--- title: "Connect Birdeye and Contractbook - APIANT.ai" description: "When \"New Contact\" fires in Birdeye, your agent runs \"Get Document\" in Contractbook, or \"New Draft\" in Contractbook to \"Add Ticket Comment\" in Birdeye." canonical: "https://apiant.ai/connect/birdeye-to-contractbook" --- # Connect Birdeye and Contractbook When **New Contact** fires in [Birdeye](https://apiant.ai/connections/birdeye), your agent runs **Get Document** in [Contractbook](https://apiant.ai/connections/contractbook), or **New Draft** in Contractbook to **Add Ticket Comment** in Birdeye. Describe the whole flow and it is built, tested on every scenario and kept running. Birdeye **4** triggers Birdeye **18** actions Contractbook **3** triggers Contractbook **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Birdeye and Contractbook 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 Birdeye and Contractbook can do together ### From Birdeye to Contractbook - When **New Contact** in Birdeye then **Get Document** in Contractbook - When **New Lead** in Birdeye then **Create Contract** in Contractbook ### From Contractbook to Birdeye - When **New Draft** in Contractbook then **Add Ticket Comment** in Birdeye - When **New Template** in Contractbook then **Update Ticket** in Birdeye 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 Birdeye and Contractbook ## Triggers and actions 7 triggers · 23 actions - Trigger **New Contact** Triggers when a new customer contact is added in Birdeye. - Trigger **New Lead** Triggers when a new lead is added in Birdeye. - Trigger **New Ticket** Triggers when a new ticket is created in Birdeye. - Trigger **Survey Completed** Triggers when a customer submits a response to a survey. - Action **Add Ticket Comment** Adds a comment to a ticket. - Action **Delete Tag** Deletes a review tag from the account. - Action **Get Business** Returns the profile of a business or location. - Action **Get Contact Activity Log** Returns a contact's activity history, such as review requests sent and reviews written. - Action **Get Dashboard Data** Returns review count, average rating, sentiment and benchmark figures for a business. - Action **Get Listing** Returns the listing details of a location. - Action **Get Review Summary** Returns review counts by source and by rating for a business. - Action **Get Survey** Returns a survey with its pages and questions. - Action **Get User** Returns the details of a Birdeye user. - Action **List Competitors** Returns the competitors tracked for a business. - Action **List Contacts** Returns the contacts of a business, most recently active first. - Action **List Employees** Returns the employees of a business. - Action **List Locations** Returns the locations (child businesses) under an enterprise account. - Action **List Survey Responses** Returns the responses submitted to a survey. - Action **List Surveys** Returns the surveys of a business. - Action **List Tags** Returns the review tags in the account. - Action **Search Businesses** Searches the businesses under an account by name or number. - Action **Update Ticket** Updates a ticket's status or assignee. - Trigger **Draft Edited** Triggers when a draft document in Contractbook is edited. - Trigger **New Draft** Triggers when a new draft document is created in Contractbook. - Trigger **New Template** Triggers when a new template is added to your Contractbook account. - Action **Create Contract** Creates a new contract document in Contractbook from one of your templates, optionally overriding its title, parties, data fields and other settings. - Action **Create Contract With Custom Parties** Creates a new contract from a Contractbook template, with the parties and signees you specify. - Action **Create Draft** Creates a new draft document from a Contractbook template, without sending it for signature. - Action **Create Draft With Custom Parties** Creates a draft document from a template with the parties and signees you specify, without sending it for signature. - Action **Get Document** Returns a Contractbook document (draft or contract) by its ID, including its parties, signees, data fields, state and events. ## Each app on its own - [ **Birdeye** Birdeye is an all-in-one customer experience platform.](https://apiant.ai/connections/birdeye) - [ **Contractbook** Contractbook is an easy signing and simple contract management tool for modern businesses.](https://apiant.ai/connections/contractbook) Reviews ## What our customers say ## More from Birdeye - [ **Birdeye to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/birdeye-to-hubspot) - [ **Birdeye to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/birdeye-to-salesforce) - [ **Birdeye to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/birdeye-to-slack) - [ **Birdeye to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/birdeye-to-google-sheets) - [ **Birdeye to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/birdeye-to-gmail) - [ **Birdeye to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/birdeye-to-google-calendar) ## More into Contractbook - [ **Capsule CRM to Contractbook** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-contractbook) - [ **ActiveCampaign to Contractbook** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-contractbook) - [ **Airtable to Contractbook** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-contractbook) - [ **Asana to Contractbook** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-contractbook) - [ **ClickUp to Contractbook** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-contractbook) - [ **Brevo to Contractbook** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-contractbook) Questions ## Birdeye and Contractbook, answered ### ### What can start an automation from Birdeye? Any of Birdeye's 4 triggers in the catalog, including New Contact, New Lead, New Ticket and Survey Completed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Contractbook when something happens in Birdeye? Any of Contractbook's 5 actions, including Create Contract, Create Contract With Custom Parties, Create Draft and Create Draft With Custom Parties. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Contractbook to Birdeye? Yes. When something happens in Contractbook, your agent can act in Birdeye too. This page covers both directions: Contractbook's triggers and Birdeye's actions are listed here as well. ### ### Do I have to build a connector for Birdeye or Contractbook? 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 Birdeye and Contractbook 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.