--- title: "Connect Apollo to CII & UBL by InvoiceXML - APIANT.ai" description: "When \"Account Updated\" fires in Apollo, your agent runs \"Create CII Invoice\" in CII & UBL by InvoiceXML." canonical: "https://apiant.ai/connect/apollo-to-cii-ubl-by-invoicexml" --- # Connect Apollo to CII & UBL by InvoiceXML When **Account Updated** fires in [Apollo](https://apiant.ai/connections/apollo), your agent runs **Create CII Invoice** in [CII & UBL by InvoiceXML](https://apiant.ai/connections/cii-ubl-by-invoicexml). Describe the whole flow and it is built, tested on every scenario and kept running. Apollo **4** triggers Apollo **11** actions CII & UBL by InvoiceXML **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Apollo and CII & UBL by InvoiceXML 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 Apollo can start in CII & UBL by InvoiceXML - When **Account Updated** in Apollo then **Create CII Invoice** in CII & UBL by InvoiceXML - When **Contact Updated** in Apollo then **Create UBL Invoice** in CII & UBL by InvoiceXML 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 Apollo and CII & UBL by InvoiceXML ## Triggers and actions 4 triggers · 25 actions - Trigger **Account Updated** Polls Apollo accounts/search for new or updated accounts (dedup on MD5 of the record; accounts/search returns no updated_at). Apollo has no record-change webhook API, so this is a polling trigger. - Trigger **Contact Updated** Polls Apollo contacts/search for new or updated contacts (dedup on MD5 of the record). Apollo has no record-change webhook API, so this is a polling trigger. - Trigger **New Account** Polls Apollo accounts/search for newly created accounts (dedup on account id). Apollo has no record-change webhook API, so this is a polling trigger. - Trigger **New Contact** Polls Apollo contacts/search for newly created contacts (dedup on contact id). Apollo has no record-change webhook API, so this is a polling trigger. - Action **Create Account** An Account is a company that your team has added to Apollo. - Action **Create Contact** A Contact is a person your team has added to Apollo. - Action **Create Deal** Deals are records that you can use to track possible opportunities with your prospective customers. - Action **Create Task** Creates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact). - Action **Find Contact** Find a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first. - Action **Find Deal** Returns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals. - Action **Find Task** Returns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks. - Action **Get Account** Returns the details of an existing Apollo account (a company saved in Apollo), including its custom field values. - Action **Update Account** Update an existing Account. - Action **Update Contact** Update an already existing Contact. - Action **Update Deal** Update an already existing Deal. - Action **Convert CII to UBL** Translates a UN/CEFACT CII invoice XML into a standards-compliant UBL 2.1 XML document, enabling interoperability between systems that use different e-invoice formats. - Action **Convert UBL to CII** Transforms a UBL 2.1 invoice XML into a UN/CEFACT CII XML document, bridging compatibility between PEPPOL-based systems and CII-native accounting platforms. - Action **Create CII Invoice** Produces a UN/CEFACT Cross-Industry Invoice (CII) XML document from structured billing data, ready for submission through any EN16931-compliant e-invoicing channel. - Action **Create UBL Invoice** Generates a standards-compliant UBL 2.1 XML invoice from structured billing data including seller, buyer, line items, and payment details. - Action **Extract Invoice Attachments** Download an e-invoice's embedded attachments as a ZIP. - Action **Extract Invoice JSON** Parses a PDF invoice into machine-readable JSON, reading embedded CII or UBL XML when available and applying AI-based extraction as a fallback for unstructured PDFs. - Action **Extract Invoice XML** Pull the CII or UBL XML out of an e-invoice PDF. - Action **Parse Invoice JSON** AI-parse any PDF invoice — messy, scanned, or handwritten — into structured JSON. - Action **Render CII to PDF** Produce a human-readable PDF from a CII e-invoice. - Action **Render UBL to PDF** Produce a human-readable PDF from a UBL e-invoice. - Action **Transform PDF to CII** Reads an existing PDF invoice and produces a UN/CEFACT CII XML document using AI-powered data extraction. Ideal for digitising paper-based or scanned invoices into a structured CII format. Note: AI can make mistakes; review output before sending. - Action **Transform PDF to UBL** Reads an existing PDF invoice and produces a UBL 2.1 XML document using AI-powered data extraction. Useful for onboarding legacy invoices into structured e-invoicing workflows. Note: AI can make mistakes; review output before sending. - Action **Validate CII Invoice** Verifies a UN/CEFACT CII invoice XML against EN16931 semantic rules and XSD schema, returning a detailed compliance report including any rule failures or data inconsistencies. - Action **Validate UBL Invoice** Checks a UBL 2.1 invoice XML against EN16931 business rules and schema constraints, returning a structured validation report with any rule violations or structural errors. ## Each app on its own - [ **Apollo** Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy.](https://apiant.ai/connections/apollo) - [ **CII & UBL by InvoiceXML** CII & UBL by InvoiceXML is an e-invoice compliance service for creating, converting, validating, and...](https://apiant.ai/connections/cii-ubl-by-invoicexml) Reviews ## What our customers say ## More from Apollo - [ **Apollo to Streak** Streak is a flexible CRM and process management system that lives inside your Gmail inbox.](https://apiant.ai/connect/apollo-to-streak) - [ **Apollo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/apollo-to-hubspot) - [ **Apollo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/apollo-to-salesforce) - [ **Apollo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/apollo-to-slack) - [ **Apollo to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/apollo-to-google-sheets) - [ **Apollo to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/apollo-to-gmail) ## More into CII & UBL by InvoiceXML - [ **HubSpot to CII & UBL by InvoiceXML** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-cii-ubl-by-invoicexml) - [ **Salesforce to CII & UBL by InvoiceXML** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-cii-ubl-by-invoicexml) - [ **Slack to CII & UBL by InvoiceXML** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-cii-ubl-by-invoicexml) - [ **Google Sheets to CII & UBL by InvoiceXML** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-cii-ubl-by-invoicexml) - [ **Gmail to CII & UBL by InvoiceXML** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-cii-ubl-by-invoicexml) - [ **Google Calendar to CII & UBL by InvoiceXML** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-cii-ubl-by-invoicexml) Questions ## Apollo and CII & UBL by InvoiceXML, answered ### ### What can start an automation from Apollo? Any of Apollo's 4 triggers in the catalog, including Account Updated, Contact Updated, New Account and New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in CII & UBL by InvoiceXML when something happens in Apollo? Any of CII & UBL by InvoiceXML's 14 actions, including Create CII Invoice, Create UBL Invoice, Convert CII to UBL and Convert UBL to CII. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from CII & UBL by InvoiceXML to Apollo? CII & UBL by InvoiceXML has no triggers in the catalog today, so automations start in Apollo. If you need the other direction, ask: your agent reads CII & UBL by InvoiceXML's API documentation and adds it. ### ### Do I have to build a connector for Apollo or CII & UBL by InvoiceXML? 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 Apollo and CII & UBL by InvoiceXML 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.