--- title: "Connect Balabook and CompanyHub - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Create a Record (Custom Table)\" in CompanyHub." canonical: "https://apiant.ai/connect/balabook-to-companyhub" --- # Connect Balabook and CompanyHub When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Create a Record (Custom Table)** in [CompanyHub](https://apiant.ai/connections/companyhub), or **New Company** in CompanyHub 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 CompanyHub **6** triggers CompanyHub **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 CompanyHub 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 CompanyHub can do together ### From Balabook to CompanyHub - When **New Invoices** in Balabook then **Create a Record (Custom Table)** in CompanyHub - When **New Journal Entries** in Balabook then **Create Contact** in CompanyHub ### From CompanyHub to Balabook - When **New Company** in CompanyHub then **Add invoice payment** in Balabook - When **New Contact** in CompanyHub 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 CompanyHub ## Triggers and actions 8 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 Company** Triggers when a new company is added in CompanyHub. - Trigger **New Contact** Triggers when a new contact is created in CompanyHub. - Trigger **New Deal** Triggers when a new deal is created in CompanyHub. - Trigger **New Record (Custom Table)** Triggers when a new record is added to the CompanyHub table you choose, such as one of your custom tables. - Trigger **New Task** Triggers when a new task is created in CompanyHub. - Trigger **Record Updated** Triggers when a record in the chosen CompanyHub table is created or changed. - Action **Create a Record (Custom Table)** Creates a record in any CompanyHub table, including custom tables, from the field values you supply, and returns the new record's ID. - Action **Create Company** Creates a new company record in CompanyHub and returns its ID. - Action **Create Contact** Creates a contact in CompanyHub and returns the new contact's ID. - Action **Create Deal** Creates a deal in CompanyHub and returns the new deal's ID. - Action **Create Task** Creates a task in CompanyHub with the given title, type, category, assignee and end time, plus any other Task fields you set. - Action **Find Record** Returns the records in a CompanyHub table (Contact, Company, Deal or a custom table) whose chosen field matches the value you supply. - Action **Update Record** Updates an existing record in a CompanyHub table (Contact, Company, Deal or a custom table), changing only the fields you supply. ## 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) - [ **CompanyHub** CompanyHub is a highly customizable CRM that you can customize, write custom logic, and create automated...](https://apiant.ai/connections/companyhub) 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 CompanyHub - [ **ActiveCampaign to CompanyHub** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-companyhub) - [ **Airtable to CompanyHub** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-companyhub) - [ **Asana to CompanyHub** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-companyhub) - [ **ClickUp to CompanyHub** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-companyhub) - [ **Brevo to CompanyHub** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-companyhub) - [ **Calendly to CompanyHub** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-companyhub) Questions ## Balabook and CompanyHub, 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 CompanyHub when something happens in Balabook? Any of CompanyHub's 7 actions, including Create a Record (Custom Table), Create Company, Create Contact and Create Deal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from CompanyHub to Balabook? Yes. When something happens in CompanyHub, your agent can act in Balabook too. This page covers both directions: CompanyHub's triggers and Balabook's actions are listed here as well. ### ### Do I have to build a connector for Balabook or CompanyHub? 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 CompanyHub 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.