--- title: "Connect Balabook and Carbon Voice - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Add Link Attachments to Message\" in Carbon Voice." canonical: "https://apiant.ai/connect/balabook-to-carbon-voice" --- # Connect Balabook and Carbon Voice When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Add Link Attachments to Message** in [Carbon Voice](https://apiant.ai/connections/carbon-voice), or **New Action Item Created** in Carbon Voice 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 Carbon Voice **7** triggers Carbon Voice **24** 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 Carbon Voice 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 Carbon Voice can do together ### From Balabook to Carbon Voice - When **New Invoices** in Balabook then **Add Link Attachments to Message** in Carbon Voice - When **New Journal Entries** in Balabook then **Create Message Share Link** in Carbon Voice ### From Carbon Voice to Balabook - When **New Action Item Created** in Carbon Voice then **Add invoice payment** in Balabook - When **New AI Prompt Response Generated** in Carbon Voice 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 Carbon Voice ## Triggers and actions 9 triggers · 50 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 **Action Item Deleted** Triggers when an action item is deleted. - Trigger **New Action Item Created** Triggers when an action item is created. - Trigger **New AI Prompt Response Generated** Triggers when AI Prompt happened to a message(s). - Trigger **New AI System Prompt Response Generated** Triggers when AI System Prompt happened to a message(s). - Trigger **New Message Posted to Conversation** Triggers when a message is posted into a conversation. - Trigger **New Message Received** Triggers when a message is received in any conversation (Not includes your own messages). - Trigger **New Voice Memo Created** Triggers when a voice memo is created. - Action **Add folder** Create a folder. - Action **Add Link Attachments to Message** Add one or more link attachments to a Message. - Action **Create Action Item** Create an Action Item. - Action **Create AI Prompt Response** Creates a new Ai response for given prompt and message(s). - Action **Create Message Share Link** Create a share link for a message. - Action **Create Voice Memo** Create a Voice Memo from audio file, transcript or links. - Action **Delete action item** Delete an action item. - Action **Delete folder** Delete a folder and nested content. - Action **Find users by email, phone or name** Search users by email, phone or name. - Action **Get AI Prompt Response** Returns one AI prompt response (prompt, generated responses per language, source messages) by id. - Action **Get conversation** Get a conversation by id. - Action **Get message** Get a message by id. - Action **Get Message Share Link** Returns one message share link by id. - Action **Get user** Get a user by id. - Action **List AI Prompts** /prompts (optional owner_type=user|workspace|system, workspace_id) — lists the AI prompts available to the account, returning each prompt's id. Read-only. - Action **List conversations** List all of the user's conversations (id and name only). - Action **List conversation users** List users in a conversation. - Action **List folders** List root folders. - Action **List messages** List messages. - Action **List workspaces** List workspaces the user can access. - Action **Send Direct Message to User(s)** Send a Direct Message to specific User(s). - Action **Send Message to Conversation** Send a Message to specific Conversation. - Action **Update Action Item** Update an Action Item. - Action **Update folder** Rename a folder. ## 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) - [ **Carbon Voice** Carbon Voice lets you record voice memos and chat with your team.](https://apiant.ai/connections/carbon-voice) 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 Carbon Voice - [ **ActiveCampaign to Carbon Voice** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-carbon-voice) - [ **Airtable to Carbon Voice** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-carbon-voice) - [ **Asana to Carbon Voice** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-carbon-voice) - [ **Brevo to Carbon Voice** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-carbon-voice) - [ **Calendly to Carbon Voice** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-carbon-voice) - [ **Capsule CRM to Carbon Voice** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-carbon-voice) Questions ## Balabook and Carbon Voice, 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 Carbon Voice when something happens in Balabook? Any of Carbon Voice's 24 actions, including Create Action Item, Create AI Prompt Response, Create Message Share Link and Create Voice Memo. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Carbon Voice to Balabook? Yes. When something happens in Carbon Voice, your agent can act in Balabook too. This page covers both directions: Carbon Voice's triggers and Balabook's actions are listed here as well. ### ### Do I have to build a connector for Balabook or Carbon Voice? 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 Carbon Voice 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.