--- title: "Connect incwo to Mixpanel - APIANT.ai" description: "When \"New invoice\" fires in incwo, your agent runs \"Download Raw Event Data\" in Mixpanel." canonical: "https://apiant.ai/connect/incwo-to-mixpanel" --- # Connect incwo to Mixpanel When **New invoice** fires in [incwo](https://apiant.ai/connections/incwo), your agent runs **Download Raw Event Data** in [Mixpanel](https://apiant.ai/connections/mixpanel). Describe the whole flow and it is built, tested on every scenario and kept running. incwo **1** trigger incwo **17** actions Mixpanel **10** 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 Mixpanel 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 Mixpanel - When **New invoice** in incwo then **Download Raw Event Data** in Mixpanel - When **New invoice** in incwo then **Import Events** in Mixpanel 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 Mixpanel ## Triggers and actions 1 trigger · 27 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 **Create Annotation** Creates an annotation on the Mixpanel project, marking a date and time in reports with a note explaining what happened. - Action **Delete Annotation** Deletes an annotation from the Mixpanel project, removing its marker from reports. - Action **Download Raw Event Data** Downloads raw Mixpanel events for a date range as newline-delimited JSON, with every event property exactly as it was received. - Action **Get Annotation** Returns one annotation from the Mixpanel project, with its date, description and tags. - Action **Get Variant Assignments** Evaluates every enabled Mixpanel feature flag for one user and returns the variant that user is assigned to for each flag. - Action **Import Events** Sends a batch of events to Mixpanel from your own systems, including historical ones, so they appear in reports. - Action **List Annotations** Returns the annotations in the Mixpanel project, optionally limited to a date range. - Action **Query Profiles** Returns Mixpanel user or group profiles matching a filter, each with its distinct id and full property set. - Action **Track Event** Records a single event in Mixpanel for one person, with the time it happened and any properties you supply. - Action **Update Annotation** Updates an existing annotation's text or tags in the Mixpanel project. ## Each app on its own - [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo) - [ **Mixpanel** Mixpanel provides product analytics for understanding user behavior in apps & websites.](https://apiant.ai/connections/mixpanel) 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 Mixpanel - [ **HubSpot to Mixpanel** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mixpanel) - [ **Salesforce to Mixpanel** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-mixpanel) - [ **Slack to Mixpanel** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-mixpanel) - [ **Google Sheets to Mixpanel** Google Sheets](https://apiant.ai/connect/google-sheets-to-mixpanel) - [ **Gmail to Mixpanel** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mixpanel) - [ **Google Calendar to Mixpanel** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mixpanel) Questions ## incwo and Mixpanel, 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 Mixpanel when something happens in incwo? Any of Mixpanel's 10 actions, including Create Annotation, Update Annotation, Download Raw Event Data and Get Annotation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Mixpanel to incwo? Mixpanel has no triggers in the catalog today, so automations start in incwo. If you need the other direction, ask: your agent reads Mixpanel's API documentation and adds it. ### ### Do I have to build a connector for incwo or Mixpanel? 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 Mixpanel 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.