--- title: "Connect incwo and NetHunt CRM - APIANT.ai" description: "When \"New invoice\" fires in incwo, your agent runs \"Find Record\" in NetHunt CRM, or \"New Call Log\" in NetHunt CRM to \"Add invoice\" in incwo." canonical: "https://apiant.ai/connect/incwo-to-nethunt-crm" --- # Connect incwo and NetHunt CRM When **New invoice** fires in [incwo](https://apiant.ai/connections/incwo), your agent runs **Find Record** in [NetHunt CRM](https://apiant.ai/connections/nethunt-crm), or **New Call Log** in NetHunt CRM 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 NetHunt CRM **8** triggers NetHunt CRM **8** 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 NetHunt CRM 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 NetHunt CRM can do together ### From incwo to NetHunt CRM - When **New invoice** in incwo then **Find Record** in NetHunt CRM - When **New invoice** in incwo then **Find record by field value** in NetHunt CRM ### From NetHunt CRM to incwo - When **New Call Log** in NetHunt CRM then **Add invoice** in incwo - When **New Comment** in NetHunt CRM 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 NetHunt CRM ## Triggers and actions 9 triggers · 25 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 Call Log** Triggered when a new call log is added to a record in the specified folder. - Trigger **New Comment** Triggered when a new comment is added to a record in the specified folder. - Trigger **New folder** Triggered when a new folder is added. - Trigger **New Google Drive File in Folder** Polls a NetHunt folder for newly attached Google Drive files linked to its records. Input: folder_id. Returns the list of new Google Drive file attachments. - Trigger **New or Updated Record in Folder** Triggered when a record is created or updated in the specified folder. - Trigger **New Record in Folder** Triggered when a record is created in the specified folder. - Trigger **Two-way sync new or updated records in folder** A trigger for two-way syncing new and updated records in a specified folder, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping. - Trigger **Updated Record in Folder** Triggered when a record is updated in the specified folder. - Action **Add Call Log** Add a call log to the specified record. - Action **Add Comment** Add a comment to the specified record. - Action **Delete Record** Delete a record by ID. - Action **Find Record** Search records in a folder by ID or text query. - Action **Find record by field value** Finds one record in a NetHunt folder by matching a field value, and projects the record's fields map alongside record_id / id / created_at. - Action **List Folder Fields** List the fields of a folder. - Action **List Readable Folders** List all folders the user can read. - Action **List Writable Folders** List folders the user can create records in. ## Each app on its own - [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo) - [ **NetHunt CRM** NetHunt CRM ties to Gmail and other Google Workspace apps you work in, automates data flow, and makes...](https://apiant.ai/connections/nethunt-crm) 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 NetHunt CRM - [ **HubSpot to NetHunt CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-nethunt-crm) - [ **Gmail to NetHunt CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-nethunt-crm) - [ **Mailchimp to NetHunt CRM** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-nethunt-crm) - [ **ActiveCampaign to NetHunt CRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-nethunt-crm) - [ **Trello to NetHunt CRM** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/trello-to-nethunt-crm) - [ **Asana to NetHunt CRM** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-nethunt-crm) Questions ## incwo and NetHunt CRM, 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 NetHunt CRM when something happens in incwo? Any of NetHunt CRM's 8 actions, including Add Call Log, Add Comment, Find Record and Find record by field value. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from NetHunt CRM to incwo? Yes. When something happens in NetHunt CRM, your agent can act in incwo too. This page covers both directions: NetHunt CRM's triggers and incwo's actions are listed here as well. ### ### Do I have to build a connector for incwo or NetHunt CRM? 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 NetHunt CRM 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.