--- title: "Connect incwo and JotForm - APIANT.ai" description: "When \"New invoice\" fires in incwo, your agent runs \"Add New Question to Specified Form\" in JotForm." canonical: "https://apiant.ai/connect/incwo-to-jotform" --- # Connect incwo and JotForm When **New invoice** fires in [incwo](https://apiant.ai/connections/incwo), your agent runs **Add New Question to Specified Form** in [JotForm](https://apiant.ai/connections/jotform), or **New Form Submission** in JotForm 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 JotForm **2** triggers JotForm **35** 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 JotForm 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 JotForm can do together ### From incwo to JotForm - When **New invoice** in incwo then **Add New Question to Specified Form** in JotForm - When **New invoice** in incwo then **Add or Edit a Single Question Properties** in JotForm ### From JotForm to incwo - When **New Form Submission** in JotForm then **Add invoice** in incwo - When **New Form Submission** in JotForm 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 JotForm ## Triggers and actions 3 triggers · 52 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 Form Submission** Polling trigger: fires when a new submission is received for the specified form. - Trigger **New Form Submission (instant)** Triggers instantly when someone submits the chosen form. - Action **Add New Question to Specified Form** Add new question to specified form - Action **Add or Edit a Single Question Properties** Add or edit a single question properties - Action **Add Resources to Label** Add Resources to Label - Action **Add Submissions to the Form** Add Submissions to the Form - Action **Clone Form** Clone an existing form. - Action **Create Folder** Create Folder - Action **Create Form** Create a new form - Action **Create or Replace Form** Create new forms - Action **Create Report** Create report - Action **Create Submission** Add a new submission to a form. Provide answers keyed by submission[] field names. - Action **Delete a Report** Delete a Report - Action **Delete Folder** Delete Folder - Action **Delete Form** Delete a form (moves to trash). - Action **Delete Form Question** Delete Form Question - Action **Delete Submission** Delete a single submission. - Action **Edit Submission Data** Edit Submission Data - Action **Get Details About a Question** Get Details About a Question - Action **Get Folder** Gets one folder's details (id, name, color, order, owner and parent folder). - Action **Get Form** Get the details of a specific form. - Action **Get Form Files** List files uploaded to a form's submissions. - Action **Get Form Questions** Get a list of all questions on a form. - Action **Get History** Get History - Action **Get Label Resources** Get Label Resources - Action **Get Report Details** Get Report Details - Action **Get Submission** Get details of a specific submission. - Action **Get User Reports** Get User Reports - Action **List Account Submissions** List all submissions across all forms on the account. - Action **List Folders** Get a list of form folders on the account. - Action **List Form Reports** List all reports for a specific form. - Action **List Forms** List all forms on the account. - Action **List Form Submissions** List submissions for a specific form. - Action **Remove Resources from Label** Remove Resources from Label - Action **Replace Form Properties** Add or edit properties of a specific form - Action **Set Form Properties** Add or edit properties of a specific form - Action **Update Folder** Update Folder ## Each app on its own - [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo) - [ **JotForm** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connections/jotform) 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 JotForm - [ **HubSpot to JotForm** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-jotform) - [ **Mailchimp to JotForm** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-jotform) - [ **Shopify to JotForm** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-jotform) - [ **Pipedrive to JotForm** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-jotform) - [ **ActiveCampaign to JotForm** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-jotform) - [ **Asana to JotForm** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-jotform) Questions ## incwo and JotForm, 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 JotForm when something happens in incwo? Any of JotForm's 35 actions, including Create Folder, Create Form, Create or Replace Form and Create Report. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from JotForm to incwo? Yes. When something happens in JotForm, your agent can act in incwo too. This page covers both directions: JotForm's triggers and incwo's actions are listed here as well. ### ### Do I have to build a connector for incwo or JotForm? 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 JotForm 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.