--- title: "Connect Balabook and Plug&Pay - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Add Order Comment\" in Plug&Pay, or \"New Order\" in Plug&Pay to \"Add invoice payment\" in Balabook." canonical: "https://apiant.ai/connect/balabook-to-plug-pay" --- # Connect Balabook and Plug&Pay When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Add Order Comment** in [Plug&Pay](https://apiant.ai/connections/plug-pay), or **New Order** in Plug&Pay 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 Plug&Pay **3** triggers Plug&Pay **31** 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 Plug&Pay 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 Plug&Pay can do together ### From Balabook to Plug&Pay - When **New Invoices** in Balabook then **Add Order Comment** in Plug&Pay - When **New Journal Entries** in Balabook then **Update Order Payment Status** in Plug&Pay ### From Plug&Pay to Balabook - When **New Order** in Plug&Pay then **Add invoice payment** in Balabook - When **New Product** in Plug&Pay 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 Plug&Pay ## Triggers and actions 5 triggers · 57 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 Order** Triggers when a new order is placed in your Plug&Pay account. - Trigger **New Product** Triggers when a new product is added to your Plug&Pay account. - Trigger **New Subscription** Triggers when a new subscription or installment plan starts in your Plug&Pay account. - Action **Add Order Comment** Adds an internal note to an order. Buyers do not see it. - Action **Add Subscription Comment** Adds an internal note to a subscription. Subscribers do not see it. - Action **Cancel Subscription** Cancels a subscription, optionally from a later date and with a reason. - Action **Clone Checkout** Makes a copy of a checkout page and returns the new checkout's ID. - Action **Clone Product** Makes a copy of an existing product and returns the new product's ID. - Action **Create Product Price** Adds a price to a product in your Plug&Pay account and returns the price ID. - Action **Delete Checkout** Deletes a checkout page from your Plug&Pay account. - Action **Delete Order** Deletes an order from your Plug&Pay account. - Action **Delete Product** Deletes a product from your Plug&Pay account. - Action **Delete Product Price** Removes a price from a product in your Plug&Pay account. - Action **Delete Promotion** Deletes a promotion from your Plug&Pay account. - Action **Delete Subscription** Deletes a subscription from your Plug&Pay account. - Action **Extend Subscription** Moves a subscription's next billing date later, extending the current period. - Action **Find Checkouts** Searches the checkout pages in your Plug&Pay account by name, product or status. - Action **Find Orders** Searches the orders in your Plug&Pay account by buyer email, invoice number, payment status, product, date range and other filters. - Action **Find Products** Searches the products in your Plug&Pay account by title, SKU, type, group and other filters. - Action **Find Promotions** Searches the promotions in your Plug&Pay account by name or product. - Action **Find Subscriptions** Searches the subscriptions in your Plug&Pay account by subscriber, status, product, billing dates and other filters. - Action **Get Checkout** Returns a checkout page from your Plug&Pay account by its ID. - Action **Get Order** Returns an order from your Plug&Pay account by its ID, optionally with its items, billing details and more. - Action **Get Order Payment** Returns the payment of an order: its status, method, provider and amounts. - Action **Get Product** Returns a product from your Plug&Pay account by its ID. - Action **Get Product Price** Returns one price of a product in your Plug&Pay account. - Action **Get Promotion** Returns a promotion from your Plug&Pay account by its ID. - Action **Get Subscription** Returns a subscription from your Plug&Pay account by its ID. - Action **List Order Comments** Returns the internal notes on an order. - Action **List Product Prices** Returns all prices of a product. When a checkout has its own pricing, that pricing takes precedence. - Action **Refund Order** Refunds an order and creates its credit order. The order must have an invoice number and must not already be refunded. - Action **Resume Subscription** Resumes a cancelled subscription so it renews again. - Action **Update Order Payment Status** Sets the payment status of an order, for example to mark it as paid. - Action **Update Product Price** Changes a price on a product in your Plug&Pay account. Fields left blank are not changed. ## 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) - [ **Plug&Pay** Plug&Pay is the all-in-one system for your checkout pages, upsell processes and online subscriptions.](https://apiant.ai/connections/plug-pay) 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 Plug&Pay - [ **HubSpot to Plug&Pay** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-plug-pay) - [ **Google Sheets to Plug&Pay** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-plug-pay) - [ **Gmail to Plug&Pay** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-plug-pay) - [ **Google Calendar to Plug&Pay** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-plug-pay) - [ **Google Drive to Plug&Pay** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-plug-pay) - [ **Mailchimp to Plug&Pay** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-plug-pay) Questions ## Balabook and Plug&Pay, 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 Plug&Pay when something happens in Balabook? Any of Plug&Pay's 31 actions, including Create Product Price, Update Order Payment Status, Update Product Price and Add Order Comment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Plug&Pay to Balabook? Yes. When something happens in Plug&Pay, your agent can act in Balabook too. This page covers both directions: Plug&Pay's triggers and Balabook's actions are listed here as well. ### ### Do I have to build a connector for Balabook or Plug&Pay? 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 Plug&Pay 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.