--- title: "Connect Apex27 and Balabook - APIANT.ai" description: "When \"New / Updated Listing\" fires in Apex27, your agent runs \"Add invoice payment\" in Balabook." canonical: "https://apiant.ai/connect/apex27-to-balabook" --- # Connect Apex27 and Balabook When **New / Updated Listing** fires in [Apex27](https://apiant.ai/connections/apex27), your agent runs **Add invoice payment** in [Balabook](https://apiant.ai/connections/balabook), or **New Invoices** in Balabook to **Create / Update Contact** in Apex27. Describe the whole flow and it is built, tested on every scenario and kept running. Apex27 **4** triggers Apex27 **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 Apex27 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 Apex27 and Balabook can do together ### From Apex27 to Balabook - When **New / Updated Listing** in Apex27 then **Add invoice payment** in Balabook - When **New / Updated Task** in Apex27 then **Create Invoice** in Balabook ### From Balabook to Apex27 - When **New Invoices** in Balabook then **Create / Update Contact** in Apex27 - When **New Journal Entries** in Balabook then **Create / Update Contact Note** in Apex27 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 Apex27 and Balabook ## Triggers and actions 6 triggers · 41 actions - Trigger **New / Updated Listing** Triggers when a listing is created or updated inside Apex27. - Trigger **New / Updated Task** Triggers when a task is created or updated inside Apex27. - Trigger **New / Updated Valuation** Triggers when a valuation is created or updated inside Apex27. - Trigger **New / Updated Viewing** Triggers when a viewing is created or updated inside Apex27. - Action **Add Listing Valuation** creates a valuation on a listing (body: userId, thirdPartyContactId, dtsValued, status, valuedPrice, recommendedPrice, vendorsEstimate, notes). Fires listing_valuation.create. - Action **Add Listing Viewing** books a viewing on a listing (required body: contactId, userId, event, isAccompanied). Fires listing_viewing.create. - Action **Create Call Log** Creates a call log record in Apex27. - Action **Create Notification** Sends an in-app notification to Apex27 users. Provide at least one of User, Branch, Main Branch, Listing or Contact. - Action **Create / Update Contact** Creates a new contact or updates an existing contact in Apex27. - Action **Create / Update Contact Note** Creates a note linked to a contact - Action **Create / Update Listing** Creates a new listing, or updates an existing listing if you pass the existing listing ID - Action **Create / Update Listing Note** Creates or updates a listing note - Action **Create / Update Task** Creates or updates a task if you pass the task ID. - Action **Find Contact** Finds a contact by ID, Email or Phone - Action **Get Contact Note** Returns one contact note by id. - Action **List Contact Call Logs** Returns the call logs recorded against a contact. - Action **List Listing Valuations** Returns the valuations recorded on a listing. - Action **Upload Document** This will upload a document to either a listing or a contact - Action **Upload Image for Listing** Uploads an image to a listing - 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 - [ **Apex27** Apex27 is a full-featured estate agent CRM platform](https://apiant.ai/connections/apex27) - [ **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 Apex27 - [ **Apex27 to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/apex27-to-hubspot) - [ **Apex27 to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/apex27-to-salesforce) - [ **Apex27 to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/apex27-to-slack) - [ **Apex27 to Google Sheets** Google Sheets](https://apiant.ai/connect/apex27-to-google-sheets) - [ **Apex27 to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/apex27-to-gmail) - [ **Apex27 to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/apex27-to-google-calendar) ## 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 ## Apex27 and Balabook, answered ### ### What can start an automation from Apex27? Any of Apex27's 4 triggers in the catalog, including New / Updated Listing, New / Updated Task, New / Updated Valuation and New / Updated Viewing. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Balabook when something happens in Apex27? 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 Apex27? Yes. When something happens in Balabook, your agent can act in Apex27 too. This page covers both directions: Balabook's triggers and Apex27's actions are listed here as well. ### ### Do I have to build a connector for Apex27 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 Apex27 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.