--- title: "Connect UniBee to Formaloo - APIANT.ai" description: "When \"New Invoice Event\" fires in UniBee, your agent runs \"Update row\" in Formaloo." canonical: "https://apiant.ai/connect/unibee-to-formaloo" --- # Connect UniBee to Formaloo When **New Invoice Event** fires in [UniBee](https://apiant.ai/connections/unibee), your agent runs **Update row** in [Formaloo](https://apiant.ai/connections/formaloo). Describe the whole flow and it is built, tested on every scenario and kept running. UniBee **9** triggers UniBee **20** actions Formaloo **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want UniBee and Formaloo 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 UniBee can start in Formaloo - When **New Invoice Event** in UniBee then **Update row** in Formaloo - When **New Payment Event** in UniBee then **Get row** in Formaloo 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 UniBee and Formaloo ## Triggers and actions 9 triggers · 29 actions - 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. - Action **Add field** Adds a new field (question) of the chosen type to an existing Formaloo form and returns the created field. - Action **Add form** Creates a new form in your Formaloo workspace. - Action **Delete field** Deletes a field from a Formaloo form. Logic or integrations that use the field may be affected. - Action **Delete row** Deletes a submitted row (form response) from a Formaloo form. - Action **Get row** Returns one submitted form row (response) by its slug, including its field values. - Action **List forms** Returns the forms created by or shared with you in the workspace, optionally filtered by board, folder, tag, field type or a search term. - Action **List rows** Returns the submitted rows (responses) of a Formaloo form, with optional search, status, tag and date filters. - Action **Update field** Updates an existing field on a Formaloo form, such as its title, help text, position, required flag or default value. - Action **Update row** Updates the status, tags, position or submission details of an existing Formaloo form row (submission). ## Each app on its own - [ **UniBee** UniBee is a subscription management and billing automation platform for SaaS and AI businesses.](https://apiant.ai/connections/unibee) - [ **Formaloo** Formaloo is a Customer Analytics & Customer Data Platform that translates your data into clear actions.](https://apiant.ai/connections/formaloo) Reviews ## What our customers say ## More from UniBee - [ **UniBee to Inboxroad** Inboxroad is an email marketing platform that helps businesses create newsletters, automate campaigns, and...](https://apiant.ai/connect/unibee-to-inboxroad) - [ **UniBee to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/unibee-to-zoom) - [ **UniBee to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/unibee-to-webflow) - [ **UniBee 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/unibee-to-wix) - [ **UniBee to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/unibee-to-linkedin) - [ **UniBee to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/unibee-to-facebook) ## More into Formaloo - [ **HubSpot to Formaloo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-formaloo) - [ **Salesforce to Formaloo** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-formaloo) - [ **Slack to Formaloo** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-formaloo) - [ **Google Sheets to Formaloo** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-formaloo) - [ **Gmail to Formaloo** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-formaloo) - [ **Google Calendar to Formaloo** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-formaloo) Questions ## UniBee and Formaloo, answered ### ### What can start an automation from UniBee? Any of UniBee's 9 triggers in the catalog, including New Invoice Event, New Payment Event, New Refund Event and New Subscription Activated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Formaloo when something happens in UniBee? Any of Formaloo's 9 actions, including Update field, Update row, Add field and Add form. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Formaloo to UniBee? Formaloo has no triggers in the catalog today, so automations start in UniBee. If you need the other direction, ask: your agent reads Formaloo's API documentation and adds it. ### ### Do I have to build a connector for UniBee or Formaloo? 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 UniBee and Formaloo 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.