--- title: "Connect Balabook and BotConversa - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Send Message\" in BotConversa." canonical: "https://apiant.ai/connect/balabook-to-botconversa" --- # Connect Balabook and BotConversa When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Send Message** in [BotConversa](https://apiant.ai/connections/botconversa), or **New Subscriber** in BotConversa 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 BotConversa **3** triggers BotConversa **7** 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 BotConversa 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 BotConversa can do together ### From Balabook to BotConversa - When **New Invoices** in Balabook then **Send Message** in BotConversa - When **New Journal Entries** in Balabook then **Create a New Subscriber** in BotConversa ### From BotConversa to Balabook - When **New Subscriber** in BotConversa then **Add invoice payment** in Balabook - When **New Tag** in BotConversa 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 BotConversa ## Triggers and actions 5 triggers · 33 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 **New Subscriber** Triggers when a new subscriber is added to your BotConversa bot. - Trigger **New Tag** Triggers when a new tag is created in your BotConversa account. - Trigger **Sequence Subscription** Triggers when a subscriber is subscribed to a sequence (a subscriber's sequence subscriptions change). - Action **Close Conversation** Closes the conversation with a BotConversa subscriber. - Action **Create a New Subscriber** Creates a new BotConversa subscriber from a phone number and name, with WhatsApp opt-in confirmed. - Action **Find Subscriber by Phone** Finds a BotConversa subscriber by phone number and returns their details, tags, sequences and custom field values. - Action **Open Conversation** Opens the conversation with a subscriber, optionally assigning it to a manager. - Action **Send Flow** Sends a chosen flow to a BotConversa subscriber. - Action **Send Message** Sends a text message or a file to a BotConversa subscriber over WhatsApp. - Action **Update Custom Field** Sets the value of a custom field on a BotConversa subscriber. ## 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) - [ **BotConversa** BotConversa is a Chatbot builder for WhatsApp.](https://apiant.ai/connections/botconversa) 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](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 BotConversa - [ **ActiveCampaign to BotConversa** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-botconversa) - [ **Airtable to BotConversa** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-botconversa) - [ **Asana to BotConversa** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-botconversa) - [ **2Chat to BotConversa** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-botconversa) - [ **3Scribe to BotConversa** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-botconversa) - [ **5pm to BotConversa** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-botconversa) Questions ## Balabook and BotConversa, 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 BotConversa when something happens in Balabook? Any of BotConversa's 7 actions, including Create a New Subscriber, Send Flow, Send Message and Update Custom Field. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from BotConversa to Balabook? Yes. When something happens in BotConversa, your agent can act in Balabook too. This page covers both directions: BotConversa's triggers and Balabook's actions are listed here as well. ### ### Do I have to build a connector for Balabook or BotConversa? 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 BotConversa 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.