# Connect Agiled and Orderspace When **Invoice Created** fires in [Agiled](https://apiant.ai/connections/agiled), your agent runs **Add invoice** in [Orderspace](https://apiant.ai/connections/orderspace), or **New Customer** in Orderspace to **Add Invoice** in Agiled. Describe the whole flow and it is built, tested on every scenario and kept running. Agiled **6** triggers Agiled **31** actions Orderspace **10** triggers Orderspace **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Agiled and Orderspace to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Agiled and Orderspace can do together ### From Agiled to Orderspace - When **Invoice Created** in Agiled then **Add invoice** in Orderspace - When **New CRM Stage** in Agiled then **Create Customer** in Orderspace ### From Orderspace to Agiled - When **New Customer** in Orderspace then **Add Invoice** in Agiled - When **New Dispatch** in Orderspace then **Create Contact** in Agiled 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 Agiled and Orderspace ## Triggers and actions 16 triggers · 50 actions - Trigger **Invoice Created** Triggers when an invoice is created in Agiled. - Trigger **New CRM Stage** Triggers when a new deal pipeline stage is added to any CRM pipeline in Agiled. - Trigger **Product Created** Triggers when a product is created in Agiled. - Trigger **Project Created** Triggers when a new project is created in Agiled. - Trigger **Task Created** Triggers when a new task is created in Agiled. - Trigger **Ticket Created** Triggers when a ticket is created in Agiled. - Action **Add Invoice** Creates an invoice in Agiled. - Action **Add Product** Creates a product in Agiled's catalog. - Action **Add Project** Creates a project in Agiled. - Action **Create Contact** Creates a contact in Agiled CRM with a name, email and phone number. - Action **Create Estimate** Creates a new estimate (quote) in Agiled. - Action **Create Expense** Creates an expense in Agiled. - Action **Create Task** Creates a task in Agiled. - Action **Create Ticket** Creates a support ticket in Agiled. - Action **Delete Contact** Deletes a contact from Agiled by its id. - Action **Delete Contract** Deletes a contract (an Agiled document) by its id. - Action **Delete Estimate** Deletes an estimate in Agiled by its id. - Action **Delete Expense** Deletes an expense from Agiled by its id. - Action **Delete Product** Deletes a product from your Agiled catalog by its id. - Action **Delete Project** Deletes a project in Agiled by its id. - Action **Delete Task** Deletes a task in Agiled by its id. - Action **Delete Ticket** Deletes a support ticket in Agiled by its id. - Action **Edit Contact** Updates an existing contact's name, email or phone in Agiled. - Action **Edit Contract** Updates an existing contract document in Agiled, such as renaming it. - Action **Edit Estimate** Updates an existing estimate in Agiled, such as its name. - Action **Edit Expense** Updates an existing expense in Agiled. - Action **Edit Invoice** Updates an existing invoice in Agiled. - Action **Edit Product** Updates an existing product's name, SKU or price in Agiled. - Action **Edit Project** Updates an existing project's name, status or dates in Agiled. - Action **Edit Task** Updates an existing task's name, status or due date. - Action **Edit Ticket** Updates an existing ticket in Agiled. Only the fields you fill in are changed. - Action **Get Contacts** Returns contacts from your Agiled CRM, optionally filtered by email or full name. - Action **Get Contract** Returns one contract document by its id. - Action **Get Estimate** Returns one estimate by its id, with optional related records. - Action **Get Product** Returns one product by its id. - Action **Get Projects** Returns projects in your Agiled workspace, optionally filtered by name or status. - Action **Get Ticket** Returns one support ticket by its id, with optional related records. - Trigger **New Customer** Triggers when a new customer is created in Orderspace. - Trigger **New Dispatch** Triggers when items on an Orderspace order are dispatched. - Trigger **New Invoice** Triggers when an invoice is created in Orderspace. - Trigger **New Order** Triggers when a new order is placed in Orderspace. - Trigger **New Payment** Triggers when a payment is made or recorded on an Orderspace invoice. - Trigger **New Product** Triggers when a new product is created in Orderspace. - Trigger **Updated Customer** Triggers when a customer is updated in Orderspace, returning the customer record with the updates applied. - Trigger **Updated Inventory Level** Triggers when the stock on hand or available quantity of a product variant changes in Orderspace. - Trigger **Updated Order** Triggered when an order is changed. Watches the 200 most recently created orders. - Trigger **Updated Product** Triggers when a product is updated in Orderspace, returning the product with the updates applied. - Action **Add invoice** Creates