--- title: "Connect Balabook and monday.com - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Create Item\" in monday.com." canonical: "https://apiant.ai/connect/balabook-to-monday-com" --- # Connect Balabook and monday.com When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Create Item** in [monday.com](https://apiant.ai/connections/monday-com), or **Any Column Value Changed in Board** in monday.com 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 monday.com **10** triggers monday.com **27** 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 monday.com 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 monday.com can do together ### From Balabook to monday.com - When **New Invoices** in Balabook then **Create Item** in monday.com - When **New Journal Entries** in Balabook then **Update Item** in monday.com ### From monday.com to Balabook - When **Any Column Value Changed in Board** in monday.com then **Add invoice payment** in Balabook - When **Item Moved to Group (Same or Different Board)** in monday.com 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 monday.com ## Triggers and actions 12 triggers · 53 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 **Any Column Value Changed in Board** Triggers when any column's value is changed in the selected board. - Trigger **Item Moved to Group (Same or Different Board)** Triggers when an item is moved to a group (same or different board). - Trigger **New Board** Triggers when a new board is created. - Trigger **New Item in Board** Triggers when an item is created in a specific board. - Trigger **New Subitem on Board** Triggers when a new subitem on a specific board is created. - Trigger **New Update in Board** Triggers when a new update is posted on a board. - Trigger **New User** Triggers when a new user joins your monday.com account. - Trigger **Specific Columns Values Changed in Board** Triggers when one of the specified columns' value is changed in the selected board. - Trigger **Specific Column Value Changed in Board** Triggers when a specific column's value changes in the selected board. - Trigger **Specific Subitem Column Value Changed in Board** Triggers when a specific column's value changes in a subitem within the selected board. - Action **Archive Board** Archives a board - Action **Archive Group** Archives a specific group in a board - Action **Archive Item** Archives an item - Action **Create Board** Creates a new board - Action **Create Column** Create a new column in board. - Action **Create Group** Creates a new group in a board - Action **Create Item** Create a new Item in a board - Action **Create Subitem** Create a new subitem in a item with column values - Action **Create Update** Create a new update. - Action **Delete Group** Delete a specific group from a board - Action **Delete Item** Delete an item from a board - Action **Duplicate Item** Create a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication. - Action **Find Items** Find items that match a specific value in a column - Action **Find Subitems** Finds the subitems of a specific item on the board - Action **Find User by Name** Search for a user by name using exact matching - Action **Get Board Values** Returns the data for a all columns in the specific board - Action **Get Column Values** Returns the data for a specific column in the board - Action **Get File Column Values** Returns the data for a specific file column in the board - Action **Get Group Details** Returns the group name for a specific board - Action **Get User Details** Returns the details for a specific user - Action **Group Position** Duplicate a group with its items - Action **List Boards** Returns a list of your active boards ordered by creation date. Optionally specify a maximum number to return (default 25). - Action **Move Item to Group** Move an item to a different group - Action **Update Item** Change multiple column values of an item - Action **Update Item Name** Update an item's name - Action **Update Subitem** Updates a update subitem on your board. - Action **Upload File to Specific Column** Upload File To Specific Column ## 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) - [ **monday.com** monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what...](https://apiant.ai/connections/monday-com) 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 monday.com - [ **HubSpot to monday.com** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-monday-com) - [ **Cloudinary to monday.com** Cloudinary makes it easy to upload, store, manage, manipulate and deliver images and videos efficiently and...](https://apiant.ai/connect/cloudinary-to-monday-com) - [ **Salesforce to monday.com** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-monday-com) - [ **Slack to monday.com** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-monday-com) - [ **Google Sheets to monday.com** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-monday-com) - [ **Gmail to monday.com** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-monday-com) Questions ## Balabook and monday.com, 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 monday.com when something happens in Balabook? Any of monday.com's 27 actions, including Create Board, Create Column, Create Group and Create Item. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from monday.com to Balabook? Yes. When something happens in monday.com, your agent can act in Balabook too. This page covers both directions: monday.com's triggers and Balabook's actions are listed here as well. ### ### Do I have to build a connector for Balabook or monday.com? 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 monday.com 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.