--- title: "Connect Hub Planner and Invoco - APIANT.ai" description: "When \"New Booking\" fires in Hub Planner, your agent runs \"Send SMS\" in Invoco, or \"New Call Completed\" in Invoco to \"Create Event\" in Hub Planner." canonical: "https://apiant.ai/connect/hub-planner-to-invoco" --- # Connect Hub Planner and Invoco When **New Booking** fires in [Hub Planner](https://apiant.ai/connections/hub-planner), your agent runs **Send SMS** in [Invoco](https://apiant.ai/connections/invoco), or **New Call Completed** in Invoco to **Create Event** in Hub Planner. Describe the whole flow and it is built, tested on every scenario and kept running. Hub Planner **4** triggers Hub Planner **11** actions Invoco **5** triggers Invoco **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Hub Planner and Invoco 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 Hub Planner and Invoco can do together ### From Hub Planner to Invoco - When **New Booking** in Hub Planner then **Send SMS** in Invoco - When **New or Updated Project** in Hub Planner then **Get call recording** in Invoco ### From Invoco to Hub Planner - When **New Call Completed** in Invoco then **Create Event** in Hub Planner - When **New Inbound Call Completed** in Invoco then **Create Project** in Hub Planner 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 Hub Planner and Invoco ## Triggers and actions 9 triggers · 19 actions - Trigger **New Booking** Triggers when a new booking is created. - Trigger **New or Updated Project** Triggers when a project is created or updated. - Trigger **New or Updated Resource** Triggers when a resource is created or updated. - Trigger **New or Updated Time Entry** Triggers when a new time entry is created or updated. - Action **Create Booking** Create / Schedule a booking for resource and project or event. - Action **Create Event** Creates a new event. - Action **Create Milestone** Create a Milestone for a Project. - Action **Create Project** Creates a new project. - Action **Create Time Entry** Create timeEntry for resource and project. - Action **Find Booking** Find Booking by id. - Action **Find Event** Find event by name or id. - Action **Find Project** Find project by name, code or id. - Action **Find Resource** Find resource by it's ID, name or email address. - Action **Find TimeEntry** Find timeentry by id. - Action **Update Booking** Updates an existing booking. - Trigger **New Call Completed** Triggers when a call (inbound or outbound) on your Invoco numbers completes and appears in your call history. - Trigger **New Inbound Call Completed** Triggers when an inbound call on your Invoco numbers has finished. Returns the call's ID, start time, caller, called number, duration and cost. - Trigger **New inbound SMS** Triggers when a new text message is received on one of your Invoco numbers. - Trigger **New Outbound Call Completed** Triggers when an outbound call on your Invoco account has finished. - Trigger **New outbound SMS** Triggers when an SMS is sent from one of your Invoco numbers. - Action **Get call recording** Downloads the mp3 recording of a call. An error occurs if no recording exists for the call. - Action **Get call transcript** Returns the transcript and AI analysis (score, call type, summary, speakers) of a completed call. - Action **Get SMS** Returns a single SMS message by its id, including direction, sender, recipient, text, fragment count and cost. - Action **List billing history** Returns the billing history (payments) for your Invoco account. - Action **List call history** Returns your Invoco telephone call history, optionally limited to a date range, including caller, called number, duration, cost and direction for each call. - Action **List numbers** Returns all of your Invoco telephone numbers, with each number's description and where it currently redirects. - Action **List SMS history** Returns the text messages sent and received on your Invoco account, newest first, optionally narrowed by date range, direction or phone number. - Action **Send SMS** Sends a text message from one of your Invoco numbers. ## Each app on its own - [ **Hub Planner** Hub Planner is a resource planning and scheduling service with timesheets and dynamic reporting.](https://apiant.ai/connections/hub-planner) - [ **Invoco** Invoco is an easy to use call tracking and hosted telephony platform.](https://apiant.ai/connections/invoco) Reviews ## What our customers say ## More from Hub Planner - [ **Hub Planner to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hub-planner-to-hubspot) - [ **Hub Planner to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hub-planner-to-salesforce) - [ **Hub Planner to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/hub-planner-to-slack) - [ **Hub Planner to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/hub-planner-to-mailchimp) - [ **Hub Planner to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/hub-planner-to-stripe) - [ **Hub Planner to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/hub-planner-to-shopify) ## More into Invoco - [ **HubSpot to Invoco** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-invoco) - [ **Google Sheets to Invoco** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-invoco) - [ **Gmail to Invoco** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-invoco) - [ **Google Calendar to Invoco** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-invoco) - [ **Google Drive to Invoco** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-invoco) - [ **ActiveCampaign to Invoco** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-invoco) Questions ## Hub Planner and Invoco, answered ### ### What can start an automation from Hub Planner? Any of Hub Planner's 4 triggers in the catalog, including New Booking, New or Updated Project, New or Updated Resource and New or Updated Time Entry. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Invoco when something happens in Hub Planner? Any of Invoco's 8 actions, including Send SMS, Get call recording, Get call transcript and Get SMS. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Invoco to Hub Planner? Yes. When something happens in Invoco, your agent can act in Hub Planner too. This page covers both directions: Invoco's triggers and Hub Planner's actions are listed here as well. ### ### Do I have to build a connector for Hub Planner or Invoco? 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 Hub Planner and Invoco 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.