--- title: "Connect Cirqll and UniBee - APIANT.ai" description: "When \"New Note Event\" fires in Cirqll, your agent runs \"Add Invoice\" in UniBee, or \"New Invoice Event\" in UniBee to \"Create Contact\" in Cirqll." canonical: "https://apiant.ai/connect/cirqll-to-unibee" --- # Connect Cirqll and UniBee When **New Note Event** fires in [Cirqll](https://apiant.ai/connections/cirqll), your agent runs **Add Invoice** in [UniBee](https://apiant.ai/connections/unibee), or **New Invoice Event** in UniBee to **Create Contact** in Cirqll. Describe the whole flow and it is built, tested on every scenario and kept running. Cirqll **2** triggers Cirqll **23** actions UniBee **9** triggers UniBee **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Cirqll and UniBee 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 Cirqll and UniBee can do together ### From Cirqll to UniBee - When **New Note Event** in Cirqll then **Add Invoice** in UniBee - When **New Task Event** in Cirqll then **Add Payment** in UniBee ### From UniBee to Cirqll - When **New Invoice Event** in UniBee then **Create Contact** in Cirqll - When **New Payment Event** in UniBee then **Create Customer** in Cirqll 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 Cirqll and UniBee ## Triggers and actions 11 triggers · 43 actions - Trigger **New Note Event** Triggers when a note is created, updated or deleted. - Trigger **New Task Event** Triggers when a task is created, updated or deleted. - Action **Create Appointment** Creates a new appointment. - Action **Create Assignment** Creates a new assignment. - Action **Create Chance** Creates a new chance. - Action **Create Contact** Creates a new contact. - Action **Create Contract** Create a new contract and associate it with a customer. - Action **Create Customer** Creates a new customer. - Action **Create Email** Logs an email in Cirqll and associates it with a customer. - Action **Create Note** Creates a new note. - Action **Create Task** Creates a new task. - Action **Find Appointment** Returns up to 100 appointments that match the specified filter. - Action **Find Assignment** Returns up to 100 assignments that match the specified Cirqll filter. - Action **Find Chance** Find chances (sales opportunities) in Cirqll matching a filter. Returns up to 100 matches, the first match, and the total count. - Action **Find Contact** Finds Cirqll contacts matching a filter and returns the matches, the first match, and whether any matched. - Action **Find Contract** Find contracts in Cirqll that match a filter. Returns up to 100 matches plus the first match. - Action **Find Customer** Searches for an existing customer. - Action **Find Email** Find emails tracked in Cirqll that match a filter. Returns up to 100 matches plus the first match. - Action **Find Field** Find custom field definitions in Cirqll by a filter (name, type, category and so on). - Action **Find Note** Searches for an existing note. - Action **Find Task** Finds tasks in Cirqll that match a filter, returning up to 100 matches and the first match. - Action **Find User** Find users in your Cirqll organisation that match a filter, such as a name or email address. - Action **Update Appointment** Update an existing appointment's time, participants, or details. - Action **Update Chance** Update a chance. - Action **Update User** Updates a Cirqll user's name, email, two-factor mode or language. - Trigger **New Invoice Event** Triggers when an invoice event occurs (created, paid, process, cancelled, failed, or reversed). - Trigger **New Payment Event** Triggers when a payment event occurs (created, authorised need, success, cancelled, or failure). - Trigger **New Refund Event** Triggers when a refund event occurs (created, success, failure, cancelled, or reversed). - Trigger **New Subscription Activated** Triggers when a subscription becomes active. - Trigger **New Subscription Event** Triggers when a subscription event occurs (created, activated, updated, cancelled, expired, etc.). - Trigger **New Subscription Onetime Addon Event** Triggers when a subscription onetime addon event occurs (created, success, cancelled, or expired). - Trigger **New Subscription Pending Update Event** Triggers when a subscription pending update event occurs (create, success, or cancelled). - Trigger **New User Event** Triggers when a user event occurs (created, updated, metric update, or subscription update). - Trigger **New User Plan Change** Triggers when a user subscription or subscription change occurs. - Action **Add Discount Code** Create a new discount/promo code. - Action **Add Invoice** Create a new invoice. - Action **Add Payment** Record/create a new payment. - Action **Add Plan** Create a new subscription plan. - Action **Add Product** Create a new product. - Action **Add Subscription** Create a new subscription for a user against a plan. - Action **Add User** Create a new customer/user record in UniBee. - Action **Cancel Subscription** Cancel a subscription immediately. - Action **Get Invoice** Fetch a single invoice's detail by invoice id. - Action **Get Payment** Fetch a single payment's detail by payment id. - Action **Get Plan** Fetch a single plan's detail by plan id. - Action **Get Subscription** Fetch a single subscription's detail by subscription id. - Action **Get User** Fetch a single user's profile by user id. - Action **List Discount Codes** List discount codes with pagination/filters. - Action **List Invoices** List invoices with pagination/filters. - Action **List Plans** List plans with pagination/filters. - Action **List Products** List products with pagination/filters. - Action **List Subscriptions** List subscriptions with pagination/filters. - Action **List Users** List/search customer users with pagination. - Action **Update User** Update an existing user's profile fields. ## Each app on its own - [ **Cirqll** Cirqll is a CRM platform to organize everything around your customer.](https://apiant.ai/connections/cirqll) - [ **UniBee** UniBee is a subscription management and billing automation platform for SaaS and AI businesses.](https://apiant.ai/connections/unibee) Reviews ## What our customers say ## More from Cirqll - [ **Cirqll to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cirqll-to-hubspot) - [ **Cirqll to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cirqll-to-salesforce) - [ **Cirqll to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cirqll-to-slack) - [ **Cirqll to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/cirqll-to-google-sheets) - [ **Cirqll to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cirqll-to-gmail) - [ **Cirqll to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cirqll-to-google-calendar) ## More into UniBee - [ **HubSpot to UniBee** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-unibee) - [ **Salesforce to UniBee** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-unibee) - [ **Slack to UniBee** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-unibee) - [ **Google Sheets to UniBee** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-unibee) - [ **Gmail to UniBee** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-unibee) - [ **Google Calendar to UniBee** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-unibee) Questions ## Cirqll and UniBee, answered ### ### What can start an automation from Cirqll? Any of Cirqll's 2 triggers in the catalog, including New Note Event and New Task Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in UniBee when something happens in Cirqll? Any of UniBee's 20 actions, including Update User, Add Discount Code, Add Invoice and Add Payment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from UniBee to Cirqll? Yes. When something happens in UniBee, your agent can act in Cirqll too. This page covers both directions: UniBee's triggers and Cirqll's actions are listed here as well. ### ### Do I have to build a connector for Cirqll or UniBee? 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 Cirqll and UniBee 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.