--- title: "Connect incwo and Jitbit Helpdesk - APIANT.ai" description: "When \"New invoice\" fires in incwo, your agent runs \"Add tag to ticket\" in Jitbit Helpdesk, or \"New Ticket\" in Jitbit Helpdesk to \"Add invoice\" in incwo." canonical: "https://apiant.ai/connect/incwo-to-jitbit-helpdesk" --- # Connect incwo and Jitbit Helpdesk When **New invoice** fires in [incwo](https://apiant.ai/connections/incwo), your agent runs **Add tag to ticket** in [Jitbit Helpdesk](https://apiant.ai/connections/jitbit-helpdesk), or **New Ticket** in Jitbit Helpdesk to **Add invoice** in incwo. Describe the whole flow and it is built, tested on every scenario and kept running. incwo **1** trigger incwo **17** actions Jitbit Helpdesk **1** trigger Jitbit Helpdesk **19** 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 Jitbit Helpdesk 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 and Jitbit Helpdesk can do together ### From incwo to Jitbit Helpdesk - When **New invoice** in incwo then **Add tag to ticket** in Jitbit Helpdesk - When **New invoice** in incwo then **Create Ticket** in Jitbit Helpdesk ### From Jitbit Helpdesk to incwo - When **New Ticket** in Jitbit Helpdesk then **Add invoice** in incwo - When **New Ticket** in Jitbit Helpdesk then **Create Contact** in incwo 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 Jitbit Helpdesk ## Triggers and actions 2 triggers · 36 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. - Trigger **New Ticket** Triggers when a new ticket is created in Jitbit Helpdesk, optionally limited to a category, section, status, submitter, company, technician or tag. - Action **Add article** Creates a new knowledge base article in a category. - Action **Add asset** Creates a new asset in Jitbit Helpdesk with its model, manufacturer, type and supplier. - Action **Add company** Creates a new company in Jitbit Helpdesk, or returns the existing company's id if the name is taken. - Action **Add tag to ticket** Adds a tag to a ticket. The tag is created if it does not already exist. - Action **Add time spent** Logs a time spent entry on a ticket under the connected user. Requires technician permissions. - Action **Create New Reply** Posts a new reply (comment) to an existing helpdesk ticket. - Action **Create Ticket** Creates a new helpdesk ticket in a category, with a subject, body and priority. - Action **Create User** Creates a new helpdesk user. Requires administrator permissions. - Action **Find Ticket** Searches tickets by text, optionally narrowed by submitter, category, status, assignee and creation date, and returns the matching tickets. - Action **Find User** Finds a helpdesk user by their email address and returns their profile. - Action **Get Article** Returns a knowledge base article with its full content, category, tags and attachments. - Action **Get ticket** Returns a helpdesk ticket's details, including its status, category, submitter, assignee, tags, attachments and custom field values. - Action **List Companies** Returns every company in your Jitbit helpdesk with its name, email domain and notes. Requires an administrator account. - Action **List Ticket Comments** Returns all comments (replies) posted on a Jitbit Helpdesk ticket. - Action **List tickets** Returns the helpdesk tickets the connected user can see, optionally filtered by mode, category, status, submitter, company, assignee, tag and dates. - Action **List Time Spent Entries** Returns every time spent entry logged against a ticket, including who logged it, the seconds spent and when. Requires technician permissions. - Action **Update company** Updates a company's name, notes and email domains in Jitbit Helpdesk. - Action **Update ticket** Updates one or more properties of an existing helpdesk ticket, such as its status, priority, category, assignee, due date, tags, subject or body. - Action **Update user** Updates an existing helpdesk user's profile, such as name, email, contact details, company, department, password and account status. Requires administrator permissions. ## Each app on its own - [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo) - [ **Jitbit Helpdesk** A great help desk app for small and medium sized companies.](https://apiant.ai/connections/jitbit-helpdesk) 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 Jitbit Helpdesk - [ **HubSpot to Jitbit Helpdesk** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-jitbit-helpdesk) - [ **Google Sheets to Jitbit Helpdesk** Google Sheets](https://apiant.ai/connect/google-sheets-to-jitbit-helpdesk) - [ **Gmail to Jitbit Helpdesk** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-jitbit-helpdesk) - [ **Google Calendar to Jitbit Helpdesk** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-jitbit-helpdesk) - [ **Google Drive to Jitbit Helpdesk** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-jitbit-helpdesk) - [ **ActiveCampaign to Jitbit Helpdesk** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-jitbit-helpdesk) Questions ## incwo and Jitbit Helpdesk, 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 Jitbit Helpdesk when something happens in incwo? Any of Jitbit Helpdesk's 19 actions, including Create New Reply, Create Ticket, Create User and Update company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Jitbit Helpdesk to incwo? Yes. When something happens in Jitbit Helpdesk, your agent can act in incwo too. This page covers both directions: Jitbit Helpdesk's triggers and incwo's actions are listed here as well. ### ### Do I have to build a connector for incwo or Jitbit Helpdesk? 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 Jitbit Helpdesk 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.