Integration
Connect DealMachine and Invoiced
When New Task fires in DealMachine, your agent runs Create Contact in Invoiced, or New Contact in Invoiced to Create Note for Lead in DealMachine. 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 DealMachine and Invoiced 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)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 DealMachine and Invoiced can do together
From DealMachine to Invoiced
When New Task in DealMachine
then Create Contact in Invoiced
From Invoiced to DealMachine
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 DealMachine and Invoiced
Triggers and actions 12 triggers · 26 actions
- New Task
Triggers when a new task is created in DealMachine.
- Create Note for Lead
Adds a note to a DealMachine lead (prospect).
- Create Tag
Creates a tag you can apply to DealMachine prospects.
- Create Task
Creates a task in DealMachine, optionally linked to a property or person.
- Delete Tag
Deletes a DealMachine tag.
- Delete Task
Deletes a DealMachine task.
- Get Account
Returns the DealMachine organization, plan and remaining enrichment credits.
- Get Tag
Returns one DealMachine tag by its ID.
- Get Task
Returns one DealMachine task by its ID.
- List Tags
Returns all tags in the DealMachine workspace.
- List Tasks
Returns DealMachine tasks, optionally filtered by status or search text.
- Update Tag
Renames, recolors or deactivates a DealMachine tag.
- Update Task
Updates a DealMachine task's title, description, due date or completion.
- Invoice Paid in Full
Triggers when an invoice is paid in full.
- New Contact
Triggers when a new contact is added to an Invoiced customer.
- New Credit Note
Triggers when a new credit note is created in Invoiced.
- New Customer
Triggers when a new customer is created in Invoiced.
- New Estimate
Triggers when a new estimate is created in Invoiced.
- New Invoice
Triggers when a new invoice is created in Invoiced.
- New Note
Triggers when a new note is added in Invoiced.
- New Payment
Triggers when a new payment is recorded in Invoiced.
- New Subscription
Triggers when a new subscription is created in Invoiced.
- New Task
Triggers when a new collections task is created in Invoiced.
- Subscription Canceled
Triggers when a subscription is canceled in Invoiced.
- Create Contact
Creates a contact on an Invoiced customer.
- Create Credit Balance Adjustment
Adds (or with a negative amount, removes) credit on a customer's credit balance.
- Create Credit Note
Creates a credit note for an Invoiced customer.
- Create Customer
Creates a new customer in Invoiced and returns its ID and customer number.
- Create Estimate
Creates an estimate (quote) for an Invoiced customer.
- Create Invoice
Creates an invoice for an Invoiced customer.
- Create Payment
Records a payment in Invoiced, optionally applied to invoices.
- Create Pending Line Item
Adds a pending line item to a customer, billed on their next invoice.
- Create Subscription
Subscribes an Invoiced customer to a plan.
- Create Task
Creates a collections task for an Invoiced customer.
- Find Credit Note
Finds a credit note by its number and returns the first match.
- Find Estimate
Finds a estimate by its number and returns the first match.
- Find Invoice
Finds a invoice by its number and returns the first match.
- Update Customer
Updates an existing Invoiced customer; only the fields you fill in change.
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
DealMachine and Invoiced, answered
What can start an automation from DealMachine?
Any of DealMachine's 1 trigger in the catalog, including New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Invoiced when something happens in DealMachine?
Any of Invoiced's 14 actions, including Create Contact, Create Credit Balance Adjustment, Create Credit Note and Create Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Invoiced to DealMachine?
Yes. When something happens in Invoiced, your agent can act in DealMachine too. This page covers both directions: Invoiced's triggers and DealMachine's actions are listed here as well.
Do I have to build a connector for DealMachine or Invoiced?
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 DealMachine and Invoiced 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.