--- title: "Connect Balabook and Debitura - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Add Case Message\" in Debitura, or \"New Case\" in Debitura to \"Add invoice payment\" in Balabook." canonical: "https://apiant.ai/connect/balabook-to-debitura" --- # Connect Balabook and Debitura When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Add Case Message** in [Debitura](https://apiant.ai/connections/debitura), or **New Case** in Debitura 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 Debitura **1** trigger Debitura **11** 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 Debitura 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 Debitura can do together ### From Balabook to Debitura - When **New Invoices** in Balabook then **Add Case Message** in Debitura - When **New Journal Entries** in Balabook then **Upload File to Case** in Debitura ### From Debitura to Balabook - When **New Case** in Debitura then **Add invoice payment** in Balabook - When **New Case** in Debitura 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 Debitura ## Triggers and actions 3 triggers · 37 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 Case** Triggers when a new collection case appears in your Debitura account. - Action **Add Case Message** Posts a message on a Debitura collection case, visible to you and the assigned collection partner, who is emailed about it. - Action **Check Collection Eligibility** Checks whether a debt can be collected in the debtor's country, and tells you which collection partner would take the case. - Action **Create Case** Opens a debt collection case in Debitura for a debtor you specify, with either a total owed or the unpaid invoices behind it. - Action **Find Case** Looks up a single debt collection case in Debitura by its case reference, your own reference, or its id, and returns the case. - Action **Find Payment** Finds one payment recorded on a Debitura case, by the payment's id, and returns it. - Action **Get Case Files** Returns the documents attached to a collection case. - Action **Get Case Messages** Returns the messages posted on a Debitura collection case, in the order they were sent. - Action **Get Case Timeline** Returns everything that has happened on a collection case, in order, plus the stage the case has reached. - Action **Get Contract Status** Returns whether the agreements needed to collect on a case have been signed yet. - Action **Preview Case** Checks a debt before you file it: whether Debitura can collect it, which collection partner would take it, what it would cost, and any agreements you would need to sign. No case is created. - Action **Upload File to Case** Attach a document to a collection case, such as an invoice, contract, or correspondence. Supporting documents help the collection partner resolve the case faster. ## 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) - [ **Debitura** Debitura is a platform that automates global debt collection—create cases free, track progress, and recover...](https://apiant.ai/connections/debitura) Reviews ## What our customers say ## More from Balabook - [ **Balabook to touchSMS** touchSMS is a simple app to send and receive SMS from any application.](https://apiant.ai/connect/balabook-to-touchsms) - [ **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) ## More into Debitura - [ **ActiveCampaign to Debitura** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-debitura) - [ **Airtable to Debitura** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-debitura) - [ **Asana to Debitura** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-debitura) - [ **ClickUp to Debitura** 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-debitura) - [ **Brevo to Debitura** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-debitura) - [ **Calendly to Debitura** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-debitura) Questions ## Balabook and Debitura, 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 Debitura when something happens in Balabook? Any of Debitura's 11 actions, including Create Case, Upload File to Case, Add Case Message and Check Collection Eligibility. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Debitura to Balabook? Yes. When something happens in Debitura, your agent can act in Balabook too. This page covers both directions: Debitura's triggers and Balabook's actions are listed here as well. ### ### Do I have to build a connector for Balabook or Debitura? 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 Debitura 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.