--- title: "Connect Balabook to Funil de Vendas - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"List Sales channels\" in Funil de Vendas." canonical: "https://apiant.ai/connect/balabook-to-funil-de-vendas" --- # Connect Balabook to Funil de Vendas When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **List Sales channels** in [Funil de Vendas](https://apiant.ai/connections/funil-de-vendas). Describe the whole flow and it is built, tested on every scenario and kept running. Balabook **2** triggers Balabook **26** actions Funil de Vendas **13** 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 Funil de Vendas 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 Funil de Vendas - When **New Invoices** in Balabook then **List Sales channels** in Funil de Vendas - When **New Journal Entries** in Balabook then **Add Activity** in Funil de Vendas 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 Funil de Vendas ## Triggers and actions 2 triggers · 39 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 Activity** Creates an activity (call, meeting, task, etc.) on an opportunity in Funil de Vendas. - Action **Add Product** Creates a new product in the catalog. See "Api Criação de produtos" doc. - Action **Delete Activity** Deletes an activity in Funil de Vendas by its code. - Action **List Activity types** Lists the activity types (categories) configured in the Funil de Vendas account. - Action **List Funnels** Lists the sales funnels (pipelines) in the Funil de Vendas account. - Action **List Loss reasons** Lists the loss reasons (respostas de perda) configured in the Funil de Vendas account. - Action **List Sales channels** Lists sales channels (codigo_canal_venda values). See "Api Listagem de Canais de Venda" doc. - Action **List Segments** Lists the company segments configured in the Funil de Vendas account. - Action **List Stages** Lists the stages (steps) of a sales funnel. - Action **List Users** Lists the users (sales reps) of the Funil de Vendas CRM account. - Action **List Win reasons** Lists reasons an opportunity can be marked won. See "Api Listagem de Respostas de Ganho" doc. - Action **Transfer Opportunity** Transfers one or more opportunities to another salesperson, placing them in the chosen funnel and, optionally, stage. - Action **Update Activity** Edits an existing activity's fields. See "Api de Atividades (Criação, Edição, Exclusão, Exibição)" doc. ## 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) - [ **Funil de Vendas** Funil de Vendas helps to manage the whole sales process, from the search for opportunities to the closing of...](https://apiant.ai/connections/funil-de-vendas) 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 Funil de Vendas - [ **Unisender to Funil de Vendas** UniSender is one of the leading email marketing service providers in the Eastern Europe, provides Email and...](https://apiant.ai/connect/unisender-to-funil-de-vendas) - [ **HubSpot to Funil de Vendas** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-funil-de-vendas) - [ **Salesforce to Funil de Vendas** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-funil-de-vendas) - [ **Slack to Funil de Vendas** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-funil-de-vendas) - [ **Google Sheets to Funil de Vendas** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-funil-de-vendas) - [ **Gmail to Funil de Vendas** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-funil-de-vendas) Questions ## Balabook and Funil de Vendas, 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 Funil de Vendas when something happens in Balabook? Any of Funil de Vendas's 13 actions, including Update Activity, Add Activity, Add Product and List Activity types. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Funil de Vendas to Balabook? Funil de Vendas has no triggers in the catalog today, so automations start in Balabook. If you need the other direction, ask: your agent reads Funil de Vendas's API documentation and adds it. ### ### Do I have to build a connector for Balabook or Funil de Vendas? 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 Funil de Vendas 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.