--- title: "Connect ActiveTrail and Balabook - APIANT.ai" description: "When \"Contact Added to Group\" fires in ActiveTrail, your agent runs \"Add invoice payment\" in Balabook." canonical: "https://apiant.ai/connect/activetrail-to-balabook" --- # Connect ActiveTrail and Balabook When **Contact Added to Group** fires in [ActiveTrail](https://apiant.ai/connections/activetrail), your agent runs **Add invoice payment** in [Balabook](https://apiant.ai/connections/balabook), or **New Invoices** in Balabook to **Add Contact to Group** in ActiveTrail. Describe the whole flow and it is built, tested on every scenario and kept running. ActiveTrail **4** triggers ActiveTrail **15** actions Balabook **2** triggers Balabook **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ActiveTrail and Balabook 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 ActiveTrail and Balabook can do together ### From ActiveTrail to Balabook - When **Contact Added to Group** in ActiveTrail then **Add invoice payment** in Balabook - When **Contact Updated** in ActiveTrail then **Create Invoice** in Balabook ### From Balabook to ActiveTrail - When **New Invoices** in Balabook then **Add Contact to Group** in ActiveTrail - When **New Journal Entries** in Balabook then **Add email campaign** in ActiveTrail 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 ActiveTrail and Balabook ## Triggers and actions 6 triggers · 41 actions - Trigger **Contact Added to Group** Triggers when a contact is added to a group (any group). - Trigger **Contact Removed From Group** Triggers when a contact is removed from a group (any group). - Trigger **Contact Unsubscribed** Triggers when a contact unsubscribes from receiving further emails. - Trigger **Contact Updated** Triggers when a contact record in ActiveTrail is updated via the API (status or details). - Action **Add Contact to Group** Add a new or an existing contact to a specific group (The new contact will be created if not already exists). - Action **Add email campaign** Creates a new email campaign for one or more groups, and either sends/schedules it or saves it as a draft. - Action **Add group** Creates a new group in your ActiveTrail account and returns it. - Action **Add order** Adds an order (or updates it if the order id already exists) to ActiveTrail Commerce, with its customer, amounts and products. - Action **Add template** Create a template in My Templates. - Action **Delete group** Deletes a group from the ActiveTrail account. - Action **Find Group** Returns up to 100 groups whose name matches the search term. - Action **Get email campaign** Retrieves an ActiveTrail email campaign by its id, including its details, design, template, A/B settings and e-commerce data. - Action **Get group** Get a group's details (name, contact counts, creation date) by its id. - Action **Get order** Returns a commerce order by your store's order id. - Action **Get template** Returns one of your My Templates by id: its name, subject and category. - Action **List email campaigns** Lists the account's email campaigns, optionally filtered by mailing list, content category, name, send type and last-updated date range. - Action **List groups** Lists the groups in the ActiveTrail account, optionally filtered by group name. - Action **Remove Contact From Group** Removes a contact from an ActiveTrail group. The contact itself stays in the account. - Action **Update group** Rename an existing ActiveTrail group. - Trigger **New Invoices** Triggers when a new invoice is created. - Trigger **New Journal Entries** Triggers when a new journal entry is created. - Action **Add bill** Create a bill. - Action **Add credit note** Create a credit note. - Action **Add invoice payment** Record a payment on an invoice. - Action **Add journal entry** Create a journal entry. - Action **Create Account** Creates a new account in your company. - Action **Create Estimate** Creates a new draft estimate in your company. - Action **Create Expense** Creates a new draft expense in your company. - Action **Create Invoice** Creates a new draft invoice in your company. - Action **Create Partner** Creates the partner for the company. - Action **Create Transaction** Creates a new draft transaction in your company. - Action **Delete invoice** Delete an invoice. - Action **Get account** Get an account with amounts. - Action **Get credit note** Returns one credit note with partner, line items, totals and status. - Action **Get invoice** Get an invoice by id. - Action **Get partner** Get a partner by id. - Action **List accounts** List accounts. - Action **List bills** List bills. - Action **List estimates** List estimates. - Action **List invoices** List invoices. - Action **List journal entries** List journal entries. - Action **List transactions** List transactions. - Action **Update account** Update an account. - Action **Update estimate** Update an estimate. - Action **Update expense** Update an expense. - Action **Update invoice** Update an invoice. - Action **Update partner** Update a partner. ## Each app on its own - [ **ActiveTrail** ActiveTrail is a marketing automation platform designed to help you maintain active relationships with...](https://apiant.ai/connections/activetrail) - [ **Balabook** Balabook is an accounting software for business owners and accounting firms to help improve the financial...](https://apiant.ai/connections/balabook) Reviews ## What our customers say ## More from ActiveTrail - [ **ActiveTrail to WoopSocial** WoopSocial is a social media management platform that helps you manage multiple accounts, automate...](https://apiant.ai/connect/activetrail-to-woopsocial) - [ **ActiveTrail to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/activetrail-to-hubspot) - [ **ActiveTrail to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/activetrail-to-salesforce) - [ **ActiveTrail to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/activetrail-to-slack) - [ **ActiveTrail to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/activetrail-to-google-sheets) - [ **ActiveTrail to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/activetrail-to-gmail) ## More into Balabook - [ **ActiveCampaign to Balabook** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-balabook) - [ **Airtable to Balabook** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-balabook) - [ **Asana to Balabook** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-balabook) - [ **2Chat to Balabook** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-balabook) - [ **3Scribe to Balabook** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-balabook) - [ **5pm to Balabook** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-balabook) Questions ## ActiveTrail and Balabook, answered ### ### What can start an automation from ActiveTrail? Any of ActiveTrail's 4 triggers in the catalog, including Contact Added to Group, Contact Removed From Group, Contact Updated and Contact Unsubscribed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Balabook when something happens in ActiveTrail? Any of Balabook's 26 actions, including Create Account, Create Estimate, Create Expense and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Balabook to ActiveTrail? Yes. When something happens in Balabook, your agent can act in ActiveTrail too. This page covers both directions: Balabook's triggers and ActiveTrail's actions are listed here as well. ### ### Do I have to build a connector for ActiveTrail or Balabook? 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 ActiveTrail and Balabook 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.