--- title: "Connect Balabook and Chatter - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Create Post\" in Chatter, or \"New Group\" in Chatter to \"Add invoice payment\" in Balabook." canonical: "https://apiant.ai/connect/balabook-to-chatter" --- # Connect Balabook and Chatter When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Create Post** in [Chatter](https://apiant.ai/connections/chatter), or **New Group** in Chatter 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 Chatter **2** triggers Chatter **19** 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 Chatter 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 Chatter can do together ### From Balabook to Chatter - When **New Invoices** in Balabook then **Create Post** in Chatter - When **New Journal Entries** in Balabook then **Create Post in Group** in Chatter ### From Chatter to Balabook - When **New Group** in Chatter then **Add invoice payment** in Balabook - When **New Post** in Chatter 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 Chatter ## Triggers and actions 4 triggers · 45 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 Group** Triggers when a new Chatter group is created in the org. - Trigger **New Post** Triggers when a new post appears in the authenticated user's news feed. - Action **Add group** Creates a new Chatter group with a name, visibility and optional description and settings. - Action **Add Member to Group** Add a user as a member of a Chatter group. - Action **Create Post** Create a new Chatter feed post on a user's profile feed (defaults to the authenticated user). - Action **Create Post in Group** Create a new Chatter feed post in the specified group. - Action **Delete comment** Deletes a comment from a Chatter post. - Action **Delete group** Deletes a Chatter group. - Action **Delete post** Deletes a Chatter post (feed element). - Action **Find users by name** Returns the Chatter users whose names match the search text. - Action **Get group** Returns the details of a Chatter group, including its name, description, visibility, owner and member count. - Action **Get My User Info** Get profile information for the authenticated Chatter user. - Action **Get user** Returns a Chatter user's profile details, such as name, title, company, photo and follower counts. - Action **Like Feed Element** Like a Chatter feed element (post). - Action **List group members** Returns the members of a Chatter group, with each member's role and user details. - Action **List Groups** List the Chatter groups in the org. - Action **Post Comment** Add a comment to an existing Chatter feed element (post). - Action **Remove member from group** Removes a member from a Chatter group by deleting their group membership. - Action **Search Feed** Search Chatter feed elements matching a text query. - Action **Update group** Updates a Chatter group's name, description, information section, visibility, owner, archive and broadcast settings. Only the values you fill in are changed. - Action **Update post** Edits the text of an existing Chatter post. ## 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) - [ **Chatter** Salesforce Chatter — post to feeds, comment, like, manage groups, and read news/group feeds via the...](https://apiant.ai/connections/chatter) 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 Chatter - [ **ActiveCampaign to Chatter** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-chatter) - [ **Airtable to Chatter** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-chatter) - [ **Asana to Chatter** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-chatter) - [ **Brevo to Chatter** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-chatter) - [ **Calendly to Chatter** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-chatter) - [ **Capsule CRM to Chatter** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-chatter) Questions ## Balabook and Chatter, 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 Chatter when something happens in Balabook? Any of Chatter's 19 actions, including Create Post, Create Post in Group, Post Comment and Update group. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Chatter to Balabook? Yes. When something happens in Chatter, your agent can act in Balabook too. This page covers both directions: Chatter's triggers and Balabook's actions are listed here as well. ### ### Do I have to build a connector for Balabook or Chatter? 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 Chatter 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.