--- title: "Connect FormDesigner and incwo - APIANT.ai" description: "When \"New Submission\" fires in FormDesigner, your agent runs \"Add invoice\" in incwo, or \"New invoice\" in incwo to \"Add form\" in FormDesigner." canonical: "https://apiant.ai/connect/formdesigner-to-incwo" --- # Connect FormDesigner and incwo When **New Submission** fires in [FormDesigner](https://apiant.ai/connections/formdesigner), your agent runs **Add invoice** in [incwo](https://apiant.ai/connections/incwo), or **New invoice** in incwo to **Add form** in FormDesigner. Describe the whole flow and it is built, tested on every scenario and kept running. FormDesigner **1** trigger FormDesigner **10** actions incwo **1** trigger incwo **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want FormDesigner and incwo 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 FormDesigner and incwo can do together ### From FormDesigner to incwo - When **New Submission** in FormDesigner then **Add invoice** in incwo - When **New Submission** in FormDesigner then **Create Contact** in incwo ### From incwo to FormDesigner - When **New invoice** in incwo then **Add form** in FormDesigner - When **New invoice** in incwo then **Add form entry** in FormDesigner 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 FormDesigner and incwo ## Triggers and actions 2 triggers · 27 actions - Trigger **New Submission** Triggers when a submission is added for a form. - Action **Add form** Create a new form. - Action **Add form entry** Create a new entry (submission) on a form programmatically. - Action **Delete form** Delete a form by id. - Action **Delete form entry** Delete form entries by id. - Action **Get form** Retrieve a single form by id. - Action **Get form entry** Retrieve a single form entry by questionnaire id. - Action **List form entries** List entries (submissions) for a form. - Action **List forms** List all forms in the account. - Action **Update form** Update an existing form's settings/fields. - Action **Update form entry** Update an existing form entry. - Trigger **New invoice** Triggered when a new invoice is created - Action **Add invoice** Creates a draft invoice (or credit note) with its lines in incwo in one atomic call. incwo always creates invoices as drafts; numbering happens when the invoice is confirmed in incwo. - Action **Add opportunity** Create a lead/opportunity (CRM: Leads and opportunities). POST to the opportunities collection.xml per docs. - Action **Create Contact** Creates a Contact - Action **Create Firm** Creates a Firm - Action **Create Task** Creates a Task - Action **Find Contact** Finds a contact - Action **Find Firm** Searches your incwo firms (companies) by keyword and returns the ones that match. - Action **Get contact** Retrieves a single incwo contact by its ID. - Action **Get firm** Get a firm by id. - Action **Get invoice** Returns one incwo invoice (or draft credit note) with its party, lines, totals and progress. - Action **Get opportunity** Returns one incwo opportunity (lead) with its topic, client, stage, amount and confidence. - Action **Get task** Returns one incwo task by its id, with its title, content, due date, assignment and status. - Action **List contacts** List contacts, paginated with ?page=N and date filters. - Action **List firms** Lists firms (companies) in incwo, optionally narrowed by search text or field filters and sorted. - Action **Update contact** Update a contact. - Action **Update firm** Update a firm. - Action **Update task** Update a project task. ## Each app on its own - [ **FormDesigner** FormDesigner - builder of web forms, surveys, quizzes and calculators](https://apiant.ai/connections/formdesigner) - [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo) Reviews ## What our customers say ## More from FormDesigner - [ **FormDesigner to DiceBear** REST API that generates deterministic, seed-based avatar images in dozens of customizable styles.](https://apiant.ai/connect/formdesigner-to-dicebear) - [ **FormDesigner to Turso** Distributed SQLite-compatible database platform for creating per-user cloud databases with sync.](https://apiant.ai/connect/formdesigner-to-turso) - [ **FormDesigner to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/formdesigner-to-hubspot) - [ **FormDesigner to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/formdesigner-to-salesforce) - [ **FormDesigner to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/formdesigner-to-slack) - [ **FormDesigner to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/formdesigner-to-google-sheets) ## More into incwo - [ **HubSpot to incwo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-incwo) - [ **Google Sheets to incwo** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-incwo) - [ **Gmail to incwo** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-incwo) - [ **Google Calendar to incwo** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-incwo) - [ **Google Drive to incwo** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-incwo) - [ **ActiveCampaign to incwo** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-incwo) Questions ## FormDesigner and incwo, answered ### ### What can start an automation from FormDesigner? Any of FormDesigner's 1 trigger in the catalog, including New Submission. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in incwo when something happens in FormDesigner? Any of incwo's 17 actions, including Create Contact, Create Firm, Create Task and Update contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from incwo to FormDesigner? Yes. When something happens in incwo, your agent can act in FormDesigner too. This page covers both directions: incwo's triggers and FormDesigner's actions are listed here as well. ### ### Do I have to build a connector for FormDesigner or incwo? 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 FormDesigner and incwo 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.