Integration
Connect incwo and Listrak
When New invoice fires in incwo, your agent runs Send message in Listrak, or New Contact in Listrak to Create Contact in incwo. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want incwo and Listrak to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What incwo and Listrak can do together
From incwo to Listrak
When New invoice in incwo
then Send message in Listrak
From Listrak to 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 Listrak
Triggers and actions 3 triggers · 33 actions
- New invoice
Triggered when a new invoice is created
- 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.
- Add opportunity
Create a lead/opportunity (CRM: Leads and opportunities). POST to the opportunities collection .xml per docs.
- Create Contact
Creates a Contact
- Create Firm
Creates a Firm
- Create Task
Creates a Task
- Find Contact
Finds a contact
- Find Firm
Searches your incwo firms (companies) by keyword and returns the ones that match.
- Get contact
Retrieves a single incwo contact by its ID.
- Get firm
Get a firm by id.
- Get invoice
Returns one incwo invoice (or draft credit note) with its party, lines, totals and progress.
- Get opportunity
Returns one incwo opportunity (lead) with its topic, client, stage, amount and confidence.
- Get task
Returns one incwo task by its id, with its title, content, due date, assignment and status.
- List contacts
List contacts, paginated with ?page=N and date filters.
- List firms
Lists firms (companies) in incwo, optionally narrowed by search text or field filters and sorted.
- Update contact
Update a contact.
- Update firm
Update a firm.
- Update task
Update a project task.
- New Contact
Triggers when a contact subscribes to a Listrak list.
- New Message
Triggers when a new message is sent on a Listrak list.
- Add campaign
Creates a new campaign on a Listrak list.
- Add event
Creates a new event on a Listrak list.
- Add list
Creates a new email list in your Listrak account.
- Add profile field
Creates a new profile field in a profile field group on a Listrak list.
- Delete list
Deletes a Listrak email list.
- Get Contact
Returns one contact on a Listrak list, looked up by email address or email key.
- Get List
Returns one Listrak email list by its ID.
- Get message
Returns a sent or scheduled email message on a Listrak list, including its subject, sender, body and status.
- List campaigns
Returns all campaigns associated with a Listrak list.
- List Contacts
Returns contacts on a Listrak list, optionally filtered by subscription state or a subscribe-date range.
- List events
Returns all events defined on a Listrak list, with each event's name, group and status.
- List Lists
Returns all email lists in the Listrak account.
- List messages
Returns the email messages sent or scheduled for a Listrak list, optionally filtered by send date range.
- List profile fields
Returns all profile fields in a profile field group on a Listrak list.
- Send message
Sends a new email message to the contacts on a Listrak list, optionally as a test or review send or scheduled for later.
- Update list
Updates the name, sender defaults, bounce handling and feature settings of an existing Listrak email list.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
incwo and Listrak, 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 Listrak when something happens in incwo?
Any of Listrak's 16 actions, including Send message, Update list, Add campaign and Add event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Listrak to incwo?
Yes. When something happens in Listrak, your agent can act in incwo too. This page covers both directions: Listrak's triggers and incwo's actions are listed here as well.
Do I have to build a connector for incwo or Listrak?
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 Listrak 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.