Integration
Connect Balabook to Avoma
When New Invoices fires in Balabook, your agent runs Update call in Avoma. Describe the whole flow 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 Balabook and Avoma to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Balabook can start in Avoma
When New Invoices in Balabook
then Update call in Avoma
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 Balabook and Avoma
Triggers and actions 2 triggers · 38 actions
- New Invoices
Triggers when a new invoice is created.
- New Journal Entries
Triggers when a new journal entry is created.
- Add bill
Create a bill.
- Add credit note
Create a credit note.
- Add invoice payment
Record a payment on an invoice.
- Add journal entry
Create a journal entry.
- Create Account
Creates a new account in your company.
- Create Estimate
Creates a new draft estimate in your company.
- Create Expense
Creates a new draft expense in your company.
- Create Invoice
Creates a new draft invoice in your company.
- Create Partner
Creates the partner for the company.
- Create Transaction
Creates a new draft transaction in your company.
- Delete invoice
Delete an invoice.
- Get account
Get an account with amounts.
- Get credit note
Returns one credit note with partner, line items, totals and status.
- Get invoice
Get an invoice by id.
- Get partner
Get a partner by id.
- List accounts
List accounts.
- List bills
List bills.
- List estimates
List estimates.
- List invoices
List invoices.
- List journal entries
List journal entries.
- List transactions
List transactions.
- Update account
Update an account.
- Update estimate
Update an estimate.
- Update expense
Update an expense.
- Update invoice
Update an invoice.
- Update partner
Update a partner.
- Get call
Returns a single Avoma call by its external ID, including its CRM links, recording URL, processing state and linked meeting.
- Get meeting
Returns a single Avoma meeting by its UUID, including its attendees, schedule, state, and recording and transcription details.
- Get meeting insights
Returns the AI notes, keyword occurrences, popular keywords and speakers for a completed Avoma meeting.
- Get recording
Returns the signed audio and video download links for the recording of an Avoma meeting. If the video is still being processed, returns a message instead of the links.
- Get transcription
Returns the transcript of a meeting's recording, including the speakers, the timed transcript text and a link to the VTT file.
- List calls
Returns the calls in your Avoma organization that started within a date range, optionally narrowed to inbound or outbound calls.
- List meetings
Returns the meetings in your Avoma organization that started within a date range, optionally filtered by attendee, CRM record, recording length or meeting type.
- List notes
Returns the AI-generated notes for meetings in a date range, optionally narrowed to one meeting or custom category.
- List scorecard evaluations
Returns completed scorecard evaluations for meetings, optionally narrowed by date range, scorecard template, meeting or evaluated user.
- List users
Returns the users in your Avoma organization, including each user's name, email, role, teams and status.
- Update call
Updates an existing call's details in Avoma, such as its subject, participant names, meeting purpose and outcome, or linked CRM records, and returns the updated call.
- Upload Audio Call
Creates a call in Avoma from a publicly reachable audio recording. Avoma downloads the recording and processes it into a transcript and notes, or uses a transcript you supply.
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
More from Balabook
Balabook to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Balabook to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Balabook to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Balabook to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Balabook to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Balabook to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Avoma
Questions
Balabook and Avoma, answered
What can start an automation from Balabook?
Any of Balabook's 2 triggers in the catalog, including New Invoices and New Journal Entries. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Avoma when something happens in Balabook?
Any of Avoma's 12 actions, including Update call, Upload Audio Call, Get call and Get meeting. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Avoma to Balabook?
Avoma has no triggers in the catalog today, so automations start in Balabook. If you need the other direction, ask: your agent reads Avoma's API documentation and adds it.
Do I have to build a connector for Balabook or Avoma?
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 Balabook and Avoma 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.