--- title: "Connect Balabook and TrackMage - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Add order item\" in TrackMage." canonical: "https://apiant.ai/connect/balabook-to-trackmage" --- # Connect Balabook and TrackMage When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Add order item** in [TrackMage](https://apiant.ai/connections/trackmage), or **New Order Created** in TrackMage 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 TrackMage **7** triggers TrackMage **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 TrackMage 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 TrackMage can do together ### From Balabook to TrackMage - When **New Invoices** in Balabook then **Add order item** in TrackMage - When **New Journal Entries** in Balabook then **Create Order** in TrackMage ### From TrackMage to Balabook - When **New Order Created** in TrackMage then **Add invoice payment** in Balabook - When **New Shipment Created** in TrackMage 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 TrackMage ## Triggers and actions 9 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. - Trigger **Deleted Order** Triggers when an order is deleted in a TrackMage workspace. - Trigger **Deleted Shipment** Triggers when a shipment is deleted in a TrackMage workspace. - Trigger **New Order Created** Triggers when a new order is created in the selected TrackMage workspace. - Trigger **New Shipment Created** Triggers when a new shipment is created in the selected TrackMage workspace. - Trigger **Updated Order** Triggers when an order is updated in a TrackMage workspace. - Trigger **Updated Shipment** Triggers when a shipment is updated in the selected TrackMage workspace. - Trigger **Updated Shipment Tracking Status** Triggers when the tracking status of a shipment in the selected TrackMage workspace changes. - Action **Add order item** Adds a line item (product, quantity and price) to an existing TrackMage order. - Action **Add product** Creates a product in your TrackMage team catalog. - Action **Create Order** Creates an order in a TrackMage workspace, with optional customer contact details, totals and shipping/billing addresses. - Action **Create Shipment** Creates a shipment in a TrackMage workspace so its tracking number is monitored. - Action **Create Tracking Page Link** Generates a shareable link to a TrackMage tracking page, optionally preset to a specific tracking number. - Action **Delete order** Deletes an order from your TrackMage workspace. - Action **Delete shipment** Deletes a shipment from your TrackMage workspace. - Action **Get order** Returns a TrackMage order by its id, including its status, totals, addresses and linked shipments. - Action **Get product** Returns a single product from your TrackMage catalog, including its name, SKU, URLs and variants. - Action **Get shipment** Returns one shipment, including its tracking number, carrier, tracking status, linked orders and delivery address. - Action **List shipment checkpoints** Returns the tracking checkpoints (date, location and status info) recorded for a shipment. - Action **Update order** Updates an existing TrackMage order's totals, status, contact details and shipping or billing address. Fields left blank are not changed. - Action **Update shipment** Updates an existing shipment's tracking number, carrier, contact details, address, status and linked orders. ## 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) - [ **TrackMage** TrackMage is an order tracking platform that combines order fulfillment and customer support to provide...](https://apiant.ai/connections/trackmage) 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 TrackMage - [ **HubSpot to TrackMage** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-trackmage) - [ **Salesforce to TrackMage** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-trackmage) - [ **Slack to TrackMage** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-trackmage) - [ **Google Sheets to TrackMage** Google Sheets](https://apiant.ai/connect/google-sheets-to-trackmage) - [ **Gmail to TrackMage** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-trackmage) - [ **Google Calendar to TrackMage** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-trackmage) Questions ## Balabook and TrackMage, 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 TrackMage when something happens in Balabook? Any of TrackMage's 13 actions, including Create Order, Create Shipment, Create Tracking Page Link and Update order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TrackMage to Balabook? Yes. When something happens in TrackMage, your agent can act in Balabook too. This page covers both directions: TrackMage's triggers and Balabook's actions are listed here as well. ### ### Do I have to build a connector for Balabook or TrackMage? 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 TrackMage 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.