--- title: "Connect Balabook to Datagma - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Find Email Address\" in Datagma." canonical: "https://apiant.ai/connect/balabook-to-datagma" --- # Connect Balabook to Datagma When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Find Email Address** in [Datagma](https://apiant.ai/connections/datagma). Describe the whole flow and it is built, tested on every scenario and kept running. Balabook **2** triggers Balabook **26** actions Datagma **5** 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 Datagma 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 can start in Datagma - When **New Invoices** in Balabook then **Find Email Address** in Datagma - When **New Journal Entries** in Balabook then **Enrich Person or Company** in Datagma 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 Datagma ## Triggers and actions 2 triggers · 31 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. - Action **Enrich Person or Company** Enriches a person or company from a LinkedIn URL, company domain or name, or email address, returning the matched person and company profile. - Action **Find Email Address** Finds a person's business email address from their name and company (or LinkedIn URL), with deliverability details. - Action **Find person by phone number** Looks up the person who owns a phone number and returns their profile details. - Action **Find Twitter profile** Finds the Twitter (X) profile linked to a person's email address. - Action **Get credit balance** Returns your Datagma account details and current credit balance. Calling it does not use any credits. ## 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) - [ **Datagma** Datagma is a data API that lets you enrich your person and company records with social, demographic, and...](https://apiant.ai/connections/datagma) 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 Datagma - [ **HubSpot to Datagma** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-datagma) - [ **Salesforce to Datagma** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-datagma) - [ **Slack to Datagma** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-datagma) - [ **Google Sheets to Datagma** Google Sheets](https://apiant.ai/connect/google-sheets-to-datagma) - [ **Gmail to Datagma** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-datagma) - [ **Google Calendar to Datagma** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-datagma) Questions ## Balabook and Datagma, 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 Datagma when something happens in Balabook? Any of Datagma's 5 actions, including Enrich Person or Company, Find Email Address, Find person by phone number and Find Twitter profile. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Datagma to Balabook? Datagma has no triggers in the catalog today, so automations start in Balabook. If you need the other direction, ask: your agent reads Datagma's API documentation and adds it. ### ### Do I have to build a connector for Balabook or Datagma? 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 Datagma 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.