--- title: "Connect Balabook and Corymbus - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Create Contact\" in Corymbus, or \"New Activity\" in Corymbus to \"Add invoice payment\" in Balabook." canonical: "https://apiant.ai/connect/balabook-to-corymbus" --- # Connect Balabook and Corymbus When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Create Contact** in [Corymbus](https://apiant.ai/connections/corymbus), or **New Activity** in Corymbus 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 Corymbus **2** triggers Corymbus **9** 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 Corymbus 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 Corymbus can do together ### From Balabook to Corymbus - When **New Invoices** in Balabook then **Create Contact** in Corymbus - When **New Journal Entries** in Balabook then **Find contacts** in Corymbus ### From Corymbus to Balabook - When **New Activity** in Corymbus then **Add invoice payment** in Balabook - When **New Contact** in Corymbus 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 Corymbus ## Triggers and actions 4 triggers · 35 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 Activity** Triggers when a new activity is created in Corymbus, optionally limited to activities linked to a given account, contact or opportunity, or owned by a given user. - Trigger **New Contact** Triggers when a new contact is created in Corymbus, optionally limited to contacts matching a name, account, activity, opportunity, group or owner. - Action **Add activity** Creates a new activity (task, call, meeting, note or email) in Corymbus and returns the created activity. - Action **Connect entities** Connects two Corymbus records together, for example an opportunity to an activity or a contact to an account. - Action **Create Account** Creates a new account (company) in Corymbus CRM and returns the created account. - Action **Create Contact** Creates a new contact (person) in Corymbus, optionally linked to an account, and returns the created contact. - Action **Create Opportunity** Creates a new opportunity (deal) in Corymbus, optionally linked to an account, with an amount, status and expected close date. - Action **Find Account** Finds accounts whose name contains the given text, optionally limited to an owner or a connected activity, and returns the matches. - Action **Find activities** Returns the activities whose name contains the text you give, optionally narrowed to an account, contact, opportunity, owner or late activities. - Action **Find contacts** Returns the Corymbus contacts whose first or last name contains the text you give, optionally narrowed by account, activity, opportunity, group or owner. - Action **Find opportunities** Returns the opportunities whose name contains the text you specify, optionally narrowed by account, contact, activity, owner or expected close period. ## 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) - [ **Corymbus** Corymbus is a CRM platform devoted to small businesses and freelances.](https://apiant.ai/connections/corymbus) 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 Corymbus - [ **ActiveCampaign to Corymbus** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-corymbus) - [ **Airtable to Corymbus** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-corymbus) - [ **Asana to Corymbus** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-corymbus) - [ **ClickUp to Corymbus** 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-corymbus) - [ **Brevo to Corymbus** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-corymbus) - [ **Calendly to Corymbus** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-corymbus) Questions ## Balabook and Corymbus, 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 Corymbus when something happens in Balabook? Any of Corymbus's 9 actions, including Create Account, Create Contact, Create Opportunity and Add activity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Corymbus to Balabook? Yes. When something happens in Corymbus, your agent can act in Balabook too. This page covers both directions: Corymbus's triggers and Balabook's actions are listed here as well. ### ### Do I have to build a connector for Balabook or Corymbus? 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 Corymbus 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.