--- title: "Connect Booqable to Funil de Vendas - APIANT.ai" description: "When \"Completed Payment\" fires in Booqable, your agent runs \"List Sales channels\" in Funil de Vendas." canonical: "https://apiant.ai/connect/booqable-to-funil-de-vendas" --- # Connect Booqable to Funil de Vendas When **Completed Payment** fires in [Booqable](https://apiant.ai/connections/booqable), your agent runs **List Sales channels** in [Funil de Vendas](https://apiant.ai/connections/funil-de-vendas). Describe the whole flow and it is built, tested on every scenario and kept running. Booqable **8** triggers Booqable **15** actions Funil de Vendas **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 Booqable and Funil de Vendas 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 Booqable can start in Funil de Vendas - When **Completed Payment** in Booqable then **List Sales channels** in Funil de Vendas - When **New Customer** in Booqable then **Add Activity** in Funil de Vendas 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 Booqable and Funil de Vendas ## Triggers and actions 8 triggers · 28 actions - Trigger **Completed Payment** Triggers when a payment is completed. - Trigger **Finalize Invoice** Triggers when an invoice is finalized. - Trigger **New Customer** Triggers when a new customer is added. - Trigger **New Product** Fires when a new product is created in the catalog. - Trigger **Reserved Order** Triggers when an order is reserved. - Trigger **Started Order** Triggers when an order is started. - Trigger **Stopped Order** Triggers when an order is stopped. - Trigger **Updated Order** Triggers when an order is updated. - Action **Create Coupon** Creates a discount coupon in Booqable with a code, a discount type and value, and optional validity dates, redemption limits and eligible items. - Action **Create Customer** Creates a customer in Booqable with name, email and billing defaults, plus any of the account's own customer custom fields. - Action **Create Order** Creates a rental order in Booqable for a customer over a rental period, with pickup or delivery locations, deposit and discount settings, and any of the account's own order custom fields. - Action **Find Customer - By ID** Returns one Booqable customer by its id, including the account's own customer custom fields. - Action **Find Customer - By Name or Email** Finds Booqable customers whose name contains the text you give, or whose email matches exactly. Give either one or both. - Action **Find Order - By ID** Returns one Booqable order by its id, including totals, rental period, locations and the account's own order custom fields. - Action **Find Product - By ID** Returns one Booqable product by its id, including pricing, tracking settings and the product group's custom fields. - Action **List Customers** Returns a page of Booqable customers, newest or sorted as you choose, with each customer's core details and custom field values. - Action **List Documents** Returns a page of Booqable documents - invoices, quotes, contracts and packing slips - optionally narrowed to one document type, order or customer. - Action **List Locations** Returns the rental locations set up in Booqable, with their addresses and whether pickup or delivery is enabled. - Action **List Orders** Returns a page of Booqable orders with their rental period, status and totals, optionally narrowed to one status or customer. - Action **List Payments** Returns a page of Booqable payments - charges, authorizations and refunds - optionally narrowed to one order or customer. - Action **List Products** Returns a page of Booqable products with their pricing and tracking settings, optionally narrowed to one product group. - Action **List Stock Items** Returns a page of Booqable stock items with their identifier, status and location, optionally narrowed to one product, product group or location. - Action **Update Customer** Updates an existing Booqable customer. Fields you leave blank keep their current values, including custom fields. - Action **Add Activity** Creates an activity (call, meeting, task, etc.) on an opportunity in Funil de Vendas. - Action **Add Product** Creates a new product in the catalog. See "Api Criação de produtos" doc. - Action **Delete Activity** Deletes an activity in Funil de Vendas by its code. - Action **List Activity types** Lists the activity types (categories) configured in the Funil de Vendas account. - Action **List Funnels** Lists the sales funnels (pipelines) in the Funil de Vendas account. - Action **List Loss reasons** Lists the loss reasons (respostas de perda) configured in the Funil de Vendas account. - Action **List Sales channels** Lists sales channels (codigo_canal_venda values). See "Api Listagem de Canais de Venda" doc. - Action **List Segments** Lists the company segments configured in the Funil de Vendas account. - Action **List Stages** Lists the stages (steps) of a sales funnel. - Action **List Users** Lists the users (sales reps) of the Funil de Vendas CRM account. - Action **List Win reasons** Lists reasons an opportunity can be marked won. See "Api Listagem de Respostas de Ganho" doc. - Action **Transfer Opportunity** Transfers one or more opportunities to another salesperson, placing them in the chosen funnel and, optionally, stage. - Action **Update Activity** Edits an existing activity's fields. See "Api de Atividades (Criação, Edição, Exclusão, Exibição)" doc. ## Each app on its own - [ **Booqable** Booqable is cloud-based rental software to manage your business and accept online bookings.](https://apiant.ai/connections/booqable) - [ **Funil de Vendas** Funil de Vendas helps to manage the whole sales process, from the search for opportunities to the closing of...](https://apiant.ai/connections/funil-de-vendas) Reviews ## What our customers say ## More from Booqable - [ **Booqable to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/booqable-to-slack) - [ **Booqable to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/booqable-to-pipedrive) - [ **Booqable to Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connect/booqable-to-erpnext) - [ **Booqable to ip-api** ip-api resolves an IP address or domain name to a physical location.](https://apiant.ai/connect/booqable-to-ip-api) - [ **Booqable to Stytch** User infrastructure for modern applications](https://apiant.ai/connect/booqable-to-stytch) - [ **Booqable to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/booqable-to-hubspot) ## More into Funil de Vendas - [ **Unisender to Funil de Vendas** UniSender is one of the leading email marketing service providers in the Eastern Europe, provides Email and...](https://apiant.ai/connect/unisender-to-funil-de-vendas) - [ **HubSpot to Funil de Vendas** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-funil-de-vendas) - [ **Salesforce to Funil de Vendas** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-funil-de-vendas) - [ **Slack to Funil de Vendas** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-funil-de-vendas) - [ **Google Sheets to Funil de Vendas** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-funil-de-vendas) - [ **Gmail to Funil de Vendas** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-funil-de-vendas) Questions ## Booqable and Funil de Vendas, answered ### ### What can start an automation from Booqable? Any of Booqable's 8 triggers in the catalog, including Completed Payment, New Customer, New Product and Updated Order. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Funil de Vendas when something happens in Booqable? Any of Funil de Vendas's 13 actions, including Update Activity, Add Activity, Add Product and List Activity types. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Funil de Vendas to Booqable? Funil de Vendas has no triggers in the catalog today, so automations start in Booqable. If you need the other direction, ask: your agent reads Funil de Vendas's API documentation and adds it. ### ### Do I have to build a connector for Booqable or Funil de Vendas? 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 Booqable and Funil de Vendas 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.