--- title: "Connect Balabook to Docupanda - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Add document\" in Docupanda." canonical: "https://apiant.ai/connect/balabook-to-docupanda" --- # Connect Balabook to Docupanda When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Add document** in [Docupanda](https://apiant.ai/connections/docupanda). Describe the whole flow and it is built, tested on every scenario and kept running. Balabook **2** triggers Balabook **26** actions Docupanda **14** 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 Docupanda 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 Docupanda - When **New Invoices** in Balabook then **Add document** in Docupanda - When **New Journal Entries** in Balabook then **Classify documents** in Docupanda 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 Docupanda ## Triggers and actions 2 triggers · 40 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 **Add class** Adds a new document class, with a name and description, to your classification taxonomy. - Action **Add document** Submits a document to DocuPipe for processing from a URL or base64 file contents, and returns its document id and job id. - Action **Add schema** Creates a new extraction schema in DocuPanda from a JSON Schema definition, describing the structured data to pull from documents. - Action **Classify documents** Starts a classification job that sorts one or more documents into your classes. Returns the job ID and status. - Action **Delete document** Deletes a document previously submitted to DocuPanda for processing. - Action **Find documents** Finds documents whose filename or document ID matches the search text, optionally within one dataset. - Action **Get document** Returns a processed document, including its processing status, extracted text, pages and metadata. - Action **Get job** Returns a DocuPanda job by its ID, including its status, timestamps and job-type-specific details. - Action **Get schema** Returns a DocuPanda extraction schema by its ID, including its name, JSON schema definition and guidelines. - Action **Get standardization** Returns a standardization's extracted JSON data along with its document, schema, job and metadata details. - Action **List classes** Returns every document class defined in your DocuPipe classification taxonomy. - Action **List documents** Returns the documents submitted to DocuPipe, optionally filtered by dataset and creation date range. - Action **List schemas** Returns the extraction schemas in your DocuPanda account. - Action **Standardize documents** Starts standardizing a document into structured data against a schema (or an auto-generated draft schema). Returns the job and standardization ids. ## 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) - [ **Docupanda** AI document extraction API that converts unstructured PDFs and scans into structured JSON data.](https://apiant.ai/connections/docupanda) 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 Docupanda - [ **HubSpot to Docupanda** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docupanda) - [ **Salesforce to Docupanda** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docupanda) - [ **Slack to Docupanda** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docupanda) - [ **Google Sheets to Docupanda** Google Sheets](https://apiant.ai/connect/google-sheets-to-docupanda) - [ **Gmail to Docupanda** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docupanda) - [ **Google Calendar to Docupanda** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-docupanda) Questions ## Balabook and Docupanda, 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 Docupanda when something happens in Balabook? Any of Docupanda's 14 actions, including Add class, Add document, Add schema and Classify documents. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docupanda to Balabook? Docupanda has no triggers in the catalog today, so automations start in Balabook. If you need the other direction, ask: your agent reads Docupanda's API documentation and adds it. ### ### Do I have to build a connector for Balabook or Docupanda? 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 Docupanda 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.