A Gleap custom agent can read and update Zoho Books contacts, invoices, payments and credit notes through Composio. It helps businesses that invoice from Zoho Books and handle billing questions and disputes in Gleap.
What a Gleap agent can do in Zoho Books
- Find the invoice: List Invoices and Get Invoice return the customer’s invoices with status and balance.
- Confirm payments: List Customer Payments shows payments received from the customer.
- Pause reminders during a dispute: Disable Invoice Payment Reminder stops automatic reminders for one invoice while support and finance sort out a question.
- Leave a note for finance: Add Invoice Comment records the customer’s question on the invoice.
Example: A disputed invoice
A customer writes in Gleap that an invoice lists a seat they removed last month and asks for a correction. The teammate asks the agent to help. The agent finds the invoice in Zoho Books, adds the customer’s explanation as an invoice comment and pauses its payment reminders after the teammate approves. Finance reviews the seat count and decides on a credit note.
How to connect Zoho Books
- In Gleap, open AI & Automation > Agents and select a custom agent, or create one.
- In its Tools section, click Add tool and search for “Zoho Books”.
- Pick Zoho Books under More integrations and click Connect Zoho Books.
- Sign in to Zoho in the popup, choose the organization and approve access.
- Open the new Zoho Books tool and switch off every action the agent does not need, such as Email Invoice or Send Payment Reminder.
- Tell the agent in its instructions when to use Zoho Books, then test it in chat.
Custom agents are included in the Team, Pro and Enterprise plans. Kai Support can use connected apps as tools on Team, Pro and Enterprise. Kai Code, also on those plans, can use Zoho Books in coding sessions once you add it under Settings > MCP in Kai Code.
FAQ
Does Gleap integrate with Zoho Books?
Yes, through Composio. A Gleap custom agent can work with Zoho Books contacts, invoices, recurring invoices, payments, credit notes, bills and reminders. Zoho Books changes only when an agent run calls these actions.
What can a Gleap AI agent do in Zoho Books?
It gives support the billing facts for a customer and handles small, approved steps such as comments and paused reminders. Credits, refunds and payments stay with finance.
Which Gleap plan includes the Zoho Books integration?
Kai Support and Kai Code can use the Zoho Books toolkit on Team, Pro and Enterprise; custom agents that use it are on Team, Pro and Enterprise. Kai Support answers customers, so switch on only actions that are safe in a customer conversation. Connect a Zoho user whose role matches what the agent should see. AI usage is billed separately; see pricing.
Which Zoho Books actions reach the customer?
Email Invoice, Send Payment Reminder, Send Bulk Invoice Reminder and Send Contact Email all send email to customers. Leave them off for support agents and keep customer messages in the Gleap conversation.
