--- title: "Connect Zoho Invoice to XRay Workflow - APIANT.ai" description: "When \"New Contact\" fires in Zoho Invoice, your agent runs \"Create Board\" in XRay Workflow." canonical: "https://apiant.ai/connect/zoho-invoice-to-xray-workflow" --- # Connect Zoho Invoice to XRay Workflow When **New Contact** fires in [Zoho Invoice](https://apiant.ai/connections/zoho-invoice), your agent runs **Create Board** in [XRay Workflow](https://apiant.ai/connections/xray-workflow). Describe the whole flow and it is built, tested on every scenario and kept running. Zoho Invoice **9** triggers Zoho Invoice **14** actions XRay Workflow **11** 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 Invoice and XRay Workflow 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 Invoice can start in XRay Workflow - When **New Contact** in Zoho Invoice then **Create Board** in XRay Workflow - When **New Contact Person** in Zoho Invoice then **Create Section** in XRay Workflow 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 XRay Workflow ## Triggers and actions 9 triggers · 25 actions - Trigger **Customer Payment** Triggered when a new customer payment is recorded - Trigger **Invoice Status Change** Triggers when an invoice status is changed. - Trigger **New Contact** Triggered when a new contact is created - Trigger **New Contact Person** Triggers when a new point of contact is added to an existing contact. - Trigger **New Credit Note** Triggers when a new Credit Note is created. - Trigger **New Estimate** Triggers when a New Estimate is Created. - Trigger **New Invoice** Triggers when a new sales invoice is created. - Trigger **New Item** Triggers when New Item is created. - Trigger **Updated Invoice** Triggered when an invoice is created or updated - Action **Create Contact Person** Creates a new point of contact for a specific contact. - Action **Create Credit Note** Creates a new credit note for a customer - Action **Create New Contact** Creates a new contact. - Action **Create New Estimate** Create New Estimate - Action **Create New Invoice** Create a New Invoice - Action **Create New Item** Create New Item - Action **Find Contact** Returns the contacts that match the specified search criteria. - Action **Find Organization** Finds an Organization - Action **Get Credit Note** Retrieve a credit note by its ID; returns number, status, customer, reference number and line items. - Action **Get Estimate** Fetches an estimate by ID. An error occurs if the estimate is not found. - Action **Get Item** Returns one item by item_id - Action **Record Payment** Make payment to an Invoice. - Action **Update Contact** Action used to Update a existing Contact in Zoho Billing. - Action **Update Invoice** Updates an existing Zoho Invoice invoice. Line items not included in the list are removed. - Action **Create Board** This creates a new board in your workspace. - Action **Create Pin** Add a pin to a section. - Action **Create Section** Creates a section of a board. - Action **Get Board** Gets a specific board's details — its name, color, workspace and public sharing state. Use List Sections to get the sections inside the board. - Action **Get Workspaces** Gets all of the workspaces that the owner of the API key belongs to - Action **List Board Colors** Lists all board colors - Action **List Boards** Lists all boards the API key has access to - Action **List Pin Colors** Lists all pin colors - Action **List Sections** List all of the sections inside of a given board - Action **Update Board** Updates a Board's name or color. - Action **Update Pin** Update a Pin's Name, Description, Data, or Color ## Each app on its own - [ **Zoho Invoice** Zoho Invoice is an easy invoice software meant for small businesses and freelancers.](https://apiant.ai/connections/zoho-invoice) - [ **XRay Workflow** This is a software agnostic workflow application. Create your home screen for workflows today!](https://apiant.ai/connections/xray-workflow) Reviews ## What our customers say ## More from Zoho Invoice - [ **Zoho Invoice to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zoho-invoice-to-zoom) - [ **Zoho Invoice to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zoho-invoice-to-linkedin) - [ **Zoho Invoice to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zoho-invoice-to-facebook) - [ **Zoho Invoice to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zoho-invoice-to-anthropic) - [ **Zoho Invoice to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zoho-invoice-to-supabase) - [ **Zoho Invoice to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/zoho-invoice-to-elevenlabs) ## More into XRay Workflow - [ **Postman to XRay Workflow** Postman is a platform for building and testing APIs.](https://apiant.ai/connect/postman-to-xray-workflow) - [ **HubSpot to XRay Workflow** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-xray-workflow) - [ **Salesforce to XRay Workflow** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-xray-workflow) - [ **Slack to XRay Workflow** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-xray-workflow) - [ **Google Sheets to XRay Workflow** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-xray-workflow) - [ **Gmail to XRay Workflow** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-xray-workflow) Questions ## Zoho Invoice and XRay Workflow, 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 XRay Workflow when something happens in Zoho Invoice? Any of XRay Workflow's 11 actions, including Create Board, Create Pin, Create Section and Update Board. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from XRay Workflow to Zoho Invoice? XRay Workflow has no triggers in the catalog today, so automations start in Zoho Invoice. If you need the other direction, ask: your agent reads XRay Workflow's API documentation and adds it. ### ### Do I have to build a connector for Zoho Invoice or XRay Workflow? 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 XRay Workflow 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.