--- title: "Connect incwo to ClickFunnels - APIANT.ai" description: "When \"New invoice\" fires in incwo, your agent runs \"Add contact\" in ClickFunnels." canonical: "https://apiant.ai/connect/incwo-to-clickfunnels" --- # Connect incwo to ClickFunnels When **New invoice** fires in [incwo](https://apiant.ai/connections/incwo), your agent runs **Add contact** in [ClickFunnels](https://apiant.ai/connections/clickfunnels). Describe the whole flow and it is built, tested on every scenario and kept running. incwo **1** trigger incwo **17** actions ClickFunnels **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want incwo and ClickFunnels 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 incwo can start in ClickFunnels - When **New invoice** in incwo then **Add contact** in ClickFunnels - When **New invoice** in incwo then **Update contact** in ClickFunnels 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 incwo and ClickFunnels ## Triggers and actions 1 trigger · 37 actions - 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. - Action **Add contact** Creates a new contact in a ClickFunnels workspace with their name, email, phone, social links, tags and custom attributes. - Action **Add product** Creates a new product in a ClickFunnels workspace, with its store visibility, SEO details, images, tags and variant properties. - Action **Add tag** Creates a new contact tag in a ClickFunnels workspace, which can then be applied to contacts. - Action **Apply Tag to Contact** Applies an existing contact tag to a ClickFunnels contact. Returns the applied tag record, including the tag and contact details. - Action **Delete contact** Deletes a ClickFunnels contact. The contact disappears from contact lists but can still be looked up by its id. - Action **Enroll a Contact Into a Course** Enrolls a ClickFunnels contact into a course, giving them access to its content, and returns the new enrollment. - Action **Get contact** Returns a single ClickFunnels contact by its id, including name, email, phone, tags, custom attributes and visit tracking details. - Action **Get order** Returns a single ClickFunnels order by its ID, including its customer, line items, billing and service status, and addresses. - Action **Get product** Returns a single ClickFunnels product, including its name, store visibility, variants, prices and tags. - Action **List contacts** Returns the identified contacts in a ClickFunnels workspace, optionally narrowed by email address, contact id, tag, active status or a saved contact filter. - Action **List courses** Returns the courses in a ClickFunnels workspace, with each course's title, description, publish date and settings. - Action **List forms** Returns the forms in a ClickFunnels workspace, with each form's id, public id, name and dates. - Action **List funnels** Returns the funnels in a ClickFunnels workspace, optionally filtered to specific funnel IDs. - Action **List orders** Returns the orders in a ClickFunnels workspace, optionally filtered by contact, order, order type, live/test mode or a saved order filter. - Action **List products** Returns the products in a ClickFunnels workspace, optionally filtered by product, store visibility, customer-center visibility or archived state. - Action **List tags** Returns the contact tags defined in a ClickFunnels workspace, optionally filtered by tag id or name. - Action **Remove Tag From Contact** Removes a tag from a ClickFunnels contact. Reports whether the tag was applied to the contact and removed. - Action **Search Contacts by Email or ID** Returns the contacts in a ClickFunnels workspace that match the email addresses or contact IDs you specify, with their names, phone, tags and custom attributes. - Action **Update contact** Updates an existing ClickFunnels contact's details, such as name, email, phone, social links, tags and custom attributes. Fields left blank are not changed. - Action **Update or Create Contact (By Email Address)** Updates the contact with the given email address in a ClickFunnels workspace, or creates a new contact if none exists with that email. ## Each app on its own - [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo) - [ **ClickFunnels** ClickFunnels gives you everything you need to market, sell, and deliver your products online.](https://apiant.ai/connections/clickfunnels) Reviews ## What our customers say ## More from incwo - [ **incwo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/incwo-to-salesforce) - [ **incwo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/incwo-to-slack) - [ **incwo to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/incwo-to-mailchimp) - [ **incwo to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/incwo-to-stripe) - [ **incwo to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/incwo-to-shopify) - [ **incwo to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/incwo-to-quickbooks-online) ## More into ClickFunnels - [ **HubSpot to ClickFunnels** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-clickfunnels) - [ **Salesforce to ClickFunnels** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-clickfunnels) - [ **Slack to ClickFunnels** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-clickfunnels) - [ **Google Sheets to ClickFunnels** Google Sheets](https://apiant.ai/connect/google-sheets-to-clickfunnels) - [ **Gmail to ClickFunnels** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-clickfunnels) - [ **Google Calendar to ClickFunnels** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-clickfunnels) Questions ## incwo and ClickFunnels, answered ### ### What can start an automation from incwo? Any of incwo's 1 trigger in the catalog, including New invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ClickFunnels when something happens in incwo? Any of ClickFunnels's 20 actions, including Update contact, Update or Create Contact (By Email Address), Add contact and Add product. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ClickFunnels to incwo? ClickFunnels has no triggers in the catalog today, so automations start in incwo. If you need the other direction, ask: your agent reads ClickFunnels's API documentation and adds it. ### ### Do I have to build a connector for incwo or ClickFunnels? 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 incwo and ClickFunnels 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.