--- title: "Connect Balabook and NeonCRM - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Add event\" in NeonCRM, or \"New event\" in NeonCRM to \"Add invoice payment\" in Balabook." canonical: "https://apiant.ai/connect/balabook-to-neoncrm" --- # Connect Balabook and NeonCRM When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Add event** in [NeonCRM](https://apiant.ai/connections/neoncrm), or **New event** in NeonCRM 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 NeonCRM **2** triggers NeonCRM **21** 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 NeonCRM 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 NeonCRM can do together ### From Balabook to NeonCRM - When **New Invoices** in Balabook then **Add event** in NeonCRM - When **New Journal Entries** in Balabook then **Add event registration** in NeonCRM ### From NeonCRM to Balabook - When **New event** in NeonCRM then **Add invoice payment** in Balabook - When **New event registration** in NeonCRM 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 NeonCRM ## Triggers and actions 4 triggers · 47 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 event** Triggers when a new event is created in NeonCRM. - Trigger **New event registration** Triggers when someone registers for the chosen NeonCRM event. - Action **Add campaign** Creates a fundraising campaign in Neon CRM and returns its id. - Action **Add event** Creates a new event in Neon CRM with its name, dates, location and registration settings, and returns the new event's id. - Action **Add event registration** Creates a registration for a NeonCRM event on behalf of an account, optionally with tickets, attendees and payments. - Action **Add membership** Creates a membership for a Neon CRM account at the chosen membership level and term. - Action **Add pledge** Creates a pledge for a NeonCRM account, with its amount, fund, campaign and other gift details. - Action **Create Account** Creates an individual account in Neon CRM with its primary contact details and address, and returns the new account's id. - Action **Create Activity** Creates an activity (task, call, meeting) in Neon CRM, optionally linked to an account, event, grant or prospect. - Action **Create Donation** Creates a donation for a Neon CRM account, with optional fund, campaign, tribute, payment and custom field details. - Action **Get account** Returns one Neon CRM account (individual or company) by its id, including contact details, addresses and custom fields. - Action **Get donation** Returns a single donation by its ID, including amount, date, donor account, fund, campaign, payments and donation custom fields. - Action **Get event** Returns a single event by its ID, including dates, location, category and financial settings. - Action **Get event registration** Returns one event registration, including its tickets, attendees, payments and registrant custom fields. - Action **Get membership** Returns a single Neon CRM membership, including its level, term, dates, fee, status, payments and membership custom fields. - Action **Link Individual Account to Company Account** Links an individual account to a company account as a contact, optionally setting title, department, employment dates and primary-contact status. - Action **List campaigns** Returns every fundraising campaign in your Neon CRM account with its id, code, name and status. - Action **Update activity** Updates an existing activity in NeonCRM. Only the fields you fill in are changed. - Action **Update Company Account** Updates an existing company account in Neon CRM, changing only the details you fill in. - Action **Update donation** Updates an existing donation in NeonCRM, changing only the details you supply. - Action **Update event** Updates an existing NeonCRM event, changing only the details you fill in. - Action **Update Individual Account** Updates an individual account in Neon CRM, changing only the details you fill in. - Action **Update membership** Updates an existing membership in Neon CRM, changing only the fields you fill in. ## 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) - [ **NeonCRM** Neon is a CRM built by and for people who run nonprofits.](https://apiant.ai/connections/neoncrm) 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 NeonCRM - [ **HubSpot to NeonCRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-neoncrm) - [ **Google Sheets to NeonCRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-neoncrm) - [ **Gmail to NeonCRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-neoncrm) - [ **Google Calendar to NeonCRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-neoncrm) - [ **Google Drive to NeonCRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-neoncrm) - [ **Mailchimp to NeonCRM** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-neoncrm) Questions ## Balabook and NeonCRM, 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 NeonCRM when something happens in Balabook? Any of NeonCRM's 21 actions, including Create Account, Create Activity, Create Donation and Update activity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from NeonCRM to Balabook? Yes. When something happens in NeonCRM, your agent can act in Balabook too. This page covers both directions: NeonCRM's triggers and Balabook's actions are listed here as well. ### ### Do I have to build a connector for Balabook or NeonCRM? 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 NeonCRM 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.