--- title: "Connect Balabook and DoneThat - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Add Project\" in DoneThat, or \"New Project\" in DoneThat to \"Add invoice payment\" in Balabook." canonical: "https://apiant.ai/connect/balabook-to-donethat" --- # Connect Balabook and DoneThat When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Add Project** in [DoneThat](https://apiant.ai/connections/donethat), or **New Project** in DoneThat 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 DoneThat **1** trigger DoneThat **6** 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 DoneThat 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 DoneThat can do together ### From Balabook to DoneThat - When **New Invoices** in Balabook then **Add Project** in DoneThat - When **New Journal Entries** in Balabook then **Edit Project** in DoneThat ### From DoneThat to Balabook - When **New Project** in DoneThat then **Add invoice payment** in Balabook - When **New Project** in DoneThat 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 DoneThat ## Triggers and actions 3 triggers · 32 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 Project** Triggers when a project is created within the lookback window. Recommended Zap poll interval: 1 hour or longer. - Action **Add Project** Creates a new DoneThat project. - Action **Archive Project** Archives or unarchives a DoneThat project. - Action **Edit Project** Updates an existing DoneThat project. - Action **Find Project** Find projects by name (optional filter). - Action **Get Summary** Returns the formatted DoneThat summary for a given date and level (day, week, month, quarter or year). - Action **Search** Search DoneThat task and activity history. ## 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) - [ **DoneThat** DoneThat is a time tracking tool that uses AI to understand screen activity and automatically organize work...](https://apiant.ai/connections/donethat) 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 DoneThat - [ **ActiveCampaign to DoneThat** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-donethat) - [ **Airtable to DoneThat** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-donethat) - [ **Asana to DoneThat** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-donethat) - [ **ClickUp to DoneThat** 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-donethat) - [ **Discord to DoneThat** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-donethat) - [ **Brevo to DoneThat** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-donethat) Questions ## Balabook and DoneThat, 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 DoneThat when something happens in Balabook? Any of DoneThat's 6 actions, including Add Project, Edit Project, Find Project and Get Summary. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DoneThat to Balabook? Yes. When something happens in DoneThat, your agent can act in Balabook too. This page covers both directions: DoneThat's triggers and Balabook's actions are listed here as well. ### ### Do I have to build a connector for Balabook or DoneThat? 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 DoneThat 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.