--- title: "Connect incwo and Overloop.ai - APIANT.ai" description: "When \"New invoice\" fires in incwo, your agent runs \"Add list\" in Overloop.ai, or \"List Created\" in Overloop.ai to \"Add invoice\" in incwo." canonical: "https://apiant.ai/connect/incwo-to-overloop-ai" --- # Connect incwo and Overloop.ai When **New invoice** fires in [incwo](https://apiant.ai/connections/incwo), your agent runs **Add list** in [Overloop.ai](https://apiant.ai/connections/overloop-ai), or **List Created** in Overloop.ai 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 Overloop.ai **2** triggers Overloop.ai **17** 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 Overloop.ai 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 Overloop.ai can do together ### From incwo to Overloop.ai - When **New invoice** in incwo then **Add list** in Overloop.ai - When **New invoice** in incwo then **Add Prospect to Campaign** in Overloop.ai ### From Overloop.ai to incwo - When **List Created** in Overloop.ai then **Add invoice** in incwo - When **New Exclusion List Item** in Overloop.ai 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 Overloop.ai ## Triggers and actions 3 triggers · 34 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 **List Created** Triggers when a new list is created in Overloop.ai. - Trigger **New Exclusion List Item** Triggers when a new email address or domain is added to your Overloop exclusion list. - Action **Add list** Creates a new prospect or organization list in Overloop. - Action **Add Prospect to Campaign** Adds a prospect to an Overloop campaign by enrolling them in it, optionally at a specific step or start time. Returns the new enrollment. - Action **Create Organization** Creates a new organization in Overloop.ai with its name, contact details, address, lists and any custom fields. - Action **Create Prospect** Creates a new prospect in Overloop.ai with contact details, lists, owner, organization and any custom fields, and returns the created prospect. - Action **Delete list** Permanently deletes a list in Overloop. Prospects that were in the list are kept. - Action **Delete organization** Permanently deletes an organization in Overloop.ai. This cannot be undone. - Action **Delete prospect** Permanently deletes a prospect from Overloop.ai, along with all of its history (messages, replies). This cannot be undone. - Action **Enroll Prospect** Enrolls a prospect into an Overloop campaign or prospect-based workflow, optionally at a specific step or start time. - Action **Exclude Prospect** Excludes a prospect from all future outreach by adding their email address (or their whole domain) to the Overloop exclusion list. - Action **Get organization** Returns a single Overloop organization by its ID, including its standard details, lists and any custom field values. - Action **Get prospect** Returns a prospect by ID, including its contact details, engagement status, lists and custom field values. An error occurs if the prospect is not found. - Action **List automations** Returns the automations (outbound campaigns and productivity workflows) in your Overloop account, optionally filtered by type, record type or status. - Action **List users** Returns the users on your Overloop.ai account, with their name, email, role and status, optionally filtered to active or disabled users. - Action **Search List** Returns the Overloop lists whose name contains the text you give, optionally limited to prospect or organization lists. - Action **Search Organization** Returns the organizations in Overloop.ai that match the name, website, email or other details you specify. - Action **Search Prospect** Returns the prospects that match the email, name, job title, location or engagement status you specify. - Action **Update list** Renames an existing Overloop list and returns the updated list. ## Each app on its own - [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo) - [ **Overloop.ai** Overloop.ai is an AI-powered Sales Automation Platform that runs all your outbound campaigns 100%...](https://apiant.ai/connections/overloop-ai) 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 Overloop.ai - [ **HubSpot to Overloop.ai** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-overloop-ai) - [ **Google Sheets to Overloop.ai** Google Sheets](https://apiant.ai/connect/google-sheets-to-overloop-ai) - [ **Gmail to Overloop.ai** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-overloop-ai) - [ **Google Calendar to Overloop.ai** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-overloop-ai) - [ **Google Drive to Overloop.ai** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-overloop-ai) - [ **Mailchimp to Overloop.ai** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-overloop-ai) Questions ## incwo and Overloop.ai, 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 Overloop.ai when something happens in incwo? Any of Overloop.ai's 17 actions, including Create Organization, Create Prospect, Update list and Add list. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Overloop.ai to incwo? Yes. When something happens in Overloop.ai, your agent can act in incwo too. This page covers both directions: Overloop.ai's triggers and incwo's actions are listed here as well. ### ### Do I have to build a connector for incwo or Overloop.ai? 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 Overloop.ai 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.