# Connect Helpwise and incwo When **Contact Is Created** fires in [Helpwise](https://apiant.ai/connections/helpwise), your agent runs **Create Contact** in [incwo](https://apiant.ai/connections/incwo), or **New invoice** in incwo to **Update contact** in Helpwise. Describe the whole flow and it is built, tested on every scenario and kept running. Helpwise **1** trigger Helpwise **4** 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 Helpwise 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 Helpwise and incwo can do together ### From Helpwise to incwo - When **Contact Is Created** in Helpwise then **Create Contact** in incwo - When **Contact Is Created** in Helpwise then **Update contact** in incwo ### From incwo to Helpwise - When **New invoice** in incwo then **Update contact** in Helpwise - When **New invoice** in incwo then **Get contact** in Helpwise 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 Helpwise and incwo ## Triggers and actions 2 triggers · 21 actions - Trigger **Contact Is Created** Triggers when new contact is created - Action **Get contact** Get a contact by id. - Action **List contacts** List contacts. - Action **List users** List users. - Action **Update contact** Update a contact. - 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 - [ **Helpwise** Helpwise is an easy-to-use customer service platform that helps you manage all customer communication from a...](https://apiant.ai/connections/helpwise) - [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo) Reviews ## What our customers say ## More from Helpwise - [ **Helpwise to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/helpwise-to-hubspot) - [ **Helpwise to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/helpwise-to-salesforce) - [ **Helpwise to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/helpwise-to-slack) - [ **Helpwise to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/helpwise-to-mailchimp) - [ **Helpwise to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/helpwise-to-stripe) - [ **Helpwise to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/helpwise-to-shopify) ## 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](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 ## Helpwise and incwo, answered ### ### What can start an automation from Helpwise? Any of Helpwise's 1 trigger in the catalog, including Contact Is Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in incwo when something happens in Helpwise? 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 Helpwise? Yes. When something happens in incwo, your agent can act in Helpwise too. This page covers both directions: incwo's triggers and Helpwise's actions are listed here as well. ### ### Do I have to build a connector for Helpwise 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 Helpwise 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.