an invoice in Orderspace for one or more of a customer's orders. - Action **Add product** Creates a new product with its variants, prices and categories in Orderspace. - Action **Create Customer** Creates a new customer (a company that places orders) in Orderspace, with its buyer login, contact emails and address. - Action **Create Dispatch** Creates a dispatch for an order, marking the given items as shipped and reducing stock on hand. The order becomes fulfilled once all its items are dispatched. - Action **Create Order** Creates an order for an existing customer, with product, custom and shipping lines. - Action **Delete customer** Deletes a customer from your Orderspace site. - Action **Delete order** Deletes an order in Orderspace. - Action **Delete product** Deletes a product (and its variants) from your Orderspace catalog. - Action **Get customer** Returns a single Orderspace customer by its ID, including buyers, addresses, email addresses and assigned price list, payment terms and customer group. - Action **Get dispatch** Returns a single dispatch (the fulfilled items of an order) by its ID, including shipping address and dispatch lines. - Action **Get invoice** Returns a single invoice by its ID, including its lines, orders, billing address and payments. - Action **Get order** Returns a single Orderspace order by its ID, including customer details, addresses, order lines and totals. - Action **Get product** Returns a single product by its ID, including its variants, prices, categories and images. - Action **List customers** Returns a list of customers, most recently created first, optionally filtered by company name, buyer email, status, reference, payment terms, group or price list. - Action **List inventory levels** Returns stock levels (on hand and available quantities) for product variants, optionally filtered by product, SKU, or created/updated date. - Action **List orders** Returns orders from your Orderspace site, most recently created first, optionally filtered by date, number, status, reference, customer or standing order. - Action **Update customer** Updates an existing Orderspace customer. Fields left blank keep their current values. - Action **Update Inventory Level** Sets the on-hand or available stock quantity for a product variant, identified by its SKU. - Action **Update product** Updates an existing product in Orderspace, including its details, variants, categories and images. Fields left blank stay unchanged. ## Each app on its own - [ **Agiled** Agiled is an all in one business management platform designed to help you manage employees, projects...](https://apiant.ai/connections/agiled) - [ **Orderspace** Orderspace is the easy way to take wholesale orders online](https://apiant.ai/connections/orderspace) Reviews ## What our customers say ## More from Agiled - [ **Agiled to ProcurementExpress.com** ProcurementExpress.com is a purchase order management app that eliminates company spending mistakes and...](https://apiant.ai/connect/agiled-to-procurementexpress-com) - [ **Agiled to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/agiled-to-hubspot) - [ **Agiled to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agiled-to-salesforce) - [ **Agiled to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/agiled-to-slack) - [ **Agiled to Google Sheets** Google Sheets](https://apiant.ai/connect/agiled-to-google-sheets) - [ **Agiled to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/agiled-to-gmail) ## More into Orderspace - [ **HubSpot to Orderspace** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-orderspace) - [ **Google Sheets to Orderspace** Google Sheets](https://apiant.ai/connect/google-sheets-to-orderspace) - [ **Gmail to Orderspace** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-orderspace) - [ **Google Calendar to Orderspace** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-orderspace) - [ **Google Drive to Orderspace** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-orderspace) - [ **Mailchimp to Orderspace** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-orderspace) Questions ## Agiled and Orderspace, answered ### ### What can start an automation from Agiled? Any of Agiled's 6 triggers in the catalog, including Invoice Created, New CRM Stage, Product Created and Project Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Orderspace when something happens in Agiled? Any of Orderspace's 19 actions, including Create Customer, Create Dispatch, Create Order and Update customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Orderspace to Agiled? Yes. When something happens in Orderspace, your agent can act in Agiled too. This page covers both directions: Orderspace's triggers and Agiled's actions are listed here as well. ### ### Do I have to build a connector for Agiled or Orderspace? 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. ### ### 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.