Integration
Connect ConnectWise Manage and Invoice Ninja
When New Territory fires in ConnectWise Manage, your agent runs Email Invoice in Invoice Ninja, or New expense in Invoice Ninja to Create Ticket Note in ConnectWise Manage. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want ConnectWise Manage and Invoice Ninja to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What ConnectWise Manage and Invoice Ninja can do together
From ConnectWise Manage to Invoice Ninja
When New Territory in ConnectWise Manage
then Email Invoice in Invoice Ninja
When New Ticket Note in ConnectWise Manage
then Email Quote in Invoice Ninja
From Invoice Ninja to ConnectWise Manage
When New expense in Invoice Ninja
then Create Ticket Note in ConnectWise Manage
When New task in Invoice Ninja
then Update Ticket in ConnectWise Manage
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 ConnectWise Manage and Invoice Ninja
Triggers and actions 7 triggers · 21 actions
Trigger
New TerritoryTriggers when a new territory (called a location in the ConnectWise API) is added in ConnectWise Manage.
Trigger
New Ticket NoteTriggers when a new note is added to a ConnectWise Manage service ticket.
Trigger
New/Updated ContactTriggers when a contact is created or updated in ConnectWise Manage.
Trigger
New/Updated ProjectTriggers when a project is created or updated in ConnectWise Manage.
Trigger
New/Updated TicketTriggers when a service ticket is created or updated in ConnectWise Manage.
Action
Attach a File to a RecordAttaches a file from a URL to a ConnectWise Manage record such as a ticket, company, contact or project.
Action
Create CompanyCreates a new company in ConnectWise Manage.
Action
Create Ticket NoteAdds a note to a ConnectWise Manage service ticket.
Action
Find CompanyFinds a company in ConnectWise Manage by name and returns the first match.
Action
Find ContactFinds a contact in ConnectWise Manage by email address.
Action
Find FileFinds a file attached to a ConnectWise Manage record (ticket, company, contact, project and so on), optionally by title.
Action
Find TicketFinds a service ticket in ConnectWise Manage by summary, returning the newest match.
Action
Update CompanyUpdates an existing company in ConnectWise Manage; only the fields you fill in are changed.
Action
Update TicketUpdates an existing ConnectWise Manage service ticket; only the fields you fill in are changed.
Trigger
New expenseTriggers when a new expense is created in Invoice Ninja.
Trigger
New taskTriggers when a new task is created in Invoice Ninja.
Action
Create ProductCreates a product in your Invoice Ninja company and returns the new product record.
Action
Delete invoiceDeletes an invoice from your Invoice Ninja company by its id.
Action
Email InvoiceEmails an invoice to its client using the chosen email template, optionally with a custom subject, body and CC address.
Action
Email QuoteEmails an existing quote to its client, using a quote template or a custom subject and body. Returns the confirmation message and the quote that was emailed.
Action
Find ClientFinds clients by name, email, number or search text and returns the matching client records.
Action
Find CreditReturns the credits that match a credit number, search text, client, status or date.
Action
Find InvoiceFinds invoices by number, search text, client, status or date, and returns the matches with the first one broken out.
Action
Find paymentsReturns the payments that match a payment number, search text, client or other criteria.
Action
Find ProductFinds products in Invoice Ninja by name, product key or other filters, returning the matches and the first match.
Action
Find ProjectFinds projects whose name, number or notes match the search text and returns the matches.
Action
Find QuoteReturns the quotes that match a quote number, search text, client, status or date criteria.
Action
Update PaymentUpdates an existing payment's details in Invoice Ninja and returns the updated payment.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
ConnectWise Manage and Invoice Ninja, answered
What can start an automation from ConnectWise Manage?
Any of ConnectWise Manage's 5 triggers in the catalog, including New Territory, New Ticket Note, New/Updated Contact and New/Updated Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Invoice Ninja when something happens in ConnectWise Manage?
Any of Invoice Ninja's 12 actions, including Create Product, Update Payment, Email Invoice and Email Quote. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Invoice Ninja to ConnectWise Manage?
Yes. When something happens in Invoice Ninja, your agent can act in ConnectWise Manage too. This page covers both directions: Invoice Ninja's triggers and ConnectWise Manage's actions are listed here as well.
Do I have to build a connector for ConnectWise Manage or Invoice Ninja?
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 ConnectWise Manage and Invoice Ninja 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.