Integration
Connect Balabook and Zengine
When something happens in Balabook or Zengine, your agent does the next thing in the other. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Balabook and Zengine to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Balabook and Zengine can do together
From Balabook to Zengine
When New Invoices in Balabook
then Add Comment in Zengine
When New Journal Entries in Balabook
then Add Form Record in Zengine
From Zengine to Balabook
When New Event in Zengine
then Add bill in Balabook
When New Task in Zengine
then Add invoice payment 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 Zengine
Triggers and actions 5 triggers · 36 actions
Trigger
New InvoicesTriggers when a new invoice is created.
Trigger
New Journal EntriesTriggers when a new journal entry is created.
Action
Add billCreate a bill.
Action
Add invoice paymentRecord a payment on an invoice.
Action
Add journal entryCreate a journal entry.
Action
Create AccountCreates a new account in your company.
Action
Create EstimateCreates a new draft estimate in your company.
Action
Create ExpenseCreates a new draft expense in your company.
Action
Create InvoiceCreates a new draft invoice in your company.
Action
Create PartnerCreates the partner for the company.
Action
Create TransactionCreates a new draft transaction in your company.
Action
Delete invoiceDelete an invoice.
Action
Get accountGet an account with amounts.
Action
Get invoiceGet an invoice by id.
Action
Get partnerGet a partner by id.
Action
List accountsList accounts.
Action
List billsList bills.
Action
List estimatesList estimates.
Action
List invoicesList invoices.
Action
List journal entriesList journal entries.
Action
List transactionsList transactions.
Action
Update accountUpdate an account.
Action
Update estimateUpdate an estimate.
Action
Update expenseUpdate an expense.
Action
Update invoiceUpdate an invoice.
Action
Update partnerUpdate a partner.
Trigger
New EventTriggers when a new event is added.
Trigger
New TaskTriggers when a new task is added.
Trigger
Updated RecordTriggers when any record is updated in a form of your choice.
Action
Add CommentAdds a comment to a record or workspace.
Action
Add Form RecordAdds a record to a form.
Action
Add recordCreate a record in a form.
Action
Create EventCreates a calendar event in a Zengine workspace.
Action
Create TaskCreates a task in a Zengine workspace.
Action
Delete RecordDeletes a record.
Action
Find RecordReturns the records in a form that match the specified name, folder, creator, completion state or dates.
Action
Get EventReturns one calendar event by id.
Action
Get recordRetrieve one record by id.
Action
Get TaskReturns one task by id.
Action
Update RecordUpdates a record.
Action
Upload File to FieldUploads a file, which can then be saved to a file upload field in a New Record or Update Record action.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Balabook
Balabook to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Balabook to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Balabook to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Balabook to Google SheetsGoogle Sheets
Balabook to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Balabook to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Zengine
HubSpot to ZengineHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to ZengineSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to ZengineSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to ZengineGoogle Sheets
Gmail to ZengineGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ZengineGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Balabook and Zengine, 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 Zengine when something happens in Balabook?
Any of Zengine's 12 actions, including Create Event, Create Task, Update Record and Upload File to Field. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zengine to Balabook?
Yes. When something happens in Zengine, your agent can act in Balabook too. This page covers both directions: Zengine's triggers and Balabook's actions are listed here as well.
Do I have to build a connector for Balabook or Zengine?
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.
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.