--- title: "Connect Balabook and Contacts+ - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Add Note to Contact\" in Contacts+." canonical: "https://apiant.ai/connect/balabook-to-contacts" --- # Connect Balabook and Contacts+ When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Add Note to Contact** in [Contacts+](https://apiant.ai/connections/contacts), or **New Contact** in Contacts+ 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 Contacts+ **6** triggers Contacts+ **15** 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 Contacts+ 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 Contacts+ can do together ### From Balabook to Contacts+ - When **New Invoices** in Balabook then **Add Note to Contact** in Contacts+ - When **New Journal Entries** in Balabook then **Create Contact** in Contacts+ ### From Contacts+ to Balabook - When **New Contact** in Contacts+ then **Add invoice payment** in Balabook - When **New Tag** in Contacts+ 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 Contacts+ ## Triggers and actions 8 triggers · 41 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 Contact** Triggers when a contact is created or a business card is transcribed. - Trigger **New Deleted Contact** Triggers when a contact is deleted. - Trigger **New Deleted Tag** Triggers when a tag is deleted from your account. - Trigger **New Tag** Triggers when a tag is created on your account. - Trigger **New Updated Tag** Triggers when a tag is updated. - Trigger **Updated Contact** Triggers when a contact is updated. - Action **Add Note to Contact** Appends a note to a contact. - Action **Create Contact** Creates a contact. - Action **Create or Get Tag** Gets or creates a tag. - Action **Delete contact** Delete a contact by id. - Action **Delete tag** Delete a tag by id. - Action **Find Company** Find a company by domain or email. - Action **Find Contact** Find a contact by name, company, email, phone or any combination. - Action **Find Person** Find a person by email, phone or Twitter handle. - Action **Get contact** Retrieve a single contact by id. - Action **Get Tag** Fetches a private or team tag by ID. - Action **List Webhook Triggers** Lists the webhook event types available to subscribe to. - Action **Remove Tag From Contact** Removes Tags from a contact. - Action **Tag Contact** Tags a contact. - Action **Update Contact** Updates a contact. - Action **Update tag** Edit a tag (rename). ## 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) - [ **Contacts+** Contacts+, formerly known as FullContact, is a modern contact management app to keep your contacts...](https://apiant.ai/connections/contacts) 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 Contacts+ - [ **ActiveCampaign to Contacts+** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-contacts) - [ **Airtable to Contacts+** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-contacts) - [ **Asana to Contacts+** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-contacts) - [ **ClickUp to Contacts+** 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-contacts) - [ **Brevo to Contacts+** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-contacts) - [ **Calendly to Contacts+** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-contacts) Questions ## Balabook and Contacts+, 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 Contacts+ when something happens in Balabook? Any of Contacts+'s 15 actions, including Create Contact, Create or Get Tag, Update Contact and Update tag. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Contacts+ to Balabook? Yes. When something happens in Contacts+, your agent can act in Balabook too. This page covers both directions: Contacts+'s triggers and Balabook's actions are listed here as well. ### ### Do I have to build a connector for Balabook or Contacts+? 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 Contacts+ 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.