's id and link.
Action
Cancel transferCancels a pending Dwolla transfer and returns the updated transfer.
Action
Delete funding sourceRemoves a bank or debit card funding source in Dwolla. The funding source is soft deleted and stays readable, marked as removed.
Action
Find customersSearches Dwolla customers by name, business name or email, optionally filtered by verification status.
Action
Get customerReturns a Dwolla customer's details, including name, email, type and verification status.
Action
Get funding sourceReturns a Dwolla funding source (bank account or balance) by its ID, including its type, status and bank details.
Action
Get funding source balanceReturns the current balance of a Dwolla funding source — balance and total for a Dwolla balance, available and closing for a bank account, available for a settlement account.
Action
Get mass paymentReturns a Dwolla mass payment by its ID, including its processing status (pending, processing or complete), creation date, totals and metadata.
Action
List beneficial ownersReturns all beneficial owners associated with a business verified Dwolla customer.
Action
List documentsReturns all identity verification documents submitted for a Dwolla customer, including their type, review status and verification result.
Action
List eventsReturns the recent events (state changes to customers, transfers, funding sources and more) in your Dwolla application, newest first.
Action
List funding sourcesReturns all funding sources for a Dwolla customer, including bank accounts, debit cards and the Dwolla balance, with their verification status.
Action
List transfersReturns the transfers for a Dwolla customer, optionally filtered by amount range, date range, status, correlation ID or a name/email search.
Action
Update customerUpdates a Dwolla customer's information, upgrades or retries verification, or suspends, deactivates or reactivates the customer.
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 Invoice and Dwolla, answered
What can start an automation from Zoho Invoice?
Any of Zoho Invoice's 9 triggers in the catalog, including New Contact, New Contact Person, New Credit Note and New Estimate. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Dwolla when something happens in Zoho Invoice?
Any of Dwolla's 19 actions, including Update customer, Add beneficial owner, Add customer and Add document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dwolla to Zoho Invoice?
Dwolla has no triggers in the catalog today, so automations start in Zoho Invoice. If you need the other direction, ask: your agent reads Dwolla's API documentation and adds it.
Do I have to build a connector for Zoho Invoice or Dwolla?
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 Invoice and Dwolla 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.