--- title: "Connect Dovetail to Billsby - APIANT.ai" description: "When \"New Project\" fires in Dovetail, your agent runs \"Update Customer Details\" in Billsby." canonical: "https://apiant.ai/connect/dovetail-to-billsby" --- # Connect Dovetail to Billsby When **New Project** fires in [Dovetail](https://apiant.ai/connections/dovetail), your agent runs **Update Customer Details** in [Billsby](https://apiant.ai/connections/billsby). Describe the whole flow and it is built, tested on every scenario and kept running. Dovetail **3** triggers Dovetail **4** actions Billsby **2** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Dovetail and Billsby 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 Dovetail can start in Billsby - When **New Project** in Dovetail then **Update Customer Details** in Billsby - When **New Published Insight** in Dovetail then **Find Customer** in Billsby 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 Dovetail and Billsby ## Triggers and actions 3 triggers · 6 actions - Trigger **New Project** Triggers when a new project is created - Trigger **New Published Insight** Triggers when a new insight is published. - Trigger **Updated Project** Triggers when a project is updated. - Action **Add Contact** Adds a contact to the contacts database. - Action **Add Data Point to Channel** Adds a data point to a channel. - Action **Add Data to Project** Adds data to an existing project. - Action **Add Insight to Project** Adds an insight to an existing project. - Action **Find Customer** Finds the details of a customer when given their Customer ID - Action **Update Customer Details** Update customer details ## Each app on its own - [ **Dovetail** Dovetail is an AI-first customer insights hub that combines feedback and research to create a single source...](https://apiant.ai/connections/dovetail) - [ **Billsby** Billsby is a billing service you can rely on for easy and accurate billing whatever your subscription...](https://apiant.ai/connections/billsby) Reviews ## What our customers say ## More from Dovetail - [ **Dovetail to Minecraft Server Status** Minecraft Server Status pings a Minecraft server address and reports what it finds.](https://apiant.ai/connect/dovetail-to-minecraft-server-status) - [ **Dovetail to TypeSafe** TypeSafe's Jev model answers typed questions about a piece of content and tells you how certain it is.](https://apiant.ai/connect/dovetail-to-typesafe) - [ **Dovetail to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/dovetail-to-hubspot) - [ **Dovetail to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/dovetail-to-salesforce) - [ **Dovetail to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/dovetail-to-slack) - [ **Dovetail to Google Sheets** Google Sheets](https://apiant.ai/connect/dovetail-to-google-sheets) ## More into Billsby - [ **HubSpot to Billsby** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-billsby) - [ **Salesforce to Billsby** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-billsby) - [ **Slack to Billsby** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-billsby) - [ **Google Sheets to Billsby** Google Sheets](https://apiant.ai/connect/google-sheets-to-billsby) - [ **Gmail to Billsby** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-billsby) - [ **Google Calendar to Billsby** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-billsby) Questions ## Dovetail and Billsby, answered ### ### What can start an automation from Dovetail? Any of Dovetail's 3 triggers in the catalog, including New Project, New Published Insight and Updated Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Billsby when something happens in Dovetail? Any of Billsby's 2 actions, including Update Customer Details and Find Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Billsby to Dovetail? Billsby has no triggers in the catalog today, so automations start in Dovetail. If you need the other direction, ask: your agent reads Billsby's API documentation and adds it. ### ### Do I have to build a connector for Dovetail or Billsby? 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 Dovetail and Billsby 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.