--- title: "Connect Nutshell and UniBee - APIANT.ai" description: "When \"New Activity\" fires in Nutshell, your agent runs \"Add Invoice\" in UniBee, or \"New Invoice Event\" in UniBee to \"Create Lead\" in Nutshell." canonical: "https://apiant.ai/connect/nutshell-to-unibee" --- # Connect Nutshell and UniBee When **New Activity** fires in [Nutshell](https://apiant.ai/connections/nutshell), your agent runs **Add Invoice** in [UniBee](https://apiant.ai/connections/unibee), or **New Invoice Event** in UniBee to **Create Lead** in Nutshell. Describe the whole flow and it is built, tested on every scenario and kept running. Nutshell **6** triggers Nutshell **12** 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 Nutshell 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 Nutshell and UniBee can do together ### From Nutshell to UniBee - When **New Activity** in Nutshell then **Add Invoice** in UniBee - When **New Company** in Nutshell then **Add Payment** in UniBee ### From UniBee to Nutshell - When **New Invoice Event** in UniBee then **Create Lead** in Nutshell - When **New Payment Event** in UniBee then **Update Lead** in Nutshell 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 Nutshell and UniBee ## Triggers and actions 15 triggers · 32 actions - Trigger **Activity Logged** Triggers when an Activity is logged. - Trigger **Lead Won** Triggers when a lead is won. - Trigger **New Activity** Triggers when new Activity is created. - Trigger **New Company** Triggers when new Company is created. - Trigger **New Lead** Triggers when a new Lead is created. - Trigger **New Person** Triggers when new Person is created. - Action **Create Company** Creates a new Company. - Action **Create Lead** Creates a new Lead. - Action **Create Person** Creates a new Person. - Action **Find Company** Finds an existing company. - Action **Find Lead** Finds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads. - Action **Find Person** Finds an existing person. - Action **Find User** Finds an existing User. - Action **Log Activity** Creates and logs a new Activity. - Action **Update Company** Updates an existing Company. - Action **Update Lead** Updates an existing Lead. - Action **Update Lead Outcome** Updates a Lead Outcome. - Action **Update Person** Updates an existing Person. - 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 - [ **Nutshell** Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.](https://apiant.ai/connections/nutshell) - [ **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 Nutshell - [ **Nutshell to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/nutshell-to-salesforce) - [ **Nutshell to Hyperstack Certificates** Hyperstack helps you easily create and manage digital certificates & badges for your events or courses.](https://apiant.ai/connect/nutshell-to-hyperstack-certificates) - [ **Nutshell to Pixabay** Pixabay is a free image and video library. Search over 4 million royalty-free photos, illustrations, vector...](https://apiant.ai/connect/nutshell-to-pixabay) - [ **Nutshell to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/nutshell-to-slack) - [ **Nutshell to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/nutshell-to-mailchimp) - [ **Nutshell to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/nutshell-to-stripe) ## 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 ## Nutshell and UniBee, answered ### ### What can start an automation from Nutshell? Any of Nutshell's 6 triggers in the catalog, including New Activity, New Company, New Lead and New Person. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in UniBee when something happens in Nutshell? 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 Nutshell? Yes. When something happens in UniBee, your agent can act in Nutshell too. This page covers both directions: UniBee's triggers and Nutshell's actions are listed here as well. ### ### Do I have to build a connector for Nutshell 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 Nutshell 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.