--- title: "Connect Space Invoices / Apollo to The Official Board - APIANT.ai" description: "When \"New Document\" fires in Space Invoices / Apollo, your agent runs \"Create Orgchart PDF File\" in The Official Board." canonical: "https://apiant.ai/connect/space-invoices-apollo-to-the-official-board" --- # Connect Space Invoices / Apollo to The Official Board When **New Document** fires in [Space Invoices / Apollo](https://apiant.ai/connections/space-invoices-apollo), your agent runs **Create Orgchart PDF File** in [The Official Board](https://apiant.ai/connections/the-official-board). Describe the whole flow and it is built, tested on every scenario and kept running. Space Invoices / Apollo **1** trigger Space Invoices / Apollo **9** actions The Official Board **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Space Invoices / Apollo and The Official Board 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 Space Invoices / Apollo can start in The Official Board - When **New Document** in Space Invoices / Apollo then **Create Orgchart PDF File** in The Official Board - When **New Document** in Space Invoices / Apollo then **Create Orgchart XSLX File** in The Official Board 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 Space Invoices / Apollo and The Official Board ## Triggers and actions 1 trigger · 16 actions - Trigger **New Document** Fires when a new document (invoice, estimate, credit note, advance invoice or delivery note) is created. - Action **Add customer** Create a customer. - Action **Add item** Create a catalog item/product. - Action **Add payment** Record a payment against an invoice. - Action **Create Document** Creates a new invoice document in Space Invoices. Totals, taxes and numbering are calculated by Space Invoices. - Action **Find customers by criteria** Search customers with filter/search query params. - Action **Get customer** Retrieve a customer by id. - Action **Get invoice** Retrieve an invoice by id. - Action **List items** Lists catalog items. - Action **Update customer** Update a customer by id. - Action **Create Orgchart PDF File** Generates a PDF file of the org chart for a company on The Official Board. - Action **Create Orgchart XSLX File** Generates an Excel (.xlsx) file containing the org chart of the specified company. - Action **Find companies by name** Finds companies on The Official Board whose name matches the text you give, returning each company's org chart id, industry, country and other details. - Action **Find executives by name** Searches The Official Board for executives by first and/or last name and returns matching executives with their titles and companies. - Action **Get Executive Info** Returns an executive's biography: current roles, education, career history and links. - Action **Get Orgchart Info** Returns a company's org chart: the company details and its list of executives with titles, levels and reporting lines. - Action **List executive direct colleagues** Returns an executive's direct environment: their boss, direct reports and board members. ## Each app on its own - [ **Space Invoices / Apollo** Space Invoices is an advanced, multi-tenant invoicing API that helps companies across the world to easily...](https://apiant.ai/connections/space-invoices-apollo) - [ **The Official Board** The Official Board provides organizational charts for 81,000+ global companies, offering insights on...](https://apiant.ai/connections/the-official-board) Reviews ## What our customers say ## More from Space Invoices / Apollo - [ **Space Invoices / Apollo to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/space-invoices-apollo-to-stripe) - [ **Space Invoices / Apollo to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/space-invoices-apollo-to-trello) - [ **Space Invoices / Apollo to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/space-invoices-apollo-to-zoom) - [ **Space Invoices / Apollo to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/space-invoices-apollo-to-twilio) - [ **Space Invoices / Apollo to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/space-invoices-apollo-to-typeform) - [ **Space Invoices / Apollo to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/space-invoices-apollo-to-webflow) ## More into The Official Board - [ **HubSpot to The Official Board** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-the-official-board) - [ **Salesforce to The Official Board** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-the-official-board) - [ **Slack to The Official Board** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-the-official-board) - [ **Google Sheets to The Official Board** Google Sheets](https://apiant.ai/connect/google-sheets-to-the-official-board) - [ **Gmail to The Official Board** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-the-official-board) - [ **Google Calendar to The Official Board** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-the-official-board) Questions ## Space Invoices / Apollo and The Official Board, answered ### ### What can start an automation from Space Invoices / Apollo? Any of Space Invoices / Apollo's 1 trigger in the catalog, including New Document. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in The Official Board when something happens in Space Invoices / Apollo? Any of The Official Board's 7 actions, including Create Orgchart PDF File, Create Orgchart XSLX File, Find companies by name and Find executives by name. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from The Official Board to Space Invoices / Apollo? The Official Board has no triggers in the catalog today, so automations start in Space Invoices / Apollo. If you need the other direction, ask: your agent reads The Official Board's API documentation and adds it. ### ### Do I have to build a connector for Space Invoices / Apollo or The Official Board? 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 Space Invoices / Apollo and The Official Board 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.