--- title: "Connect Trigger to LedgerBox - APIANT.ai" description: "When \"New Company\" fires in Trigger, your agent runs \"Upload File\" in LedgerBox." canonical: "https://apiant.ai/connect/trigger-to-ledgerbox" --- # Connect Trigger to LedgerBox When **New Company** fires in [Trigger](https://apiant.ai/connections/trigger), your agent runs **Upload File** in [LedgerBox](https://apiant.ai/connections/ledgerbox). Describe the whole flow and it is built, tested on every scenario and kept running. Trigger **1** trigger Trigger **12** actions LedgerBox **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Trigger and LedgerBox 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 Trigger can start in LedgerBox - When **New Company** in Trigger then **Upload File** in LedgerBox - When **New Company** in Trigger then **Find documents by search text** in LedgerBox 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 Trigger and LedgerBox ## Triggers and actions 1 trigger · 16 actions - Trigger **New Company** Triggers when a new company is added to your Trigger account. - Action **Add task activity** Adds an activity (a note or a time log) to a task in Trigger. - Action **Create New Company** Creates a new company (client) in your Trigger account. - Action **Create New Project** Creates a new project under a company in Trigger. - Action **Create New Task** Creates a new task in a Trigger project. - Action **Delete task** Deletes a task in Trigger. - Action **Get company** Returns a single company by its ID. - Action **Get project** Returns a single project of a company by its ID. - Action **Get task** Returns a single task by its ID. - Action **List users** Returns all users of the connected Trigger account. - Action **Update company** Updates an existing company in Trigger. Only the fields you fill in are changed. - Action **Update project** Updates an existing project's name, description, status, due date, billing and visibility settings. Fields left blank are not changed. - Action **Update task** Updates an existing task in a Trigger project. - Action **Delete document** Deletes a document from the LedgerBox workspace by its ID. LedgerBox archives the document rather than erasing it immediately. - Action **Find documents by search text** Returns up to 50 documents in the LedgerBox workspace whose title or details match the search text, optionally narrowed by state or document type. - Action **Get Job Results** Retrieves the extracted records (the processing results) of a document LedgerBox has processed. - Action **Upload File** Uploads a file to your LedgerBox workspace and queues it for processing, returning the new document's id. ## Each app on its own - [ **Trigger** Trigger is cloud software for project management, collaboration, and time tracking.](https://apiant.ai/connections/trigger) - [ **LedgerBox** LedgerBox is a tool to extract data from financial documents with AI](https://apiant.ai/connections/ledgerbox) Reviews ## What our customers say ## More from Trigger - [ **Trigger to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/trigger-to-zoom) - [ **Trigger to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/trigger-to-twilio) - [ **Trigger to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/trigger-to-typeform) - [ **Trigger to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/trigger-to-webflow) - [ **Trigger to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/trigger-to-wix) - [ **Trigger to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/trigger-to-linkedin) ## More into LedgerBox - [ **HubSpot to LedgerBox** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ledgerbox) - [ **Salesforce to LedgerBox** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-ledgerbox) - [ **Slack to LedgerBox** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ledgerbox) - [ **Google Sheets to LedgerBox** Google Sheets](https://apiant.ai/connect/google-sheets-to-ledgerbox) - [ **Gmail to LedgerBox** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ledgerbox) - [ **Google Calendar to LedgerBox** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ledgerbox) Questions ## Trigger and LedgerBox, answered ### ### What can start an automation from Trigger? Any of Trigger's 1 trigger in the catalog, including New Company. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in LedgerBox when something happens in Trigger? Any of LedgerBox's 4 actions, including Upload File, Find documents by search text, Get Job Results and Delete document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LedgerBox to Trigger? LedgerBox has no triggers in the catalog today, so automations start in Trigger. If you need the other direction, ask: your agent reads LedgerBox's API documentation and adds it. ### ### Do I have to build a connector for Trigger or LedgerBox? 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 Trigger and LedgerBox 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.