Integration
Connect Balabook and LeadSimple
When something happens in Balabook or LeadSimple, your agent does the next thing in the other. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Balabook and LeadSimple to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Balabook and LeadSimple can do together
From Balabook to LeadSimple
When New Invoices in Balabook
then Create Call in LeadSimple
When New Journal Entries in Balabook
then Update Contact in LeadSimple
From LeadSimple to Balabook
When Call Completed in LeadSimple
then Add bill in Balabook
When Lead Created in LeadSimple
then Add invoice payment 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 LeadSimple
Triggers and actions 6 triggers · 34 actions
Trigger
New InvoicesTriggers when a new invoice is created.
Trigger
New Journal EntriesTriggers when a new journal entry is created.
Action
Add billCreate a bill.
Action
Add invoice paymentRecord a payment on an invoice.
Action
Add journal entryCreate a journal entry.
Action
Create AccountCreates a new account in your company.
Action
Create EstimateCreates a new draft estimate in your company.
Action
Create ExpenseCreates a new draft expense in your company.
Action
Create InvoiceCreates a new draft invoice in your company.
Action
Create PartnerCreates the partner for the company.
Action
Create TransactionCreates a new draft transaction in your company.
Action
Delete invoiceDelete an invoice.
Action
Get accountGet an account with amounts.
Action
Get invoiceGet an invoice by id.
Action
Get partnerGet a partner by id.
Action
List accountsList accounts.
Action
List billsList bills.
Action
List estimatesList estimates.
Action
List invoicesList invoices.
Action
List journal entriesList journal entries.
Action
List transactionsList transactions.
Action
Update accountUpdate an account.
Action
Update estimateUpdate an estimate.
Action
Update expenseUpdate an expense.
Action
Update invoiceUpdate an invoice.
Action
Update partnerUpdate a partner.
Trigger
Call CompletedTriggers when a new call is completed.
Trigger
Lead Changes TagsTriggers when a lead's tags change.
Trigger
Lead CreatedTriggers when a new lead is created.
Trigger
Lead Is ReassignedTriggers when a lead is reassigned.
Action
Create CallCreates a Call in your account
Action
Get LeadGets a Lead in your account by ID.
Action
Search ContactSearches a contact in your account by name, phone number or email address.
Action
Search PropertySearches a Property in your account by name or address.
Action
Search UnitSearches the units on the property by the Unit Number
Action
Search UserSearches a user in your account by name or email address.
Action
Update ContactUpdates a Contact in your account.
Action
Update LeadUpdates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
Action
Update PropertyUpdates a Property.
Action
Update UnitUpdates a Unit.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Balabook and LeadSimple, 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 LeadSimple when something happens in Balabook?
Any of LeadSimple's 10 actions, including Create Call, Update Contact, Update Lead and Update Property. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from LeadSimple to Balabook?
Yes. When something happens in LeadSimple, your agent can act in Balabook too. This page covers both directions: LeadSimple's triggers and Balabook's actions are listed here as well.
Do I have to build a connector for Balabook or LeadSimple?
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.
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.