Integration
Connect Zoho Invoice and Zoho Projects
When something happens in Zoho Invoice or Zoho Projects, your agent does the next thing in the other. 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 Invoice and Zoho Projects to do together?
Ask the assistant
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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 Invoice and Zoho Projects can do together
From Zoho Invoice to Zoho Projects
When New Contact in Zoho Invoice
then Add Log Time in Zoho Projects
From Zoho Projects to Zoho Invoice
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 Zoho Projects
Triggers and actions 14 triggers · 38 actions
- Customer Payment
Triggered when a new customer payment is recorded
- Invoice Status Change
Triggers when an invoice status is changed.
- New Contact
Triggered when a new contact is created
- New Contact Person
Triggers when a new point of contact is added to an existing contact.
- New Credit Note
Triggers when a new Credit Note is created.
- New Estimate
Triggers when a New Estimate is Created.
- New Invoice
Triggers when a new sales invoice is created.
- New Item
Triggers when New Item is created.
- Updated Invoice
Triggered when an invoice is created or updated
- Create Contact Person
Creates a new point of contact for a specific contact.
- Create Credit Note
Creates a new credit note for a customer
- Create New Contact
Creates a new contact.
- Create New Estimate
Create New Estimate
- Create New Invoice
Create a New Invoice
- Create New Item
Create New Item
- Find Contact
Returns the contacts that match the specified search criteria.
- Find Organization
Finds an Organization
- Get Credit Note
Retrieve a credit note by its ID; returns number, status, customer, reference number and line items.
- Get Estimate
Fetches an estimate by ID. An error occurs if the estimate is not found.
- Get Item
Returns one item by item_id
- Record Payment
Make payment to an Invoice.
- Update Contact
Action used to Update a existing Contact in Zoho Billing.
- Update Invoice
Updates an existing Zoho Invoice invoice. Line items not included in the list are removed.
- New Bug
Triggered when a new bug is created
- New Milestone
Triggered when a new milestone is created
- New Project
Trigger when a new project is created.
- New Task
Triggers when a task is created or completed.
- New Task List
Triggered when a new task list is created in a project
- Add Log Time
Adds a time log to a task.
- Add subtask
Adds a new subtask under an existing task
- Add task comment
Add a comment to a task.
- Create Bug
Creates a new Bug.
- Create Milestone
Creates a new Milestone.
- Create Project
Creates a new Project.
- Create Task
Creates a new Task.
- Create Task List
Creates a new Task List.
- Delete project
Delete a project.
- Delete task
Delete a task.
- Find Project
Returns the projects in the portal whose name contains the text you give.
- Find Project Owner
Returns the owner of a Zoho Projects project.
- Get Milestone
Returns one milestone of a project by its ID.
- Get project
Get a project by id.
- Get task
Get a task by id.
- List projects
List projects in a portal.
- List Task Comments
Returns the comments on a task.
- List Task Lists
Returns the task lists of a project.
- List tasks
List tasks in a project.
- List Task Time Logs
Returns the time logs on a task.
- Update bug
Update a bug.
- Update milestone
Update a milestone.
- Update Project
Updates existing project.
- Update task
Update a task.
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 Zoho Projects, 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 Zoho Projects when something happens in Zoho Invoice?
Any of Zoho Projects's 24 actions, including Create Bug, Create Milestone, Create Project and Create Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho Projects to Zoho Invoice?
Yes. When something happens in Zoho Projects, your agent can act in Zoho Invoice too. This page covers both directions: Zoho Projects's triggers and Zoho Invoice's actions are listed here as well.
Do I have to build a connector for Zoho Invoice or Zoho Projects?
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.