--- title: "Connect Balabook and Benchmark Email Classic - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Add Contact to List\" in Benchmark Email Classic." canonical: "https://apiant.ai/connect/balabook-to-benchmark-email-classic" --- # Connect Balabook and Benchmark Email Classic When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Add Contact to List** in [Benchmark Email Classic](https://apiant.ai/connections/benchmark-email-classic), or **New Contact** in Benchmark Email Classic to **Add invoice payment** in Balabook. Describe the whole flow and it is built, tested on every scenario and kept running. Balabook **2** triggers Balabook **26** actions Benchmark Email Classic **6** triggers Benchmark Email Classic **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Balabook and Benchmark Email Classic 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 Balabook and Benchmark Email Classic can do together ### From Balabook to Benchmark Email Classic - When **New Invoices** in Balabook then **Add Contact to List** in Benchmark Email Classic - When **New Journal Entries** in Balabook then **Unsubscribe Contact** in Benchmark Email Classic ### From Benchmark Email Classic to Balabook - When **New Contact** in Benchmark Email Classic then **Add invoice payment** in Balabook - When **New Contact in Segment** in Benchmark Email Classic then **Create Invoice** in Balabook 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 Benchmark Email Classic ## Triggers and actions 8 triggers · 36 actions - 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. - Trigger **Email Opened** Triggers when a contact opens the selected email campaign. - Trigger **Link Clicked** Triggers when a contact clicks a link in the selected email campaign. - Trigger **New Contact** Triggers when a new contact is added to the selected Benchmark Email contact list. - Trigger **New Contact in Segment** Triggers when a contact is added to the selected segment. - Trigger **New List** Triggers when a new contact list is created in your Benchmark Email account. - Trigger **New Unsubscriber** Triggers when a contact unsubscribes from the selected email campaign. - Action **Add Contact to List** Adds a contact to a Benchmark Email contact list. - Action **Add list** Creates a new contact list in Benchmark Email. - Action **Delete contact** Deletes a contact from a Benchmark Email contact list. - Action **Find Contact** Finds contacts by email address across all lists, returning each list membership found. - Action **Get contact** Returns the details of one contact in a contact list, including its name, email, opt-in info and custom field values. - Action **Get email** Returns the details of an email campaign, including its subject, sender, contact lists and content. - Action **List contacts** Returns the contacts in a Benchmark Email contact list, optionally filtered by a search value or status. - Action **List emails** Returns the email campaigns in the Benchmark Email account, optionally filtered and sorted. - Action **List lists** Returns the contact lists in the Benchmark Email account. - Action **Unsubscribe Contact** Unsubscribes a contact by moving them from a list to the account's Do Not Contact (master unsubscribe) list. ## Each app on its own - [ **Balabook** Balabook is an accounting software for business owners and accounting firms to help improve the financial...](https://apiant.ai/connections/balabook) - [ **Benchmark Email Classic** Benchmark Email Classic is an easy-to-use email marketing tool, the original version that has helped...](https://apiant.ai/connections/benchmark-email-classic) Reviews ## What our customers say ## More from Balabook - [ **Balabook to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/balabook-to-hubspot) - [ **Balabook to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/balabook-to-salesforce) - [ **Balabook to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/balabook-to-slack) - [ **Balabook to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/balabook-to-google-sheets) - [ **Balabook to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/balabook-to-gmail) - [ **Balabook to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/balabook-to-google-calendar) ## More into Benchmark Email Classic - [ **ActiveCampaign to Benchmark Email Classic** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-benchmark-email-classic) - [ **Airtable to Benchmark Email Classic** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-benchmark-email-classic) - [ **Asana to Benchmark Email Classic** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-benchmark-email-classic) - [ **2Chat to Benchmark Email Classic** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-benchmark-email-classic) - [ **3Scribe to Benchmark Email Classic** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-benchmark-email-classic) - [ **5pm to Benchmark Email Classic** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-benchmark-email-classic) Questions ## Balabook and Benchmark Email Classic, 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 Benchmark Email Classic when something happens in Balabook? Any of Benchmark Email Classic's 10 actions, including Add Contact to List, Add list, Find Contact and Get contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Benchmark Email Classic to Balabook? Yes. When something happens in Benchmark Email Classic, your agent can act in Balabook too. This page covers both directions: Benchmark Email Classic's triggers and Balabook's actions are listed here as well. ### ### Do I have to build a connector for Balabook or Benchmark Email Classic? 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 Benchmark Email Classic 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.