--- title: "Connect Balabook and Wodify Core - APIANT.ai" description: "When \"New Invoices\" fires in Balabook, your agent runs \"Add Tag to Lead\" in Wodify Core." canonical: "https://apiant.ai/connect/balabook-to-wodify-core" --- # Connect Balabook and Wodify Core When **New Invoices** fires in [Balabook](https://apiant.ai/connections/balabook), your agent runs **Add Tag to Lead** in [Wodify Core](https://apiant.ai/connections/wodify-core), or **New/Updated Client** in Wodify Core 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 Wodify Core **2** triggers Wodify Core **19** 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 Wodify Core 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 Wodify Core can do together ### From Balabook to Wodify Core - When **New Invoices** in Balabook then **Add Tag to Lead** in Wodify Core - When **New Journal Entries** in Balabook then **Add/Update Lead** in Wodify Core ### From Wodify Core to Balabook - When **New/Updated Client** in Wodify Core then **Add invoice payment** in Balabook - When **Tag Changed on Client** in Wodify Core 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 Wodify Core ## Triggers and actions 4 triggers · 45 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/Updated Client** Triggers when a client is added or an existing client is updated in Wodify. - Trigger **Tag Changed on Client** Triggers when a client's tags change (a tag is added to or removed from a client). - Action **Add class reservation** Reserves a spot in a class for a client, optionally as a recurring reservation. - Action **Add membership** Creates a new membership for a client from a membership template. Values you leave blank are filled in from the template. - Action **Add Tag to Client** Adds one or more tags to a Wodify client and returns the client's current tags. - Action **Add Tag to Lead** Adds one or more tags to a Wodify lead and returns the lead's current tags. - Action **Add/Update Lead** Creates a new lead in Wodify, or updates an existing lead when a Lead ID is supplied. - Action **Convert lead to client** Converts a Lead into a Client. Any details you leave blank keep the Lead's existing values. - Action **Delete client** Deletes an inactive Wodify client by its ID. - Action **Delete lead** Deletes a lead record from Wodify by its ID. - Action **Find leads by criteria** Searches your Wodify leads with a search query and returns the matching leads. - Action **Get Client** Returns a Wodify client record by its id, including contact details, status, tags, memberships flags and custom field answers. - Action **Get Lead** Returns a single Wodify lead record by its lead ID. - Action **Get membership** Returns a single membership record by its membership ID. - Action **List clients** Returns the clients in your Wodify account. - Action **List employees** Returns the employees (staff and coaches) in your Wodify account. - Action **List invoices** Returns the invoices in your Wodify gym, with amounts, status, due and paid dates, and the client or lead each one belongs to. - Action **List leads** Returns the leads in your Wodify account, up to 100 at a time. - Action **List memberships** Returns the memberships in your Wodify account, up to 100 at a time. - Action **Remove Tag From Client** Removes one or more tags from a Wodify client and returns the client's remaining tags. - Action **Remove Tag From Lead** Removes the given tags from a Wodify lead and returns the lead's remaining tags. ## 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) - [ **Wodify Core** Wodify Core is a powerful all-in-one fitness management platform built to streamline operations, elevate...](https://apiant.ai/connections/wodify-core) 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 Wodify Core - [ **HubSpot to Wodify Core** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wodify-core) - [ **Salesforce to Wodify Core** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wodify-core) - [ **Slack to Wodify Core** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wodify-core) - [ **Google Sheets to Wodify Core** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-wodify-core) - [ **Gmail to Wodify Core** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wodify-core) - [ **Google Calendar to Wodify Core** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-wodify-core) Questions ## Balabook and Wodify Core, 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 Wodify Core when something happens in Balabook? Any of Wodify Core's 19 actions, including Add class reservation, Add membership, Add Tag to Client and Add Tag to Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Wodify Core to Balabook? Yes. When something happens in Wodify Core, your agent can act in Balabook too. This page covers both directions: Wodify Core's triggers and Balabook's actions are listed here as well. ### ### Do I have to build a connector for Balabook or Wodify Core? 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 Wodify Core 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.