--- title: "Connect Balabook and ClickUp - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Add Task Checklist\" in ClickUp." canonical: "https://apiant.ai/connect/balabook-to-clickup" --- # Connect Balabook and ClickUp When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Add Task Checklist** in [ClickUp](https://apiant.ai/connections/clickup), or **New Comment on a Task** in ClickUp 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 ClickUp **6** triggers ClickUp **22** 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 ClickUp 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 ClickUp can do together ### From Balabook to ClickUp - When **New Invoices** in Balabook then **Add Task Checklist** in ClickUp - When **New Journal Entries** in Balabook then **Create Task** in ClickUp ### From ClickUp to Balabook - When **New Comment on a Task** in ClickUp then **Add invoice payment** in Balabook - When **New Folder** in ClickUp 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 ClickUp ## Triggers and actions 8 triggers · 48 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 Comment on a Task** Triggers when a new Comment is added to a Task in ClickUp. - Trigger **New Folder** Triggers when new folders are created. - Trigger **New List** Triggers when new lists are created. - Trigger **New Task** Triggers when tasks are added. - Trigger **New Time Entry** Triggers when a new Time Entry is added using ClickUp Time tracking. - Trigger **Task Changes** Triggers when a task changes. - Action **Add Task Checklist** Add a checklist to a task - Action **Archive or Delete Task** Archive or delete ClickUp task - Action **Create Folder** Creates a new folder - Action **Create List** Creates a new list - Action **Create New Document** Create new document in the specific location - Action **Create New Document Page** Create new page in the specific document - Action **Create Space** A Space represents teams, departments, or groups, each with its own Lists, workflows, and settings. - Action **Create Subtask** Creates a new subtask - Action **Create Task** Creates a new task. - Action **Edit Document Page** Edit document page - Action **Find a List of All Tasks** Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields. - Action **Find Custom Fields** View the Custom Fields available on tasks in a specific Team / Space / Folder / List. - Action **Find Documents** Search for documents by location. - Action **Find Task by ID** Find an existing task by its ID. - Action **Find the Most Recent Task** Find the most recent task created in Workspace/Space/Folder/List. - Action **Find User by Name or Email** Find an existing user by their name or their email. - Action **Post a Task Comment** Post a comment to a task - Action **Post Attachment** Post an attachment to a task. - Action **Send Chat Message to Channel** Post a message to a specific channel you choose. - Action **Send Direct Message** Send a direct message to a user or yourself. - Action **Time Tracked** Add time tracked to a task - Action **Update Task** Updates an existing task. ## 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) - [ **ClickUp** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connections/clickup) 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 ClickUp - [ **Salesforce to ClickUp** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-clickup) - [ **Gmail to ClickUp** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-clickup) - [ **Google Drive to ClickUp** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-clickup) - [ **Stripe to ClickUp** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-clickup) - [ **Pipedrive to ClickUp** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-clickup) - [ **ActiveCampaign to ClickUp** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-clickup) Questions ## Balabook and ClickUp, 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 ClickUp when something happens in Balabook? Any of ClickUp's 22 actions, including Create Folder, Create List, Create New Document and Create New Document Page. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ClickUp to Balabook? Yes. When something happens in ClickUp, your agent can act in Balabook too. This page covers both directions: ClickUp's triggers and Balabook's actions are listed here as well. ### ### Do I have to build a connector for Balabook or ClickUp? 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 ClickUp 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.